How Gmail Integration With Salesforce Works

Many companies are using Google G Suite to meet their requirement for business productivity software. Equally, a lot of companies are opting for Salesforce CRM and using it alongside Gmail. However, they’re wasting time switching between them and entering or using copy and paste to manually maintain records and update information. Learn more about Gmail integration with Salesforce.
There is a real need for your inbox and your CRM to achieve a core integration to eliminate this inefficiency. But more than this, today’s solutions need to offer more than just basic functionality. They need to reach far beyond. They need to offer compelling advantages that drive adoption amongst the user base and which boost productivity.
To make sure that we continue to deliver absolute value and performance, Ebsta continues to build out to offer as much functionality as possible with our Gmail integration with Salesforce.
At Ebsta, we are of a mind that when it comes to sales teams using Gmail alongside Salesforce, we shouldn’t just sync / integrate Gmail and Salesforce, but also supercharge your Inbox.
It’s jam-packed with extra functionality that lets Ebsta set a new benchmark, elevating it above other tools that use a generic approach.

The evidence of social proof

Using Ebsta, maintaining all core customer information and using functionality such as workflows, reporting and team collaboration within Salesforce is a great way to organise your sales effort.
You eliminate the tiresome process of switching back-and-forth between Gmail and Salesforce hundreds of times a day. You bring an end to the repeated short delays and avoid the deeper underlying effect of a slowed business tempo and reduced productivity.
User reviews continue to provide some of the strongest social proof through positive feedback. This just one of the reasons Ebsta was voted the #1 Salesforce AppExchange tool on G2 Crowd and currently enjoys a 5 Star rating from more than 550 user reviews.

How the Ebsta Gmail integration with Salesforce works

Salesforce integration & Gmail

Loading up Ebsta is a plug ‘n’ play experience through a 10 second install. With the Ebsta Gmail Extension for Salesforce in your Chrome web browser, you simply go to your Gmail Inbox, open an email and the Ebsta bar appears at the top of the window displaying the Salesforce information relating to the matching Contact or Lead.
This gives you a summary of key information about the sender of the email that is pulled from Salesforce – including name, company, position and phone number. It also shows any related Account and Opportunity information, and any next and last activities.
Ebsta’s buttons ensure Gmail emails can be added directly to Salesforce at the click of a button. You’ve also got full flexibility to specify Leads, Contacts, Accounts, Opportunities and Accounts – and even multiple ones – where necessary.

Track Email Opens, Clicks & Replies

The Ebsta Gmail Extension for Salesforce lets you track opens and clicks. Ebsta email tracking in Gmail allows you to see what happens to your messages after you press send. See if your email was read, ignored, or buried deep in a full Inbox and never opened. All link clicks are automatically tracked too.
Real-time notifications mean you always know what happens when after you click send allowing your sales people to follow-up more efficiently, effectively and timely.

Build Personalised Cadences

Of course, before the sale comes marketing activity. With the Ebsta Gmail integration with Salesforce, we let you build custom, omni-channel workflows. You can coordinate activity to nurture relationships cadence and campaign activity, joining up channels such as email, voice calls and any other tasks to follow-up with prospects and customers.
You automate and can add multiple asks enabling you to scale your efforts. Managers are able to control and optimise centrally and can understand success or relative performance with reporting of tracking of open rates and click rates.

Access Salesforce Templates

Today with so much emphasis on your brand, consistency across onscreen and printed information is an essential part of projecting strong, clear company identity. Ebsta provides access to Salesforce email templates, making it easy for sales to use the ones your company has chosen from those centrally managed in Salesforce.
You streamline how you pull content together and keep it consistent, and automatically populate with information from Salesforce standard or Custom fields. Reporting gives insight on what works best as you need it – you see which templates have had the best opens and clicks, increasing your chances of success.

Send Emails Later

When you’ve got opportunities in other regions and territories in distant time zones, you don’t really want your emails buried in a pile in an Inbox, and perhaps shift-click deleted along with the spam because it arrived outside business hours. The Ebsta Gmail plugin for Salesforce lets you automate sending at a time that gives it the maximum opportunity of success.
Of course, tracking opens and clicks means you are always able to learn what works best.

Meeting Scheduler

When you’re busy in sales perhaps you don’t want to have to worry too much about booking in meetings. With the Ebsta Gmail plugin for Salesforce you can offload meeting set up to your customers and prospects by sending them a link to your Gmail calendar, fully synced with Salesforce.
Your customer or prospect gets the convenience of self-service, they simply click the link to see when you are available and schedule at the best time for themselves.

Get more done in Salesforce and Gmail with Ebsta

The Ebsta Gmail Extension for Salesforce is one of our great automation tools that accelerate sales processes and drive customer engagement.
Ebsta increases productivity, delivers more insight and develops your intelligence around the relationships between companies and between individual customers and prospects in Salesforce.
To experience how Ebsta boosts productivity and supercharges your Gmail Inbox for yourself, simply click here to get started

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Costin Botez

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