When we introduced Connect for Gmail and Connect for Outlook, our eyes were firmly fixed on serving modern sales professionals who spend the majority of their day in the inbox. We wanted to provide a way to surface insights and allow them to take action directly from their inbox – while still systematically logging these important communications in both SalesLoft and Salesforce.
As sellers place more emphasis on customer experience and understand the importance of the actual sales process on customer satisfaction and lifetime value, modern sales professionals have become inherently invested in making the buying experience the best that it can possibly be. This has led to sales professionals communicating at all times of the day, across whatever device is most convenient (including cell phone and tablets), resulting in activities performed but perhaps not properly logged.
With our new capability to sync outgoing emails, teams can now log all email activities from their connected email accounts regardless of the device that it was sent from or whether they “loft” their emails from Gmail or Outlook.
Team admins have the option to enable outgoing email sync for select members of their teams, and can also choose specific email domains to be excluded from being logged. So, for example, we will automatically prevent emails sent to your company email domain from being logged as activities as well as those “pick up milk on the way home” reminder emails sent to your personal email address.
We know that modern sales organizations like yours are looking for complete visibility into your prospect and customer communications. You’re looking to uncover patterns and insights, have enhanced visibility to report with confidence, and ultimately make adjustments and improvements to your sales processes. We hope that these new capabilities will help bridge the gap and give you complete purview into your sales activities.
Thank you for allowing SalesLoft to continue to serve you. We are always excited to hear your feedback, so if you have any questions please check out the Knowledge Base, or contact email@example.com.