Salesforce To Outlook Integration

Do I Need It?

Sync your desktop-based Outlook with Salesforce to easily view related Salesforce records (leads, contacts, tasks, opportunities, etc.) for any email. But do you need to integrate Outlook with Salesforce? Why not keep your systems separate if it’s already working well enough? Never settle for good enough! Maximise your business’ productivity and efficiency by taking advantage of Outlook’s benefits within your Salesforce organization.

What Are The Benefits Of An Outlook Integration With Salesforce?

There are many different email providers available, but what are the benefits of Microsoft Outlook, and how can your Salesforce system benefit from an integration? Check out the list below of Outlook’s benefits to see if it’s the right fit for your business.

Schedule appointments more efficiently with leads outside of your organization, or meetings with coworkers by sharing calendars.

Use those shared calendars to set tasks and reminders for others in your organization. Never miss a follow-up and help your team stay on top of their tasks all without leaving your Salesforce organization.

Schedule emails to send at the best time with Outlook’s easy-to-use interface.

Save and insert common phrases with ease. Outlook seamlessly organizes items as you need them, so you’re never without your best tools.

Be notified when recipients open emails and interact with content. Measure your emails’ open rates and figure out which emails perform best, or follow up with leads that receive emails but have forgotten to reply.

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Outlook Salesforce Integration, What’s Included?

 

The Salesforce integration with Outlook helps sales reps keep Salesforce data up to date while working in their email applications. The integration provides Salesforce data directly within Outlook, and the ability to log emails and events to Salesforce records.

Here’s a breakdown of what you’ll get once you’ve integrated Outlook with Salesforce:

View all contacts, leads, accounts, opportunities, and cases associated with emails and appointments without switching between Salesforce and Outlook. Avoid the dreaded “Swivel-Chair” situation, a topic we’ve written about how to avoid.

Search and browse Salesforce records inside Outlook. Create new Salesforce records, including Custom Object records, directly in Outlook. This is called a Bidirectional link, and it allows you to share information from either system with one another. One of the many ways integrating systems is beneficial for your business.

Utilize Salesforce’s template making functionality to quickly craft emails that can be sent out using your Outlook account. Build engaging emails that will help close deals, and maximize your investment.

Manage Salesforce tasks right from Outlook. Boost productivity by never leaving any of your programs.

Sync contacts and calendar events by enabling Lightning Sync or Einstein Activity Capture in addition to the Outlook integration.

Connect and log email events within your Salesforce organization. Stay on top of your sales teams’ communications with leads and prospects, and ensure a timely outreach.

Let’s apply these benefits to a common use case:

 

Sales representatives use Outlook to communicate and book meetings with customers, which requires manually adding new information or contacts to Salesforce. With a Salesforce for Outlook integration, all Outlook data is automatically synced to the associated contact in Salesforce. Sales representatives can also see Salesforce records associated with an email contact from the Outlook application.

When Should I Integrate Outlook With Salesforce?

Looking to sync contacts, events, and tasks between your email services and Salesforce? Do you need to add email, event, and task information to contacts within Salesforce? If the answers to those questions are “Yes”, then you’re ready to integrate Outlook with Salesforce. Interacting with clients and prospects through email is a huge component to your sales teams. 

Not only would this prevent human errors when a busy sales rep is entering data, a Salesforce to Outlook integration lets them focus on more important tasks.

Rather than being bogged down with logging emails and events, your sales teams can answer customer requests and leads.

It makes sense that integrating your CRM software with your business email would be a high priority.

How Do I Set Up Salesforce In Outlook?

Before integrating, decide which data you want to sync between these systems. This will likely be decided by the Line of Business (LOB) end user or decision maker asking for the integration.

Next, choose a method of integration. There are many options available for connecting Salesforce and Outlook, depending on your business needs.

There are a few apps that can integrate Salesforce with Outlook. However, managing all of your different integrations can be tricky and confusing.

If you want to manage all of your integrations under one platform, Boomi is the only integration tool you’ll need for your systems and applications. 

If you're reading this and you‘re still deciding on systems, or would like to see how NetSuite handles integrations, check out our Boomi for NetSuite resources here.

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