Increase Your Salesforce Productivity with These Top 10 Tools

Salesforce is a powerhouse of functionality that lets you manage tons of customer data and workflows. But as awesome as it is, Salesforce cannot cater to all the needs you might have, and you often need a few extra tools to make it really work smoothly for your day-to-day tasks.

For any company that uses Salesforce CRM and feels that the CRM can do more, third-party Salesforce productivity tools aim to cover this inquiry across different functions within Salesforce, no matter what type of productivity it can be.

This guide explores top Salesforce productivity tools that bring added functionality and efficiency to your CRM environment.

Ascendix Search

Ascendix Search is a number one Salesforce productivity tool that brings robust search capabilities to Salesforce users, making it easier to find and filter data across large datasets.

How it improves Salesforce productivity:

• Advanced Filtering and Query Building

Ascendix Search allows users to create complex filter queries with ease. As a Salesforce-based solution, Ascendix Search works to turn the way users work with Salesforce data from complex searches into simple ones.

For example, if you need to search across multiple criteria or pull data from different Objects (like Accounts or Contacts), you can set that up without getting into the weeds of Salesforce’s built-in reporting tools.

•  Geo Search of Contacts

Users have the possibility to conduct a geospatial search of Contacts on the map by applying specific filters. For instance, users can look for Contacts located in the specific area/ radius from a specific Object/ by zip code, etc.

•  Better Visualization

Ascendix Search contains user-friendly dashboards and the option to save searches for quick access. Such functionality helps users obtain results and manipulate data effectively.

Visualisation Functionality in Asendix Search

•  Time-Saving

Ascendix Search functions as a Salesforce productivity tool intended to reduce the number of actions needed to complete tasks with massive data sets.

• Can be Used Across Industries

Ascendix can be used in almost any field and presents great value to industries, such as real estate, finance, and insurance, where closely organized relationships and records are of focus.

Cursor

Cursor is designed for teams needing seamless, real-time collaboration on Salesforce data. With Cursor, teams can update, view, and share Salesforce records in a streamlined way, keeping everyone aligned on data changes without toggling between multiple tools; hence the team is more productive.

How it improves Salesforce productivity:

• Real-Time Collaborative Editing: Employees can enter data into Salesforce at the same time and all changes can be tracked instantly to eliminate confusion.
• Centralized Data Viewing: If a certain set of data is generated in the marketing department and needs to be relayed to the finance team, for example, a common platform needs to be used.

Gearset

Gearset is another Salesforce productivity tool, which provides organizations and development teams with a comprehensive solution in version control, data backup, as well as another fruitful deployment.

It primarily works well for teams that manage large Salesforce orgs and development queues. By integrating automated testing and the rollback element, Gearset enhances the deployments’ accuracy, efficiency, and productivity.

How it improves Salesforce productivity:

• Version Control & Backup: The self-hosted version control system of Changes makes it easier in tracking differences across different org.
• Automated Testing: Lowers the amount of errors that would result from directly applying modifications on an operating system.

Ascendix Composer

Ascendix Composer automates the creation of documents within or from Salesforce out of the box. Ascendix Composer enables the generation of accurate and branded documents for any organization that requires regular documentation.

How it improves Salesforce productivity:

• Template Management

Users can edit templates, use them repeatedly and design according to the company’s general style, saving time when completing more specific inquiries and documents.

• Integration with Salesforce Data 

Salesforce integration is smooth, and users can use the tool to insert real-time data into documents. It means that all the information fed into the system is recent and appropriate for the document.

• Custom Document Generation

Ascendix Composer allows people to create custom documents like proposals, reports, brochures, marketing flyers, etc., based on specific templates that contain information taken from Salesforce. This eliminates the number of errors that may occur when data transfer is performed manually. The video below demonstrates how you can generate a report based on data in your Salesforce CRM. 

Jetstream

Jetstream is a Salesforce productivity tool designed for Salesforce teams needing efficient, large-scale data imports and exports. The advanced integration makes Jetstream efficient in managing data by providing fast, effective transport of data in Salesforce, cutting the time required to perform bulk transfer operations.

How it improves Salesforce productivity:

• High-Volume Data Handling: This also helps to import from and export extensive data quickly.
• Field Mapping: Features the ability to map fields for automatic data entry of data into appropriate fields.
• Data Transformation: Opens and prepares data simultaneously for upload in real-time.
• Automated Scheduling: Enables the definition of updated schedule frequencies.
• Error Handling: Jetstream offers issue reporting whenever there is a data breach. It is easy to deploy Jetstream through AppExchange, and the pricing is also unique depending on the client’s volume and company requirements.

Dataloader.io

Dataloader.io is designed to facilitate data integration and synchronization for Salesforce users.

