8 Best Salesforce Tools for 2024: Features and Reviews

Finding the right Salesforce tools can be a game-changer for your sales team's productivity and success. With so many options available, it can be challenging to know where to start. That's why we've compiled this comprehensive guide featuring the 8 best Salesforce tools, carefully curated to help you make an informed decision.

In this article, you'll find a detailed breakdown of each tool, including key features, popular use cases, pros and cons, and insightful customer reviews from trusted platforms like G2, Capterra, and Reddit. We've done the research to provide you with a one-stop resource for optimizing your Salesforce experience.

From AI-powered automation and personalized outreach to data-driven analytics and seamless integrations, these tools offer a range of capabilities to streamline your sales processes and drive better results. Whether you're looking to enhance lead generation, improve forecasting accuracy, or boost team collaboration, you'll find a solution tailored to your needs.

So, let's dive in and explore the 8 best Salesforce tools that can take your sales game to the next level!

1. Bardeen

Bardeen is a powerful browser extension that automates repetitive tasks across web apps, making it an excellent choice for Salesforce users looking to automate sales processes. Install Bardeen's Chrome extension to take control of any browser tab and run automations 24/7 in the cloud, saving time on time-consuming activities.

Key Features

Bardeen offers a range of features that make it stand out among Salesforce tools:

• Native integrations with 100+ apps for seamless workflow automation
• AI-powered message generation for personalized outreach
• LinkedIn data scraper for prospect list building
• No-code workflow builder and AI-powered Magic Box for custom automations

Popular Use Cases

• Automating sales prospecting and lead enrichment
• Personalizing outreach and automating follow-ups
• Using AI sales agents for lead generation and qualification

Pros

• Ideal for teams with shared workflows and onboarding
• AI capabilities for intelligent automation
• Versatile use cases beyond just sales

Cons

• Steeper learning curve compared to simpler Salesforce tools
• Higher pricing for premium features and credits
• Requires some technical know-how for advanced automations

Reviews

Capterra users give Bardeen an overall rating of 4.5 out of 5, praising its ease of use and value for money. One reviewer noted, "Bardeen is one of the best no-code automation platforms and won the runner-up award from Product Hunt in the SaaS category."

On G2, Bardeen has an impressive 4.9 out of 5-star rating, with users highlighting its time-saving benefits and powerful automation features. A user shared, "Bardeen solves the problem of manually doing repetitive tasks, which saves me a lot of time. Prices are also affordable."

While Bardeen isn't as widely discussed on Reddit as some other Salesforce tools, users who have tried it generally have positive sentiments, appreciating its user-friendliness and extensive integration options.

Pricing

• Free plan: Unlimited non-premium usage, 2 weeks of free access to the Pro tier
• Professional plan: $10/month for 500 credits, generative AI actions, CRM integrations, advanced scraping, premium integrations and actions
• Business plan: $15/month for teams with less than 100 people, 500 credits, flexible user administration, admin analytics dashboard, teamwide automations, onboarding & training
• Enterprise plan: Custom pricing for larger teams with more specific needs

If you're looking for a versatile Salesforce tool that goes beyond the basics, give Bardeen a try. Sign up for free and start automating your workflows today with a 14-day free trial of premium features.

2. InsightSquared

InsightSquared is a sales analytics platform that relies on the use of artificial intelligence to provide data-driven insights, performance analytics, and sales forecasting tools.

Key Features

• Predictive analytics for accurate sales forecasting
• Interactive dashboards for monitoring sales performance
• Machine learning models to assess deal health and risk

Popular Use Cases

• Uncovering true sales productivity levels and effectiveness
• Planning future sales strategies based on data-driven predictions

Pros

• Powerful ability to reveal sales team productivity and impact
• Impressive predictive analytics for forecasting sales and revenue
• Enables confident planning of future sales strategies

Cons

• Requires solid understanding of data driving the dashboards
• Still a bit of a learning curve for new users

Reviews

On G2, InsightSquared has an average rating of 4.4 out of 5 stars from 1,332 reviews. Users praise its ability to visualize Salesforce data and personalize dashboards.

A Capterra reviewer noted InsightSquared "does a lot of things pretty well" but had some bugs and flexibility limitations. Another called it a "great tool for visualizing Salesforce data" that has allowed sales managers to easily see performance trends.

Reddit users seem to view InsightSquared as a good option for Salesforce reporting, with the caveat that the canned reports can't be heavily customized. One comment suggested trying it for free first to ensure it meets specific needs.

Pricing

• Pricing starts at $1 per user per year according to Salesforce AppExchange

3. ZoomInfo Sales

ZoomInfo Sales is a comprehensive sales intelligence platform that provides accurate contact and company data to help you identify and reach your ideal prospects. With an extensive database of over 70 million direct dial phone numbers and 174 million verified email addresses, ZoomInfo enables sales teams to build targeted account lists and connect with decision-makers more effectively. ZoomInfo's powerful features make it a top choice for B2B sales professionals looking to accelerate their pipeline and boost productivity.

