Salesforce Outlook Addin
Salesforce and Outlook – this is a combination that goes often together among sales people. There is just one problem: Salesforce is working as Software as a Service whilst most Outlook versions need to be installed on a laptop or a PC. To enable the communication between the CRM and the mail client Salesforce provides you with tools that are integrated in Outlook. Both Salesforce for Outlook and Lightning for Outlook are so-called Salesforce Outlook Addins. To get these add-ins to work you need to download the programs from Salesforce and install them on your machine.
Lightning for Outlook is the newer version that connects with Exchange 2016, Exchange 2013 and Office 365. If you are using other solutions you need to go back to Salesforce for Outlook, but the concept has remained the same. You need to rely on an add-in from Salesforce to get your synchronizing process to work. The disadvantage also remains the same: You don’t have full control over which data is synced to Salesforce and how. The Salesforce Outlook Addin just makes sure that all outgoing mails are sent to Salesforce. Incoming mails are not checked.
This leaves the responsibility over for the sales rep. He or she has to decide which mails, events and contacts are sent to Salesforce. The more time goes by the more data is missing or incomplete because of this. If the sales rep is leaving the company a lot of information will be lost. And it takes a lot of time and effort to reconstruct all information processes the sales rep has worked on. This makes the Salesforce Outlook Addin a good start, but not the solution you should get used to.
The Salesforce Outlook Addin is obsolete
A better way is to have a look at external tools: Tools that are working as a service in the background. Tools that are checking all your incoming and outgoing data automatically. Instead of installing an add-in you just have to connect your Salesforce account and your mail provider. The service takes over and starts working immediately. The settings enable to determine which mails are synced and what should happen with the according data. Thrive for Email is such a service. It helps keeping up your customized objects that you are already used to in Salesforce. And the best thing is: It is totally free for small teams – so you can try for yourself.