Salesforce CRM is positioned at the heart of your organisation – you’re managing customer data, activity, reporting, workflows/forecasting and exchanging data with 3rd party systems, such as marketing platforms, to drive other activity.
- Salesforce users are forced to spend a lot of time outside of the CRM with Gmail being the hub of communication activity.
- Salesforce data needs to be maintained and updated and this is dependent on a lot of administrative tasks; spending time outside in Gmail means these tasks are not completed consistently by individuals or teams.
- You might find yourself wondering if there’s a way of bridging the gap between Salesforce and Gmail…
Well you’ve come to the right place! Here we outline Ebsta’s key features for Salesforce integration.
An overview of Ebsta’s Gmail integration for Salesforce
The Ebsta Salesforce Gmail Extension
To maximise productivity, it is vital to have your Salesforce data alongside emails. This provides context and understanding. It’s much easier to record, edit and update a range of data points including logging calls, creating tasks and managing opportunities. Ebsta brings Salesforce and Gmail together by using a Chrome Extension developed especially for Google’s browser. The extension provides the capability to automatically cross-reference Salesforce and alerts you to matching records. This is truly plug and play and it’s a rapid install in just 10-seconds. It doesn’t force change on your Salesforce configuration – the Ebsta extension respects all field and object level configuration settings and there is full support for Salesforce Custom Objects.
Email Sync is the core capability provided by Ebsta and we offer three different options for syncing Gmail with Salesforce.
The first option is One-Click Add (Inbox Edition). Buttons appear within your Inbox as Ebsta immediately identifies matching records in Salesforce. It takes one-click to add email to Salesforce, with Ebsta automatically assigning it to the matching Lead or Contact record, while also taking also Subject, Email Body, Date Sent or Received. Advanced One-Click Add allows users to choose exactly what records it relates. It supports unique objects such as ‘Matters’, ‘Jobs’ or any Custom Object, as well as opting to add the email to multiple records in one step. You can also, add attachments which Ebsta adds to Salesforce immediately.
Secondly, there is the choice to select Automatic Sync (Inbox Edition). If you don’t want to depend on users adding emails you can set it to automatic sync. This automatically relates emails to matching records in Salesforce, guaranteeing 100% capture of activities. Ebsta features advanced matching rules, allowing users to relate emails to Opportunities, Jobs, Matters and even Custom Objects. Near real-time performance means you always stay on top in fast changing sales environments.
Finally, you can opt for 360° View (Team Edition). This is unique to Ebsta. It automatically displays all emails through the Visual Force Page against any Salesforce object. It provides a retrospective view, allowing you to go back several years. There are unique data points to accurately record productivity indicators including last activity and total activity. If the cost of storage under your Salesforce subscription is a consideration, it’s worth noting that data is not automatically written into Salesforce.
Calendar Sync lets you synchronise your Salesforce and Google calendars. This is really flexible because you can choose syncing to be from Salesforce to Google, from Google to Salesforce, or for it to be bi-directional. There’s supports for a wide range of functionality, including edits, updates and deletions, recurring events and for private events which you don’t want synced across. Set it sync to every 5 minutes to maintain near real time performance.
Work smarter by integrating Salesforce and Gmail with Ebsta
Every day, 20,000 people run sales with Ebsta and enjoy the benefits of using Salesforce and Gmail together as an integrated tool.
Our customers are using Ebsta to bring an end to the inefficiencies of switching between CRM and email. Ebsta is the #1 most popular App on the Salesforce AppExchange. It’s more than a generic plug-in. It’s a Customer Engagement Platform delivered through a fully featured Google Chrome Extension
for driving engagement, reducing administration, improving data quality and delivering better results.
Would your business benefit from Ebsta?
If the answer is “Yes!”, claim a 14 day free trial of Ebsta Inbox here