How to setup Salesforce Lightning for Outlook

How to setup Salesforce Lightning for Outlook

Effective time management is one of the essential attributes in ensuring sales success. In an effort to continuously develop advanced solutions to help boost productivity, Salesforce recently launched Lightning for Outlook to help the sales team stay on top of their daily activities and maximize opportunities for success. With the integration of Sales Cloud Lightning […]

Connecting to your Customers Made Easier with Salesforce Inbox

Gaining a competitive advantage in todays business environment requires a technology that enables you to leverage all your customer relationships. Salesforce has brought “Relationship Intelligence” technology to its latest integration app called the Salesforce Inbox, which replaces SalesforceIQ for Sales Cloud. What you can do with Salesforce Inbox: 1. Connect your inbox to Salesforce – […]

7 Ways a CRM System Can Boost Your Business in 2017

7 Ways a CRM System Can Boost Your Business in 2017

Your company’s capacity to thrive in a competitive environment highly relies on how well you interact with and serve your current and prospective customers. No matter what your company size is, an effective and efficient customer relationship management (CRM) system can boost your business in various ways. Here’s how: 1. Store critical business information A […]

How to Use Salesforce for Outlook to Sync Contacts, Events and Tasks

How to Use Salesforce for Outlook to Sync Contacts, Events and Tasks

We have a several options available to us for integrating Microsoft Outlook and Salesforce.  We have talked about how to use the Email to Salesforce feature on a previous post. That option works well for pushing emails into Salesforce regardless of your email system.  This post will focus on Salesforce for Outlook (SfO) which is a good […]