Salesforce Integration
Checklist

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Gong with Salesforce allows companies to create a centralized repository of customer interactions that can be used to identify and analyze trends in historical sales data.

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This brings Salesforce data into the contracting process to increase speed and maintain data quality throughout the contracting lifecycle.

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ZoomInfo is a leader in go-to-market intelligence, pairing technology with unrivaled data coverage and depth of contacts.

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Yesware is your all-in-one sales toolkit that gives you everything you need to prospect, schedule meetings, and follow up - right from your inbox.

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The multichannel sales engagement platform that automates your email outreach, calls, tasks, and social touches.

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Seismic helping organizations engage customers, enable teams, and ignite revenue growth

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SalesLoft is the Sales Engagement Platform for modern sales organizations.

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Loom is a new kind of work communication tool, already helping millions of people get their message across through instantly shareable videos

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Create the perfect proposal, pitch, sales quote and more with Qwilr.

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Outreach accelerates revenue growth by optimizing every interaction throughout the customer lifecycle.

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Empowering sales teams to streamline their process to generate, negotiate, and eSign proposals, quotes, and contracts.

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LeanData helps companies improve the buyer experience, accelerate time-to-revenue and increase operational alignment.

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LeadIQ eliminates the most annoying parts of prospecting, helping sales reps get new deals with less work.

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InsideView helps B2B companies drive rapid growth with a platform that empowers business leaders to quickly and confidently make go-to-market decisions.

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XANT (formerly InsideSales.com) helps enterprise customers accelerate revenue in a way CRM and AI alone cannot.

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Groove is the leading sales engagement platform for enterprises using Salesforce

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A remote selling platform with video, live chat, proposal design, document tracking & e-signatures in one place.

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Datanyze is the leader in technographics -- real-time insights based on a company's technology choices and buying signals.

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Clearbit helps companies create, capture, and convert demand from ideal customers — all from one powerful and flexible go-to-market platform.

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Chorus.ai helps capture and share your sales team's best talk tracks to create more quota-crushing "A"​ players.

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Calendly, a powerful yet simple automated scheduling platform, takes the work out of connecting with others so you can accomplish more

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Gong with Salesforce allows companies to create a centralized repository of customer interactions that can be used to identify and analyze trends in historical sales data.

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The world’s leading survey software. On a mission to help people turn their curiosity into action

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SendGrid (now part of Twilio) is a customer communication platform for transactional and marketing email.

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Pardot is B2B Marketing Automation by Salesforce that allows marketing and sales teams to create, deploy, and manage online marketing campaigns.

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MixMax is building an all-in-one platform for revenue teams, to make them automatically proactive, and help them succeed at their jobs.

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Marketo offers the leading Engagement Platform that empowers marketers to build brand value, grow revenue, and prove impact.

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Mailchimp is an always-on marketing platform for small businesses. We make innovative, beautiful products that empower those businesses to find more customers.

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The Sales Engagement Platform that can help you send personalized emails and automated follow-ups at scale

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LeadGenius is an Intelligent Data Service vendor that can uncover hard to find B2B data and personalize it to a specific business.

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Keap is an all-in-one CRM and sales & marketing automation platform designed to grow your business

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HubSpot is a leading growth platform with thousands of customers around the world. Comprised of Marketing Hub, Sales Hub, Service Hub, CRM.

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Send email newsletters, campaigns, online surveys and follow-up autoresponders.

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Formstack is a data management system that helps users collect information through various types of online forms.

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A global platform that allows anyone to create, share, find and attend events that fuel their passions

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Build personalized experiences, drive more revenue, and take your marketing strategy to the next level with Drip.

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Drift helps businesses connect with people at the right time, in the right place with the right conversation

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Drive business with email marketing and automation. Gain loyal customers using powerful personalization, eCommerce, and customer journey tools.

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Autopilot is simple and visual customer journey software.

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Integrated email marketing, marketing automation, and small business CRM.

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Zendesk is a service-first CRM company that builds support, sales, and customer engagement software designed to foster better customer relationships.

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ServiceNow help digitize and unify organizations so that they can find smarter, faster, better ways to make work flow

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RingCentral is a provider of cloud-based communications and collaboration solutions for businesses.

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LiveChat makes a beautiful and simple tool for real-time customer service and online sales

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Intercom gives you customer messaging apps for sales, marketing, & support, connected on one platform.

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Help Scout empowers customer-centric businesses with software that serves people in the most human way.

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Freshworks provides organizations with SaaS customer engagement solutions that make it easy to communicate effectively with customers.

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Gainsight helps companies of all sizes and industries achieve durable growth through customer, product, and community led growth strategies.

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Dialpad is a cloud-based phone system that turns conversations into opportunities and helps global teams.

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Aircall is a cloud-based voice platform that integrates seamlessly with popular productivity and helpdesk tools.

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Zuora creates and provides software for businesses to launch and manage their subscription-based services

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Online accounting software. Connects to all things business: accountants, bookkeepers, banks, enterprise & apps.

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Xactly's Intelligent Revenue Platform is the only solution that aligns seller behavior with boardroom strategy.

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Recurly provides enterprise-class subscription billing management for thousands of businesses worldwide.

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The world’s largest workforce works for themselves. We work for them by providing smarter business tools.

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NetSuite provides a suite of cloud-based financials / Enterprise Resource Planning (ERP) software.

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FinancialForce accelerates business growth with customer-centric ERP, Professional Services Automation (PSA), and Customer Success Operations solutions

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DocuSign helps organizations connect and automate how they prepare, sign, act on, and manage agreements.

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Conga delivers the most scalable revenue lifecycle management solution to help companies crush operational complexity.

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Chargebee is a recurring billing and subscription management tool that helps SaaS and SaaS-like businesses streamline Revenue Operations

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Finance and Ops Leaders use Anaplan to model complex scenarios, forecast continuously with added intelligence, and make agile decisions.

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This brings Salesforce data into the contracting process to increase speed and maintain data quality throughout the contracting lifecycle.

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Workday is a leading provider of enterprise cloud applications for finance, HR, and planning.

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Hoopla is an automated, real-time motivation and recognition solution built for competitive teams and high-performance cultures.

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Zoom helps businesses and organizations bring their teams together in a frictionless environment to get more done

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Trello is the visual collaboration tool that creates a shared perspective on any project.

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Skype gives you better ways to chat, call, and plan fun things to do with the people in your life every day.

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Slack brings all of your tools and essential communication into one place to make your workday simpler, more pleasant and more productive.

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We help product teams measure what matters, make decisions fast, and build better products through data.

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Jira is a leading project management and issue-tracking platform for software engineers and other internal teams.

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Google Drive is a file storage and synchronization service allowing users to store, synchronize, and share files.

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Dropbox is the world’s first smart workspace that helps people and teams focus on the work that matters.

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Box is a cloud content management and file sharing service for businesses.

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Basecamp is the saner, calmer, organized way to manage projects and communicate company-wide.

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Asana is a web and mobile application designed to help teams organize, track, and manage their work.