27 Best Salesforce Integrations for Sales Teams
One of the best things about Salesforce is that there are literally thousands of different sales tools you can integrate with.
However, the Salesforce State of Sales report did highlight a significant issue: sales reps are literally drowning in too many tools. Without careful organization aligned with your sales team's processes, an excess of tools can hinder rather than aid productivity.
So we’ve gathered the 27 best Salesforce integrations for sales teams here, breaking them down into specific categories so you can find the best ones to add to your sales tech stack.
Let’s read on to find out what they are!
Route Planning
Badger Maps
Price: $58/month Business, $95/month Enterprise (Free 7-day trial)
Capterra Rating: 4.7
Badger Maps is the best route-planning app as it allows sales reps to automatically plan, route, and maximize their time in the field, cutting down driving time by 20%.
With capabilities such as route optimization, lead generation, map visualization, and automated data gathering from the field, Badger Maps helps field sales teams save time on their daily planning, maintain better relationships with customers, and get organized.
Sales-specific features like follow-ups and advanced reporting allow you to keep track of key customer information and be proactive about keeping closely connected with important accounts.
You can add a date for your next follow-up appointment, and set an appointment reminder. All notes recorded in the field will automatically sync to your CRM.
Sales teams have reported that they sell 22% more and drive 20% less when using Badger Maps, in fact, the average team of 10 reps sells $936k more the year they start using the app.
"After getting Badger Maps, weekly meetings per rep jumped from 12 to 20. This led to a 22% increase in annual revenue."
Brad Moxley
Business Development Manager, Cutter & Buck
With Badger Maps, salespeople can mobilize their CRM, providing instant access to important customer information directly from the field. You can sync and leverage data in your CRM, all from your mobile device.
You can also enable a two-way, real-time native integration with the most popular CRMs such as Salesforce, HubSpot, Zoho, Microsoft Dynamics, Insightly, NetSuite, and many more.
Additionally, field sales teams increase their CRM usage by 50% when using Badger Maps.
If you're looking for the best Salesforce integration, look no further than Badger Maps.
Badger Maps reduces sales reps’ average drive time by 20% and frees up an average of 8 hours a week.
Sign up for a free trial today or schedule a demo to see how you can start integrating this route-planning app with Salesforce!
Google Maps
Price: Free
Capterra Rating: 4.7
Google Maps is one of the leading route-planning tools on the market today. It’s reliable, easy to use, and best of all, it's free.
Google Maps allows you to create routes to any location you want, find the best route to get there, get turn-by-turn directions, different types of map views, and real-time traffic updates. Your method of transport can be set to include by foot, car, bicycle, plane, or public transportation.
Immersive view, an AI-powered feature can provide you with a 3D, multi-dimensional experience view of a location, where you can preview bike lanes, sidewalks, intersections, and parking spots for your next journey.
However, if you work in field sales, Google Maps has some limitations.
Google Maps only allows you to create a route with 10 stops, something which for busy salespeople with multiple customer visits in a single day can be troublesome.
It also is unable to integrate with your sales CRM software.
Looking to invest in a CRM for your sales team? Check out this in-depth guide that explores the top 10 sales CRM software options available to you today!
Mapsly
Pricing: Essential - $25/user/mo, Pro - $45/user/mo, Enterprise - $70/user/mo
Mapsly is a routing and mapping tool that can be used by sales teams to make data-driven decisions based on spatial information collected in their territories. Capabilities include territory management, geo-analysis, and no-code automation.
Mapsly suggests the most optimal starting time and location for every driver based on your exact working hours, current location, and previously planned routes.
Mapsly doesn’t offer many team management capabilities that would be required by most field sales teams.
Salesforce Maps
Price: Maps - $75/mo, Advanced - $125/mo
Capterra Rating: 4.6
Salesforce has its own route planning app that integrates with its CRM system, allowing sales reps to map their important customer information on a geographical map.
Their route optimization feature uses both current and historical traffic conditions, allowing reps to easily plan ahead and lower travel costs.
You can easily highlight your top-performing accounts and filter your newest prospects to follow up on. They have a built-in prospecting feature that allows you to discover new opportunities in your territory.
Salesforce Maps is a great tool for teams looking to build out their territories and offers robust analytics features. However, this route-planning tool might be more suited to teams who do their mapping in an office and not from the field.
