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salesforce inbox

Salesforce Inbox Explained

Salesforce Inbox explained. Enhance the productivity of sales reps with Inbox features, enabling efficient management of every email message, whether they’re on the move or at their desk. Available in: Lightning Experience Certain features are accessible with Sales Cloud and included in Starter, Professional, Enterprise, Performance, and Unlimited Editions. All features are accessible with Inbox, Sales Engagement, or Sales Cloud Einstein. An Inbox license grants access to Inbox features within the Outlook integration, Gmail integration, and Lightning Experience, and also provides entry to the mobile app. Outlook and Gmail Integration Features Email integrations empower sales reps to interact with Salesforce data directly within Microsoft Outlook and Gmail or through the Salesforce Inbox mobile app. The Outlook integration (with or without Inbox) is accessible as a Salesforce Outlook add-on from the Office Store. The Gmail integration (with or without Inbox) is available as a Salesforce Chrome Extension from the Chrome Web Store. The Inbox mobile app can be obtained from the Apple Store or Google Play Store. Certain Inbox features are also accessible when sending emails from Lightning Experience. Setting Up Inbox To configure Salesforce Inbox, enable the application for desktop, mobile, or both, designate users permitted to use Inbox, and customize Inbox features. All features are accessible with Inbox, Sales Engagement, or Sales Cloud Einstein. Using Inbox Features Boost productivity and efficiency with Inbox. View pertinent Salesforce records alongside your emails and events, and link email messages to Salesforce, keeping your colleagues informed about your communications. Access productivity features wherever you send emails. Once Salesforce Inbox is configured for your organization, Inbox users can install any or all Inbox clients. During installation, users link their email and calendar to Salesforce. Inbox Clients Each user requires an Inbox client to access Inbox features. The app offers various client options to support common Google™ and Microsoft® email platforms for desktop and mobile devices. Choose the client that aligns with your environment. Installing Inbox Clients To utilize Inbox, install the client that is compatible with your platform and email account. Utilizing Inbox Features in Outlook and Gmail Maximize productivity and efficiency with Inbox features directly within Microsoft Outlook® or Gmail™. Using Inbox Mobile Enhance productivity and efficiency while on the move with the Inbox mobile app. Salesforce Inbox Mobile Release Notes Inbox mobile was retired as of February 1, 2024. An Inbox license grants access to Inbox features within the Outlook integration, Gmail integration, and Lightning Experience, and also provides entry to the Inbox mobile app. Legacy Salesforce Inbox Legacy versions of the Salesforce Inbox Outlook add-in and Chrome extension have been retired. Inbox features are now accessible via the Salesforce add-in available in the Microsoft AppSource Store and the Chrome Web Store. An Inbox license unlocks the Inbox features you currently use. To continue utilizing Inbox features in Outlook and Gmail, obtain the Salesforce add-in for Outlook or the Chrome Extension for Gmail. Ensure to uninstall the legacy add-in or extension after installing the new version. Obtain the Salesforce add-in for Outlook Obtain the Salesforce add-in for Gmail (G Suite or Google Workspace email required) Content updated January 2024. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Salesforce roles and responsibilities

