When it comes to sales, managing your customer relationships is key to your organization’s growth. This is why having a CRM system like Salesforce is so important.
In addition to tracking customer interactions, Salesforce also helps you streamline processes, increase productivity, and ultimately boost revenue.
It also offers an extensive ecosystem of plugins your team can use to achieve its goals and close deals more efficiently.
In this blog post, we'll explore 20 of these Salesforce plugins. Let's dive in!
Why Salesforce?
With the unprecedented growth in cloud computing over the last few years, CRM software has become one of the world's biggest software markets, and the growth isn't slowing down.
In fact, revenue in the CRM software market is projected to reach $88.19 billion in 2024.
One key factor behind CRM's growth is accessibility. Companies want real-time access to customer data, with mobile and cloud solutions leading the way.
As CRM software becomes accessible to small and big businesses, the demands have also changed.
The audience for CRM solutions has become more tech-savvy and needs more niche products that are diverse and personalized. This is largely why Salesforce has been a revolutionary tool for many businesses.
Salesforce, which started as a Software as a Service (SaaS) company, has grown to be counted among the largest software companies in the US.
It has revolutionized the CRM market, and businesses worldwide use it to improve their revenue and enhance their bottom lines.
1. Finding the right customers
Once you’ve spent time and resources attracting and generating new leads, keeping track of the hottest leads takes priority.
You can make the most of your marketing tools by connecting them to a CRM platform.
2. Building sustainable relationships
With Salesforce, you can have a complete view of your customer’s history with your company, which can help you gain a perspective on what matters.
With an effective CRM solution, you can improve the efficiency of tasks like exploring customer challenges, engaging properly, scaling your 1-on-1 relationships, etc.
Fireflies
3. Reducing Cost of Sales (CoS)
Salesforce lets you offset new customer acquisition costs through sales to your existing customer base.
It lets you prioritize leads and opportunities highly likely to convert and close based on customer interactions with your company.
What's more, it keeps you in the loop about which customers are engaged and the right time to contact them for an optimal response.
4. Increased Customer Retention
Salesforce provides transparency into customer histories, active campaigns, or open cases so you can provide more satisfying purchases and service experiences that keep them coming back for more.
5. Better Customer Service
Research shows that 86% of consumers are ready to pay more for a great customer experience. With Salesforce, you can track all your interactions, making contacting your prospects at the right time easier.
When your entire team has immediate access to a customer’s complete history, team effort can work to give better solutions with the right resources.
This is highly beneficial, as smoother interactions build trust and encourage repeat business.
Fireflies
20 Best Salesforce plugins in 2024
Salesforce offers a plethora of plugins for businesses. While this is great, it may also be difficult to identify the most appropriate ones for you.
To help you choose better, we've compiled a list of the most useful Salesforce plugins your business could use to save time and grow revenue.
1. Fireflies
In an average week, sales reps spend just 34% of their time selling, while the rest is spent on other duties.
One of these duties includes manual data entry—one of the most tedious and time-consuming tasks for a sales rep. So, if you want to avoid reducing your team's productivity, you need a tool that can help you automate data entry into your CRM system.
That's where Fireflies comes in!
This AI-powered meeting tool records, transcribes, summarizes, and analyzes your meetings. What's more, it integrates with Salesforce to automatically log calls, transcripts, and notes under the appropriate contacts for you.
With its powerful features, Fireflies helps you gain valuable insights from sales conversations, track action items, and improve your team's follow-up strategies.
Let's check out what this tool can do for you in more detail:
- Accurately transcribes your sales meetings in over 60 languages.
- Provides AI-generated meeting summaries of your sales conversations that contain keywords, meeting overviews, meeting outlines, bullet-point notes, and action items. You can customize these summaries based on your team's preferred use case.
- Automatically syncs your meetings, notes, and transcripts from Fireflies to Salesforce and other CRM tools, like Zoho, HubSpot, and Pipedrive. Fireflies also integrates with other business apps, including video conferencing apps, dialers, and collaboration tools.
- Allows you to collaborate with your teammates and provide on-spot call coaching by leaving comments and flagging important moments from the calls. You can turn short snippets of the meetings into soundbites that you can share with your colleagues to create a playlist of the best moments from each sales meeting.
- Offers Smart Search capabilities to help you quickly filter, track, and search action items, next steps, dates, metrics, and other important topics in your transcripts.
- Stores and organizes all your meetings in a centralized location (Notebook). Here, you can review and edit your transcripts and share them with your team.
