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Sync Gmail with Salesforce


Salesforce is great, I'm a huge fan! It is the most popular CRM on the the market, with a market share of around 20%. The system is awesome for visualizing customer information, doing account planning and creating marketing automation.  BUT, there is a but. Salesforce is as weak as other CRM-providers in one area, and that is tracking sales activities. A CRM is only as good as the data it contains and as salespeople log as little as 20% of their sales activities, lack of data remains one of the biggest challenges also for Salesforce. 

The intention when implementing Salesforce, or any other CRM for that matter, is most likely to have a centralized system where your salespeople can log customer interactions, so that other employees with appropriate permissions have access to previous conversations when needed. In addition to this, you might want to use Salesforce for reporting, account planning and as a base for building marketing automation. All of these rely on the assumption that your CRM contains  accurate data, but with salespeople logging only a fraction of their sales calls, emails and meetings, it's evident that there is a problem. 

Imagine all the valuable client related information you’ll lose if one of your most senior employees resigns, or how unprofessional you seem if two salespeople are pursuing the same prospect. As a CRM-system only is as good as the data it contains, the million dollar question is; How can we make sure that all sales activities are logged?

Sync your Gmail calendar and email with Salesforce

With LiiD’s Gmail integration you’ll have the possibility to track emails and meetings automatically to Salesforce. The only thing you need to do is to download the smartphone app, connect it to Salesforce with your CRM credentials and to your Gmail account. This takes about two minutes and requires no technical skills.

The Gmail - Salesforce integration ensures that all emails between you and people whose email address you have in your CRM are logged, no matter which device you send your emails from.  You can work in your Gmail, on your smartphone or laptop as you would normally do and trust LiiD to log client emails for you. Awesome right? If you want to give this a try you can download the iOS app here and the Android app here

You also have the possibility to sync your Gmail calendar with Salesforce and have all your meetings logged under the right contact, account and opportunity. This means that the only thing you need to do when scheduling a new meeting is to add it in your Google calendar and you can trust the app to log it to Salesforce for you. After the meeting, LiiD will send you a notification, so that you can add notes and update required fields if needed.

Why not give LiiD a try? Schedule a demo Here