Revenue Inbox is one-stop-shop for Outlook Salesforce integration that actually works. It automatically captures all customer communications and sales activities like emails, meetings, contacts, and tasks between your Salesforce and Inbox, always keeping your CRM data complete and up to date. Unlike Salesforce Inbox, it is fully customizable and allows you to match your unique workflows. Revenue Inbox also auto-creates leads from your Inbox or Calendar, auto-links records, multi-matches data and syncs your Calendars better.
Inbox sidebar included in Revenue Inbox allows you to work with your entire Salesforce data without leaving Outlook at all. Tailor exact Salesforce objects and fields, including custom ones that you want to access from the sidebar without any limitations. Search through all Salesforce data to get a better context against all emails and calendar events at any time, directly from your Inbox.
33% MORE RELEVANT CRM DATA:
◙ Bi-directionally syncing emails, calendars, contacts, tasks and attachments between Outlook and Salesforce
◙ Works in full auto, 2 or 1 way or rule-based modes
◙ Highly configurable
23% PRODUCTIVITY TIME BOOST:
◙ Working with all the contact related CRM data directly from Outlook / Gmail sidebar
◙ Auto-create Salesforce leads, opportunities, tasks and custom objects
◙ Highly customizable drag-and-drop layout
◙ Secure and stable - GDPR, ISO, On-prem deployments
◙ Great support and full onboarding assistance
◙ Supports desktop, cloud, mobile and all Exchange versions
◙ Huge integrations portfolio
◙ 10 years on the market
Revenue Inbox for Salesforce is free for 30 days. Once free trial is over, an additional purchase is required to utilize data auto sync features.
Revenue Inbox only work with an active Salesforce CRM license.