Users often use Salesforce and Outlook Calendar separately as two different platforms. This takes a lot of time, energy, and resource. Also, not all mobile devices or laptops can handle a lot of load and can freeze and slow down.
Another disadvantage of using two platforms in parallel is the inconvenience of transferring data. Fortunately, there is a recent solution to these problems. For convenience, it is now possible to combine the two tools. In just a few steps, you can sync salesforce calendar with outlook.This procedure is absolutely free and simple.
Thanks to the automation of processes, the user will be able to forget about the previous inconveniences and problems once and for all in a few minutes. Now on the Internet you can find many platforms that offer synchronization of Microsoft Outlook or Google Calendar with Salesforce.
You can do it yourself, but to save time and guarantee a successful result it is better to use professional services. Once the synchronization is implemented, the calendar will be scanned and the data will be transferred to Salesforce.
Why is it useful?
Those users who decide to synchronize their Salesforce with Outlook Calendar make their work much easier and get a lot of benefits. The likelihood of trivial human errors decreases, there is an opportunity to save time, reduce the load on your device (phone/computer), because you do not have to constantly switch between platforms.
Another advantage is that users can filter out personal information from Salesforce and leave only:
- work plans;
In other words, syncing Outlook Calendar with Salesforce saves your time and your privacy while making the platforms easier and more accessible. In addition, automating the data migration processes will do your pre-work for you, so overall sales productivity and efficiency will increase.
Criticism of Salesforce with Outlook Calendar Synchronization
Increasingly, there are reports that the interaction between the two platforms gets too much user information. That is, data entered into the calendar often became visible to outside visitors, customers and teams.
But Salesforce and Outlook Calendar tools have responded to this criticism and improved the ability to sort the information a user wants to make visible or invisible to others.
Special features through synchronization
A separate big advantage of synchronizing the two tools is the high level of detail in the data transfer. This dramatically increases the quality of communication and interaction between representatives and potential clients. Representatives will be able to see reporting on meeting types and results (e.g., understand the impact of meetings on sales statistics). This feature provides additional fields in the calendar synchronization tools.
And these additional fields automatically update meeting data. Thus, synchronizing Salesforce with your Outlook calendar not only saves time, but also offers additional reporting on the success or failure of meetings held. This high level of detail in analyzing and transferring data allows for changes in the overall concept of work and sales to improve results and interactions with potential clients.
Therefore, by synchronizing Microsoft Outlook Calendar with Salesforce, managers, reps and customers get the most value and results. This interaction:
- greatly saves time;
- automates data migration;
- allows users to filter out information in the calendar.
Foe example its possible to hide information that the user doesn't want to make visible in Salesforce.