Salesforce is an immensely helpful piece of software, but it can also be a pain to fill out, especially when dealing with large volumes of data. Luckily, there’s a way to automate this process. This article shares the answers to the following questions:
- How can you automate data capture with a Salesforce Outlook plugin?
- What can you do with the data you collect this way?
- Why is Salesforce-Outlook integration so vital?
Read below to find out this and more on automatic data capture.
Table of Contents
Why Data Capture Matters
Your correspondence bears an enormous amount of data by default. This is especially true when it comes to sales-related message exchanges such as emailing a potential customer. Whenever you get a letter from someone interested in your services, you most probably want them to be on your contact list not only for the email client but also in Salesforce.
This is just one of many cases where automated data gathering can be a huge time-saver. Other instances include the following:
- saving attachments that you receive as part of emails to the records section in Salesforce,
- sharing tasks between Salesforce and your email as well as saving them,
- creating objects such as Leads or Opportunities per Salesforce terminology based on your inbox.
Correct and up-to-date data is always central to an efficient CRM. Without it, you won’t be able to use Salesforce to your advantage. On the flip side of it, however, it turns out that it’s not uncommon for a business’s representatives to spend a considerable share of their time filling out forms by hand. Specialized plugins for Outlook are one solution that can free up the resources you need so much to take care of your business’s needs.
Using a Salesforce Plugin to Collect Data Automatically
If Salesforce is your CRM of choice, you can use a plugin for Outlook to automate data capture. From 100% automated collection to data gathering based on the customized rules you have set, this software lets you fill in the necessary data without too much effort.
Apart from what has been mentioned above, it enables you to manually change Salesforce data from Outlook. Add the ability to use personalized Salesforce views to only access the data you need the way you need, and you get a lightweight yet powerful tool that can save you a lot of time you would otherwise spend filling in a set of blank spaces.
The probability of making a mistake is also lower with automated data capture. This means you’ll have fewer episodes when things could have gone right but went in the opposite direction due to a simple mistake.
Free Up Your Resources
A Salesforce-compatible plugin for your Outlook client is the ultimate solution to spending too much time entering data in the CRM. You need to try it if you feel like you’ve been doing too much of that or doing it wrong. Don’t hesitate to explore automated email data capture and save your time!
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