Outlook gets new CRM add-on

Have you ever wondered how sales teams spend their time each week? According to Salesforce, on any given weekday an average sales representative spends more than 70 percent of their time managing emails. Since they are spending more than half of their working lives in their inbox, wouldn’t it be ideal if their customer relationship management software can be integrated into it? A newly released add-on called Lightning for Outlook may just be the answer.

Salesforce and Microsoft have been working together for more than two years, and it has definitely been a win-win situation for everyone. In the latest development between these two tech giants, they’ve released a brand new product that promises to make the lives of sales representatives much easier. Lightning for Outlook, a flashy new add-on allows your sales team to access customer relationship management (CRM) software right from their Microsoft Outlook inbox without switching back and forth between the two applications.

The add-on accomplishes new levels of integration with Lightning Components, which allows for dragging and dropping of fields and elements from Salesforce directly into Outlook. For example, sales reps will be able to update a price quote with Salesforce’s SteelBrick — a Quote-to-Cash software — from within Outlook. This has been termed ‘snapping’. Just ‘snap’ the code you want to migrate into the appropriate Outlook account.

One of the most exciting new features, called Lightning Sync, enables users to automatically sync contacts and calendars across Salesforce and Outlook. “When you update a contact in Outlook, it’s reflected in Salesforce and on your mobile device,” said Greg Gsell, Salesforce’s director of Sales Cloud. “All devices and teams are immediately kept up to date.”

Both Lightning for Outlook and Lightning Sync are available now; the former is free for all Salesforce Cloud users, and the latter is free for users of Salesforce Cloud Lightning Enterprise Edition or higher. Lightning Components Framework — a UI framework for developing dynamic web apps, which gets integrated into Outlook, will be released later this year with pricing to be announced at a later date.

However, this doesn’t mean Lightning for Outlook will solve everything. This plugin simply makes it easier for the two programs to work together. Still, there is a maze of security, database and account management issues to navigate through to make this new feature work properly. At NCG, our experts are well-versed in email and CRM systems, so why not give us a call today and work smarter, not harder.