Their mobile app is not great, meaning sales reps who spend the majority of their time working in the field might be better off looking elsewhere for a more suitable route planning app as their Salesforce integration.
Prospecting
Cognism
Price: Contact for pricing info
Capterra Rating: 4.6
Cognism is one of the leading sales prospecting tools available on the market today.
This tool supplies you with the phone numbers and B2B emails you are looking for, ensuring you connect directly with the people you want to do business with. With modern and state-of-the-art technology, full GDPR compliance, and a seamless Salesforce CRM integration, Cognism is a great choice for salespeople looking to grow their customer base.
Their Diamond Data® feature is the gold standard for mobile number databases, boasting an impressive 98% accuracy rate. They manually call the phone numbers they collect meaning you can be rest assured the number you are calling belongs to the right person.
With accurate and reliable information on hand, you can increase sales efficiency when looking for new prospects by avoiding dialing the wrong numbers.
Start improving your sales processes now with these 8 effective sales strategies to boost sales efficiency!
LinkedIn Sales Navigator
Price: Contact for pricing info
Capterra Rating: 4.6
Get it:
LinkedIn Sales Navigator is a great sales prospecting tool as it offers sales teams access to LinkedIn's massive user database of over 1 billion users. According to LinkedIn, salespeople have 42% larger deal sizes when using this tool.
Sales Navigator is a great Salesforce integration as it helps reps, managers, and ops leaders find and connect with the correct decision-makers at their target accounts. It’s also capable of providing key data and insights they need to prioritize their most important accounts.
Important developments that are happening internally at the business they are targeting can be tracked such as job changes or their buying intent. The “Lead Career Change” alert informs you if your lead changes their job position, giving you the option to check in with them to see how their new role is going.
LinkedIn’s messaging and content-sharing capabilities ensure that engaging with your prospects can be a seamless experience for everyone involved. Their messaging tool InMail is a great feature that sales teams can use to send quick, personalized messages to their prospects on Linkedin.
Check out this Outside Sales Talk podcast episode with the LinkedIn Whisperer Brynne Tillman to discover LinkedIn selling tips and tricks that get big payoffs!
Badger Maps
Price: $58/month Business, $95/month Enterprise (Free 7-day trial)
Capterra Rating: 4.7
Badger Maps is the best sales prospecting tool for outside sales reps. As an outside rep, it’s crucial to plan your day in a way that best maximizes your selling potential.
Badger Maps allows you to search for prospects by business category on an interactive map, with their location and contact information provided so you can easily reach out to them.
Let's say you are selling medical device equipment and you are looking for all the doctors, dentists, and hospitals in your territory. By typing the word medical in the search bar, you can find all the businesses that deal in medical devices in your territory and they will instantly appear on your interactive map.
Also, it’s incredibly easy to create routes around your best opportunities. After viewing your customers with your accounts displayed on an interactive map, you can select the ones you want to visit, with the app providing you with the fastest and most efficient route for you to take.
On average, salespeople using Badger Maps spend 20% less time driving and sell 25% more.
Zoominfo
Price: Contact for pricing info
Capterra Rating: 4.1
Zoominfo helps sales teams find their ideal customers with their platform informing you who you need to reach out to and the best communication avenues to do so. This tool is great for sales and marketing alignment as it provides high-quality data that can help organizations from wasting time chasing up on the wrong types of leads due to misinformation between departments.
They have an enormous B2B contact database of 70M+ direct dial phone numbers and 174M+ verified email addresses. They provide great information on buyer intent by tracking companies that are actively researching solutions like yours, helping you to identify prospects who are at the beginning of their buyer’s journey.
By integrating with your Salesforce CRM, sales teams can keep their CRM data accurate and up-to-date and get deep insights into their customer base through sales metrics and embedded reports.
Listen to this Outside Sales Talk with sales expert John Barrows to learn the top questions you should ask every prospect!
Dealfront
Price: Contact for pricing info
Capterra Rating: 4.3
Dealfront is a new sales prospecting tool having been created following the merger of the lead generation tool Leadfeeder and the sales intelligence program Echobot. Combining the strengths of these two companies means Dealfront is one of the best tools for sales teams looking to improve their sales prospecting processes.
