Saturday, March 14, 2020
Best Salesforce Extensions for Small Businesses
Best Salesforce Extensions for Small geschftslebenesCasimiro PT/Shutterstock Salesforce is a popular CRM that allows small geschftlicher umgang teams to mora effectively manage their marketing, sales and customer service all from one place.Launched in 1999 at the dawn of world wide web sales and marketing, this cloud-based customer relationship management (CRM) platform has evolved into one of the most customizable sales management tools in the market. Much of the power of Salesforce lies in numerous extensions that are available for it on Chrome.Here are nine useful Salesforce extensions for small businesses.Visit SalesforceWhatfixTraining new users in a complex CRM such as Salesforce can be time-consuming for business owners. Many owners worry the time will be wasted, and they will not be able to effectively train people to use the ordnungsprinzip effectively. The Whatfix free extensionsolves much of the training problems inherent in teaching a new empl oyee to use Salesforce. Users can easily work through various training modules via the self-help widget for free. geschftliches miteinanderes that will use the tool extensively can upgrade to the enterprise version.Credit whatfix10 Simple Useful Reports to Know Your Customers BetterThis free extension gives small business owners easy access to 10 of the most insightful questions they can ask about their consumers. Some of the information that is available includes customer segmentation by location, activity, type and industry. With this information readily available, making informed decisions for sales and marketing purposes becomes much easier.Admin Assistant by CRM ScienceWhat small business owner couldnt benefit from an administrative assistant? This free extension offers several tools to help admins or business owners interact with Salesforce more effectively and efficiently. A few of the tasks Admin Assistant can help with include modifying profiles, mass deletions, reviewing report results, chat integration and profile setting modifications.Credit CRM ScienceEventable Calendar MarketingAnother free extension, Eventable, is a powerful app that is much more than just another calendar integration. It works seamlessly with Salesforce to become a centralized location to manage the schedule of your entire company while simultaneously allowing you to see real-time statistics related to how various contacts interact with planned events.In addition, this free extension offers a substantial degree of customization in the way contacts can add events and meetings to their personal calendar, calendar notifications that can be customized to increase conversion rates, and contact segmentation by a variety of factors. The ability to add a layer of marketing to customers phone and computer calendars has the potential to be a powerful tool for savvy small business owners.Simpplr Employee IntranetThis communication app will cost businesses just $8 per user, per month with discounts available to nonprofits. It creates an instant employee intranet that allows users to collaborate and communicate effortlessly. Newsletters, blogs and alerts are all part of this service and can be accessed from those within the organization on any device. The extension is fully customizable, and the user interface is intuitive.Invoices for SalesforceIf you have a business that regularly sends invoices, this extension may solve many of your problems. Starting at $59 per user, per month, this extension allows you to quickly and easily organize all invoices that originate in Salesforce. In addition to facilitating easy invoice batching, users have complete control over the appearance and functionality of each individual invoice. Businesses can change the layout, content, and design of each invoice and record payments within the invoices so customers are automatically aware of their outstanding balances.Credit Salesforce3 bonus extensions to increase productivityEven the mos t organized small business owner can use a little boost to increase general productivity. These three extensions will do just that.ColumnCopyThe ColumnCopy free extension makes it easy to copy HTML tables from Salesforce into an external format, such as Google Sheets or Microsoft Excel. Youll find it remarkably useful to ausfuhr and sort data in a meaningful and personalized way without unnecessary information or hassle using this extension.ORGanizer for SalesforceORGanizer is one of the most highly rated productivity apps for Salesforce users. It makes it easy for users to manage several Salesforce logins, easily identify frequently used Salesforce tabs and access the most frequently used Salesforce links.Salesforce Admin Check AllYou might not realize just how much time you waste individually checking boxes in Salesforce, but all the box-checking can really add up. Admin Check Allby Dan Pazehoski can dramatically reduce setup time for routine tasks.If your small business is alread y using Salesforce but isnt taking advantage of the numerous extensions available to boost its functionality, now is the time to start. With so many free and paid options available, you are sure to find something that will make using Salesforce easier and more effective for your company. Let us know what you think of them Marisa Sanfilippo Marisa Sanfilippo is an award-winning marketing professional who has more than six years experience developing and executing marketing campaigns for small and medium sized businesses with a focus on digital marketing. After graduating Stockton University with a B.A. in Communications and minor in writing, Marisa worked as a freelance journalist for numerous publications, ultimately earning a position as an e-marketing specialist for a credit union. While in that position, she earned HubSpots Inbound Marketing Certification and h elped build the organizations digital marketing strategy from the ground up. Her efforts helped lead the credit union to success on and offline including a 200%+ organic increase in Facebook followers, a sales generating blog, and much more. Later on, she worked on a social media campaign that gained recognition by The Huffington Post. 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