#Salesforce calendar set icon software

In addition to what seems to be a cumbersome user experience, the following disclaimer (from their website) does little to inspire confidence: Yesware’s Calendar tool might sound good on paper (or screen for that matter), but closer inspection reveals otherwise. ZynBit’s Salesforce and Outlook Calendar Sync.Contact Monkey’s Outlook Salesforce Calendar Sync.Yesware’s Salesforce Calendar Sync for Outlook.While there are numerous platforms and tools offering Salesforce and Outlook Calendar integrations, only a few that are really worth exploring. Syncing Salesforce With Your Outlook Calendar: Options However, a new generation of calendar sync tools are coming through: offering improved benefits, greater time savings, and reduced admin burden.

While the aim was to give everyone who needed oversight of contact, prospect, and team activity at a glance the depth of insight ultimately presented its own challenges. However, one of the biggest criticisms of Salesforce for Outlook’s calendar integration was the fact it tended to overcompensate in terms of the wealth of information that was visible. In these ways and others a whole lot of time and effort was saved – and a lot less work was duplicated.

For example, if a user saw that a particular calendar entry or appointment included one of their prospects (whose information was already recorded in Salesforce) a simple click would add the event into Salesforce itself.

Automation was another crucial feature.

The other key benefit was the ability for users to sync their calendars with Salesforce itself: enabling them to add details of scheduled calls, follow up meetings, and their own availability – whilst being able to filter out any personal or non-work related information.

Firstly, they were able to transfer information from Outlook Calendar to the appropriate individual record in Salesforce almost intuitively – all within Outlook itself.

When it comes to sales efforts and calendar functionality, what exactly is it that teams and Salesforce admins need to be able to do? With Salesforce For Outlook they had numerous options available. Reasons To Sync Salesforce & Outlook Calendar Similarly, given their individual features, often two or more tools need to be used to get the required functionality – making the whole process of getting up and running more complicated and time consuming.Īnd that’s even before you’ve considered whether or not the tools themselves sync with Outlook Calendar.

#Salesforce calendar set icon software

While some of the more obvious candidates – such as Outlook Integration, Salesforce Inbox, and Einstein Activity Capture – all have their merits, most fall down given their incompatibility with other key software platforms: including Office 2010, Exchange 2010, and Internet Explorer 11. Not only does using the two in tandem allow sales teams to get a complete overview of their prospects and related information, but with the right integration tools they never even have to leave Outlook – or Outlook Calendar, for that matter.īut, given that the popular Salesforce For Outlook integration tool is being retired at the end of 2020, both sales teams and Salesforce CRM admins are looking at new solutions. One of the great things about using Salesforce and Outlook is the way in which pretty much every piece of sales information can be captured, linked, automated, and tracked – from a single point of reference: your favorite Microsoft email program. Let’s consider the benefits this couple has to offer and take a look at the different ways they can complement each other.

And as you’d expect there are numerous ways of getting the most of the two tools. Syncing Salesforce With Your Outlook CalendarĪs we’ve discussed in previous blogs, the two respective CRM and email giants make a dynamic partnership – when configured correctly.īut what about Outlook Calendar and Salesforce?