Trusted by over 10,000 companies to find new leads, Dealfront is a great Salesforce integration for sales teams. You can identify anonymous companies that are visiting your website and automatically send them to your CRM, ready for your sales reps to convert.
They provide more than 100+ unique filters to help sales teams find their ideal customers. These filters include geographics, financials, firmographics, and more. Their AI capabilities can help you effortlessly find new customers that are similar to your existing ones. The AI can identify similar companies that are likely to be interested in your product.
Check out this Outside Sales Talk podcast episode with best-selling author Dave Kurlan to learn how you can drive sales momentum with effective prospecting!
Communication & Collaboration
Slack
Price: Free, Pro - $7.25/mo, Business+ - $12.50, Enterprise Grid - contact sales
Capterra Rating: 4.1
Slack is an instant messaging platform that has revolutionized the way sales teams communicate on a day-to-day basis. This is a communication tool that is widely used by organizations both small and large looking to improve both internal and external communication.
Their Channel feature is a great space for team members to communicate internally. Sales teams can create channels for day-to-day conversations between the team, a thread for focusing on particular projects, or even serving as an outlet for a bit of fun time during work hours!
The Connect feature can help you to connect with organizations outside of your workplace. Mastering sales communication is vital for sales teams looking to create authentic relationships with their customers, and this feature helps you have the same fluid conversations that you would have with your team with your customers.
The Huddle feature is another great way for you to stay connected with other team members as you work together on different projects. You can quickly jump in a huddle over audio or video, helping sales teams work more effectively on projects together.
According to a Salesforce survey, teams using Huddle have reported a 37% increase in productivity!
Monday
Price: Free - $0 for up to 2 users, Basic - $27/mo/3 users, Standard - $36/mo/3 users, Pro - $57/mo/3 users, Enterprise - Contact sales for pricing
Capterra Rating: 4.6
Monday is an open platform where sales teams can create and shape the tools they need to oversee their different work processes. By integrating your Salesforce CRM with Monday, sales teams can build or customize whatever they need to improve their operation.
They offer a multitude of different features that can help teams better manage their sales pipeline, capture new leads, and manage their customer database. They are currently beta testing an AI feature that can automate certain tasks such as email composition and content generation. Sales automation is going to become more and more common in the coming years thanks to AI and Monday is eager for their customers to reap its benefits by eliminating repetitive and tedious work activities.
Check out this blog to learn how you can leverage the power of artificial intelligence in sales!
Asana
Price: Basic - Free, Premium - $10.99/mo, Business - $24.99/mo, Enterprise - Contact sales
Capterra Rating: 4.5
Asana is another great Salesforce integration that offers teams a smarter way to work with their highly intuitive software. 80% of Fortune 100 companies use Asana to organize and manage their work across both team members and different departments in an efficient and effective manner.
Asana is a great sales tool for goal-oriented sales teams as it allows them to align company-wide objectives with their more specific sales goals, creating a complete overview of the company's objectives which can foster great collaboration between departments. Custom views can be created so people only see the information that is relevant to them.
Their scheduling capabilities allow sales team’s to communicate and collaborate on plans and stay up to date on different projects. Asana can integrate with your sales teams current messaging and email apps to support the different communication channels your team prefers to communicate.
Trello
Price: Standard - $5/mo, Premium - $10/mo, Enterprise - $17.50/mo
Capterra Rating: 4.6
Trello is a project management app that can help sales teams who are often working in different locations, cities, and even countries, collaborate and communicate together in a streamlined and cohesive manner.
A Trello board, which shares similarities to a Kanban board, can allow sales teams to easily plan projects and provide a bird’s eye view of every step along the way. You can adjust project deadlines with an easy-to-use drag-and-drop feature which can help you address any gaps in your project timeline.
Trello also has a cool mapping feature that allows you to track and coordinate projects, customers, and properties across cities, states, and countries. Visualizing your different projects on a map can help you visualize your territories better and make strategic decisions based on locations.
Listen to this Outside Sales Talk podcast episode with body language expert Mark Bowden to discover how you can leverage body language for sales success!
