Improve your Business Productivity by Integrating Salesforce with Outlook

Improve your Business Productivity by Integrating Salesforce with Outlook
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In the most competitive times of businesses around the globe, sales reps spend 50% of their time and effort on daily routine tasks like maintaining databases, transferring and adding data in different places. Then, they come back to Salesforce just to manage emails to access and gather all the leads, contacts, and opportunities-related information. In order to increase the productivity of the sales team, Salesforce and Outlook as a combined force, come out as the best solution to manage sales more effectively and efficiently. 

If your customer-facing employees are facing obstacles and data issues, then Salesforce and Outlook integration is highly recommended for you. Salesforce and Outlook both comprise critical data. Otherwise, the user has to switch between emails and Salesforce to get the required customer data. But, the Salesforce Outlook integration helps in tracking emails with Salesforce records.

Let’s see what are the ways where Salesforce Outlook integration is useful.

  • The integration helps to eliminate efforts applied on redundant data entry into two different applications. 
  • It increases business efficiency by saving the time of the sales team in entering data and switching between two apps. 
  • It helps to track email conversations relevant to Salesforce records
  • It allows the sales team to design meaningful email templates for customers and prospects. 
  • It allows users to access important Outlook email messages and manage relevant Salesforce records – all in one place. 
  • The integration allows better control of your business with a lack of duplicate data.
  • Sync data regarding contacts, events, and tasks between Salesforce and Outlook.  

How to set up the Salesforce Integration with Outlook?

Before setting up the integration between Salesforce and Outlook, it is first required to have server-side and client-side setups. You need to review the system requirements and ensure the email server communicates well and properly with integration. Roles required to set up the integration are Microsoft Exchange Server Admin, Salesforce Administrator, and other users. Let’s see what are the steps to set up the Salesforce integration with Outlook. 

Step 1: In Salesforce, click Setup, type “Outlook” in the quick find box, and then select “Outlook Integration and Sync”.

Step 2: Turn on the toggle button in the “Outlook Integration” section. 

Step 3: Turn on the toggle;e button in the “Use Enhance Email with Outlook” section.

Step 4: Click the “Activate and Notify Reps” link in the Email to Salesforce section.

Step 5: Click the “Edit” button in Email to Salesforce.

Step 6: Click the Active checkbox and then click the save button. 

Step 7: Click the “Skip this Step” button and here “Setup in Salesforce org” is completed here.

Setting up Outlook

Step 8: Open Outlook and click the “Get Add-ins” button in the top right.

Step 9: In the Search box, type “ Salesforce” and the salesforce app will appear in search results, and then click the “Add” button.

Step 10: Salesforce Icon will appear after add-in installation. Click it and then a salesforce window opens. In this select production and then click the “Log in to salesforce” button.

Step 11: Enter your Salesforce login credentials and log in. 

Step 12: Lastly, click the confirm button, and Outlook is now connected to your Salesforce account. 

 

Having experienced Salesforce experts, we can help you in consultation and integration. You can contact us at any time.

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