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Salesforce + PandaDoc Integration—Automatically populate & send proposals from Salesforce & Save time, reduce friction, and deliver secure proposals from Salesforce effortlessly

Salesforce + Motion Integration—Automatically trigger the creation of Motion tasks straight from Salesforce & Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Motion

Salesforce + Luma Integration—Attendees registration details sent straight to Salesforce & Save time, stay organized, and have your sales team automatically follow-up post event

Salesforce + Airtable Integration—An extension of Salesforce using Airtable & Expand your CRM by connecting thousands of datapoints stored in Airtable

Calendly + Salesforce Integration—Sync booked appointments and question data automatically to Salesforce & Automatically have all scheduling context and form submission information right within Salesforce

Salesforce + Ironclad Integration—Automatically create and send secure contracts straight from Salesforce & Save time, reduce friction, and deliver secure contracts from Salesforce effortlessly

Salesforce + Webflow Integration—Automatically add leads to Salesforce, triggering custom email sequences based on the form submitted & Reduce manual data entry, improve reporting and customer experience

Salesforce Review 2024 (CRM): Is Salesforce worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Salesforce + Outfunnel Integration—Send automated emails straight from Salesforce & Save your team time by adding automated emails to their workflows, help your sales team identity their warmest leads

Salesforce + Xero Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create another invoice again

Salesforce + Slack Integration—Notify your team in Slack of any important changes in Salesforce & Help your team take action more quickly when connecting with leads and customers

Salesforce + Asana Integration—Automatically trigger an Asana project template or task straight from Salesforce & Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Asana

Salesforce + Loops Integration—Send segmented marketing and onboarding emails automatically without leaving Salesforce & Ensure potential and future customers get the perfect email at the time it's intended

Salesforce + Dialpad Integration—Keep all your calls and texts stored in one place & Save time, have full context of all your teams communication in your CRM

Salesforce + Surfe Integration—Easily add LinkedIn Contacts and conversations to Salesforce without ever leaving LinkedIn & Track leads and conversations in Salesforce without ever leaving LinkedIn

Why are companies switching away from Salesforce? Are there better CRMs on the market that better balance price and features? Keep reading for our take on why Salesforce isn't "the best" option for most businesses.

Salesforce + Google Drive Integration—Automatically create customer folders and move documents into storage & Reduce the stress of looking for documents

The 8 Best Salesforce Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

Salesforce + Help Scout Integration—Store every support ticket a customer sends under their CRM record & Provide better customer service, keep a solid record of each customer interaction in your CRM

The CRM for enterprise teams (1,000+) with highly complex processes. For teams of all sizes looking for a flexible and user-friendly database (spreadsheet replacement) that can easily connect with other tools.

The CRM for small + medium teams (200 or less) that use Google Workspace. The CRM for enterprise teams (1,000+) with highly complex processes.

The marketing automation tool (and CRM) for mid + large teams (200–1,000) who require a robust and all-in-one tool like Salesforce. The CRM for enterprise teams (1,000+) with highly complex processes.

Salesforce vs Copper Video posted on Oct 06, 2022 -

Salesforce + QuickBooks Online Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create another invoice again

The CRM for enterprise teams (1,000+) with highly complex processes. The CRM for heavy call & sms—focused small and mid-size sales teams

The CRM for enterprise teams (1,000+) with highly complex processes. folk is a simple yet powerful spreadsheet-like CRM for individuals.

The CRM for enterprise teams (1,000+) with highly complex processes. A shared documentation and note taking tool that tip-toes the line of a flexible no-code platform (for teams of all sizes).

The CRM for enterprise teams (1,000+) with highly complex processes. For medium + large teams looking for a task-based project management tool, where goals and reporting are important.

While we personally prefer SMB software because it's typically more enjoyable to use (with a better UI/UX—a story for another day), this article will cover the two popular options for mid-market businesses (HubSpot and Salesforce). It's important to mention that in this case, I'm referring to mid-market as anywhere between 20-200 seats (actual people regularly logging into and using the CRM—e.g. there are many companies that may have a team of 500, but maybe only 50 of which need to regularly use the CRM).

The Best CRM Software (Copper vs Pipedrive vs Hubspot vs Salesforce vs Airtable) Video posted on Nov 17, 2022 -

On this episode, I talk with Sai about what the future of CRM looks like, what his experience has been like being a Salesforce developer, and if he would ever consider moving from the giant that is Salesforce over to something like Copper CRM (Formerly ProsperWorks).

Chili Piper Review 2024 (Scheduler): Is Chili Piper worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

HubSpot Review 2024 (CRM): Is HubSpot worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

View all of our top picks software that recommend and integrate with organized by category. Accounting + CRM + Project Management + Help Desk + Database + eSignature + Event Management + VoIP + More...

View all the software that we recommend and integrate with organized by category. Accounting + CRM + Project Management + Help Desk + Database + eSignature + Event Management + VoIP + More...

Wrike Review 2024 (Project Management): Is Wrike worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

The 8 Best Folk Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

RingCentral Review 2024 (VoIP): Is RingCentral worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Top 2 Spreadsheet Software & Tools in 2024 - Best Spreadsheet software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Spreadsheet software alternative is best for your team in 2023?

Top 2 Form Software & Tools in 2024 - Best Form software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Form software alternative is best for your team in 2023?

Top 7 Automation Software & Tools in 2024 - Best Automation software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Automation software alternative is best for your team in 2023?

Top 12 Communication Software & Tools in 2024 - Best Communication software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Communication software alternative is best for your team in 2023?

Top 1 eCommerce Software & Tools in 2024 - Best eCommerce software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which eCommerce software alternative is best for your team in 2023?

Top 1 Design Software & Tools in 2024 - Best Design software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Design software alternative is best for your team in 2023?

Top 2 Storage Software & Tools in 2024 - Best Storage software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Storage software alternative is best for your team in 2023?

Top 5 VoIP Software & Tools in 2024 - Best VoIP software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which VoIP software alternative is best for your team in 2023?

Top 8 Scheduler Software & Tools in 2024 - Best Scheduler software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Scheduler software alternative is best for your team in 2023?

A simple calendar scheduling tool with a solid API for teams of all sizes. Conversion-focused meeting scheduler for enterprise sales teams.

The 8 Best HubSpot Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

Top 2 Product Software & Tools in 2024 - Best Product software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Product software alternative is best for your team in 2023?

Top 18 Productivity Software & Tools in 2024 - Best Productivity software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Productivity software alternative is best for your team in 2023?

Top 10 Calendar Apps in 2024 - Best Calendar software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Calendar software alternative is best for your team in 2023?

Top 1 Podcasting Software & Tools in 2024 - Best Podcasting software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Podcasting software alternative is best for your team in 2023?

Top 9 Email Clients in 2024 - Best Email software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Email software alternative is best for your team in 2023?

Top 2 CMS Platforms in 2024 - Best CMS software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which CMS software alternative is best for your team in 2023?

Top 3 Accounting Software & Tools in 2024 - Best Accounting software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Accounting software alternative is best for your team in 2023?

Top 13 AI Software & Tools in 2024 - Best AI software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which AI software alternative is best for your team in 2023?

The 8 Best Pipedrive Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

Top 10 CRM Software & Tools in 2024 - Best CRM software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which CRM software alternative is best for your team in 2023?

Top 4 Database Software & Tools in 2024 - Best Database software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Database software alternative is best for your team in 2023?