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Tools and services for using contacts in Salesforce

Oct 27, 2014 | Admin, Latest News, Sales Cloud

One of the primary things businesses often need Salesforce for is keeping track of contacts. After all, any sales-based company will often live or die based on their contacts. Here are a few tools that can help you use contacts more effectively on Salesforce.

Linkedin Contacts Grabber

This tool allows you to use your Linkedin contacts and import them into Salesforce. The entire point of Linkedin is to make business contacts after all, so it makes sense to use them in another capacity such as through Salesforce.

This tool saves you the need to manually enter contacts into Salesforce yourself, which is a task that can be extremely time consuming. It also makes it so that you don’t have to open another browser window so you don’t get distracted from your sales.

The profiles can be filtered based on their skills, names, education and other factors before you add them. This tool is free to use.

EverContact

This tool has a monthly fee, but it allows you to automatically update all of your contact lists. It takes information from your address book and sends them to your CRM list. You can share these lists with all of your team members.

The service also automatically recognizes emails as you receive them and then automatically saves them to your address book and Salesforce lists. This makes it so that when your contacts change their info, you will automatically get the new information. This way, you can always be sure that you are communicating with your contacts. This is important in order to run your business.

For more information about using Salesforce, please contact us.

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