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.
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Salesforce Outlook Integration Guide Your team works in Outlook, whether via Exchange or Office 365. All your communications, whether for sales, business relationships, negotiations, customer engagements, or renewals are done through emails and meetings. With each interaction, new contacts are cc’d on email threads, or added as meeting participants. With each contact, and each interaction, a picture is formed of how each account is doing and how each deal is progressing. Salesforce however, as a CRM system, is intended to be the source of truth for your revenue funnel. If the data on who is involved in each deal, when interactions have happened, and what has been said, is in Outlook, but missing from Salesforce, you will not be able to form an accurate picture of each account. You Can’t “Integrate” With Manual Work “Carrot and stick” methods have been tried by sales leaders for many years. Leaders try and convince their teams to manually create contacts and log activity in CRM through incentives, reprimands, and nagging. However, in almost all cases this led to CRM data remaining incomplete, managers growing frustrated, and sales reps wasting tremendous amounts of time doing basic manual administrative tasks. Many sales leaders report having a similar conversation with one of their top performers – an outright refusal to log data manually, with the ultimatum “do you want me selling, or logging data?”. The implication is clear: if you expect sales people to sell, you need to remove the manual burdens in front of them and maximize their time selling.
Pro For individuals or small teams who want to automatically capture contacts and activities in Salesforce $30 per user/month Free 30 Day Trial Get Started!
Business For companies who want to understand and close each deal in their pipeline $40 per user/month + $1,000 /month base fee Chat with us
Enterprise For larger organizations with multiple sales teams who want to drive revenue across all channels $60 per user/month + $3,000 /month base fee Chat with us
Outlook is a Source of Truth – But it’s Messy The data you need for a complete, clear, and accurate picture of your accounts and deals is already present across your team’s calendars and inboxes in Exchange or Office365. However, the “signal” is nearly lost in a vast amount of “noise”. As anyone with an active email account can attest, there is an incredible amount of noise in email. Internal emails, emails with friends, shipment notifications, service requests, marketing emails and spam all create noise that disguises the value within Outlook. It’s not just sales teams, however, who have this data in their Outlook. Services, customer success, marketing, legal, finance, and executives all interact with prospects and customers and contribute insights that would complete the picture of an account if the data was available. Those teams are even less likely than sales to be cajoled into manual contact creation and email logging. Partial Solutions only Give Partial Visibility First generation tools enabled manual logging of emails, and came with some limited contact creation abilities, with the help of “sidebar” style plugin tools. Sales professionals could install a plugin for when they were using the browser version of their email. They could then manually click-to-log when they were sending emails from Outlook, and the appropriate record would be created in Salesforce. However, this partial solution missed much of the needed data. First of all, by still relying on manual work, although less, it still required sales management to enforce the manual efforts for integration. Second, these plugins generally were used when emails were sent. Inbound emails, new contacts added to existing email threads, meetings, and new participants added to meetings, were all missed.
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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 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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The ultimate guide to CRM data

Turn your CRM from a nightmare to a valuable database for your sales org.

Learn how to:

Make sure that all opportunities have correct, accurate data
Get a clear, objective view of which deals are moving forward
Capture every target contact your reps email and meet with
Get a clean, up-to-date CRM complete with contacts’ employment information
Optimize reps time by automatically logging contacts and activities
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You’re good to go You can download the contact capture guide here.
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