- Offers Conversation Intelligence to help you unlock meeting insights, analyze sales trends, and track topics and the quality of your team’s conversations over time. You can access actionable insights from over 10 metrics, including sentiment and the average number of questions asked per teammate.
- Allows you to create custom phrases and keywords specific to your industry or domain with Topic Trackers to increase the accuracy of your transcripts.
- Offers a ChatGPT-like assistant, AskFred, that can answer any questions about your sales conversations to recall crucial information and generate post-meeting content like emails and social media posts.
- Keeps all your data encrypted at rest and in transit and is SOC 2 Type II, HIPAA, and GDPR compliant. It also offers private storage for added security.
Pricing
- Free forever
- Pro: $18/month/user ($10/month/user billed annually)
- Business: $29/month/user ($19/month/user billed annually)
- Enterprise: Contact for pricing
A 7-day free trial of its Business plan is available. Check out how to set up the Fireflies-Salesforce integration in this easy-to-read guide.
💡 Take Your Sales Efficiency to New Heights With Fireflies
Fireflies helps you transcribe, log, and analyze all your sales calls so you can enjoy increased productivity & better sales outcomes.
2. DocuSign
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DocuSign is the most popular electronic signature app on the Salesforce AppExchange. It lets you create and send documents for signatures from within Salesforce. The interface is simple, and it also guides signers through the signing process.
Its simple layout adapts to any device. With Lightning integration, you can track status, trigger actions, and automatically store agreements to the original record.
Key features
- Allows you to prepare, sign, act on, and manage contracts within Salesforce.
- Lets you merge customer, product, and pricing data to generate sales documents.
- Helps you generate contracts with Salesforce data using pre-built templates.
- Allows you to collaborate with your team during review and negotiation using comments, tasks, and Slack.
- Automatically pulls customer data into agreements and writes the data back into Salesforce.
Pricing
- Personal: $15/month ($10/month billed annually)
- Standard: $45/month/user ($25/month/user billed annually)
- Business Pro: $65/month ($40/month billed annually)
- Custom plans
A 30-day free trial is available.
3. Pros Smart CPQ
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Pros Smart is a great tool for streamlining your CPQ (configure, price, quote) cycle. It automates the CPQ process, increasing sales teams' ability to deliver fast, error-free quotes.
Whether it’s a subscription service or a product requiring configuration, CPQs by Pros Smart can catalyze response time from days, weeks, to a few minutes.
Key features
- Automates and optimizes Configure Price Quote (CPQ) processes on Salesforce.
- Offers a user-friendly product configurator.
- Provides AI-powered insights that enable teams to personalize product and pricing recommendations.
Pricing
- Essentials: $60/user/month
- Advantage: $75/user/month
- Ultimate: Custom
4. Cloudingo
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Managing data on Salesforce can sometimes get a little complicated. Duplicate records are a recurring problem with Salesforce data.
A plugin like Cloudingo allows you to easily find duplicates within your records as well as provides you with flexibility and control to decide further actions.
Key features
- Allows you to merge duplicates manually, automatically, or in bulk.
- Provides a dashboard to help you view all your sales data in one place.
- Lets you build an unlimited number of filters with several matching styles.
- Matches import records with existing Salesforce records to ensure no duplicates enter your data and existing records get updated.
- Highly customizable.
Pricing
- Standard: $2,500/year
- Professional: $6,000/year
- Enterprise: $10,000/year
A 10-day free trial is available.
Soorya Radhakrishnan
5. Cirrus Insight
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If you do a lot of work on your email, and switching back and forth between Gmail and Salesforce to coordinate work is tedious, Cirrus allows you to do all the work from within your inbox.
This app allows you to instantly view, create, and update leads, contacts, cases and more right in Gmail in both Google Apps Standard and Enterprise.
Key features
- Automatically syncs meaningful activity data into Salesforce to prevent manual entry.
- Provides you with data and insights that will help you prioritize the right activities.
- Monitors reps’ inboxes and automatically syncs their emails to the right contact or lead in Salesforce.
- Allows you to share your calendar, book more meetings, and automatically add them to Salesforce.
- Helps you communicate with prospects and customers with personalized mass emails.
Pricing
- Salesforce Sync: $14/user/month billed annually
- Pro: $21/user/month billed annually
- Expert: $49/user/month billed annually
6. Conga Grid
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Conga Grid is a data editing/management tool that allows much faster processing. It helps you save time by making it easier to manage and navigate records.
