Salesforce Inbox – your Email – Calendar – CRM, all in one!

Accurately logging and relating your activities to your prospects in Salesforce is a time honored tradition – that has been solved using many different solutions.  With Salesforce retiring its original Email-to-Salesforce product, in lieu of Einstein Activity Capture, etc.  Along with that previous post, we felt it important to highlight Salesforce Inbox - a paid add-on product that delivers connectivity to your email, calendar, Salesforce Org – and so much more!

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Let’s take a look at some of its very best features, that aren’t available through the standard Outlook/Gmail to salesforce integration:

 

·      Insert available times for internal and external meetings and schedule meetings on behalf of a colleague.  Also if your schedule changes, the times in your email will dynamically change as well.

·      Schedule emails to be sent at a later time, so they arrive at just the right moment

·       Get notifications when recipients receive & open emails

·      Get notifications when recipients click and open a link in the body of your email

·      Receive follow-up notifications on emails that you haven’t received a response from yet – helping to ensure nothing slips through the cracks

·      View, Edit, and Create text shortcuts to help improve productivity

·       Einstein Email Insights

·       Einstein recommended connections

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Reps can also speed through email with templates and personalized email messaging that will streamline prospect outreach.  Inbox gives reps everything they need to stay on top of each and every opportunity on any device. Make the desktop experience more powerful with email plug-ins for Gmail and Outlook, and turn your phone or tablet into a portable sales-productivity generator with the Inbox mobile app. The mobile app will allow reps to view their activity from anywhere, not just their desktop, as well as create/send emails, create follow up tasks, and log activities within Salesforce.