How it improves Salesforce productivity:

• Data Migration and Management: Dataloader.io provides a user-friendly solution for importing, exporting, and deleting data in Salesforce. The use of dataloader.io significantly boosts Salesforce productivity by reducing the time and effort required for data management tasks.
• Seamless Salesforce Integration: Dataloader.io integrates directly with Salesforce, leveraging APIs to handle large volumes of data efficiently It handles high levels of data operations and transformation and guarantees that their execution will have no hitches.
• Security and Compliance: Dataloader.io offers secure data processing by controlling it with encryption and providing compliance with key data protection laws. This is very important for organizations that handle sensitive data.
• Flexibility and Performance: The tool is intended to operate with large sets of data quickly and, therefore, contribute to high performance even when used by businesses of all sizes or when large amounts of data need to be processed.

Elements.cloud

Elements.cloud helps companies increase their productivity in Salesforce by providing a detailed process mapping and documentation tool.

How it improves Salesforce productivity:

• Process Mapping: Elements.cloud includes process automation features that enable organizations to map and document business processes effectively. With this feature, one can capture the present work cycle, gain insights on various possible bottlenecks and, therefore, create a cycle that aligns with the intended strategy.
• Business Analysis and Insights: Elements.cloud secures process data and delivers valuable information for subsequent process optimization. Since users develop the flows, they learn how the process looks from the inside and can see specific potential bottlenecks, process repeats, or automation opportunities, which positively affects Salesforce’s productivity.
• Change Management: Elements. Cloud enables one to link new proposed changes to existing processes and evaluate their impact. It seamlessly informs all stakeholders of the changes. It also reduces interruptions and keeps the transition much more fluid.

Resource Hero

Resource Hero is an application that can be used for resource management and scheduling within Salesforce. It aids organizations in choosing the best places to allocate resources and the right organizations to entrust specific tasks to enhance their productivity and effectiveness.

How it improves Salesforce productivity:

• Resource Planning: Resource Hero helps strategically unleash resources needed when working on different projects. They will be able to predict the resources required as per the projects in the pipeline and then have a glance at the usage and have a chance to bring the best out of the team.
• Workload Management: Software provides managers with an overview of the volume of efforts end-users and teams have actually invested, making it easier to balance the workload.
• Time Tracking and Reporting: Resource Hero presents time-tracking aspects and lets users track hours for entries published in Salesforce.
• Capacity Planning: Capacity planning, in particular, is another area in which Resource Hero is useful, as the system shares ideas regarding resource availability and future project timelines.

Klient PSA

Klient PSA is a project management solution that can be integrated with Salesforce. Its primary focus is to optimize project performance and team cooperation.

How it improves Salesforce productivity:

• Project Tracking: Teams can quickly access project documents, and data, such as timelines, milestones, and dependencies, can be readily observed, so it is never a mystery if a particular project is going off the rails or not.
• Task Assignment: The tool facilitates better task management by allowing its users to transfer tasks to relevant and appropriate team members.
• Resource Management: The platform allows to assign individuals to projects according to their workloads and requirements.
• Collaboration Tools: Klient PSA offers various communication facilities and document management inside the project workspace.

GridMate

GridMate improves data layout and formatting within Salesforce. It comes with a new visual data grid, an enhanced capability for data visualization, and improved methods of managing these data to increase efficiency.

How it improves Salesforce productivity:

• Enhanced Data Visualization: GridMate creates a new type of data grid that displays the Salesforce information in a structured and user-friendly manner.
• Inline Editing: Users can alter their data without having to navigate to different pages. This feature enhances data updating and saves time in administrative work.
• Advanced Filtering and Sorting: Users can also find filters and sort out the data sets in a refined way, where the key information is located, and arrange the data in a manner best suited to analysis.
• Bulk Data Actions: GridMate allows users to perform operations simultaneously, cutting down on repetitive tasks.

Summing Up

We’ve reviewed a variety of Salesforce productivity tools, each offering unique features tailored to address specific needs and challenges in managing Salesforce environments.

Ascendix Search boosts your data management capabilities with advanced search functionalities, while Ascendix Composer simplifies document generation. Dataloader.io streamlines the data migration and syncing process, whereas Elements.cloud aids in mapping and documenting your processes, offering a clearer view of your business operations.

Regarding resource management, Resource Hero helps plan and allocate resources effectively, and Klient PSA integrates project management seamlessly inside Salesforce. GridMate enhances how you visualize and interact with your data, making everyday tasks more manageable.

If you’re looking for an expert consultation on how you can improve your productivity in Salesforce, feel free to contact our team. We have 25+ years of tech expertise and help companies in leveraging technology smarter.