Menu
Salesforce App for Outlook brings CRM data to the inbox

Salesforce App for Outlook brings CRM data to the inbox

Now in beta, the app is available for free with a subscription to Salesforce Enterprise Edition or higher

The Salesforce App for Outlook

The Salesforce App for Outlook

It's getting close to a year since Microsoft and Salesforce.com announced their strategic partnership, and the fruits of their union are beginning to appear. After discussing a number of planned joint products last fall, the two companies on Wednesday launched one of them -- the Salesforce App for Outlook -- into beta.

Salesforce App for Outlook is designed to allow users to view Salesforce contacts, leads, accounts, opportunities, cases and users from within Microsoft's Outlook and Office 365. So, when a salesperson receives an email from a customer, for instance, he or she can access all that Salesforce information without having to leave Outlook first.

Available for free to those with a subscription to Salesforce Enterprise Edition or higher, the tool is entirely cloud-based and requires no installation of software. It works with Outlook 2013, Office 365, Outlook for Mac and the Outlook Web App (OWA).

"Horses for courses, I always say," said Denis Pombriant, managing principal at Beagle Research Group. "Some reps just like to stay within Outlook, where they do their email, so bringing Salesforce data to them makes a lot of sense."

Though Microsoft and Salesforce also go head-to-head in the CRM arena -- Dynamics is Microsoft's competing offering in that space -- their partnership is focused on creating key integrations demanded by users, the companies have said. Other products in the works toward that end include a Salesforce1 mobile app for Windows devices and tie-ins between Salesforce's software and Microsoft's Excel and Power BI tools.


Follow Us

Join the newsletter!

Or

Sign up to gain exclusive access to email subscriptions, event invitations, competitions, giveaways, and much more.

Membership is free, and your security and privacy remain protected. View our privacy policy before signing up.

Error: Please check your email address.

Tags cloud computingMicrosoftinternetSalesforce.comsoftwareapplicationsCustomer Relationship Management

Featured

Slideshows

Meet the leading female front runners of the Kiwi channel

Meet the leading female front runners of the Kiwi channel

Reseller News honoured the leading female front runners of the New Zealand channel at the 2018 Women in ICT Awards (WIICTA) in Auckland. The awards honoured standout individuals across seven categories, spanning Entrepreneur; Innovation; Rising Star; Shining Star; Community; Technical and Achievement.

Meet the leading female front runners of the Kiwi channel
Meet the top performing customer-centric Microsoft channel partners

Meet the top performing customer-centric Microsoft channel partners

Microsoft honoured leading partners across the channel following a year of customer innovation and market growth in New Zealand. The 2018 Microsoft Partner Awards recognised excellence within the context of the end-user, spanning a host of emerging and established providers.

Meet the top performing customer-centric Microsoft channel partners
Reseller News launches new-look Awards at 2018 Judges’ Lunch

Reseller News launches new-look Awards at 2018 Judges’ Lunch

Introducing the Reseller News Innovation Awards, launched to the channel at the 2018 Judges’ Lunch in Auckland. With more than 70 judges now part of the voting panel, the new-look awards will reflect the changing dynamics of the channel, recognising excellence across customer value and innovation - spanning start-ups, partners, distributors and vendors.

Reseller News launches new-look Awards at 2018 Judges’ Lunch
Show Comments