One for “Salesforce for Outlook” and another for “Connect for Microsoft Outlook”. Most people first notice that there are 2 options. What are the benefits, considerations and configuration needed to integrate your Microsoft Outlook with your Salesforce CRM? Keep reading!Ĭonnect for Microsoft Outlook or Salesforce for Outlook?įrom within salesforce navigate to Your Name | Setup | Desktop Integration | Salesforce for Outlook
Our clients are using Salesforce to manage their constituent’s relationship information, yet most interactions happen over email and the majority of our clients are using Microsoft Outlook. In today’s hectic world, how do you give your staff more time in front of constituents while getting them to collaborate as a team?Īs a Salesforce consulting partner, one of our most requested functionalities is to automatically sync between Salesforce CRM and the staff’s emails, events, and contacts. Running an effective and efficient organization can be nerve-wracking: trying to reach out to the greater community, putting effective outreach processes in place, and giving your development and educational departments the tools they need to be successful. * Updated by Kalman Sweetwine, March 21st, 2013
