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Guide for Email Services in Salesforce

Being in the sales business, you know how important customer relations are. Luckily, we have Salesforce, the number one customer relations management platform in the world.

With the annual revenue reaching $21.25 billion in 2021, Salesforce is the ultimate king of CRM platforms, and it is no wonder everyone uses it as a way to get in touch with their customers, as well as gather vital data to aid in making management decisions.

With that being said, one of the essential tools you can use to stay in touch with your customers is email. Today, we’ll be talking about how to choose email services and what considerations you need to make before integrating them into Salesforce.

Supported Email Platforms

The first consideration you have to make when integrating email services into Salesforce is what kinds of email environments those services support. Without knowing this vital step, you’ll end up with tools that won’t work correctly and won’t be of any use to your business model.

The most commonly supported email clients are Outlook 2007, 2010, 2013, and 2016, Office 365 web client, Outlook for Mac, Gmail, and mobile clients. Being the most popular email platform, it’s no wonder a significant number of apps are tailored to support them.

So, what we’re saying here is, pick an email services app that is specifically created to integrate your desired email platform. This way, you’ll not only avoid having to teach your staff to operate on a new platform, but you’ll also squeeze the maximum performance out of your app.

Now, within your chosen platform/app, consider these few things:

  • Does your app provide full functionality of Salesforce within the side panel?
  • How easy is it to link inbound/outbound email and calendar items?
  • How easy is it to navigate Salesforce within the native app?
  • And most importantly: Does the app have mobile support for integration?

Why is it so important to have mobile support? Because, out of 4.15 billion people who use the internet, 92.6% browse it using their mobile devices. Being unable to reach your customers via mobile will hurt your business immensely.

Basic Salesforce Tasks Integration

After you’ve made your initial selection of apps based on your preferred email platforms, it’s time you took a look at some of the basic functionalities within those apps. How well they perform the basic tasks will be your next clue as to which one you will choose to implement email integration into Salesforce.

The most basic and the most significant feature an app has to have is a good side panel. This is where most of the operations will take place, so an easy-to-navigate, intuitive and responsive side panel will be the cornerstone of any further activities within the app.

Next, consider the linking process in the app. A good application will enable seamless inbound and outbound linking within Salesforce, as well as have a multi-link capability on the From/To/Cc lines.

Record editing and creation are also some of the most important features within your email services platform. Your decision-making rides on accurate records and data, and without them, you’re just tapping in the dark. Make sure the app you’re using provides easy and effective creation of new records in Salesforce, as well as easy editing of said records.

Finally, as any decent Salesforce Commerce Cloud development firm will tell you, an app that has limited ability when it comes to handling attachments is just not worth your time.

An excellent app allows you to drop in attachments from storage platforms like Dropbox or OneDrive, as well as be able to link attachments to the native Salesforce platform.

Performance and Stability

Naturally, even the most feature-rich app won’t be worth anything to you if it’s unstable and offers poor performance. Less is sometimes more, and having many features can sometimes cripple the performance of the app in the long run.

Your primary focus here should be the refresh rate and caching. You’ll probably be handling a vast number of emails daily, and you need an app that can run fast and push/retrieve data quickly.

As for caching, this ties in with the refresh rate quite closely. A piece of software that has trouble storing and sharing data will become sluggish very quickly, and that will potentially stall your whole operation to where you’ll begin to lose money with every second that passes.

Lastly, you need a piece of software that is stable, especially when it comes to the side panel. Your chosen app should have no issues when it comes to crashing, and it should always load without hiccups. Naturally, one cannot avoid all bugs, but the best software will be regularly updated and patched to ensure maximum performance and stability.

Advanced Features

Using a bare-bones application for email integration might get the job done, but for your management truly to shine, some additional features will be very welcome.

For starters, consider analytics. You can’t start an eCommerce business without being able to analyze a large amount of data, and having a piece of software that can do that for you will quickly prove invaluable.

Another welcome bunch of features fall under the category of “sales enablement and acceleration.” These features will include things like scheduled emails, batch email capability, and email templates.

In the end, also consider apps with marketing automation features. Email marketing was a $7.5 billion industry in 2020, and it’s projected to grow to close to $18 billion in 2027, meaning it’s still a very viable marketing tactic. Having an app that can run automated email campaigns and send batches of emails intuitively allows you to quickly deploy your latest marketing strategies.

Final Words

And, with that, it’s time to bring this little guide to an end. As you’ve seen, th

ere are quite a few considerations to make when choosing your ideal email services app for Salesforce.

Naturally, no such process is easy, but if you have a clear goal in mind, choosing a piece of software will come naturally.

Still, you can always use a little help from time to time. We believe that if you follow these few guidelines we’ve outlined, you should be able to find software that will support your chosen email platform well. Your app will then become an extension of your business and a way for you to keep close to your customers to provide them with the best possible service.

Author Bio: Travis Dillard is a business consultant and an organizational psychologist based in Arlington, Texas. Passionate about marketing, social networks, and business in general. In his spare time, he writes a lot about new business strategies and digital marketing for SeoTurnover.

Originally posted 2022-04-30 21:30:14. Republished by Blog Post Promoter

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