As a salesperson, you may want to add your calendar to several platforms to help your clients see when you are available. The benefit is good, but the task of adding all meetings is tiring. You cannot rule out the possibility of making errors such as double entries for meetings.
The best way to avoid this challenge is to sync your Outlook calendar with Salesforce. It allows Salesforce to automatically update your calendar events whenever you schedule them in Outlook. It is easy to learn the process and sync your calendar in a few easy steps.
Why you should sync Outlook Calendar with Salesforce
Meetings are crucial to the growth of your company and in meeting its sales targets. Your sales team needs to leverage the benefits of meetings by making sure they are available in each meeting. Double booking creates a conflict and could lead to loss of business opportunities.
The Revenue Grid’s Salesforce calendar sync Outlook feature allows you to sync both tools in a single click. The feature helps you schedule meetings by allowing your customers to choose their availability from several options. Once they choose a date, the tool updates the calendar instantly so that no other person books the same date. You can customize it so that your private events don’t show in calendars.
The benefit of automation: Manual updating consumes marketing time and often makes errors. Syncing creates automated updating, which makes the work of your sales team easy.
Match data in Outlook calendar with the specific file in Salesforce. The sync feature works intuitively and identifies the exact file in Salesforce so that it updates all information keyed in the Outlook calendar.
Better adoption of CRM software: Sometimes employees are hesitant to use Salesforce because the information it contains is obsolete. It might be incomplete or have a lot of errors. Syncing helps keep the data fresh all the time and employees will be willing to use the CRM more.
Improved productivity: Sales teams spend less time working on data and more time creating sales content or communicating with customers. The organization makes more sales, and productivity increases.
Steps to syncing Outlook Calendar with Salesforce
You need to have an Outlook calendar Salesforce extension to effectively sync both tools. The extension provides you with additional features that allow you to share your calendar with your teammates so that they can schedule meetings on your behalf. Follow these steps to sync the tools.
- Open personal settings.
- Go to Quick Find Box and type Connected Accounts.
- Choose Email and Calendar accounts.
- Look for your account in the list of Connected Accounts.
- If you fail to find it, refresh the page and then select New Account.
- Create a new schedule in your Outlook account.
- Select Sync to Salesforce to activate.
- Choose the contacts or leads you want to be synced in Salesforce.
- Choose the account or the leads you want to be synced with Salesforce.
Your sync setup will be complete, although you can customize it further if you want to. Some of the features you can add using the extension is to create automated syncing of recurring schedules. If you want to update events and meetings across multiple platforms, the sync feature will allow you to customize. Instead of syncing one event or meeting at a time, the extension allows you to sync everything at a go.
Can everyone see your synced records?
You can hide or allow other users to see your events and meetings. If you want to hide them, activate the feature and mark them as private. If you want to leave them open, do not click on this feature. You can also allow specific users to have access and even assign them some roles for events and meetings. The feature allows keeping all scheduled communication up to date, including the meeting agenda.
Another advantage is the ability to sync multiple group calendars into one place. It eliminates the possibility of creating duplicates during planning, especially when different groups are involved in the process. You can view all these meetings and events in Salesforce without the need to switch to Outlook or other email platforms.