A sales organization’s number one technology investment is its CRM. The enterprise leader in that category? Salesforce. Ask around - and you’ll hear that the investment in Salesforce.com is amplified by its integration capabilities with the rest of their sales and marketing technology - including email, calendar, content management systems, and other sales enablement tools.
Used in tandem with Salesforce, sales enablement tools can maximize the productivity, efficiency, and impact of your front office teams and their efforts by streamlining workflows, adding key insights to the customer acquisition process, and enabling sales reps to be more strategic and timely with their outbound communication.
Here are 15 of the best sales platforms every Salesforce user would be wise to adopt. Our choices were curated from the top-rated platforms on the AppExchange and G2Crowd. Check these tools out below and see which ones could add value to your sales organization.
Top Salesforce Tools
- Ambition: best Salesforce analytics tools for sales management
- Cirrus Insight: best Salesforce integration for Gmail & Outlook
- Clearbit: best Salesforce tool for prospect data management
- Conga: best Salesforce tool for lifecycle management
- DocuSign: best Salesforce tool for automating contract signing workflows
- Drift: best Salesforce tool for online chat and web
- Engagio: best Salesforce tool for account-based everything
- FormAssembly: best Salesforce tool for capturing form data
- Gong: best Salesforce tool for call recording and coaching
- Guru: best Salesforce tool for content management
- HelloSign: best Salesforce tool for eSignature
- InsideView: best Salesforce tool for market intelligence data
- Prezi: best Salesforce tool for sales presentations and decks
- Salesforce Inbox: best Salesforce tool for optimizing your sales workflow
- Tenfold: best Salesforce tool for cold calling and call centers
The Best Salesforce Tools (A to Z)
The scope of this list covers a variety of categories - showcasing the best tools that integrate with Salesforce and sync your email, content, business analytics, and so forth to the platform.
To give you a full up-to-date perspective on the reach, value, and application of Salesforce’s integrations with today’s top enterprise software products, we’re breaking down the leading Salesforce tools that give your sales reps an unbeatable edge versus the competition and an easier path to growing revenue.
Ambition: Best Salesforce Analytics Tool for Sales Management
Overview
Ambition is a powerful sales performance management and analytics tool designed for companies using Salesforce. It consolidates performance analytics from Salesforce and third-party systems, helping sales teams track key metrics, identify coaching opportunities, and drive productivity.
Ambition’s seamless integration with Salesforce ensures that sales leaders have a centralized, real-time view of their team’s performance without the hassle of switching between platforms.
Key Benefits
- Centralized performance analytics across Salesforce and third-party systems
- Customizable scorecards and dashboards for tracking key sales metrics
- Gamification and leaderboards to boost team motivation and engagement
- Data-driven coaching insights to enhance sales rep performance
Cirrus Insight: Best Salesforce Integration for Gmail and Outlook
Overview
Cirrus Insight is the leading integration tool for syncing Gmail and Outlook with Salesforce. As the pioneer of the Gmail-Salesforce integration nearly a decade ago, Cirrus Insight continues to set the standard with the most reliable email and calendar sync on the market—at an unbeatable price.
With real-time data sync and powerful automation features, Cirrus Insight streamlines sales workflows, eliminates manual data entry, and keeps Salesforce up to date without extra effort from reps.
Key Benefits
- Seamless, real-time email and calendar sync with Salesforce
- Automated sales cadences for outbound email and call sequences
- Email templates and tracking to boost productivity and optimize engagement
- Logs every email open, attachment click, meeting booked, and upcoming task into Salesforce
Clearbit: Best Salesforce Tool for Prospect Data Management
Overview
Clearbit for Salesforce is a powerful data enrichment tool that automatically enhances prospect and company information within your CRM—no manual entry required. Simply add an email, refresh your browser, and Clearbit will instantly verify and enrich contact details, social profiles, and company insights right inside Salesforce.
By providing a complete view of your client list and helping you refine your ideal customer profile, Clearbit ensures your sales and marketing teams have the insights they need with minimal effort. Plus, with integrations for Drift, Gmail, and Slack, you can access valuable data wherever you communicate with clients and colleagues.
Key Benefits
- Automatic data enrichment for contacts and companies within Salesforce
- Instantly verifies and updates prospect information—no manual entry needed
- Helps refine your ideal customer profile and optimize lead forms
- Integrates with Drift, Gmail, and Slack for real-time insights across platforms
Conga: Best Salesforce Tool for Lifecycle Management
Overview
Conga is a comprehensive document generation and contract lifecycle management tool designed to work within Salesforce. Conga streamlines the process of creating, sending, and managing contracts, quotes, and documents, all within the Salesforce platform.
Sales teams benefit from Conga’s automation features, reducing manual effort and improving document accuracy, while keeping everything synchronized within Salesforce for greater visibility and compliance.
