The Revenue Grid’s Salesforce calendar sync Outlook feature allows you to sync both tools in a single click. The feature helps you schedule meetings by allowing your customers to choose their availability from several options. Once they choose a date, the tool updates the calendar instantly so that no other person books the same date. You can customize it so that your private events don’t show in calendars.
The benefits of automation:
- Manual updating consumes marketing time and often makes errors. Syncing creates automated updating, which makes the work of your sales team easy.
- Match data in the Outlook calendar with the specific file in Salesforce. The sync feature works intuitively and identifies the exact file in Salesforce so that it updates all information keyed in the Outlook calendar.
- Better adoption of CRM software: Sometimes employees are hesitant to use Salesforce because the information it contains is obsolete. It might be incomplete or have a lot of errors. Syncing helps keep the data fresh all the time and employees will be willing to use the CRM more.
- Improved productivity: Sales teams spend less time working on data and more time creating sales content or communicating with customers. The organization makes more sales and productivity increases.
Revenue Grid Salesforce & Outlook calendar integration let you sync your newly created Outlook calendar events (and event updates) directly into Salesforce within a matter of seconds.
When creating new events in your Outlook Calendar, just choose the correct contact/lead and account/opportunity to associate with the meeting, and we’ll automatically add the activity in Salesforce for you. In that way, we sync Outlook and Salesforce calendars.
Note: If the user does not manually select the Contact or Lead, Revenue Grid will sync the meeting request with the account in Salesforce associated with the first email address listed in the “To:” field of the calendar invite.
Any edits made to a synced calendar event in Outlook will be automatically reflected in Salesforce as well, saving you an additional step when updating calendar events.
