This article lists some third-party solutions that our customers have found to work well with Rethink and Apto.
Buildout treats all integrations equally and doesn't take a position about which is best or endorse any specific solution. Our thinking is that having an ecosystem of integrated applications is best for you, the customer, because it lets you choose the solution that's right for you.
Furthermore, Buildout doesn't provide direct support or integration assistance on any third-party applications. Please reach out directly to the solution provider with your questions.
Browse the Salesforce AppExchange for additional options and be sure to do your own research to find a solution that works best for your organization.
Outlook & GSuite
This integration is already included in your CRM subscription. Go to Setup > Einstein Activity Capture to set up the configuration The integration is self-service enabled using guidance from this tutorial.
Phone Dialers
SMS & WhatsApp
Business Card Scanners
Document Generation (alternatives to Nintex Drawloop and Conga)
A tool used for document generation. Users can install from the AppExchange. Free version available for the use of 2 templates.
E-Signature
Microsoft Teams
A special type of Salesforce license (Sales & Service Cloud) is required to integrate with Teams, and this license comes at an additional cost and must be purchased through Salesforce directly. The Teams integration itself is free, but the license is a prerequisite.
Email Insights
Marketing Email Campaigns
MailChimp (free version)
Utilizes their own custom campaigns object
Level of Effort: Low
Warning: The MC Subscriber Activity object could cause you to exceed your data limits if you are sending out campaigns frequently to a large number of recipients.
No support or integration assistance from MailChimp; this version may be sunsetted at any time
MailChimp (paid version)
Bi-directional sync with Salesforce. Native components. Advanced mapping. Data wizard. Detailed audit. Tracking history. Any object. Reporting.
Level of Effort: Low
Integration assistance available (via Beaufort)
Level of Effort: High
Requires middleware and implementation support to install and configure. Reach out to your account manager for more information.
Syncs with Contacts and Accounts (Companies)
Level of Effort: High
Technical Requirements: http://www.hubspot.com/sales/crm-technical-requirements
Notes: HubSpot is more robust than just an email marketing tool, it also covers: Social Media Marketing Automation, CMS, Blogging, Landing Pages, Forms, SEO, Lead Management, Marketing Automation, Calls to Action, and Analytics
Syncs with Contacts and Accounts (Companies); uses custom reports
Level of Effort: Low
Key features: Email Marketing & Drip Campaigns, native to Salesforce, very good reporting (website tracking & benchmark against competitors), Google Adword integration, mobile app, Data.com integration, advanced SEO for all pages
Syncs with Contacts and Accounts (Companies);
Level of Effort: High
Key features: email marketing, lead management, marketing calendar, SEO, Social boost, CRM integration, 5 sales insight users, event marketing & webinars
Pardot was acquired by Salesforce
Level of Effort: High
Key features - two versions available
Standard version:
Prospect tracking
Lead nurturing
Email marketing
ROI reporting
Forms & landing pages
Standard CRM integration
Pro version:
Advanced email analytics
Email preview & spam analysis
Google Adwords integration
API access
Social profiles
Support