Top Salesforce Applications for SaaS Revenue Teams
Updated: Jan 18
Salesforce is so much more than a CRM. It’s an incredibly powerful tool that can help revenue teams be successful in tons of ways. With a wide range of applications available, it can be difficult to know which ones are the best fit for your team.
So let's take a look at some of the top Salesforce apps for each of the revenue-generating teams and how they can help you achieve your goals.
Whether you're looking to improve your sales pipeline, track customer engagement, or streamline your team's workflow, you're sure to find an app that fits your needs. From lead management to forecasting and beyond, these Salesforce apps will help you take your RevOps team to the next level.
What Types of Tools Should All Revenue Teams Use?
Along with Salesforce, there are several tools and technologies that every SaaS GTM team may want to consider adding to their tech stack in order to solve for various challenges and goals. Some of these tools may include:
Analytics and reporting tools: These tools can help Revenue teams track and measure the performance of their efforts, including website traffic, conversion rates, and customer engagement.
Presentation and proposal software: These tools can help SaaS Revenue teams create and deliver professional, engaging presentations and proposals to potential customers.
Project management tools: These tools can help SaaS marketers plan and track the progress of their marketing projects and campaigns.
Meeting scheduling and video conferencing tools: These tools can help your Revenue teams schedule and conduct meetings with prospects and customers remotely.
Collaboration and communication tools: These tools can help your teams stay connected and collaborate with team members and stakeholders, both internally and externally.
8 Analytics and Reporting tools that integrate with Salesforce
Salesforce Reports and Dashboards: A built-in analytics and reporting tool within Salesforce CRM that allows sales teams to track, analyze, and report on their sales data.
Tableau: A powerful data visualization tool that allows sales teams to create interactive, dynamic dashboards and reports to gain insights from their sales data.
Looker: A cloud-based business intelligence tool that allows sales teams to create and share data-driven insights and reports, and also collaborate with their team members.
Salesforce Einstein Analytics: A powerful data analysis tool that helps you uncover insights, make data-driven decisions, and measure the performance of your revenue team.
Google Analytics: A web analytics service that allows sales teams to track and analyze the performance of their website, including visitor behavior, sales, and conversions.
Mixpanel: A tool that allows sales teams to track user engagement and behavior on their website and mobile apps.
Amplitude: A tool that allows sales teams to track user engagement and behavior on their website and mobile apps, and also create funnels, segment users and create custom events
Heap: A tool that allows sales teams to track user engagement and behavior on their website and mobile apps, and also analyze the performance of their marketing campaigns.
12 Presentation and Proposal Software options that can integrate with Salesforce
Salesforce CPQ (Configure, Price, Quote): A tool that enables your revenue team to quickly create accurate, professional quotes and proposals.
DocuSign: This e-signature and document management platform can be integrated with Salesforce to automate the process of sending, signing, and tracking documents.
PandaDoc: Proposal and document management platform for creating, sending, and tracking proposals, contracts, and other documents.
Qwilr: This proposal and documentation software is used to help create interactive and dynamic proposals, quotes, and contracts.
QuoteWerks: This quoting software can generate, manage, and track product and service quotes.
Prezi: This software uses a non-linear format that emphasizes visuals and storytelling to create engaging presentations and proposals.
Canva: A graphic design tool that can be used to create professional-looking presentations and proposals.
Visme: Presentation tool that can be used to create visual content, like infographics, reports, and interactive presentations and proposals.
Pitchdeck: Software for creating and sharing pitch decks, perfect for early-stage startups, and entrepreneurs.
Proposify: Tool used for creating and managing proposals, contracts, and other sales documents.
Slidebean: A tool that makes creating and sharing professional-looking presentations and proposals easy, it's based on the cloud.
Showpad: A platform that allows teams to create and share interactive presentations, track engagement, and measure performance.
9 Meeting Scheduling and Video Conferencing tools that integrate with Salesforce
Zoom: A widely used video conferencing tool that offers features such as screen sharing, recording, and virtual backgrounds and has an official Salesforce integration.
