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Plug-Ins for Salesforce that Maximize its Potential

Preserving the value of your relationships with your customers is essential to the success of your business, which is why the Salesforce® Customer Relationship Management software was initially developed. It allows you to keep a close eye on your employees, your customers, and how the two interact in order to make sure that lasting relationships are being developed. Meanwhile, it makes everyone’s jobs easier.

However, Salesforce is nothing without its compatible plugins. These are what truly allow you to customize your Salesforce dashboard to make sure that your business’s progress and goals are in one easily digestible format. Let’s highlight a few of these plugins to get a better idea of their benefits.

OfficeSuite Cloud Phone System
The OfficeSuite® CRM connector for Salesforce  is the meat and potatoes of the available plugins. This connector integrates the OfficeSuite cloud-based phone system with your software so that sales and support teams can instantly see who is calling and be better prepared to assist them. OfficeSuite CRM Connector for Salesforce also allows you to keep track of the length and volume of incoming and outgoing calls, as well as trends that might provide insight about your company’s most frequent callers. The more information you have about the day-to-day processes of your business, the better you can improve where necessary and reward the all-stars of our team. As a result, you’re better able to nurture relationships with important clients, streamline communications to ensure every customer concern gets a response, and impress your customers with your responsive customer service practices.
The plugin is your number one resource for staying connected, finding leads, and encouraging leads to materialize into sales. This plugin allows you to find potential customers and their contact information, view insights about their demographic information and purchasing habits, and ultimately boost sales. It provides a channel on which you can segment your current and prospective clients and keep their information organized for easy access and easy reaching out. If you’re in a sales slump or trying to maintain your winning streak, this plugin is essential.

Redhot News
Redhot News is an essential tool for not only remaining well-informed and in-the-know about your industry and your clients’ industries, but also for establishing your reputation as such. With this plugin, you can view a feed of the latest news stories that pertain to your industry or interests and easily share them via Chatter, e-mail, or social media. The feed updates directly on your Salesforce homepage, so you’ll never be out of the loop.

It’s like Google Analytics for your sales information. Always be sure that you’re targeting the right people and engaging the right customers at the right time. This plugin allows you to collect corporate data and display it in a manner that gives you an elevated intelligence about your contacts. News feeds, blog posts, contact information, and even job listings all provide data that can be useful to your sales tactics, and now you can view them in a clean, useful report.

When it comes to operating your business, working as a team in an efficient manner is key. Box is a plugin that’s a lot like Google Docs, but it’s conveniently integrated with Salesforce so that it can be accessed by all your employees and clients. You can upload docs, access files, make edits, and more with this convenient app

What other Salesforce plugins do you use?

Photo courtesy of Clive Darra via Flickr

Russ Fordyce

About Russ Fordyce

Russ is the Managing Director of Marketing at Broadview Networks where he works to help consultants and business owners better understand and put technology to use so they can transform how their employees get work done and improve results.

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