Sales Engagement
Yesware
Price: Pro - $15/Seat/month, Premium - $35/Seat/month, Enterprise - $65/Seat/month
Capterra Rating: 4.3
Yesware is a sales engagement app and Salesforce email integration that integrates with email services like Outlook and Gmail to help sales teams with email tracking, templates, outbound campaigns, and analytics. It has over 1.4 million installs and is used by more than 6000 sales teams. Their email database contains over 100+ million business profiles.
Yesware enables sales teams to prospect, schedule meetings, and follow up, right from their inbox. Users are instantly notified when recipients open your emails, click on links, or view attachments. Information like this is vital for sales teams as it can help them speed up processes and help them find new ways to improve their email open rates.
Knowing which links people are clicking on in your emails is a great resource for salespeople as it shows them what’s working and what’s not, helping them figure out which leads are worth following up on and what their interests are.
Check out this Outside Sales Talk podcast episode with Yesware CEO Joel Stevenson to learn how you can lead with productivity as a sales manager!
Mailshake
Price: $75/user/mo
Capterra Rating: 4.7
Mailshake is an email outreach and sales engagement platform that is trusted by over 75,000 companies and can help you automate and streamline your sales email campaigns. One study showed that 64% of people make a decision to open emails based on subject lines. A tool like Mailshake can help you optimize this.
They offer a wide range of tools that can help you create, send, and track personalized email campaigns, allowing you to easily measure the performance of your outreach strategy and ensure you are getting the most out of your email strategy. Mailshakes data finder features allow you to search for prospects by their role, location, or company. You can even combine all three of these filters to get hyper-targeted results.
Automated email sequences can be sent to customers at predefined intervals, ensuring that your outreach messages are delivered consistently and on time.
The follow-up feature can even send automatically-generated emails to those who haven't yet responded to your original message. The type of follow-up message you send can vary depending on whether your email was opened or not, or how long it took to be opened.
Want to write a sales email that won’t get ignored? Check out this helpful guide with 8 tips to write perfect emails that get responses!
Overloop
Price: $99/user/mo
Get it: Web-Based Platform, Developing Mobile Platforms
Overloop is a sales engagement tool that not only helps you find the right prospects, it also allows you to contact them directly, all from one easy-to-use dashboard.
This is useful as you don’t have to move your customer information from one place to another to strike up a conversation. You can also sync up your existing email account in order to migrate all of your contacts.
Once you’ve got all of your email addresses on Overloop, you can use built-in cold email campaign scheduling to set a multistep outreach - all this without the need to send a single outreach email manually. This can be beneficial for small teams that want to do this tedious and time-consuming part of sales more effectively.
Salesloft
Price: Contact for pricing info
Capterra Rating: 4.4
Get it: iOS
Salesloft is a sales engagement platform and Salesforce integration that allows sales teams to automate and optimize how they communicate with their customers. Their AI-powered revenue workflow platform can be used to build your sales pipeline, deliver revenue, retain loyal customers, and accurately forecast for the future.
With Generative AI capabilities, sales reps can create and send attention-grabbing emails that are optimized to increase open rates. The AI can turn your lengthy sales conversations into bite-sized chunks, leaving you and your prospects with the most important takeaways to give everyone a clear idea of what’s going on. Transcriptions are available in 6 different languages.
You can easily track changes in your sales deals on an intuitive dashboard and unearth information that will help you gauge deal health and buyer engagement.
Listen to this Outside Sales Talk with Resquared co-founder Tyler Carlson to learn how you can generate more leads with AI-powered email campaigns!
Outreach
Price: Contact for pricing info
Capterra Rating: 4.4
Trusted by over 6000 customers across the world, Outreach is a sales engagement platform designed to help sales teams better communicate with their customers throughout the sales process. It provides a suite of capabilities that include sales forecasting, an AI-powered conversation intelligence, pipeline management, and a rep coaching feature that can help salespeople maximize their potential.
Outreach can provide sales leaders with comprehensive insights into the entire sales cycle, enabling them to enhance deal velocity, boost pipeline conversion rates, and improve the productivity levels of their reps. Reps also have access to all the necessary capabilities and insights required to effectively build their pipeline, conduct sales meetings, navigate buying committees, and successfully close deals.
Check out this useful guide that offers 14 effective ways to increase sales productivity and boost sales!
