![]() I recommend before jumping into one completely go through the AppExchange evaluate and maybe try out a few if there’s the option for a free trial period.4. There are a lot of syncing options out there, it really boils down to what platforms you’re working with, what type of syncing you need, and your company's budget. The reviews are pretty impressive and (no wonder at 4.8 stars) but it’s a bit pricy compared with the Appirio solution. The user interface is also pretty intuitive and simple. You can sync emails to Salesforce as you’re writing them in Gmail. There’s a side panel where you can add new contacts, leads, accounts, and opportunities. This product really brings Salesforce to your Gmail account. What it syncs with: Google Apps - Gmail, Calendar, ContactsĬost: $15/user/month (discount for non-profits) Great thing is that it only pulls from your work calendar and leaves all your other Google calendars (personal) out of the syncing process. You can even create filters to define what should be copied. Much like the Salesforce for Outlook solution, you can determine what direction you want to sync one way or two ways. I personally haven’t had a problem with the Google calendar and Salesforce calendar sync being off. We use this application here at Arkus and it was a simple setup with flagging a few fields and letting it run behind the scenes. ![]() What it syncs with: Google Apps calendar, contacts list, and tasksĬost: Free 30 day trial then $4/user/month (discount for non-profits) Reviews of this product seem to really like this feature. This is great if you have a lot of back and forth in one email conversation. There’s also a ‘Follow-up Robot’ that auto sends and syncs follow up emails. From both Gmail and Outlook there are side panels that display the full conversation history and you can create new records from this panel as well. This is where you can create a new contact, account or lead. When you select one, you go to a reference record and from there click the name to a record with a widget that includes a history of all email correspondence for that reference. This product has an email sync object which stores all incoming and outgoing emails. CureCRM Email SyncĬost: Limited Free package for sending email but price for full app isn’t readily available ![]() Reviews give general kudos to their support team as well as how easy it is to setup and use. This product also supports email to case. If a person on the email doesn’t have a record, it stores it in an ‘email’ object so you can easily go back and either create a new Salesforce record or add to an existing contact. In contrast the Salesforce feature creates a separate record for each contact, that’s a potentially big data storing difference if there’s attachments. If there are people on the ‘to’ and ‘cc’ lines of an email, this stores only one record in and links it to all the other contact records. This product is both Mac and PC compatible with Outlook which is nice. ![]() What it syncs with: Outlook and Gmail EmailĬost: $10/user/month (discount for nonprofits) So here’s a few alternative applications for both Outlook and Google that may do the trick for you. Salesforce has an out of the box solution but it’s only for Outlook and only available to PC users. That’s why syncing tools between platforms have become so popular. With people these days on the go and multi-tasking using many tools during the course of a day, it’s extremely beneficial to be able to pull up calendars, contacts, email references quickly and in whatever tool you’re currently using.
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