The market constantly evolves, and advantageous entrepreneurs have to keep in touch with modern business tendencies to quickly make data-backed decisions and stay connected to their customers. Numerous smart solutions such as Salesforce for Outlook can aid you on your journey to success. However, duplicating your events, contacts, and tasks in two separate systems, Salesforce and Outlook, can lead to spending a great deal of your working time on average data-managing tasks. Let’s dive into the topic so that you can make these helpful services work for you without any hindrances.
We hope that by being acknowledged with the major functions, you will have the best experience possible using Salesforce and Outlook.
Unless you have not already deployed the CRM software into your business workflow, you might have no idea what Salesforce can do for your organization. This is a Platform as a Service (PaaS) company that provides sales representatives with a well-developed infrastructure of software services to help them connect with their customers. With over 150,000 customers across the globe, Salesforce is a great helping platform for marketing, commerce, sales, IT, and service teams. It currently dominates the CRM market, enabling you to track potential customers and understand new client segments you’d like to target.
2. Microsoft Outlook
Outlook is a handy personal data manager developed by Microsoft. Though it was originally designed as an email software, Outlook comprises such features as managing tasks, calendars, and contacts, journal logging, note-taking, and Internet browsing. It allows business users to send and receive emails from their customers, arrange appointments, track ongoing projects, handle events, and store contacts.
The functionality of these systems and the benefits they provide make both Salesforce and Outlook almost indispensable in business. However, according to the statistics, sales employers faced the necessity to jump back and forth between Salesforce and Outlook, spending nearly 20% of their working week searching for necessary data and almost 28% on processing emails. Previously, they were unable to view, add, and edit data in Salesforce records straight from their emails.
Though the developers have come up with a solution to ease the job for users and help them synchronize their data between Outlook and Salesforce, the native tool Salesforce for Outlook was discontinued in December 2020. It also had some limiting drawbacks like matching and synchronizing only email addresses, company names, and first and last names.
Now there are a lot of different solutions to synchronize contact data, tasks, events, CRM information, and other resources between Outlook and Salesforce. The integration allows marketers to increase their productivity and manage sales more effectively. Smart software like Revenue Grid empowers you to always have the latest features of the integration at hand, while your tasks, contacts, and events are conveniently synced between the Outlook desktop version and Salesforce CRM system.
We hope we have managed to unveil a few unanswered questions of yours about combining Outlook and Salesforce records into a well-managed system. Both marketers and sales representatives can take advantage of using smart platforms on their desktops or mobile devices. Use one of the trustworthy options on the market to transfer and integrate Salesforce with Outlook, avoid inefficient use of time, prevent errors, and benefit your business.
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