Salesforce Inbox is a feature that is sold as an addition to Sales Cloud, and helps make the email experience for Sales reps smooth and efficient. On one screen, your reps can see their inbox, a current open email, along with a panel that displays relevant Salesforce data.
Full Answer
What is Salesforce inbox?
Salesforce Inbox is a fully integrated CRM and email management software that combines your email, calendar, and client management system to create a seamless sales experience. You can instantly update your CRM with data directly from your inbox, log customer conversations automatically, and add deals to your dashboard with a single click.
What can you do with Salesforce and Microsoft Outlook integration?
Boost your team's productivity and keep communications in sync with the Outlook integration and the Outlook integration with Inbox. Bring together the two platforms you use everyday: Salesforce and Microsoft Outlook. View and work with Salesforce data directly in Outlook, create Salesforce records, and log emails and events back to Salesforce.
What can Salesforce do for You?
With Salesforce, it can process the new flood of online data — so it can follow up and follow through with readers. In this e-book, sales reps will learn how to take their productivity to new heights, starting right where they spend most of their time — their email.
What are the benefits of Salesforce CRM for small businesses?
Sell faster and smarter with any of our fully customizable CRM editions. Find and manage leads better. Manage customer and sales details. Sell from anywhere on any device. Get real-time sales insights. Collaborate across your company. Cross-sell and upsell more easily.
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Is Salesforce Inbox included?
Salesforce Inbox is a productivity tool to integrate Salesforce with emails, such as Outlook and Gmail. It is available with additional cost, except your company already purchased additional products that include Inbox. Inbox work in Core Salesforce platform which is Sales Cloud, Service Cloud, and Lightning Platform.
What is the cost of Salesforce Inbox?
$25 per month per userSalesforce Inbox licenses costs $25 per month per user, and is integrated with Gmail and Outlook.
What is Salesforce Inbox in Salesforce?
Salesforce Inbox is a suite of applications that brings together two platforms you use every day: Your email and Salesforce.
What is Salesforce Inbox license?
An Inbox license unlocks Inbox features in the Outlook integration, Gmail integration, and Lightning Experience, and also provides access to the Inbox mobile app. Outlook and Gmail Integration and Inbox Features.
How do I enable Inbox in Salesforce?
Admins are prompted to contact Salesforce Customer Support.From Setup, enter Inbox in the Quick Find box, then select Setup Assistant under Inbox.Enable Make Inbox Available to Users.
Does salesforce inbox automatically log emails?
If a contact already exists in your Salesforce instance, emails should be logged automatically to that contact without being prompted each time.
How do I download my salesforce inbox?
Navigate to Organization | Add-ins. On the add-ins screen, click the plus icon in the upper-left corner, and then select Add from the Office Store. In the search field, enter Salesforce Inbox and click the magnifying glass search icon. Switch Salesforce Inbox to On.
How do I add Salesforce Inbox to Gmail?
From Setup, in the Quick Find box, enter Integration , and then select either Outlook Integration and Sync or Gmail Integration and Sync.Expand Let users access Salesforce records.If you use Outlook, make sure that Email to Salesforce and Use Enhanced Email are enabled.More items...
Is Einstein activity capture free?
Activities added to Salesforce by Einstein Activity Capture are stored in Salesforce databases hosted on Amazon Web Services (AWS) and don't affect your Salesforce data allocations. There are no additional costs for this storage.
How do I know if I have Salesforce Inbox?
From Setup, enter Company Settings in the Quick Find box, then select Company Information.To view the total number of licenses and the number of licenses in use, find Inbox in the Permission Set Licenses related list. Inbox features are also available with High Velocity Sales and Sales Cloud Licenses.
Is Salesforce Inbox retired?
In March 2021, we are planning to retire the legacy versions of the Inbox add-in for Outlook and Chrome extension for Gmail. Since your organization may use this older version, we wanted to let you know to move to the new version.
How do I add a mailbox license in Salesforce?
Assign Salesforce Inbox license to a UserClick the User you want.On the User detail page, under Permission Set License Assignments, click Edit Assignments.Here move the Inbox with Einstein Activity Capture or Inbox without Einstein Activity Capture into the Enable Permission Sets window and save.More items...
Do more with every email
Time is of the essence when you're working on the go. Salesforce Inbox helps you focus on what matters by enabling faster access to key information about prospects or customers.
Mobile CRM from Salesforce
Sales Cloud provides your company with a mobile CRM solution that provides everything needed to close more deals, faster, from anywhere. Sales Cloud CRM mobile application will let your reps manage their day, manage sales, access dashboards, search for and access files, and much more.
Mobile CRM from Salesforce
Sales Cloud provides your company with a mobile CRM solution that provides everything needed to close more deals, faster, from anywhere. Sales Cloud CRM mobile application will let your reps manage their day, manage sales, access dashboards, search for and access files, and much more.
Support and success plans
Every license includes two-day response time, our customer support community, interactive webinars, events, guided journeys, and more.
Extend your capabilities with add-ons
Have the necessary tools to quickly configure, price, and quote complex solutions.
Sales Cloud Pricing FAQ
Salesforce has all kinds of add-ons, apps, and additional products to help your company stay ahead in your industry. Call us at 1-800-667-6389 to discuss exactly what kind of products you’re looking to add and how we can help.
Make it easier for reps to sell every time they hit send
Blaze your trail with Salesforce Inbox. Bring email, calendar, and CRM together in one seamless experience.
Inbox customers are increasing their sales productivity by bringing email, calendar, and CRM together
Inbox customers are increasing their sales productivity by bringing email, calendar, and CRM together.
Resources
In this e-book, sales reps will learn how to take their productivity to new heights, starting right where they spend most of their time — their email.
What is Salesforce Inbox?
Salesforce Inbox is a fully integrated CRM and email management software that combines your email, calendar, and client management system to create a seamless sales experience.
What CRM email resources does Sales Cloud offer?
Salesforce Inbox empowers sales teams to combine CRM and email in one place. The result is a streamlined lead-to-close process to help reps close more deals, faster.
Why use Salesforce Inbox for email?
Manually adding your email contacts to your CRM can be tedious. With Salesforce Inbox, you have a two-in-one CRM and email tool that allows you to sync up your entire sales system.
Why is Salesforce an app?
Because Sales is always on the go, Salesforce has made sure to make all of this available in an app, so email sends and reminder tasks can be done without a bulky laptop. This product was created with Sales in mind and really can improve efficiency and accuracy, so they can focus on closing those deals!
How many hours do sales reps spend on email?
Not only that, but they are also one of the most time consuming priorities that Sales reps have. It is not uncommon for reps to spend an average of 13 hours per week on reading, composing, or sending email messages.
Can you send emails later in Salesforce?
Sales reps can also use a “Send Later” feature that allows emails to be sent on a delay from within Salesforce. This allows your reps to take full advantage of the most opportune time to reach out to prospects and customers.
Is Salesforce Inbox per user?
Although Salesforce Inbox is included in a lot of packages, including High Sales Velocity and Sales Cloud Einstein, there is still a per-user cost. Also, it looks like emails cannot be linked to custom objects via the mobile app.