Key Benefits
- Automated document generation and contract management within Salesforce
- Reduces manual work and improves document accuracy
- Full contract lifecycle management, from creation to eSignature
- Increases operational efficiency and compliance
DocuSign: Best Salesforce Tool for Automating Contract Signing Workflows
Overview
DocuSign for Salesforce simplifies the eSignature process, allowing sales teams to sign, send, and manage documents directly from Salesforce. DocuSign automates the contract signing workflow, making it quicker and easier for sales reps to close deals and get documents signed.
Integrated within Salesforce, DocuSign ensures that signed contracts are automatically stored and tracked, giving sales teams full visibility into the status of each agreement.
Key Benefits
- Seamless eSignature solution integrated with Salesforce
- Automates the contract signing process to accelerate deal closure
- Real-time tracking and status updates on document signatures
- Streamlines the entire agreement process, reducing paperwork and errors
Overview
Drift is a leading conversational marketing platform designed to engage website visitors in real time and seamlessly capture valuable prospect data. Built by former HubSpot leaders, Drift offers hyper-personalized chat UIs, lead capture forms, and direct Salesforce integration, ensuring every conversation translates into actionable insights.
For companies that frequently interact with prospects on their website, Drift provides a powerful way to track and collect conversation data directly within Salesforce. For transactional sales teams, Drift accelerates deal cycles by turning initial conversations into closed deals faster than ever.
Key Benefits
- Hyper-personalized website chat and lead capture tools
- Seamless Salesforce integration for automatic data sync
- Real-time engagement to move leads through the funnel faster
- Shortens sales cycles by enabling immediate, high-value conversations
Engagio: Best Salesforce Tool for Account-Based Everything
Overview
Engagio is a powerful account-based marketing and sales development platform designed for Salesforce users. It provides a unified interface that enables marketing, sales, and support teams to strategically manage accounts with precision and efficiency.
Built on Salesforce, Engagio delivers clear insights, structured playbooks, and seamless synchronization across customer-facing teams. For organizations targeting enterprise clients, Engagio ensures alignment and maximizes engagement at every stage of the buyer’s journey.
Key Benefits
- Centralized platform for account-based marketing and sales development
- Seamless integration with Salesforce for real-time insights and coordination
- Clear playbooks to streamline outreach and engagement strategies
- Ideal for teams focused on enterprise client acquisition and management
FormAssembly: Best Salesforce Tool for Capturing Form Data
Overview
FormAssembly is an advanced form-building platform that integrates with Salesforce to help sales teams capture valuable customer data. Whether it's lead capture, surveys, or feedback forms, FormAssembly automates data collection and syncs it directly into Salesforce for easy access and follow-up.
Sales teams benefit from FormAssembly’s flexibility, allowing them to create customized forms that align with their specific needs, while ensuring all data is securely and seamlessly integrated with Salesforce.
Key Benefits
- Easy-to-create customizable forms for lead capture and data collection
- Seamless Salesforce integration for real-time data syncing
- Automates data entry to save time and reduce errors
- Flexible and secure data handling for enhanced lead management
Gong: Best Salesforce Tool for Call Recording and Coaching
Overview
Gong is the leading conversation intelligence platform for sales teams, offering advanced call recording, analytics, and coaching tools with full Salesforce integration. By capturing, recording, and analyzing sales calls across phone systems and web conferencing platforms, Gong provides data-driven insights that help teams refine their messaging and improve engagement.
With AI-powered recommendations, Gong identifies what language resonates most with prospects and highlights key engagement signals. For sales teams that conduct frequent conversations across multiple platforms, Gong is an essential tool for optimizing every interaction.
Key Benefits
- AI-driven call recording and conversation analysis
- Seamless Salesforce integration for real-time insights
- Actionable coaching recommendations to improve sales effectiveness
- Tracks engagement across phone, web conferencing, and other communication channels
Overview
Guru is a powerful content management platform designed to streamline sales enablement, making it easy for Salesforce users to organize and access critical sales collateral. With Guru, teams can store content in easily searchable cards and receive real-time suggestions when viewing lead, contact, or account pages in Salesforce.
For sales teams using both Salesforce and Slack, Guru enhances collaboration with instant Slack notifications when prospects engage with tracked links—automatically logging these interactions in Salesforce for seamless tracking.
Key Benefits
- Centralized content management for easy access to sales collateral
- Real-time content recommendations within Salesforce lead and account pages
- Instant Slack notifications when prospects engage with tracked links
- Automatic activity logging in Salesforce for improved tracking and insights
Overview
HelloSign is a sleek and user-friendly eSignature solution designed to streamline the sales process. With seamless Salesforce integration, HelloSign not only simplifies contract and proposal management but also encourages sales teams to keep opportunity stages updated as deals progress through the pipeline.
