Microsoft Outlook Integration with Salesforce - QR Solutions

1
MICROSOFT OUTLOOK INTEGRATION WITH

• SALESFORCE

WWW. QRSOLUTIONS. IN
2
Companies around the world communicate with their
customers via email. Email provides an
economical way to communicate with existing and
potential customers. Even companies use
Salesforce, which is rated as the worlds
number one CRM. Next, why not take a look at how
to connect both of them? But for any sales team,
time is the most important. Reducing wasted
time equates to exponential growth in your
organization s revenue. So let us first
understand why it is important to consider
Outlook Integration with Salesforce, especially
in today s data- driven and connected digital
business context
3
1 . VIEW AND MATCH SALESFORCE CONTENT IN OUTLOOK

• Increase the adoption rate of the Salesforce
  sales team. Update what happens to Salesforce
  employees in your organization by adding emails
  related to the sales cycle.
• Help to expel the task of feeding redundant data
  in two applications
• Help to create elegant and meaningful email
  templates for all prospects and customers
• . ACCESS SALESFORCE FEATURES IN OUTLOOK
• Search for more Salesforce records with custom obj
  ects.
• Create Salesforce data or records based on some
  standard objects such as contacts,
  lead opportunities, cases as well as some custom o
  bjects.
• . SYNC CONTACTS AND EVENTS
• Enable users to sync events in a continues way .
  Sales reps can get updated contacts
  and scheduling data and when required.

4
4 . ADD AUTOMATICALLY TO ACTIVITY TIMELINE

• Use Einstein activity capture to add sent and rece
  ived emails to the activity timeline related to
  contacts, prospects, opportunities, and quote rec
  ords.
• Improve team work efficiency, sharing settings ar
  e determined by users who are allowed to view ema
  ils/ events.
• 5 . RIGHT RESPONSE AT RIGHT TIME
• Use smart data from Salesforce Einstein Insights
  to enable sales reps to submit
  the right answer at the right time.
• This will help sales reps save time entering data
  and switching between the two applications.

5
THANK YOU!
91 9884494840 sales_at_qrsolutions.in www.
qrsolutions. in