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Staying Up-To-Date: Salesforce CRM Software and Outlook

  
  
  
Salesforce-Outlook ConnectorThe vast majority of our clients use Salesforce CRM software in conjunction with Microsoft Outlook. The Outlook Connector Client is very robust and has proven itself to be reliable. That is not to say that there are not minor bugs that show up from time to time. In response to this, salesforce.com updates it quite frequently. In the "Desktop Integration" section under "Setup" you will notice an option to check for updates. We recommend that you do this once every month. If there is an update you will see the release notes associated with it. If the changes are significant you should upgrade to that new release.

Harvest Solutions

We understand the importance of quality customer relationship management. We can perform a needs assessment for your business, followed by planning, customization, implementation and data integration services of your next CRM system. Our continued training and support ensures your business successfully implements the plan we create together. Request a consultation from Harvest Solutions today. Then, stay up-to-date by finding us on Facebook, Twitter and LinkedIn. Learn more industry insights by subscribing to our YouTube channel and following our blog. Also, please give us a call now to schedule your free consultation! (877) 683-3313

Comments

In addition to staying up-to-date with the Outlook for Salesforce tool, you should take a look at “LinkPoint Vue” which enhances the integration by increasing CRM Productivity and Adoption.  
 
LinkPoint Vue presents Salesforce.com data inside Outlook to simplify how you view, update and access your Salesforce information. By presenting the Salesforce data within Outlook, users have immediate access to all the information related to the emails they send and receive. From there they can act upon the data with a single mouse-click and perform any variety of SalesForce functions directly inside Outlook.  
 
http://www.LinkPoint360.com/VueOverviewsfdc.aspx 
Posted @ Friday, March 19, 2010 9:31 AM by Glenn Lehner
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