Salesforce recognizes that most of your employees work is done in their email client (Outlook or Gmail for business) and allows for an integration with them. This allows for the display of customer data from Salesforce to be visible in Outlook or Gmail as well as providing the ability to add and update Salesforce from them.
Salesforce offers their own tools and there are a number of 3rd party tools as well. This accelerator includes an analysis of your user community and recommendation on the best email integration app for your organization.
When an email app is selected (either Salesforce’s or a 3rd party) we will complete the integration for your users and provide onboard training to them through a Train the Trainer model.