November 11, 2019

A Cheat's Guide To Salesforce Add-On Solutions

A Cheat's Guide To Salesforce Add-On Solutions

Salesforce offers strategies and a range of tools to generate leads, manage customer relationships, manage services, and gain insight through analytics. In addition, the ecosystem has add-ons by third-party developers that can put your Salesforce application on fire! There are tons of add-ons available, which can be overwhelming for most Salesforce users to choose the right one. So, we’ve made a list of some popular add-ons that you should consider using with your Salesforce tool.

The Service Cloud gives a 360-degree view of the customers, enabling the delivery of smarter, faster and more personalized service. The services can be automated with streamlined workflows allowing one-on-one connection with every customer across multiple channels, on any device.

  1. Two key features
    1. Omni Routing- Efficiency, Transparency, and Speed
      1. Omni Channel enables automatic routing of work items (cases, webchats, and CTI-enabled phone calls) to the highest skilled and most available agent. This lets Administrators configure Salesforce service cloud to distribute workload based on employee skill set, availability and their capacity to handle incoming work.
    2. Better Agent Productivity
      1. The Lightning Console maximizes the agent’s productivity by unifying the customer’s information, i.e., the customer’s account details and recent or related cases all on sleek UI. allows sales and support teams for small businesses to share a complete view of the customer. In addition, it helps with fast and amazing customer service by collecting inquiries from chat, social channels, email, website, and phone into one user interface to keep the agent-organized, thus increases productivity.

  1. Two key features
    1. Mobile App, lets the sales and support team help customers from anywhere at anytime
    2. A self-service website that is part of the company's brand, allowing customers to find their own answers and real-time reports and dashboards to track performance.

Marketing Cloud is a cloud-based customer relationship management (CRM) platform for marketers that allows them to create and manage marketing relationships and campaigns with customers

  1. Two key features
    1. 1:1 Content Personalization - Provides organizations with strategic ways to plan, personalize, and optimize the customer journey. It is the only platform to build and manage customer journeys, with the ability to connect interactions from any channel or connected device. When organizations connect these interactions and combine them with individual customer data and behavioral information, marketers are able to generate the types of targeted content that actually drives consumer actions.
    2. Messaging for every step of the Customer Journey - Every customer interaction is mapped and visualized, and Salesforce Marketing Cloud provides guidance on how organizations should proceed when certain actions are taken along the customer’s journey.

Pardot is a marketing automation platform by Salesforce offering email automation, targeted email campaigns, and lead management for B2B sales and marketing organizations.

  1. Two key features
    1. Automated Lead Assignment: When integrated with Salesforce, marketers can automatically create and assign qualified new leads to Salesforce reps based on a minimum score and grade threshold, determined by criteria that you set
    2. Visitor Tracking: Want to see who is viewing your site? How long they’re spending on each page? What kind of content they’re engaging with? When they’re viewing your pricing page? Look no further — one of the most powerful capabilities of Pardot’s marketing automation is its ability to track prospect and visitor activity. is an assessment app that helps you to assess the quality of your consumer data. You might think your CRM is gathering all the consumer data you need to have. It probably is doing a great job too, but have you ever stopped and wondered about the health of your customer data? You will be able to check if your data is complete and if your lead records and consumer contact data are complete and updated. Using this tool helps you to keep your consumer data healthy and updated.

  1. Two key features
    1. Leverage Relevant Data: Salesforce discovers data-driven insights, helps you make critical business decisions with accurate data, and uncover new opportunities for business growth. It leverages customer profiles by intelligently segmenting and identifying white space.
    2. Drive More Sales: Since it is native in Salesforce, you can easily access information that your sales representatives can use to understand their customers better and grow your pipelines faster. Right in Sales Cloud, data is added with ease for you to get your hands on the account insights you need and search and filter targets without leaving the app.

Using add-ons help in creating a CRM that is completely customized for your needs. Salesforce add-ons have helped businesses to use features that they would never have imagined. Need help with your Salesforce add-on, contact us!


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