Salesroom: A video conferencing platform designed specifically for sales teams. The platform offers many features such as; recording, auto-generated transcripts and note-taking, interactive polls and Q&A, customizable event pages and branding, analytics, and reporting.
GoTo Meeting: A web conferencing tool that allows for screen sharing, recording, and scheduling of meetings and also has a Salesforce integration.
Cisco Webex: A video conferencing tool that offers features such as recording, transcription, and the ability to schedule and join meetings directly from Salesforce, Outlook, or Google Calendar.
BlueJeans: A video conferencing tool that offers features such as screen sharing, recording, and the ability to schedule and join meetings directly from Salesforce, Outlook, or Google Calendar.
Adobe Connect: A web conferencing tool that offers features such as screen sharing, recording, and the ability to schedule and join meetings directly from Salesforce
DialPad Meetings: A video conferencing tool that is designed for small to medium-sized businesses and offers features such as screen sharing, recording, and the ability to schedule and join meetings directly from Salesforce.
Chili Piper: Helps businesses manage and optimize their sales and marketing efforts by automating and streamlining the lead routing and scheduling process. Integrates with Salesforce and calendar systems to automatically assign and schedule meetings with leads, based on specific criteria such as lead score and availability. Additionally, Chili Piper's meeting scheduling feature allows leads to schedule meetings with sales reps directly from a company's website, without the need for email or phone follow-up.
Calendly: a scheduling tool that makes it easy for people to schedule time with you, by providing a personalized link to your calendar availability. It also offers a feature of customizable email notifications and reminders, to keep everyone informed and on schedule.
9 Project Management tools that integrate with Salesforce
Trello: A popular project management tool that allows teams to organize tasks and assign responsibilities.
Asana: Another popular project management tool that helps teams to stay organized and on top of tasks, it's a better fit for complex processes with many stages.
Monday.com: A project management tool that is designed to be visual and flexible.
Basecamp: A collaboration tool that brings together all the tools that a team needs to collaborate and organize their work.
Smartsheet: A project management tool that is designed to be easy to use and allows teams to collaborate on tasks and projects.
Wrike: A project management tool that offers a wide range of features, including real-time collaboration, time tracking, and resource management.
Airtable: A project management tool that combines the features of a traditional spreadsheet with the flexibility of a database.
ProofHub: A project management tool that offers features such as time tracking, file management, and team collaboration.
ClickUp: a project management tool that offers a wide range of features, including time tracking, calendars, and task dependencies.
5 Collaboration and Communication tools that integrate with Salesforce
Slack: A popular team communication tool that allows for real-time messaging, file-sharing, and integration with other apps and services.
Salesforce Chatter: A social collaboration platform that allows teams to share information, collaborate on projects, and communicate in real time within Salesforce.
Salesforce Microsoft Teams: A collaboration platform that allows teams to chat, share files, and conduct video meetings, that can be integrated with Salesforce to access customer data.
Quip: A collaboration platform that enables teams to create and edit documents, spreadsheets, and presentations together in real time, all in one place.
Evernote: A note-taking and organization tool that can be used to keep track of notes, ideas, and research on prospects and customers.
Honorable Mentions:
Gong: Gong is a sales acceleration platform that uses AI to help sales teams improve their performance by providing real-time guidance on things like call and email scripting, objection handling, and more.
Drift: Drift provides a conversational marketing and sales platform for businesses. The platform allows businesses to communicate with potential customers using chatbots, live chat, and other forms of messaging, and provides tools for capturing leads, scheduling appointments, and tracking conversations.
What Other Types of Tools Should Marketing Teams Use?
Marketing automation platforms: These platforms can help SaaS marketers automate and streamline their marketing efforts, including email campaigns, lead generation, and lead nurturing.
Social media management platforms: These platforms can help SaaS marketers manage and measure their social media presence and engagement across multiple channels.
