We are all set for #DF'24, connect to know how Docs Made Easy is unbeatable in Salesforce Document Management. Let's discuss
Published on April 17, 2023
As businesses strive for optimizing Salesforce productivity, combining the platform with various applications available on the Salesforce AppExchange can really skyrocket their org’s performance.
So, If you’re looking for a way to give your Salesforce org the powerup it needs, you are in the right place!
In this blog, we’ll introduce you to five powerful apps that can help supercharge your organization. From increasing customer satisfaction to boosting productivity, these apps can power up your Salesforce org to the next level—all without breaking the bank.
So, ready to get started? Let’s dive in and see what these five apps have to offer!
Document creation from the vast array of data in Salesforce and elsewhere is made simpler with Docs Made Easy. Utilizing this document generation app, you can merge the information from Salesforce records into documents such as Word, PDF, PowerPoint, or Excel templates.
These documents can then be generated and sent to external clients directly from the CRM system. By utilizing Docs Made Easy, data from Salesforce can be merged into multiple document types including proposals, contracts, invoices, reports, quotes, and receipts, providing a unique and precise solution.
Additionally, it offers multiple document delivery options that can seamlessly integrate into workflows, allowing for faster information transmission.
Sales intelligence plays a crucial role in the success of using Salesforce. Having the ability to directly connect with key decision-makers who can influence your selling cycles is invaluable.
Integrating with ZoomInfo in your Salesforce org enables you to effortlessly search and add any contact or company information to your Salesforce database. You can also update or enrich your existing contacts or accounts with fresh and relevant data.
Get access to practical and predictive intelligence to identify emerging opportunities and personalize conversations with key insights about news, projects, installed technologies, and more.
By syncing MailChimp with your Salesforce org, you can easily segment your Salesforce data into targeted lists within Mailchimp.
Not only does this syncing allow you to track campaign stats and subscriber activity history, but it also provides access to a range of marketing tools. With just a few clicks, you can set up syncing criteria in Salesforce and tie it to an existing Mailchimp list.
A Salesforce app, Ortoo Q is a very useful tool for service and sales teams that efficiently directs customer service tickets to the most appropriate agent.
Unlike a simple round-robin assignment, this advanced routing and assignment system matches tickets to the best or first available agent across various channels.
Additionally, Ortoo Q allows for agent skill and attribute updates, and scheduling of work shifts and office hours. It also has a robust sales function, routing leads and opportunities to the most suitable sales representative.
Zapier is an online automation tool that connects different apps, such as Salesforce, Gmail, Slack, and thousands of others, to automate workflows and streamline repetitive tasks. It enables users to create “Zaps”, the automated workflows to trigger actions in one app based on specific events or actions in another app.
For Salesforce users, Zapier can be extremely helpful in automating processes and increasing productivity
Well, that’s a wrap-up! We hope you find the list helpful. So, go ahead and try out the apps and turbocharge your Salesforce org like no other.
And for any questions or demos on the Docs Made Easy app, contact the support team today!
Stay One Step Ahead with Docs Made Easy, #1 Best Salesforce Document Generation App.
