How SalesforceIQ Inbox Can Boost Your Sales Team’s Success

Posted on November 18, 2016

There’s no shortage of apps and software that promise to boost productivity, improve organization and increase sales. But having so many ways to enhance efficiency and effectiveness can actually be counterproductive, creating dysfunction and disorganization amongst a sales team, and making your CRM less effective.

If you’re already using Salesforce, SalesforceIQ Inbox can serve as one-stop shop for your productivity and organization needs. It’s a suite of mobile and desktop apps — including a Chrome browser extension, iOS and Android apps, and an Outlook add-in — that enhances Salesforce and empowers sales teams. Here are three powerful ways that SalesforceIQ Inbox can improve performance.

Supports Meaningful Client Interactions

By connecting your Gmail or Outbook inbox with Salesforce, SalesforceIQ can provide you with pertinent background information each time you compose an email to a customer or prospect. Without leaving your inbox, you’ll be able to see when your last interaction was, where in the pipeline the relationship is and any important notes recorded about the account. Having Salesforce data readily available in your inbox helps provide context for your emails, leading to more meaningful and personalized interactions with the customer.

Helps Identify Timely Opportunities

When you’re managing many clients and prospects, all in different stages of the sales pipeline, it can be difficult to spot and jump on every opportunity. SalesforceIQ helps do this for you, through what it calls “Relationship Intelligence.”

It analyzes your email correspondence with your customer or prospect, looking for opportunities to engage. Using email tracking, it will tell you who has opened and read your emails, and who is ignoring them. SalesforceIQ isn’t an excuse to be less diligent about your follow-ups, but it’s a strong complement to your own efforts.

Streamlines Processes

Boosting efficiency and productivity is where SalesforceIQ really shines. Below are just a few of the ways that it can help a sales team stay on track:

  • It highlights unanswered emails, so you never risk damaging a customer relationship because of a much delayed response
  • It combines customer contact information owned by all team members, so you’ll always have the most up-to-date email address and phone number
  • It has an “Insert Availability” feature that helps you book a meeting with a customer in two emails, instead an endless back-and-forth
  • Based on email content, you can directly move a customer through the pipeline and update Salesforce records

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