Content management systems (CMS): CMS platforms can help SaaS marketers create and manage their website and marketing content, including blog posts, landing pages, and case studies.
10 Marketing Automation platforms that integrate with Salesforce
Pardot: Pardot is a marketing automation platform that helps businesses generate and nurture leads, as well as measure and optimize their ROI. It includes features such as lead scoring, email marketing, and campaign management.
Marketo: Marketo is another marketing automation platform that provides a wide range of tools for automating and optimizing the marketing process, including email and lead management, analytics, and marketing analytics.
Oracle Eloqua: Eloqua is a marketing automation platform that helps businesses manage and optimize their marketing campaigns, including email marketing, lead scoring, and marketing analytics.
Act-On: Act-On provides a range of marketing automation tools, such as email marketing, lead management, and analytics.
Mailchimp: Mailchimp is an email marketing platform that provides a variety of tools for creating and automating email campaigns, including templates, segmentation, and automation flows.
Keap: Infusionsoft is a marketing automation platform that helps businesses manage and automate their marketing, sales, and customer service processes.
Hubspot: Hubspot is a comprehensive inbound marketing and sales platform that includes tools for creating and optimizing content, managing leads, and measuring ROI, along with the CRM and Salesforce integration
Salesforce Marketing Cloud: Salesforce's own marketing automation platform, Marketing Cloud, helps businesses manage and optimize their marketing campaigns, including email marketing, lead management, and analytics.
GetResponse: GetResponse is an email marketing platform that provides a variety of tools for creating and automating email campaigns, including templates, segmentation, and automation flows
Optimizely: Optimizely is a marketing optimization platform that allows businesses to test and optimize their marketing campaigns, including A/B testing, personalization, and targeting.
10 Social Media Management platforms that integrate with Salesforce
Hootsuite: Hootsuite is a social media management platform that allows businesses to manage and schedule posts across multiple social media channels, including Facebook, Twitter, Instagram, and LinkedIn.
Sprout Social: Sprout Social is another social media management platform that provides a variety of tools for managing social media campaigns, including scheduling, analytics, and team collaboration.
Agorapulse: Agorapulse provides a range of social media management tools, such as scheduling, analytics, and team collaboration.
Buffer: Buffer is a social media management platform that allows businesses to schedule and publish posts across multiple social media channels, as well as track performance and engagement with integrated analytics.
CoSchedule: CoSchedule is a social media management platform that helps businesses plan and execute their content marketing, including scheduling, analytics, and team collaboration.
Sendible: Sendible is a social media management platform that provides a variety of tools for managing social media campaigns, including scheduling, analytics, and team collaboration.
Zoho Social: Zoho Social is a social media management platform that allows businesses to manage and schedule posts across multiple social media channels, including Facebook, Twitter, Instagram, and LinkedIn.
Oktopost: Oktopost is a B2B social media management platform that allows businesses to manage and track their social media campaigns, including scheduling, analytics, and team collaboration.
Emplifi: Provides a range of social media management tools, such as scheduling, analytics, and team collaboration.
Salesforce Social Studio: Salesforce's own social media management platform, Social Studio, allows businesses to manage and track their social media campaigns.
9 Content Management Systems (CMS) that integrate with Salesforce
WordPress: A popular open-source CMS that is widely used for building websites and blogs and can be integrated with Salesforce through various plugins and add-ons.
Drupal: An open-source CMS that is known for its flexibility and scalability.
HubSpot: A marketing, sales, and service platform that includes a CMS and can be integrated with Salesforce through a HubSpot Salesforce Connector.
Adobe Experience Manager: A powerful enterprise-level CMS that can be integrated with Salesforce through the Adobe Marketing Cloud Connector for Salesforce.
Sitecore: A leading customer experience management platform that can be integrated with Salesforce through Sitecore Connect for Salesforce CRM.
Kentico: Allows creating websites and online stores and can be integrated with Salesforce through Kentico Connect.
