Tom Burton walks through LeadSmart's Outlook integration, showing how to view and update LeadSmart data, tasks, and records without leaving Outlook. You can match contacts to emails, add new people to LeadSmart, and log emails directly to Salesforce records.
Tom burton here from leadsmart. CRMs often break down when they are too cumbersome or do not work seamlessly with the tools your sales team is already using. The good news is that included with your Leadsmart subscription is access to the full salesforce Outlook integration. Here's how it works. Your sales teams are constantly in email. They are also spending time in Leadsmart. Bring email and Lead Smart together to view and work with Leadsmart data without having to switch back and forth between Outlook and Leadsmart. Access your Leadsmart tasks. Mark tasks as in progress or complete just as you would when working directly within Leadsmart. The integration also shows records that match the email addresses on the email or events you have open. Make updates to the record information without ever having to leave Outlook. Add any unrecognized contacts from an email straight into LeadSmart. Never lose information about new contacts. Add records to capture new contacts, tasks and events without leaving Outlook. Keep Leadsmart and your teammates up to date by logging an email to related people, records and accounts. LeadSmart shows records with an email address that matches an address on the email. You can also search Leadsmart to find other people to log the email to. The email is logged to the selected records in Salesforce. Thank you for listening and I hope you find the Outlook Integration another great tool for increasing adoption and use of LeadSmart within your team. It.
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