Connect Salesforce to Outlook/Gmail to auto-capture all sales data

Before integration, Salesforce and email worked as two distinct platforms. Integration brings the two platforms together to create a centralized system. The sales rep enjoys a flawless workflow where tedious login administrative work gets eliminated.

All key data from email is transferred to Salesforce. It becomes possible to use a salesforce email plugin to synchronize communication across both platforms where real-time data updating across both platforms is completely automated.

Activity Capture by Revenue Grid is an email integration with Salesforce that help to capture every sales data and activity to Salesforce automatically. It syncs email and calendar with the CRM, auto-creates Salesforce objects, and syncs emails to Salesforce. You can do more with this feature, such as creating easy meeting schedules, sharing your availability, and creating buffers in your email calendar.

There is a wide range of tools used for integrating email with Salesforce. Each tool comes with features that differ from the rest. Before choosing a tool, you should be certain it will meet your company’s expectations. There are several considerations to make.

• Advanced features: You need a tool that comes with several advanced features that allow different functions such as email and calendar sync, automation, and mobile device support. The email integration Salesforce tool by Revenue Grid is one of the email integration tools that comes with advanced features. Its Activity Capture feature allows automated capture of every sales information and activity to Salesforce. It allows syncing of emails and calendars and auto-saves data in Salesforce.
• Supported email features: The tool should have features that support a wide range of email environments. The developer should provide consistent support by ensuring they keep updating to the latest versions.
• Ability to perform common integration tasks: The main idea for using email integration tools is to allow smoother management of workflows. The tool should effectively perform all basic Salesforce integration tasks performed daily in an organization.
• Tool stability and functionality: Unstable integration tools cause a lot of frustration to salespeople. It should provide maximum performance to boost the overall functionality of the organization. If a company wants to sync Outlook with Salesforce, it should choose a Salesforce sync Outlook calendar that allows automatic syncing and calendar unification between both tools.

Email integration with Salesforce benefits a company in many ways.

1. There will be an increase in engagement
Integration brings all communication and contacts into a centralized place. Sales teams take advantage of the contact lists to create personalized email marketing campaigns.

2. It is easier to create orderly contact lists
It is harder to sort out email addresses and telephone numbers using email platforms. Integration makes it easier to build segmented contact lists. They can group email recipients by specific criteria, which works better when launching targeted email marketing campaigns. This helps boost click-through rates and increase conversions.

3. Generating leads
Marketing campaign success is measured when sales teams manage to pull more traffic toward the business. Integration helps the team to use diverse lead generation tools to create exclusively targeted campaigns that attract more traffic to their website.

4. A record of higher productivity
When email and Salesforce are not integrated, sales representatives get involved in many manual data entry tasks. The time they could have used for marketing is spent on data entry and checking emails. Tedious data entry processes are eliminated after integration.

5. Improved visibility
Better visibility helps a company build trust with its audiences. Marketers should improve their marketing strategies to build better brand recognition. Integration helps the team achieve this goal. Salesforce contains useful analytics tools that provide sales teams with a detailed view of their marketing successes. They can create new email campaigns directly from Salesforce based on the success of their previous campaign.

6. Growing email subscriber lists
Data generated in Salesforce can help sales representatives to forecast customer behavior in specific situations. They leverage this data to create uniquely personalized client experiences.

7. Better email communication
One of the key benefits companies get due to integration is email segmentation. Sales teams can segment emails according to customer actions. They classify the emails into leads clusters, conversions, prospects, and orders. The teams achieve better communication when they create emails that address specific customer needs.