They can see related objects, such as Accounts and Opportunities, tasks, or feeds of tracked emails. On one screen, your reps can see their inbox, a current open email, along with a panel that displays relevant Salesforce data. Salesforce Inbox is a feature that is sold as an addition to Sales Cloud, and helps make the email experience for Sales reps smooth and efficient. Let’s dive in to learn more about Salesforce Inbox! What is Salesforce Inbox? This article will look at the pros and cons of Salesforce Inbox, prerequisites needed before installing, and other considerations of this (somewhat) recent tool. Email, and how it’s being used, can make or break those lines of internal communication, and it is imperative that Sales reps have the tools they need to do their job well.Īmongst the email tools out there, Salesforce Inbox is one option that deserves a look to see if it is worth the purchase. It can make your company look unprofessional and disjointed. The last thing you need is an Account Manager reaching out to a customer to upsell when a Sales Rep is already working with the client. It is important that every email be logged correctly, so those interactions can be used by others, such as Account Management, or Customer Support when they need to help customers, as well. This is not just a big part of their time, but how they send and receive emails also helps to provide a sound picture to the rest of the company within the Salesforce CRM. It is not uncommon for reps to spend an average of 13 hours per week on reading, composing, or sending email messages. Not only that, but they are also one of the most time consuming priorities that Sales reps have. If it is one thing that Sales representatives know, it’s that emails contribute greatly to making a sale.
0 kommentar(er)
