Salesforce Email Integration

Use Lightning for Outlook to sync important emails.

Every business relies on email to connect with customers. Our Outlook CRM software integration gives you a complete view of your customers. Sync emails instantly to Salesforce, keeping your entire team up to date.

Create new deals on the fly.

Lightning for Outlook works the way you do. Bring any business process right inside of your favorite email application, like creating new deals or customer support requests, with just a click.

View contacts and calendars across every device.

Your calendar drives your day. Don’t waste time on data entry. Lightning Sync keeps your Outlook, mobile device, and Salesforce calendars in sync seamlessly. Add rich context to every meeting invite and contact inside Outlook with no effort required.

Sell smarter from your inbox with SalesforceIQ.

SalesforceIQ brings the power of the world’s #1 CRM platform to email. With sales intelligence built-in, our suite of apps streamline the rep’s workflow, allowing them to update pipeline data in real time, move deals forward faster, and get insights to close more deals. Whether you’re on the go or at your desk, sell smarter with SalesforceIQ.

Send emails from the feed.

Salesforce Email Composer allows you to quickly email your critical contacts, from anywhere. Email templates are easily accessable. Reps can create their own templates on the fly. Track the full email trail in your deal timeline.

Salesforce Quote-to-Cash

Create and deliver accurate sales quotes fast.

Help your sales reps select the right products and services for each customer every time. Ensure consistent pricing and discounting. Build customer-friendly quotes easily and accurately.

Generate branded proposals and contracts.

Use customisable templates so your proposals and contracts look the way you want. Automatically include the right collateral and and even incorporate electronic signatures for an easier buying experience.  

Manage revenue and subscription billing with a streamlined experience.

Go beyond CPQ and automate the invoicing process, create and manage subscriptions with flexible terms, and collect payments. Quickly recognise revenue and get reports on quotes, orders, invoices, and payments.