Being a salesperson in 2015 means you probably spend a lot of time in your inbox. It’s where you send proposals and contracts to customers from, receive orders to be placed, schedule meetings etc.
Being a salesperson in 2015 means you probably also use a CRM and chances are high that this CRM is Salesforce. Salesforce is where you keep all your leads, contacts, opportunities, etc.
It makes a great sense to integrate these two sources of valuable data together in order to be able to get an accurate snapshot of your deal flow at any given time.
Manual Data Entry
One way to get Salesforce email integration is to simply manually enter all the data from your email and calendar into Salesforce.
The disadvantages of this method are so obvious it feels almost redundant to mention – it takes A LOT of your time. In fact, a report by Salesforce & Pace Productivity Inc. shows that salespeople spend 33 hours per month manually entering data into their CRM system.
Wouldn’t you like to get back an extra 7.5 hours per week to sell more? Of course you would! So we can take manual data entry off the table. All of us Salespeople living in an era of automation and productivity, can’t afford to spend a whole day each week on such activities. It simply makes no sense.
Salesforce BCC Feature
Another way to try and close that data loop is to use Salesforce’s “bcc feature” which allows you to add a Salesforce special email address to every email you send and these emails will by synced into Salesforce automatically (as explained in the below video).
It’s a fairly decent solution, not the most elegant one but a good one nevertheless. All you need to do is make sure you NEVER forget to add that bcc address to EVERY email you send (unfortunately you’ll still need to find another solution for syncing your incoming emails as this method covers outbound emails only).
Here’s a video which explains how to do it:
Third Party Tools for Syncing Salesforce and Email
There are several tools out there (some are powered by Salesforce. The majority by third party providers). Most tools will sync your email & calendar with Salesforce. Both SENT and RECEIVED emails will be inserted into Salesforce but with one tiny condition – you need to use those tools whenever you send an email or else they can’t capture the data you wish to sync.
These tools normally provide a chrome extensions to sync your emails if you’re using Gmail, and plugins you need to download if you’re using Exchange or Office 365.
For syncing emails you send from your mobile device you’ll be required to use a dedicated mobile app rather than using your preferred mobile email app (mailbox, gmail etc.).
4 questions to ask yourself when considering to integrate your email to Salesforce
After reviewing the above options it’s quite clear that when considering how to integrate your email and Salesforce you need to ask yourself these 4 questions:
- Will the solution save me time or just create me another tedious administrative task?
- Will both my incoming and outgoing emails be synced into Salesforce?
- Do I need to download/install an additional third-party tool (i.e. plug-in, Chrome extension)?
- Will my emails be automatically synced regardless of the platform I use?
Below is a summary of all the options we reviewed put into a table and introduce with a fourth option for Salesforce email integration – ONDiGO.
|Saving Time||Two-Way Syncing||No Download Required||Sync on all Platforms|
|Manual Data Entry||No||No||No||No|
|Salesforce BCC Feature||Partially||No||Yes||Yes|
|3rd Party Extensions & Plugins||Partially||Partially||No||No|
|ONDiGO for Salesforce||Yes||Yes||Yes||Yes|
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ONDiGO -Your Inbox and Calendar,
Perfectly Integrated with Salesforce
ONDiGO automatically syncs your email, calendar with Salesforce, regardless of the email provider you use (Gmail, Office 365).
It works in the background. It’s cross-platform (desktop email client, web client, mobile device etc.) and it covers both outgoing and incoming emails and calendar meetings, without wasting a minute of your time.
Once you connect your Salesforce and email accounts to ONDiGO (which takes about 30 seconds) you can forget about manual data entry.
Your Salesforce will be updated with all the interactions around a specific deal, so you can stay on top of your pipeline and focus on converting your opportunities into closed-won deals.
Images sources: Wikimedia