Salesforce recently announced the sunsetting of Salesforce Inbox for Outlook. This change, while significant, opens up a world of opportunity for sales teams to revamp their sales processes and find solutions that enhance their productivity. As the transition approaches in June 2024, it’s important to identify which capabilities your team needs when moving beyond Salesforce …
Here are highlights from article Preparing for the End of Salesforce Inbox for Outlook | Salesforce Ben
1. Understand the timeline: Salesforce Inbox for Outlook will be retired in June 2024, so start evaluating new sales tools and planning the transition.
2. Identify essential features: Make a list of the Salesforce Inbox features your sales team frequently uses to determine your baseline requirements for a new solution.
3. Review sales processes: Use the transition as an opportunity to improve your current sales processes and identify areas for increased efficiency, automation, and information accessibility.
4. Automated Activity Capture: Look for a solution that automates data entry and captures contact, account, and activity data directly from Outlook to save time and increase productivity.
5. Unlimited Data Storage: Find a tool that offers unlimited data storage to retain historical data and improve long-term decision-making.
6. Salesforce Reporting: Choose a solution that enables you to create triggers, reports, and dashboards directly in Salesforce for enhanced productivity and visibility into sales activities.
7. AI-Driven Relationship Insights: Consider a productivity tool that goes beyond activity capture and provides insights into your organization’s network, helping you identify valuable relationships and potential opportunities.
8. Integrative Access: Look for a solution that integrates with other tools and platforms to ensure seamless access to information and enhance productivity.
You can read it here: https://sfdc.blog/BAQWp
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