#SALESFORCE FOR OUTLOOK MAC PLUGIN HOW TO#

Details about companies can also be updated. Salesforce CRM contact information is matched between the email and Salesforce data and contacts can be created for people not known in Salesforce. Action Items will appear when there is a possibility of a task to be created. When reading email, a horizontal bar appears showing tabs. The user interface of the Salesforce CRM email connector matches the visual experience in Salesforce. When reading emails or checking the calendar, users benefit from the CRM information because Salesforce details are shown directly in the email and match the visual design of Salesforce programs. A CRM email connector is an important tool for productivity because it streamlines both email and information gather, two big demands on time.

For example, if you are coming to a meeting and reading an email about it, the CRM email connector shows contact details for participants. “It’s all about the visual experience,” explains Joly.ĬRM data is synced directly within email, a huge time-saver considering you can access information from two previously separate sources of data. This CRM email connector provides an impressive interface while increasing productivity. The second goal of the Salesforce developers, seeing and managing Salesforce content while reading emails or Outlook calendar, was met by embedding a Salesforce visual experience directly into Outlook. In reality, he says, it was mostly a point and click set up. “Something that was Cloud-based was very exciting for us.” Moshfeghian expected the conversion from Salesforce for Outlook to Exchange Sync to be a 2-3 week process. “Change is expensive and annoying for users,” he says. Moshfeghian talks about how updating individual computers is time consuming and expensive. PetroSkills has been piloting the new solution, Exchange Sync. “The plugin allowed us to bring Salesforce to Outlook where did their work.” Moshfeghian explains that previously employees complained about having to enter data into CRM at the end of the day, but the IT Solutions Department received a lot of positive feedback with Salesforce for Outlook. One of the solutions PetroSkills chose was Salesforce plugin for Outlook. “We’ve had to move from organic processes to systematic solutions,” says Moshfeghian of the 200-employee company. Presenting with Joly and Barnhardt is Hossein Moshfeghian, a Solutions Architect from PetroSkills, a Salesforce client. Email Connect is one of the first collaborations of the partnership newly designed features increase productivity even more.

Integrating Salesforce CRM solutions with Microsoft Office is a natural alliance for increasing productivity.

#SALESFORCE FOR OUTLOOK MAC PLUGIN HOW TO#

In a 2015 Dreamforce session, Salesforce Senior Product Manager Damien Joly and Senior Product Manager Matthew Barnhardt explain how to increase efficiency and success with Salesforce CRM email integration. If you could reduce that time even by a few hours, think of the income-producing activities that could replace less productive administrative tasks. These two tasks, email and information gathering, account for an amazing 18.8 hours of a 40-hour week. Another 19% of time is spent searching for and gathering information, according to McKinsey research. Plus, hear from PetroSkills how increased efficiency helped them succeed.Įmployees spend 28% of their time on average checking and responding to email. Join us to learn how to increase your reps' efficiency with Salesforce's cloud-based and installed options for linking Salesforce to Exchange and Outlook. Salesforce is the world's #1 CRM and Microsoft Office is the world's #1 productivity suite.

Salesforce for outlook mac plugin