Embracing Salesforce Change: Navigating the Transition from Salesforce for Outlook

Salesforce has recently announced the sundowning of Salesforce for Outlook, presenting a significant shift that opens avenues for sales teams to reinvent their sales processes and discover new solutions that increase productivity. An end to salesforce outlook forces us to re-evaluate.

As the transition looms in June 2024, it’s critical to pinpoint the capabilities your team requires beyond Salesforce for Outlook and identify a new solution. This approach ensures a smooth change, enabling your team to continue achieving sales objectives with Salesforce and the Outlook email platform.

Salesforce has postponed the Salesforce for Outlook once, but don’t count on it being delayed again.

Preparing for the death of Outlook:

For existing Salesforce for Outlook users, consider these key steps to plan a seamless transition:

  • Understand the Timeline: With Salesforce Inbox for Outlook set to retire in June 2024, complete the evaluation of various sales tools, identify the most suitable alternative, and initiate the transition to either another Salesforce product or a third-party solution. The clock is ticking.
  • Identify Essential Features: Compile a list of Salesforce Inbox features frequently used by your sales team. This may include email and calendar integration, email tracking, or automated task and event logging. Which are deal breakers? Which are nice to haves? This list establishes the baseline requirements when seeking a new solution.
  • Review Sales Processes: Utilize this transition as an opportunity to review and enhance your current sales processes. Identify areas where improvements in efficiency, automation, and information accessibility can be made.

The end to salesforce outlook is an opportunity to reassess sales tools and processes. Embracing automation and relationship intelligence. You can enhance efficiency, foster better relationships, and contribute to closing more deals.  Reach out to Tectonic today for assistance in the Salesforce for Outlook transition.

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