Sales Productivity
ClickUp
Price: Unlimited - $7/user/mo, Business - $12/user/mo, Enterprise - Contact sales
Capterra Rating: 4.7
ClickUp is an all-in-one productivity platform where you can work with other members of your sales team to streamline processes and collaborate on different tasks. It can help you plan, track, and manage your work in the most efficient way possible, all while helping you align with your sales team's goals.
The time management feature allows you to set estimated project times, ensuring everyone involved in a project knows exactly how long they should be working on any given task. Time can be tracked to the second by stopping and starting a timer while working on tasks, giving an accurate estimation of how long is spent on any given project which will help in driving efficiency across your sales team.
With ClickUp´s AI-powered capabilities, sales teams can automate tedious work processes in new and exciting ways. The AI assistant can write promotional emails, summarize important meeting notes, and create presentation outlines, all at the touch of a button.
Vidyard
Price: Pro - $19/mo, Plus - $59/mo, Business - Contact sales
Capterra Rating: 4.5
Vidyard is a video platform that allows sales teams to stand out and sell to their customers through engaging and informative videos. Users can create videos that are up to an hour in length using browser extensions. Their new prospecting feature can help you connect with high-quality leads and create personalized prospecting emails at scale.
A McKinsey report found that 71% of buyers expect personalized messaging from their sellers. Vidyard’s AI script generator can create personalized sales scripts for each of your prospects, helping you to perfect your sales pitch, freeing you up to focus on the nitty-gritty details of actually selling to your customers.
Check out this helpful guide that shows you the ultimate prospecting tactic - using videos in your sales emails!
Badger Maps
Price: $58/month Business, $95/month Enterprise (Free 7-day trial)
Capterra Rating: 4.7
Badger Maps is a great sales productivity tool for outside sales reps. It allows reps to automatically plan, route, and maximize their time in the field by cutting down on planning and driving time.
With optimized routes and seamless planning, Badger Maps reduces sales reps’ average drive times by 20%, freeing up an average of 8 hours a week. These time savings can be used to meet more prospects and close more deals.
With Badger Maps, you can do much more than routing. You can also get a custom view of your sales territory, log meeting notes on the go, and find new leads around you - all right from the field.
If you’re a field salesperson looking to make the most of your day, the best productivity tool is Badger Maps.
Check out this insightful blog that offers 11 sales territory management tips for your reps!
Fireflies
Price: Pro - $10/seat/mo, Business - $19/seat/mo, Enterprise - Contact sales
Capterra Rating: 4.1
Fireflies is an AI voice assistant that is designed to streamline your virtual meeting experience and can seamlessly integrate with your Salesforce CRM along with other leading web-conferencing platforms such as Zoom, Google Meet, and Microsoft Teams. It can accurately transcribe everything that is said during your sales meetings and even take notes.
The video conferencing bot automatically joins your online meetings across any web conferencing platform. Once the meeting gets underway, the bot will record everything it hears. Both video and audio can be recorded with the ability to generate accurate transcripts in minutes.
One cool feature is Sentiment Analysis. Pieces of text can be analyzed to determine whether what is said is positive or negative, while it is also capable of analyzing emotions to establish whether someone is happy or angry. It can also discover the intent behind what is being said and categorize it however you wish, providing you with key metrics that you can use to fine-tune your sales pitch.
Check out this blog that provides you with 17 actionable tips to nail your sales pitch!
Sales Analytics
Tableau
Price: Viewer - $15/user/mo, Explorer - $42/user/mo, Creator - $75/user/mo
Capterra Rating: 4.6
Tableau, which was acquired by Salesforce in 2019, is a leading data visualization tool that can help sales teams analyze and visualize their most important data points. They offer a wide range of different products that are available at their different pricing points and are trusted by more than 10,000 business leaders.
In a study done by both Tableau and Salesforce, they discovered that 94% of business leaders feel they should be getting more value out of their data. Sales teams are great at collecting information on their customers, however, turning that information into actionable data that produces results is another thing.
Tableaus offers one of the broadest, end-to-end analytics platforms on the market today. The Creator payment plan is their most popular as it offers a whole suite of products such as Cloud, Prep, and Desktop Builder. You have access to advanced management capabilities which provide multiple operational insight features. Data Stories can make your analytics more accessible and understandable for your whole team, helping everyone align on strategy.
