View and Relate Salesforce Content in OutlookĮnhance the adoption of Salesforce among the sales team.
Here is what proves to be beneficial for the sales reps:ġ. How Beneficial is Salesforce Outlook Integration? Next, we will deal with features that prove to be beneficial for your sales reps, related to Outlook Integration with Salesforce. Higher chances of errors in data entry, as data is entered into Salesforce and Outlook.It is this very context switching that takes out your sales reps from the selling mode into the tools management mode. Loss of time due to context switching and maintaining data in two places.Here are some of the reasons which cause problems for your sales reps on account of data redundancy: Some of these activities are tracking contacts, tracking tasks, schedule meetings and appointments. Much of the Outlook and Salesforce data are correlated or identical. Increase business efficiency by saving employee’s precious time.Sync contacts, events and tasks between Salesforce and Outlook.This makes the work of the sales team easier for email communications targeted towards the right audience – customers or prospective clients. Access the Outlook messages and the Salesforce records – all in a single place.Allow better control of your business with lack of duplicate data.Eliminate any sort of redundant data entry into two separate applications.Here are some of the ways in which Salesforce Outlook integration is useful: It also helps in tracking email conversations with Salesforce records. In the absence of Salesforce Outlook Integration, the user will have to toggle between the email and Salesforce, all in search of customer information and opportunity – to devote less time for data-entry. Salesforce and Outlook both comprise critical data. So, let us first find why it is important to consider an Outlook integration with Salesforce, more so in the context of present-day connected, data-driven, digital businesses? Why Require Salesforce Outlook Integration?ĭo you require the least amount of obstacles for your customer-facing employees and the data required for them to be successful in their respective roles? Then an Outlook integration with Salesforce is what is highly recommended. Less time wasted is equivalent to an exponential increase in revenue for your organization. So, why not explore a way to connect the two?īut, when we speak about any sales team, time is of paramount importance. Businesses also use Salesforce as it is rated as the world’s # 1 CRM. Businesses all over the world communicate with their clients through emails as it offers an economic and easy way to engage with your existing and prospective clients.
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