Salesforce Integration with Outlook: What You’re Missing Out On


Time is money. 

And timing is everything when it comes to making sales. 

But did you know there are tons of ways to avoid wasting time, especially for your sales reps? A McKinsey report shows that more than 40% of workers spend at least one-fourth of their workweek emailing, collecting, and entering data. 

This reduces their time reaching out to customers, and it’s a major productivity killer. 

Business efficiency is the top mandate, and any company that wants to increase the bottom line is jumping on board the digital transformation bandwagon. However, successful transformation initiatives are those that are carefully thought out, communicated well, and address a recurring problem you’re currently facing. 

A good starting point is to improve the processes in place first before introducing radical measures that do more harm than good. 

Enter Outlook integration with Salesforce – a one-of-a-kind suite of products that enables sales reps to work through Outlook and simultaneously update their salesforce data. 

Most organizations are already communicating internally and externally using Outlook and staying organized, but Salesforce integration tunes your system like a well-oiled machine. 

It gives sales reps the ability to log emails and events to Salesforce records. Adding the Einstein Activity Capture automates emails and events while syncing contacts and calendar events between Salesforce and Outlook. 

In a nutshell — sales reps sell more, worry less.


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