How to Integrate Salesforce With Outlook?
If you are using Salesforce for a while, then there are chances that you must have used “Lightning for Outlook” feature too. This is the best technique to keep your sales reps more productive and allow them to focus on relevant things only. Don’t panic if you don’t know about the feature yet. With this information, you will not only be able to get the complete idea of feature but you would know how to integrate Salesforce & Outlook together.
Here is a brief of all the steps of integrating salesforce with outlook-
If you are new to the Salesforce and Outlook then please take a break and roll up your sleeves to learn something new today. With Salesforce and Outlook together, you can manage data more conveniently like never before. Also, you would be able to run the latest version all the time and makes sure all sales reps are using the same version only. Isn’t this sound interesting?
Further, Lightning for Outlook can go along with you wherever your sales reps are going. It means Outlook can be accessed on the web now, not just locally installed servers only. Further, the sales team will be able to great features only without taking care of updates installation. This is a huge deal, guys! Your friends will be your fans for choosing the right Outlook integration products with minimum maintenance requirements.
Additionally, one more good news for you is that “Lightning for Outlook” feature is now available for Mac users too.
Based on our discussion, this is clear that Lightning for Outlook is a complete cloud-based solution. This is an advantage not only for Sales reps but admins too. Let us have a quick look why it is important for admins?
First of all, make it clear in your mind how Salesforce for Outlook and Lightning for Outlook are different from each other. One is classic version and other is Lightning Experience. Test the feature on a small number of group first and feel the difference. See the setting how and when you can deactivate the feature if required.
Tell the activation time span to your sales team as well so that they should be completely involved in the process and know about the changes in advance. After this, disable the features for Outlook Configuration. Give your sales team the administrative permission to deactivate the feature if they are not comfortable with it.
With this test plan, you can set a path for you how to move ahead in the right direction for assured business success.
Congratulations! That’s all for today. With all these steps, you cannot only integrate Salesforce and Outlook together but make your sales team more productive so that they should never miss a beat.
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