Tableau’s AI feature can increase data productivity and automate repetitive tasks which will speed up dashboard creation.
Read our blog that gives you the lowdown on everything sales metrics, showing you why you need to track, what you need to track, and how to do it!
InsightSquared
Price: Contact for pricing info
Capterra Rating: 4.6
InsightSquared is a sales analytics app that is designed to help sales teams make data-driven decisions across their organization. By integrating with a CRM system like Salesforce, InsightSquared can offer detailed insights and reports on sales performance, pipeline management, forecasting, and much more.
InsightSquared uses historical customer data and predictive algorithms for forecasting future sales performance and revenue outcomes, helping sales teams set achievable sales targets, anticipate market trends, and make proactive adjustments to strategies.
Customizable reports and dashboards can help teams visualize and analyze data in ways that align with their specific business objectives and priorities. You have a 360-degree view of your funnel including leads, accounts, opportunities, renewals, upsells, contacts, and more.
Gong
Price: Contact for pricing info
Capterra Rating: 4.9
Gong's platform captures customer interactions across various channels including phone calls, web conferencing, and email. It analyzes the content of these interactions and provides insights aimed at helping sales teams secure more deals.
By offering a comprehensive view of ongoing deals, the platform equips sales representatives with valuable information to swiftly discern healthy opportunities from those at risk of stalling. Gong facilitates the evaluation of pipeline health and provides clarity on the status of each account, thereby identifying potential cross-selling and up-selling opportunities.
Additionally, Gong streamlines sales workflows by automating note-taking, summarizing follow-up tasks post-meeting, and ensuring CRM records remain updated, ultimately enabling salespeople to save time and focus on core activities.
In this detailed guide to B2B CRM, we’ll delve into what exactly a B2B CRM is, strategies you can use to ensure optimal performance, and a few of the top B2B CRM software available on the market today!
Clari
Price: Contact for pricing information
Capterra Rating: 4.5
Clari is another sales analytic platform that can help sales teams drive sales growth and improve sales execution. It leverages AI and automation to provide detailed insights and actionable recommendations across the entire revenue process, from opportunity to close.
Key features of Clari include predictive analytics, forecasting automation, deal scoring, and activity tracking. By providing real-time insights and predictive guidance, Clari enables sales teams to prioritize their efforts, identify risks and opportunities, and ultimately drive better outcomes.
Check out this blog with 25 sales growth strategies from some of the top sales experts in the business!
Closing
XodoSign
Price: Basic - $9.99/mo, Professional - $39.99/mo, Professional Plus - $99.99/mo
Capterra Rating: 4.9
Xodo Sign, formerly known as Eversign, is a cloud-based digital signature platform designed to meet your needs as a sales rep who is constantly signing documents.
It is a solution that allows you to sign, send, and manage online documents, streamlining the documentation process. This will not only help you improve efficiency, it will provide you with a secure and legally compliant approach to handling important documents.
Listen to this Outside Sales Talk podcast episode with the founder and CEO of Best Practice International James Muir to learn how to close more sales with the perfect close!
PandaDoc
Price: Essentials - $19/seat/mo, Business - $49/seat/mo, Enterprise - contact sales
Capterra Rating: 4.5
PandaDoc is an all-in-one tool that integrates with Salesforce and allows sales teams to create, manage, track, and sign all of their e-signing documents.
Their drag-and-drop editing capabilities help you create and customize documents in minutes with over 750 ready-to-use, free templates. There are great analytics features where you can view how long the receiver spent viewing a document, how many times they viewed it, and if they clicked on any of the provided links. This can show you what’s engaging, and what’s not, about your documents.
Proposify
Price: Team plan - $49/user/mo, Business plan - Contact sales
Capterra Rating: 4.5
Proposify is an online proposal software that gives sales teams control and visibility into the most important stage of your sales process. This Salesforce integration allows teams to manage and close all their quotes, contracts, and proposals.
There are a variety of different templates at your disposal with customization options included. You can maintain consistency with your brand's design style across all your documents by uploading your brand's typeface and imagery to ensure you remain consistent across all of your messaging.
You can also get insights into how prospects are interacting with your proposals and discover ways to improve them.
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