Key Features

• Advanced search filters to find ideal customer profiles
• Real-time buyer intent data to identify in-market prospects
• Sales engagement tools for multi-channel outreach
• Conversation intelligence to analyze customer interactions

Popular Use Cases

• Building targeted prospect lists based on specific criteria
• Engaging leads with personalized outreach across phone, email, and social
• Gaining insights into buyer behavior and sales performance

Pros

• Extensive and accurate B2B contact and company database
• Intent data helps prioritize accounts most likely to buy
• Integrates with popular CRMs and sales tools

Cons

• Higher price point compared to some alternatives
• Occasional data inaccuracies for smaller companies
• Steep learning curve to fully utilize all features

Reviews

On G2, ZoomInfo Sales has an impressive 4.4 out of 5 star rating across 8,451 reviews. Users praise the tool's comprehensive database, which helps them find the right contacts and gain valuable company insights.

Capterra reviewers appreciate ZoomInfo's data quality for prospecting executives at enterprise companies, though some note missing information for smaller businesses. The platform earns an overall rating of 4.5.

Feedback on Reddit suggests that while ZoomInfo's contact data is not always 100% accurate, it remains one of the best options for B2B prospecting when used in combination with other tools like LinkedIn Sales Navigator. Satisfied users find it provides good value for sales teams despite the higher cost.

Pricing

• Pricing starts at around $15,000 per year for 3 seats
• No single-user plans available
• End-of-quarter deals for basic packages may be around $7,000 per year
• Multiple pricing tiers with varying features, from Professional to Elite

4. Whatfix

Whatfix is a valuable addition to this list of top Salesforce tools due to its ability to enhance digital adoption and user onboarding. By offering interactive guided flows, in-app messaging, and personalized onboarding experiences, Whatfix ensures a smooth transition and effective use of Salesforce and other enterprise applications.

Key Features

• Interactive walkthroughs and in-app guidance for Salesforce
• Centralized repository for Salesforce training materials
• User behavior analytics to optimize the Salesforce experience

Popular Use Cases

• Onboarding new Salesforce users quickly and effectively
• Providing in-app support for complex Salesforce processes
• Driving Salesforce adoption across the organization

Pros

• Comprehensive support for Salesforce change management
• Reduces the need for external Salesforce help
• Enhances Salesforce user productivity

Cons

• Initial setup and customization may require time investment
• Some advanced features have a learning curve

Reviews

On G2, Whatfix has an impressive average rating of 4.6 out of 5 stars from 338 reviews. Users praise its effectiveness in solving digital adoption challenges and excellent customer service.

Capterra reviewers highlight Whatfix's ease of use, customization options, and ability to improve operational efficiency. The platform boasts an overall rating of 4.5 on Capterra.

Reddit users appreciate Whatfix's ability to provide contextual assistance within Salesforce, reducing the need for extensive training. However, some note that the learning curve for advanced features can be steep.

Pricing

• Starts at $199 USD per month for the Basic plan
• Custom enterprise pricing available for advanced features
• Free trial offered to explore the platform

5. Guru

Guru is a knowledge management platform that helps teams create, compile, and organize content from different sources and deliver them to other team members and customers. Its inclusion in this list of top Salesforce tools is due to its ability to work across departments and teams, making it an effective tool for centralizing knowledge and enhancing team productivity.

Key Features

• Internal workplace wiki building for centralizing knowledge
• Works across departments and teams to facilitate collaboration
• Easy content creation tools for quickly generating knowledge articles
• Robust search functionality for finding information quickly

Popular Use Cases

• Building a centralized knowledge base for sales teams
• Enabling seamless knowledge sharing across departments
• Quickly creating and updating sales content

Pros

• Centralizes knowledge making it easily accessible
• Integrates with various tools ensuring knowledge is accessible in existing workflows
• AI capabilities help generate content and find relevant information

Cons

• Initial effort required to populate the platform with relevant content
• Learning curve for setting up more complex features
• Higher pricing compared to some alternatives

Reviews

On G2, Guru has an average rating of 4.7 out of 5 stars from 1,923 reviews. Users praise its ability to serve as a centralized library of approved resources.

Capterra reviewers give Guru an overall rating of 4.7, highlighting how it has changed the way their teams collaborate and receive information. The automation of drip campaigns is noted as a significant time-saver.

On Reddit, users recommend Guru as one of the better options compared to alternatives like Confluence and Notion for internal knowledge bases. Its search capabilities and ease of use are frequently mentioned.

Pricing

• Free trial for 30 days
• All-in-one plan: $15 per user per month ($18 if billed monthly)
• Enterprise plan: Custom pricing

6. Ambition

As a sales enablement tool, Ambition encourages healthy competition among sales reps by integrating with data sources and scoring user performance in real time using benchmarks set by sales managers. It is an effective tool for motivating sales teams and increasing productivity.