It enables you to manage your Salesforce data faster by letting you edit your records and format them in an Excel-like grid without repeatedly clicking through Salesforce records to access and update data.
Key features
- Provides advanced insights for effective pipeline management.
- Offers you a live view of what your teammates are working on in real-time.
- Allows you to navigate, visualize, and manage your Salesforce data across multiple objects from a single grid.
Pricing
You'll need to request a demo first.
7. Chatter
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Chatter is a real-time collaboration app that lets your users talk to each other and share information. It connects, engages, and motivates teammates to work effectively across the organization, regardless of location or role.
Key features
- Lets you collaborate on sales opportunities, campaigns, service cases, and projects with embedded apps and custom actions.
- Boost employee engagement with tools like contribution scores, endorsements, and badges.
- Allows you to create groups and polls for your team.
- Lets you manage and customize actions like expense report approval directly from your feed.
Pricing
Chatter is free for all Salesforce editions and pricing plans. It's also available to non-Salesforce users for $15/user/month.
Fireflies
8. ZoomInfo
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Powered by DiscoverOrg, ZoomInfo for Salesforce is an Industry-leading market intelligence solution that provides you with all the information you need to find, qualify, and close leads right within your Salesforce environment.
Key features
- Decreases your call-to-connect time with access to direct phone numbers and email addresses.
- Increases the accuracy of your Salesforce data through quality checks.
- Fills in missing information for existing Leads, Contacts, and Accounts.
- Fills your sales pipeline with new leads and companies matching your total addressable market.
Pricing
- Sales OS: Custom
- Marketing OS: Custom
- Talent OS: Custom
A 14-day free trial is available.
9. Lightning for Gmail
This Salesforce-Gmail integration lets you track customer interactions and work on the Salesforce deals directly in Gmail.
Key features
- Allows you to bring your Salesforce contacts, records, accounts, and opportunities into your inbox and calendar.
- Lets you update existing Salesforce records and create new ones without having to toggle between applications.
Pricing
Lightning for Gmail is available to Sales Cloud, Service Cloud, and Platform customers. These plans all start at $25/user/month.Related: CRM Enrichment: A Comprehensive Guide for Businesses
10. Mailchimp
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Mailchimp, probably the most popular Email Service Provider (ESP), has a Salesforce integration app that provides seamless integration between the two platforms.
After setting it up, the integration lets you manage your subscribers in Salesforce leads, contacts, and list views.
Key features
- Syncs your data across platforms to simplify your workflow and give you a better perspective for marketing engagement.
- Provides customization options to meet your business needs.
- Helps you manage leads more effectively with its full suite of marketing tools.
Pricing
Free
11. Quip
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Quip is one of the best team collaboration solutions for Salesforce. With Quip, you can reimagine sales processes, work together in real-time, and gain visibility to take action, all in one place.
Key features
- Lets you embed data that's most meaningful to you and your team.
- Offers a two-way data sync with Salesforce.
- Provides a centralized workspace where your team can comment, share, and edit in real-time.
- Allows you to build your own templates tailored to your business processes.
Pricing
- Quip Advanced: $100/user/month
12. DemandTools
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DemandTools removes the frustration of data management by improving efficiency and being flexible enough to support your unique data requirements.
Key features
- Allows you to identify and merge duplicates.
- Provides you with automatic data formatting to help you move data between your CRM and spreadsheets.
- Offers on-demand data quality assessment.
- Provides bulk email verification.
Pricing
- DemandTools Free: Free
- DemandTools Element: $5.50/month
- DemandTools: $11/month
A 5-day free trial is available.
13. Geopointe
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This geolocation app gives you many options for analyzing the geographical aspects of your data to improve efficiencies and streamline your processes.
Geopointe is integrated with Google Maps, and it overlays with the Salesforce software. This allows you to add different layers to your maps.
Key features
- Lets you uncover trends & gaps in your Salesforce data.
- Automates lead or customer assignment by location.
- Provides calendar-based scheduling, routing, and nearby search to help you plan out your journey.
- Creates multi-day routes for upcoming trips.
- Automatically optimizes your trip route.
Pricing
You'll need to request a demo first.
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14. Salesforce for Outlook
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If you use Outlook for your sales interactions, the Salesforce Outlook plugin is a lifesaver. It's 100% cloud-based with no software to push, install, or maintain.