CRM Cloud Salesforce

What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to provide service and support to their business customers. Salesforce based Service Cloud on its Sales Cloud product, a popular CRM software for sales professionals. Salesforce Sales and Service Clouds are considered core products. Numerous other Salesforce cloud-based products exist. Cloud-based CRM is customer relationship management software that is hosted on the CRM provider’s servers and accessed by its customers through the internet. This kind of software is also called software as a service (SaaS). What is Salesforce Service Cloud, a cloud-based CRM? Salesforce Service Cloud stands as a robust customer relationship management (CRM) platform tailored for Salesforce clients, facilitating seamless service and support for their business clientele. Rooted in Salesforce’s renowned Sales Cloud product, Service Cloud caters to the needs of sales professionals. In essence, a cloud-based CRM, like Salesforce Service Cloud, operates as CRM software hosted on the provider’s servers, accessible to clients via the internet. This software-as-a-service (SaaS) model simplifies access and usage, offering flexibility and scalability to businesses. The SaaS model also makes for ease of implementation and managed services by a third party as everything is accessible in the cloud. Understanding CRM Cloud Salesforce: CRM, or customer relationship management, represents a technology aimed at efficiently managing all interactions and relationships between a company and its customers. The overarching objective is to enhance business relationships, achieved through streamlined processes and improved profitability. When referring to CRM, it typically encompasses a CRM system or platform—a multifaceted tool facilitating contact management, sales management, productivity enhancements, and more. This software zeroes in on nurturing organizational relationships with individual entities, be it customers, service users, colleagues, partners, or suppliers, throughout their lifecycle, spanning from acquisition to support and beyond. The Role of CRM Software: CRM software empowers sales and marketing teams to track and optimize customer interaction journeys, thereby enriching the overall customer experience. By meticulously mapping each touchpoint in the customer journey, CRM solutions bolster customer engagement and satisfaction, fostering long-term relationships. Who Benefits from CRM Software? A CRM system extends its benefits across various business functions, including sales, customer service, business development, marketing, and more. It serves as a centralized repository for customer and prospect information, enabling comprehensive contact management, opportunity identification, service issue resolution, and campaign management. With heightened visibility and data accessibility, teams can collaborate effectively, boosting productivity and driving business growth. The Significance of CRM for Businesses: As the largest and fastest-growing enterprise application software category, CRM software holds increasing importance in modern business operations. Forecasts suggest a substantial surge in worldwide spending on CRM, underlining its pivotal role in organizational strategies centered around customer-centricity and technological enablement. Key Functions of CRM Systems: CRM solutions play a pivotal role in acquiring, retaining, and nurturing customer relationships by organizing and synthesizing customer and prospect data from diverse sources and channels. These platforms facilitate a comprehensive understanding of customer behavior and preferences, driving informed decision-making and personalized engagement strategies. Moreover, modern CRM platforms offer seamless integration with complementary business tools, such as document management, accounting, and surveys, providing businesses with a holistic view of their customers and empowering them to forge stronger relationships and accelerate growth. When people talk about CRM, they usually refer to a CRM system or platform, a tool that helps with contact management, sales management, productivity, and more. Who is CRM software for? A CRM system gives everyone — from sales, customer service, business development, recruiting, marketing, or any other line of business — a better way to manage the external interactions and relationships that drive success. With visibility and easy access to data, it’s easier to collaborate and increase productivity. Everyone in your company can see how customers have been communicated with, what they’ve bought, when they last purchased, what they paid, and so much more. CRM software is increasing in importance as it is the largest and fastest-growing enterprise application software category. Worldwide spending on CRM is expected to reach USD $114.4 billion by 2027. If your business is going to last, you need a strategy for the future that’s centered around your customers and enabled by the right technology. You have targets for sales, business objectives, and profitability. But getting up-to-date, reliable information on your progress can be tricky. How do you translate the many streams of data coming in from sales, customer service, marketing, and social media monitoring into useful business information? More administration means less time for everything else. An active sales team can generate a flood of data. Reps are out on the road talking to customers, meeting prospects, and finding out valuable information – but all too often this information gets stored in handwritten notes, laptops, sticky notes on laptops, or inside the heads of your salespeople. Details can get lost, meetings are not followed up on promptly, and prioritizing customers can be a matter of guesswork rather than a rigorous exercise based on fact. And it can all be compounded if a key salesperson moves on. But it’s not just sales that suffers without CRM. Your customers may be contacting you on a range of different platforms including phone, email, or social media — asking questions, following up on orders, or contacting you about an issue. Without a common platform for customer interactions, communications can be missed or lost in the flood of information — leading to a slow or unsatisfactory response. Salesforce Data Cloud unifies all the data and provides a 360 degree customer view. Even if you do successfully collect all this data, you’re faced with the challenge of making sense of it. It can be difficult to extract intelligence. Reports can be hard to create and they can waste valuable selling time. Managers can lose sight of what their teams are up to, which means that they can’t offer the right support at the right time – while a lack of oversight can also result in a lack of accountability from the

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Alphabet Soup of Cloud Terminology

