Salesforce and Outlook integration Nudge automates activity logging, contact, and lead creation. Sync Salesforce with Outlook and never worry about logging activities again. No rep adoption required.
Danger: Automation Without Intelligence Some early tools instead tried a fully automated approach to Outlook/Salesforce integration. This solved the missing data challenge, but instead led to an unwanted influx of noise (and cost) in CRM. Without knowledge of what accounts your organization cares about, and what emails were spam or service requests, fully automated, non-intelligent solutions quickly created more problems than they solved. Artificial Intelligence + Context = Clarity Truly integrating Outlook with Salesforce.com requires an approach that solves all these crucial challenges. Noise must be filtered out, but at the same time, data cannot be missed. Data must be captured from every person involved in a deal, but only for the accounts that are cared about. This challenge calls for human-level intuition, but at massive scale. This, of course, makes it an ideal candidate for AI With the right training, artificial intelligence can recognize the difference between signal and noise. Shipment emails, service requests, marketing emails, and spam can all be identified and filtered out. Similarly, with knowledge of context – what accounts matter and what accounts don’t – friends, family members, and internal conversations can all be ignored. A Foundation for Future Innovation – Salesforce/Outlook Integration With AI-based integration between Outlook and Salesforce, the data challenge can finally be solved. Every contact that each member of your team interacts with at each relevant account is automatically captured and created in Salesforce. All email and calendar activity is logged against the appropriate contacts. This all happens with zero manual work – nothing to click, nothing to select, nothing to type – and therefore with no management effort. With the data finally in place, CRM, for the first time ever, can be relied on to be a source of truth for the contacts and interactions at each account. This data set on people and interactions is a key foundation for deal inspection, funnel risk assessment, account-based marketing, and many other initiatives that are core to the strategies of many b2b sales organizations.
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