Once installed, it will automatically sync emails, contacts, tasks among other data between Salesforce and Outlook.
Key features
- Lets you view Salesforce leads and contacts that relate to your Outlook address book.
- Allows you to search and browse Salesforce records inside Outlook.
- Lets you create new Salesforce records, including Custom Object records, directly in Outlook.
Pricing
The Outlook Salesforce plugin is available to Sales Cloud, Service Cloud, and Platform customers. These plans all start at $25/user/month.
Fireflies
15. Handwrytten
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This Salesforce plugin allows you to send real cards and notes with your message written in pen and ink and even include a gift card, all from within Salesforce.
It has ‘quality cards’ you can choose from and type your message. You can also choose a gift card to send along with your message.
The process is quite interesting. Handwrytten’s robotic handwriting machines will "wryte" your message in realistic handwriting on the card, address the envelope, insert the optional gift card, and place it in the mail with a real stamp!
Key features
- Lets you add a “Send Handwrytten Note” button to the Contacts, Accounts, Opportunities, and Leads pages in Salesforce.
- Allows you to pull addresses directly from the contact record or “roll-up” the address from the account.
- Enables you to include merge fields for simple templating.
- Offers Salesforce reporting capabilities.
Pricing
- Silver: $97/month
- Gold: $193/month
- Premium: $368/month
- More plans available
Guest User
16. Slack for Salesforce
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This Slack-Salesforce integration can help you stay up-to-date on records within Slack. It lets teams respond faster to new conversations and collaborate between the two platforms effectively.
Key features
- Lets you search and share Salesforce contact and account records and share leads and opportunities.
- Allows teams to receive key updates on information in Salesforce through customized notifications in Slack, along with search and preview of Salesforce records like accounts, cases, and opportunities using slash commands.
Pricing
- Pro: $7.25/user/month billed annually
- Business+: $12.50/user/month billed annually
- Enterprise: Custom
- Slack Sales Elevate: Custom
Fireflies
17. Groove
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Groove is a leading sales engagement platform that automates non-sales activities so pre and post-sales reps can spend more time building relationships and generating revenue.
Key features
- Automates multi-channel sales campaigns.
- Ensures accurate reporting and forecasting with real-time data.
- Syncs with emails and calendars in real-time sync to keep your Salesforce records up-to-date and eliminate manual data entry.
Pricing
You'll need to request a demo first.
18. Calendar Anything
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Calendar Anything lets you create customizable calendars in Salesforce to schedule and manage marketing campaigns, forecast opportunities, and plan projects.
Key features
- Lets you view past, current, and upcoming marketing campaigns.
- Allows you to color code different categories to demarcate your schedule and to assess visually.
- Helps you see everything you need to know in one view, organized and filtered by the most important variables.
- Allows you to self-schedule appointments and book time slots for resources and other assets.
Pricing
Costs $16.58/user/monthA 15-day free trial is available.
19. Yesware
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This Salesforce plugin lets you enjoy data entry automation and get better insights from your email inbox.
Key features
- Automatically syncs your email activity, calendar activity, Campaign activity, and engagement data.
- Syncs email sends, email replies, calls, meetings, engagement like opens, link clicks, attachment views, and bounces.
- Allows you to capture all activity on all devices, all the time, using Background Sync.
- Offers pre-built reporting dashboards.
Pricing
- Free forever
- Pro:$19/seat/month ($15/seat/month billed annually)
- Premium: $45/seat/month ($35/seat/month billed annually)
- Enterprise: $85/seat/month ($65/seat/month billed annually)
- Custom Plan
A 14-day free trial is available.
20. Invoices for Salesforce
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This Salesforce plugin simplifies your sales invoice processes and helps you stay on top of your payments.
Key features
- Provides a complete view of your receivables with its out-of-the-box Accounts Receivable dashboard.
- Lets you log payments against your invoices.
- Automatically maintains your invoice payment status and your customers' outstanding balance for you.
- Allows batch invoicing.
Pricing
- Monthly: $92/user/month
- Annually: $71/user/month billed annually
A 30-day free trial is available.
Medha
The Takeaway
For businesses like yours, leveraging the right tools and technologies is essential for driving sales revenue growth.
This is why combining Salesforce with a powerful plugin like Fireflies (as well as the skills of your sales team) enables you to effortlessly hit sales targets and build stronger customer relationships.
Remember, though—while many of these plugins can do the heavy lifting for you, nothing replaces a good sales team with members who know how to effectively work together.
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