Agile and affordable, HelloSign enhances pipeline data accuracy while automating key steps in the contract workflow. Built specifically for sales teams—not legal teams—HelloSign ensures a smooth and efficient signing experience.
Key Benefits
- Seamless eSignature solution with Salesforce integration
- Automated notifications to keep opportunity stages updated
- Streamlined proposal and contract creation process
- Designed for sales teams to improve efficiency and data accuracy
InsideView: Best Salesforce Tool for Market Intelligence Data
Overview
InsideView is a powerful market intelligence tool that integrates seamlessly with Salesforce, providing sales teams with real-time company and contact data. By delivering accurate insights, news, and social signals, InsideView helps sales reps identify the right prospects, personalize outreach, and stay ahead of market changes.
For teams looking to enhance their prospecting efforts, InsideView ensures that your Salesforce records are always enriched with the latest data, reducing manual research and improving sales efficiency.
Key Benefits
- Real-time company and contact data directly within Salesforce
- AI-powered insights to help personalize outreach and engagement
- Automatic data enrichment to keep Salesforce records up to date
- News and social signal tracking to identify key prospecting opportunities
Overview
Prezi is a dynamic presentation platform that goes beyond traditional slide decks, offering seamless Salesforce integration to track presentation engagement and impact. With Prezi’s business platform, sales reps can monitor prospect interactions—tracking clicks, view time, and engagement—directly within Salesforce.
For teams looking to gain deeper insights into how prospects engage with their presentations, Prezi provides unmatched analytics while ensuring all activity is automatically logged in Salesforce for streamlined tracking and follow-up.
Key Benefits
- Seamless Salesforce integration for presentation tracking
- Real-time analytics on prospect interactions, including clicks and view time
- Enhanced engagement insights to refine sales pitches
- Automatic logging of presentation activity within Salesforce
Salesforce Inbox: Best Salesforce Tool for Optimizing Your Sales Workflow
Overview
Salesforce Inbox is a powerful tool that brings the best of email and Salesforce together, optimizing your sales workflows. With features like email tracking, calendar integration, and AI-powered insights, Salesforce Inbox helps sales reps manage their emails and schedules directly within Salesforce.
By combining the capabilities of email and Salesforce, Salesforce Inbox enables more efficient communication and faster response times, ensuring that no lead or follow-up slips through the cracks.
Key Benefits
- Integrates email and calendar with Salesforce for a unified workflow
- Real-time email tracking and AI-powered insights
- Optimizes communication and response times for sales reps
- Ensures faster follow-ups and improved lead engagement
Tenfold: Best Salesforce Tool for Cold Calling and Call Centers
Overview
Tenfold is a powerful platform that provides seamless caller data and insights for both inbound and outbound calls. With click-to-call functionality and direct Salesforce integration, Tenfold enhances sales workflows, offering a streamlined experience for sales teams to manage calls and track performance efficiently.
Used by leading companies like Wayfair, Tenfold has helped businesses boost revenue by enabling smarter, data-driven decisions. By combining Salesforce with Tenfold, sales teams gain a clear understanding of caller interactions, optimizing every call for maximum impact.
Key Benefits
- Click-to-call functionality for easy call management
- Seamless integration with Salesforce for real-time caller data and insights
- Improves inbound and outbound call tracking and performance
- Proven success with companies like Wayfair to drive B2B sales growth
Frequently Asked Questions (FAQs)
How Can These Tools Improve My Sales Process?
Salesforce-integrated tools streamline and enhance every stage of the sales process, from prospecting to closing deals. They help sales teams automate data entry, gain real-time insights, personalize outreach, and improve efficiency. Whether it’s email tracking, conversation intelligence, or eSignature solutions, these tools reduce friction, boost productivity, and enable smarter decision-making.
How Do I Choose the Right Tool for My Sales Team?
Selecting the right tool depends on your team’s specific needs and workflow. Start by identifying pain points—whether it’s lead generation, CRM data accuracy, call tracking, or scheduling inefficiencies. Then, compare features, pricing, and user experience to find a solution that seamlessly integrates with your Salesforce setup and aligns with your sales goals.
Are There Any Training Resources Available for These Tools?
Most of these tools offer extensive training materials, including knowledge bases, webinars, video tutorials, and customer support. Many also provide Salesforce-specific onboarding guides to ensure smooth implementation. Additionally, some platforms offer live training sessions or certifications to help teams maximize the tool’s potential.
Are There More Resources on Salesforce Tools?
Looking for more tools to supercharge Salesforce? Check out Cirrus Insight, this amazing list from Sales Hacker, this integration from Jotform, and access these great resources from our team.
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