As with any technology, the cloud brings its own alphabet soup of terms. This insight will hopefully help you navigate your way through the terminology, and provide you the knowledge and power to make the decisions you need to make when considering a new cloud implementation. Here’s the list of terms we will cover in this article: Phew—that’s a lot. Let’s dig in to the definitions and examples to help drive home the meanings of the list of terms above. SaaS (Software as a Service) This is probably the most common implementation of cloud services end users experience. This is software that users access through their web browser. Some software may be installed locally to help augment functionality or provide a richer user experience, but the software installed locally has minimal impact on the user’s computer. Figure 1 provides a high-level overview of this concept. Figure 1 High-level overview of Software as a Service You are probably a user Facebook, Google docs, Office 365, Salesforce, or LinkedIn either at home or at work, so you’ve experienced SaaS first hand and probably for a long time. What SaaS tools are you using outside of those mentioned here? Reach out and let me know—I’m very curious. PaaS (Platform as a Service) PaaS allows a developer to deploy code to an environment that supports their software but they do not have full access to the operating system. In this case the developer has no server responsibility or server access. When I first started writing about cloud technology three years ago, this was kind of primitive service. The provider would just give you access to a folder somewhere on the server with just a bit of documentation and then you were on your own. Now there are tools, such as CloudFoundry, that allow a developer to deploy right from their Integrated Development Environment (IDE) or from a command line production release tool. Then CloudFoundry can take the transmitted release and install it correctly into the cloud environment. With a little trial and error, anyone with a bit of technical skills can deploy to a tool like CloudFoundry where the older style of PaaS took a lot of skill and experience to deploy correctly. IaaS (Infrastructure as a Service) Originally IaaS dealt with a provider giving a user access to a virtual machine located on a system in the provider’s data center. A virtual machine is an operating system that resides in a piece of software on the host computer. Virtual Box, Parallels and VMWare are examples of software that provide virtualization of operating systems called Virtual Machines (VM) Virtualization of servers was all the rage for a while, but when you try to scale within the cloud with multiple virtual servers there are a lot of drawbacks. First, it’s a lot of work to make VMs aware of each other and they don’t always share filesystems and resources easily. Plus, as your needs grow, VMs with a lot of memory and disk space are very expensive, and very often an application on a VM is only using a portion of the OS. For example, if you are deploying a tool that does data aggregation and runs as a service you won’t be taking advantage of the web server that might be running on server too. The issues mentioned in the previous paragraph are common headaches for those moving their on-premise implementations to the cloud, and those headaches gave rise to Docker. Docker is a lighter weight form of virtualization that allows for easier sharing of files, versioning, and configuration. Servers that could only host a few VMs can host thousands of Docker images, so providers get better bang for the buck for their server purchases. Further explanation of Docker is an article all by itself, but for now it’s import to realize that Docker needs to be part of any discussion of moving your applications to the cloud. DaaS (Desktop as a Service) Desktop computers are expensive for large corporations to implement and maintain. The cost of the OS, hardware, security software, productivity software, and more start to add up to where it makes a major impact on any corporation’s budget. Then just as they finish deploying new systems to everyone in the company, it’s time to start upgrading again because Microsoft just released a new OS. Another fact with most desktop computers is that they are heavily underutilized, and DaaS allows an IT department to dynamically allocate RAM and disk space based on user need. In addition backups and restores are a breeze in this environment, and if you are using a third party provider all you need to do is make a phone call when a restore of a file or desktop is needed. Plus upgrades to new operating systems are seamless because the DaaS provider takes care of them for you. The main advantage I see with DaaS is security. With one project I was involved with, we restored the state of each Desktop to a base configuration each night. While this did not affect user files, it did remove any malware that might have been accidently installed by a user clicking on the wrong email. Documents from Microsoft Office or Adobe products were scanned with a separate antivirus program residing on the storage system they were a part of, and the network appliance that we used did not allow for the execution of software. That made it very secure for the client I was working with. So what does a user have on their desktops? Luckily in recent years there has been an explosion of low cost computing devices, such as a Raspberry PI, that support Remote Desktop Protocol (RDP) so your users could access a windows desktop from the linux-based PI which you can get for a measely . DaaS is awesome for your average information worker, but for a power user like a software developer this setup in my experience doesn’t work well. Your average developer needs

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