While utilizing any customer relationship management platform, Salesforce, in particular, you might have faced the necessity to transfer your CRM data, events, contacts, tasks, and other resources to it. Not only is it time and energy-consuming to simultaneously enter data into several apps, but it can also lead to errors you might have avoided by downloading the right, smart tool. Keep on reading to understand the specifics of transferring and synchronizing your Salesforce business data with other systems like Outlook, Office 365, Microsoft Exchange, Gmail, etc., boost your company efficiency, and take your business productivity to a new level.
Why Keep User Data in One Place
Many business owners nowadays have deployed the Salesforce CRM technology into their company workflow to streamline working processes and stay connected with clients. However, switching between various systems can cause certain problems, affecting your marketing, commerce, sales, service, and IT teams not to reveal their true potential. Whenever you are looking for an efficient Salesforce Outlook integration tool or struggle to install the native “Salesforce to Outlook” app, synchronization of your data, contacts, events, calendars, and tasks will grant you a better user experience.
Outlook example for better visibility
Let’s examine the major peculiarities of utilizing Salesforce alongside other systems by addressing Outlook, a personal email and calendar app provided by Microsoft. This piece of commercial software is widely used among sales representatives, business owners, and sole entrepreneurs to organize their business data, send, and receive emails to clients.
First, let’s focus on the features both variants offer so that you know which data you should integrate:
- Outlook enables managers to send emails to keep in touch with potential clients, arrange appointments, and store their customer data. It offers numerous features to operate various types of user data like calendar appointments, similar entries, contacts, tasks, events, and notes;
- Salesforce empowers you with the ability to track and manage sales operations from the very start to deal closing. It helps sales, marketing, service, IT, and commerce teams keep in touch with their customers and better understand them. This system hosts different cloud platforms to enable business users to interact with various kinds of data and gain essential skills to provide quality customer services.
Though you can perform particular tasks in both systems, don’t be misled by this seemingly obvious functionality. You are likely to spend a great deal of time and energy connecting Salesforce to Outlook, especially if your technical skills aren’t developed enough. However, there exists an efficient solution to spare you some efforts, which is using a specialized tool to centralize Salesforce data into Outlook.
The Salesforce developers have come up with a dedicated app “Salesforce for Outlook” to help you integrate your Salesforce data into Outlook. However, this tool has some limitations like a cease of use in 2023, the further absence of the Salesforce support team, incapability to sync certain kinds of data, etc. Since using the Salesforce for Outlook app is often related to a certain degree of hassle, take advantage of the major benefits of other dedicated tools on the market and keep your digital life in sync.
Solutions at Your Disposal
You might not have known it, but about 50% of time and effort in business is usually spent on minor tasks like maintaining and transferring data, managing emails and inboxes and entering information in several different places. It makes it challenging to collect and access all the respective data about prospects, leads, and opportunities.
Luckily, there are efficient ways to simplify the process for you, already appreciated by multiple users. For example, popular Salesforce & Outlook integration solutions like Revenue Grid cover all the necessary functionality to transfer and synchronize your user data between these systems, while easing the process for your convenience. Though in this article we have viewed a single example, Outlook, the mentioned solutions work with other systems as well, such as Gmail, Office 365, Microsoft Exchange, and the like.
By addressing a professional Salesforce/Outlook assimilation platform, you will manage to easily access and operate your Salesforce records and other user data like events, tasks, and contacts in a unified place.
Combine Data From Multiple Sources Effectively
Your business data should always be up to date, neatly organized, and well-managed so that your company can stay competitive in the field. To enhance your sales productivity and manage the deals more effectively, consider integrating data from Salesforce and other platforms as the top solution.