Salesforce to Outlook Integration
Sync your desktop-based Outlook with Salesforce to easily view related Salesforce records (leads, contacts, tasks, opportunities, etc.) for any email.
But do you need to integrate Outlook with Salesforce? Why not keep your systems separate if it’s already working well enough?
Never settle for good enough! Maximize your business’ productivity and efficiency by taking advantage of Outlook’s benefits within your Salesforce organization.
The Benefits Of An Outlook Integration With Salesforce
There are many different email providers available, but what are the benefits of Microsoft Outlook, and how can your Salesforce system benefit from an integration?
Check out the list below to learn about the advantages of a Salesforce plugin for Outlook:
Organize meetings with leads outside of your organization or with coworkers through shared calendars.
Never miss a follow up by setting tasks and reminders for others in your organization. Help your team stay on top of their tasks without leaving your Salesforce system.
Schedule emails to send at the best time as well as save and insert common phrases with ease with Outlook’s easy-to-use interface and available tools.
Receive notifications when contacts open and engage with emails. Measure your emails’ open rates and figure out which emails perform best, or follow up with leads that receive emails but have forgotten to reply.
Sales representatives use Outlook to communicate and book meetings with customers, which requires manually adding new information or contacts to Salesforce.
A Salesforce to Outlook integration guarantees that all data from Outlook is automatically linked to contact details within Salesforce. Sales representatives can also see Salesforce records associated with an email contact from the Outlook application.
What’s Included in an Outlook Salesforce Integration?
The Outlook Salesforce add-in helps sales reps keep Salesforce data up to date while working in their email applications. The integration provides Salesforce data directly within Outlook, and the ability to log emails and events to Salesforce records.
Here’s a breakdown of what you’ll get once you’ve integrated Outlook with Salesforce:
View all contacts, leads, accounts, opportunities, and cases associated with emails and appointments without switching between Salesforce and Outlook. Avoid the dreaded “Swivel-Chair” situation, a topic we’ve written about how to avoid.
Have direct access to all Salesforce data within Outlook, in order to create new records. This is called a Bidirectional link, and it allows you to share information from either system with one another.
Utilize Salesforce’s template functionality to quickly craft emails that can be sent out using your Outlook account. Build engaging emails that will help close deals, and maximize your investment.
Manage Salesforce tasks right from Outlook. Boost productivity by never leaving any of your programs.
Easily enable Lightning Sync or Einstein Activity Capture to connect contacts and calendars.
Connect and log email events within your Salesforce organization. Stay on top of your sales teams’ communications with leads and prospects, and ensure a timely outreach.
When Should I Implement a Salesforce to Outlook Plugin?
Looking to connect contacts, events, and tasks from email to Salesforce? Do you need to add email, event, and task information to contacts within Salesforce?
If the answers to those questions are “Yes”, then you’re ready to add Salesforce to Outlook. Interacting with clients and prospects through email is a huge component to your sales teams.
Not only would this prevent human errors when a busy sales rep is entering data, an Outlook to Salesforce plugin lets them focus on more important tasks. Rather than being bogged down with logging emails and events, your sales teams can answer customer requests and leads.
It makes sense that integrating your CRM software with your business email would be a high priority.
How Do I Set Up a Salesforce to Outlook Integration?
Before any integration it is crucial to plan your data migration strategy to better understand what data will be migrated between the different systems. This will likely be decided by the Line of Business (LOB) end user or decision maker asking for the integration.
Next, choose a method of integration. There are many options available for connecting Salesforce and Outlook, depending on your business needs.
There are a few apps that can integrate Salesforce with Outlook. However, managing all of your different integrations can be tricky and confusing.
If you want to manage all of your integrations under one platform, Boomi is an iPaaS solution that will easily integrate with most systems and applications.
At GURUS Solutions, our in-house integration experts and long-standing partnership with Boomi not only means providing the best possible solution for your business, but also ensures we’ll be there from beginning to end, resolving any challenge that comes our way.
Are you still deciding on systems, or would like to see how NetSuite handles integrations? Check out our Boomi for NetSuite resources here.