Key Features

• Sales TVs with real-time triggers, leaderboards, goals, and custom messages
• Personalized sales anthems when reps exceed milestones
• Auto-generated user highlight feeds and advanced reporting
• Coach sales reps with 1:1 sessions, team coaching, action plans, and notes

Popular Use Cases

• Motivating sales teams with competitions, accolades, and leaderboards
• Providing visibility into rep productivity and performance
• Coaching sales reps to improve skills and close more deals

Pros

• Creates a fun, engaging sales culture
• Drives focus on key sales metrics across the organization
• Offers flexible sales coaching tools

Cons

• Requires accurate CRM data entry by sales reps to be effective
• Some UI differences compared to other sales tools
• Higher price point than some alternatives

Reviews

On G2, Ambition has an average rating of 4.6 out of 5 stars. Users praise its ability to boost sales team engagement and productivity.

Capterra reviewers give Ambition an overall rating of 4.0, highlighting the value of its gamification and performance tracking features for sales managers.

A sampling of reviews on Reddit shows users find Ambition helpful for motivating SDR teams when set up and used properly, though some feel it is better suited for tracking activity than measuring sales effectiveness.

Pricing

• Pricing is based on three product suites:
• Seller Recognition & Visibility: $19 per user/month
• Productivity & Effectiveness: $40 per user/month
• Sales Performance Platform: $60 per user/month

7. Drift

Drift is a pioneer in the use of AI-driven chatbots for businesses, helping sales teams engage website visitors and facilitate real-time conversations. By providing instant support and directing prospects to the appropriate sales reps, Drift enables companies to capture and maintain lead interest more effectively.

Key Features

• Automated chatbots that interact with visitors 24/7
• Live chat for real-time conversations with website visitors
• AI-powered intent analysis based on conversation language and context
• Automated lead qualification and prioritization

Popular Use Cases

• Improving lead generation and qualification through AI chatbots
• Enhancing sales engagement with personalized real-time interactions

Pros

• Enables instant support and lead engagement
• Offers customization options for chatbots
• Integrates with various CRMs and communication platforms

Cons

• Pricing starts at $2,500/month, which may be high for small businesses
• Setup and optimization require some technical expertise
• May generate low-quality conversations if not fine-tuned properly

Reviews

On Capterra, users praise Drift's reliability and efficiency, with one reviewer stating it is a "sensational marketing automation solution" that works well with no cons. Another highlighted Drift's ability to connect with leads at their highest interest point and address questions immediately, leading to sales.

G2 reviews note Drift's ease of use, responsive customer support, and effective conversation generation. One user shared that Drift solves delayed response issues, qualifies leads, and benefits their business by streamlining interactions, improving conversion rates, and accelerating sales.

Pricing

• Premium plan starts at $2,500/month for small businesses
• Advanced and Enterprise plans available with custom pricing
• All plans billed annually

8. Gong.io

Gong.io is a leading Revenue Intelligence Platform that uses AI to capture and analyze customer interactions across all channels. It seamlessly integrates with CRM systems to provide real-time data insights and boost team productivity through automated actions based on customer conversations.

Key Features

Gong.io offers a range of features to enhance revenue growth:

• Conversation Intelligence to analyze sales calls and provide insights
• Deal Intelligence to identify risks and opportunities in the pipeline
• People Intelligence to coach and develop sales reps
• Market Intelligence to understand customer needs and trends

Popular Use Cases

• Analyzing sales conversations to identify winning strategies
• Forecasting revenue accurately based on deal and pipeline data
• Coaching sales reps with personalized insights and guidance

Pros

• Provides visibility into all customer interactions
• Helps identify risks and opportunities in deals
• Enables data-driven coaching and training of sales reps

Cons

• Pricing is not transparent and requires a custom quote
• Can have an initial learning curve due to its many features

Reviews

On G2, Gong has an impressive average rating of 4.7 out of 5 stars from over 5,750 reviews. Users praise its ability to provide valuable insights for sales coaching and forecasting.

Capterra reviewers highlight Gong's impact in aggregating account data, effective integrations, and continuous release of new features. However, some wish for more centralized reporting capabilities.

Gong is a crucial tool for sales professionals, enhancing self-reflection through call recordings and analysis of conversation dynamics. The automated follow-up email feature is a significant time-saver.

TrustRadius users appreciate Gong's core voice intelligence features, cross-functional collaboration, and AI-generated call follow-ups. They note occasional confusion with multiple contacts per opportunity.

Pricing

Gong.io does not publicly disclose pricing details. Interested buyers need to contact their sales team for a custom quote based on the specific needs and size of their organization.

Conclusions

Choosing the best Salesforce tools for your needs depends on several factors, including your specific sales processes, team size, budget, and desired features. It's important to evaluate each tool based on its ability to streamline workflows, provide valuable insights, and integrate seamlessly with your existing tech stack.

Among the top Salesforce tools discussed in this article, Bardeen, Salesforce's native AI capabilities, and ZoomInfo Sales stand out as the most popular and highly-rated options.

Bardeen's Chrome extension is a powerful choice for automating repetitive tasks and personalizing outreach, while Salesforce's AI features enable smarter lead prioritization and forecasting. ZoomInfo Sales offers an extensive database for targeted prospecting and sales intelligence.

To get started with enhancing your Salesforce experience, we recommend signing up for a free trial of Bardeen's premium features and exploring how its AI-powered automation can boost your productivity. By taking advantage of these cutting-edge tools, you'll be well on your way to optimizing your sales processes and driving better results.