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Salesforce Outlook Sync: Top Tools for Integration

Updated: Jan 3


salesforce outlook sync



In the whirlwind of today's business world, maintaining your Salesforce data in sync with Outlook can be a real rollercoaster ride.


But don't worry, we're here to take you on a joyous journey through the wacky world of Salesforce Outlook sync tools.


These tools are like your trusty sidekicks, here to save the day and make your work life a little less chaotic.


So, fasten your seat belts and get ready for a hilarious and enlightening exploration of seven top tools that'll sync your Salesforce with your Outlook, all while making you chuckle along the way



Top Salesforce Outlook sync providers







Cirrus Insight stands out for its extensive customization options. With three pricing plans and a Sync+ add-on, it offers a wide range of customization features for your Salesforce Outlook sync needs. Some core features include bidirectional sync of emails and calendars, a sidebar, scheduling, personal scheduling pages, and email tracking.

Pros:

  • Higher Level of Customisation: Cirrus Insight allows you to tailor the synchronisation process to your specific requirements.

  • Dashboard: The tool offers a dashboard to monitor the status of all your sync items, ensuring transparency and control.

Cons:

  • Outlook Add-on Limitations: Cirrus Insight's Outlook add-on may not offer all the functionality you need.

  • Real-Time Sync: It does not provide real-time Salesforce Outlook data synchronization, which could be a drawback for businesses with immediate data requirements.


2. Mavlon


Mavlon is a specialized plugin that focuses on solving the core issue of syncing data from Salesforce to Outlook.


Pros:

  • User-Friendly: Mavlon is extremely easy to use, making it accessible for all users.

  • Real-Time Sync: It offers real-time data synchronisation, ensuring you always have the latest information.

  • Mavlon offerings cater to businesses of varying sizes: standard and advanced solutions tailored for small and mid-sized enterprises, along with customizable enterprise solutions designed to precisely meet the unique needs of larger corporations. 


Cons:

  • Mavlon is using AI: AI offers incredible advantages, but it's not without its drawbacks. One significant disadvantage is the potential for bias.



Revenue Grid is more than just a Salesforce Outlook sync tool; it's a complete B2B revenue intelligence platform. Alongside syncing, it provides a layer of AI-driven insights and intelligence, making it ideal for mid-sized and enterprise businesses. Key features include email tracking, auto data capture, revenue intelligence, and deal insights.


Pros:

  • Complete Revenue Intelligence: Revenue Grid offers deep insights and prevents revenue leakage, making it an invaluable asset for revenue-focused businesses.

  • User-Friendly Outlook Plugin: Its Salesforce Outlook plugin is easy to use and highly customisable.

Cons:

  • Enterprise Focus: The tool is primarily targeted at enterprises and larger companies, which may make it overkill for smaller businesses.



Linkpoint360 is renowned for its high-grade security and extensive features for Salesforce Outlook synchronization. Core features include one-click email recording, customizable sync settings, email open tracking, and calendar availability sharing.


Pros:

  • Affordable Basic Features: Linkpoint360 provides all the essential features at an affordable price.

  • Enterprise Focus: It is tailored more towards enterprise-level businesses, making it suitable for larger organisations.

  • Highly Customisable: Linkpoint360 is highly customizable but comes with a learning curve, offering flexibility to meet your unique requirements.


Cons:

  • Installation Process: It does not offer a cloud-based Outlook add-in, requiring manual installation on user machines.

  • Lacks Real-Time Sync: Linkpoint360 does not offer real-time Salesforce Outlook synchronisation, which could be a limitation for businesses needing up-to-the-minute data.



Einstein Activity Capture (EAC) is a Salesforce offering that acts as a productivity-boosting tool, keeping data synchronised between Salesforce and email/calendar applications.


Pros:

  • Salesforce Native: EAC is a Salesforce native product, ensuring seamless integration within the Salesforce ecosystem.


Cons:

  • Data Storage: The primary drawback is that EAC stores synced data on an AWS server, not in Salesforce. Additionally, data stored on this server gets deleted after a certain time, potentially leading to discrepancies and business losses.


6. Ebsta


Ebsta is a predictive sales and revenue intelligence platform that offers Salesforce Outlook sync.

Pros:

  • Insightful Revenue Platform: Ebsta, like Revenue Grid, focuses on revenue intelligence and offers insights into data and CRM health.

  • Automated Sync: It automatically syncs sales activities with your CRM, streamlining your workflow.


Cons:

  • More Suited to Sales Intelligence: Ebsta's primary focus is on providing sales intelligence, and it offers limited functionality for Salesforce Outlook sync.



Groove.co is a complete sales engagement platform designed specifically for Salesforce users. Its core features include email templates and tracking, an auto dialer, email sequencing, conversational intelligence, and call recording and transcription.


Pros:

  • Salesforce Native: Groove.co is a Salesforce native platform, ensuring data security and robust Salesforce Outlook sync.

  • All-in-One Solution: As a complete sales engagement platform, it eliminates the need for multiple software purchases.


Cons:

  • Overkill for Some: For companies solely in need of Salesforce Outlook sync, Groove.co might be excessive.

  • High Cost: Groove.co is relatively expensive and more suitable for larger enterprises.


Conclusion


Selecting the right Salesforce Outlook sync tool depends on your specific business needs and preferences.


Consider your organization's size, budget, and requirements to make an informed decision and streamline your data synchronization processes effectively.


Whether you prioritize customization, revenue intelligence, or simplicity, there's a tool that can help you achieve seamless Salesforce Outlook sync.

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