For syncing these items, you can perform activities like adding Outlook emails, attachments, events, and tasks to multiple Salesforce contacts, and view Salesforce records related to the contacts and leads all right away in Outlook. Salesforce for Outlook: Salesforce for Outlook is an integration application that you install, syncs contacts, events, and tasks between Outlook and Salesforce.Here are two types of versions available for effective optimization of business… Contacts and Events Sync: Using Lightning Sync in the background, your reps don’t duplicate data entry for contacts and events in both Outlook and Salesforce.Access features with each other: Salesforce records are easily created such as leads, opportunities, accounts, contacts, and even records based on custom objects and you can relate email messages and nonrecurring calendar events to multiple Salesforce contacts and any other Salesforce record that accepts tasks or email messages.
Relate relevant Salesforce content in Outlook: Reps add an email that’s the most relevant to the sales cycle so that colleagues in Salesforce know what’s going on, hence increase Salesforce adoption among your sales team.The occurrence of data errors will affect data quality which will ruin the company’s reputation.Īlso check: How Tableau integration with Salesforce benefit Organization How Integrating with Outlook Helps Your Sales Reps?.
#Salesforce addin for outlook 2016 update#
High possibility for data entry errors since they have to update data in both Outlook and Salesforce.More time spent in this activity will affect productivity. More time engagement in moving and maintaining data in two places.Problems faced by reps on using two different platforms like Outlook and Salesforce? To make easy for sales reps to design meaningful email templates for prospects and customers.It helps to access important Outlook email messages and manage all relevant Salesforce records in one place.
#Salesforce addin for outlook 2016 software#
Outlook is a software program by Microsoft primarily based on e-mail sending and receiving which means it enables users to send and receive email on their computer.
Salesforce offers a wide range of features in all the functional areas of a company like marketing, sales, services and many more.īased on cloud platforms and applications, the company is best known for its different CRM products like Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, Analytics Cloud, IoT Cloud, and also includes Health Cloud, App Cloud, Financial Services Cloud, and Chatter. Salesforce is a cloud-based CRM software that acts as a software-as-a-service (SaaS) provider, developed to make organizations function efficiently and profitably by reducing the cost of managing hardware infrastructure.