Increase Productivity of Sales Rep with Salesforce Inbox
Discover how Salesforce Inbox can revolutionize your sales team’s productivity. This ultimate guide provides step-by-step instructions and tips to increase sales rep productivity. Integrating Outlook or Gmail with Salesforce is a great way to keep your reps productive with the tools they rely on most. You reduce context switching, so your reps can focus on the important things: Their customers and closing deals. Use Salesforce Inbox productivity features to the email integration to provide your sales reps with more tools. Features include productivity enhancers such as availability scheduling for meetings, tracking when emails are opened, and scheduling when to send emails. Add one or all the productivity features for your sales reps. Salesforce Inbox Features: Steps to Enable and Add Inbox Feature to your Email Integration Select Who Gets Access to Inbox Features You can access this same setting in the Select Who Can Use Inbox section of the Outlook Integration and Sync page. Note: To change the layout or availability of features in the integration, enable Customize Content with App Builder, and select to create an email application pane. Use the Lightning App Builder to customize the pane. You can customize multiple panes that include specific features for different sets of sales reps. For example, if some reps don’t track emails, build a pane that includes all Inbox features, except the one that tracks email. Using dynamic actions you can show the Submit for Approval action button only when the record is eligible for approval instead of always showing by setting conditions. The user will not be distracted and submit records for approval only when it is required. Request a Free Consultation YOU MIGHT ALSO LIKE