Contentful: Allows creating and managing content in any format and on any platform, it has Salesforce integration through a Contentful-Salesforce connector
Squarespace: A website builder and hosting platform that also has a built-in CMS and has Salesforce integration through Squarespace CRM Connector
Wix: A website building platform that allows users to create and design professional-looking websites without needing to know how to code. Wix also offers a range of features for managing and maintaining your website's content. These include a built-in blog, the ability to create custom pages, and the ability to add and organize different types of media such as images and videos.
What Other Types of Tools Should Sales Teams Use?
Sales Automation and Engagement Platforms: These platforms can help SaaS sales teams automate and streamline their sales processes, including lead generation, lead nurturing, and closing deals.
Lead generation and contact data tools: These tools can help SaaS sales teams find and prioritize potential customers, as well as qualify them based on their fit and readiness to buy.
10 Sales Engagement platforms that integrate with Salesforce
Outreach: A sales engagement platform that provides sales teams with tools to automate and personalize their communication with prospects and customers.
SalesLoft: A sales engagement platform that provides sales teams with tools to automate and personalize their communication, as well as track and measure the performance of their efforts.
Marketo Sales Connect: A sales engagement platform that provides email tracking, templates, and automation, allowing sales teams to streamline their communication and increase productivity.
Yesware: A sales engagement platform that provides sales teams with email tracking, automation, and analytics to improve their sales communication and productivity.
SalesHandy: A sales engagement platform that provides email tracking, automation, and analytics to help sales teams improve their sales communication and increase productivity.
Mailshake: A sales engagement platform that provides email tracking, automation, and analytics to help sales teams improve their sales communication and increase productivity.
MixMax: A sales engagement platform that provides email tracking, automation, and analytics to help sales teams improve their sales communication and increase productivity.
Salesforce Inbox: A sales engagement platform that works in conjunction with Salesforce, providing sales teams with the tools to streamline their email communication and increase productivity.
ClearSlide: A sales engagement platform that provides sales teams with tools to automate and personalize their communication, as well as track and measure the performance of their efforts.
Apollo: A sales engagement and data platform that helps sales teams prospect and engage with their target accounts more effectively. It combines data from multiple sources so sales reps can identify the best prospects to target, personalize their communication and engagement, and track their progress throughout the sales process.
14 Lead Generation and Contact Data tools that integrate with Salesforce
LinkedIn Sales Navigator: A lead generation tool that integrates with Salesforce and allows sales teams to find and connect with potential customers on LinkedIn, it also has advanced filtering, lead recommendations, and other features.
LeadIQ: Helps GTM teams identify and engage with potential leads, by providing access to accurate, up-to-date information about companies and contacts. Leadiq also has the ability to connect with various other systems which helps to keep the data in sync and accurate, and enables teams to run marketing campaigns, and track leads and activities in one place.
ZoomInfo: A lead generation tool that provides sales teams with access to a database of business contact information.
Lusha: Allows revenue teams to access professional contact information such as emails, phone numbers, and social media profiles of potential leads, using the individual's LinkedIn or Twitter account. It also provides features like email verification and phone number validation, to ensure that the contact information is accurate and up-to-date.
Datanyze: A sales and marketing platform that helps you find B2B prospects. It has a Google Chrome extension, making finding prospects in your target market easy and faster.
Cognism: A sales engagement and lead gen platform that helps companies identify and prioritize potential customers, personalize sales outreach, and track the performance of sales campaigns.
Clearbit: A lead generation tool that enriches leads in Salesforce with data from Clearbit's database of companies and contacts.
LeadFormly: A lead generation tool that allows users to create and embed custom lead forms on their website, and can automatically import leads into the CRM.
Dux-Soup: A lead generation and scraping tool that can be integrated with Salesforce to import data from LinkedIn and other social media platforms.
Slintel: Provides sales intelligence and customer data analytics. It helps sales, marketing, and customer success teams with real-time insights, competitive intelligence, and account-based marketing(ABM) to increase revenue and customer retention.
leadfeeder: a lead generation tool that helps sales teams identify companies visiting their website and turn them into leads.
Hunter: A lead generation tool that allows users to find and verify email addresses, phone numbers, and social media accounts.
TechTarget: A technology media and marketing services company that helps revenue teams promote their brand through a variety of services such as lead generation, account-based marketing, content marketing, and branding. They also provide access to a large audience of IT buyers through their network of technology-specific websites.
LeadSquared: A lead generation and marketing automation tool that can be integrated with Salesforce to track and nurture leads throughout the sales funnel.
What Other Types of Tools Should Customer Service / Success Teams Use?
Customer feedback and survey tools: This type of software can help customer success teams to collect and analyze customer feedback, which can be used to improve products, identify customer pain points, and measure customer satisfaction.
Support ticketing software: This type of software can help customer success teams to manage customer support requests and track their progress, as well as to analyze customer support data and identify trends.
8 Customer Feedback and Survey tools for customer success teams to add to Salesforce
SurveyMonkey: A widely used survey tool that allows users to create, send and analyze surveys.
Qualtrics: A powerful survey platform that offers advanced features such as branching logic and can be integrated with Salesforce via Qualtrics-Salesforce Connector.
UserVoice: A customer feedback and survey tool that allows users to collect and organize customer feedback, it has Salesforce integration via UserVoice for Salesforce.
GetFeedback: A customer feedback and survey tool that allows users to create surveys, and also has built-in analytics, it can be integrated with Salesforce via GetFeedback for Salesforce.
Typeform: A survey tool that allows users to create visually attractive and engaging surveys, it also has Salesforce integration via Typeform for Salesforce.
Alchemer: A survey tool that offers advanced features such as skip logic, data visualization and reporting, it also has Salesforce integration via SurveyGizmo for Salesforce.
Pointerpro: a survey tool that allows you to create engaging surveys using interactive elements such as videos, images, and animations, it also has Salesforce integration via Survey Anyplace for Salesforce
InMoment: a survey platform that focuses on customer experience and engagement
10 Support Ticketing tools that integrate with Salesforce for Customer Success teams
Zendesk: A popular support ticketing software that offers features such as a knowledge base, automation, and customer self-service, it also has Salesforce integration via Zendesk for Salesforce.
Freshdesk: A web-based customer support software that offers features such as a knowledge base, automation, and customer self-service, it also has Salesforce integration via Freshdesk for Salesforce.
Helpdesk: A cloud-based customer support software that offers features such as a knowledge base, automation, and customer self-service, it also has Salesforce integration via Helpdesk for Salesforce.
Desk.com: A customer service platform that offers features such as a knowledge base, automation, and customer self-service, it also has Salesforce integration via Desk.com for Salesforce.
HappyFox: A customer service software that offers features such as a knowledge base, automation, and customer self-service, it also has Salesforce integration via HappyFox for Salesforce.
Groove: A customer service software that offers features such as a knowledge base, automation, and customer self-service, it also has Salesforce integration via Groove for Salesforce.
LiveAgent: A customer service software that offers features such as a knowledge base, automation, and customer self-service, it also has Salesforce integration via LiveAgent for Salesforce.
Freshservice: A cloud-based customer service software that offers features such as a knowledge base, automation, and customer self-service, it also has Salesforce integration via Freshservice for Salesforce
Kayako: a customer service software that offers features such as a knowledge base, automation, and customer self-service, it also has Salesforce integration via Kayako for Salesforce
Salesforce Service Cloud: A customer service platform that is native to Salesforce
It's important to evaluate the specific needs and goals of your revenue teams in order to determine the best tech stack for your organization. However, by understanding the key features and capabilities of each tool, you can make an informed decision about which tools to implement and how to best use them to drive revenue and achieve success.
Some of the not have a direct integration with Salesforce, however, it is possible to export data from Salesforce and import it into these tools using use external tools or custom code.
To help you make the best decision for your specific challenges and objectives, and for all of your custom Salesforce application needs, the RevOps Rangers are here to help.