Automatically Create or Update Contacts from Emails
When organisations are new to Salesforce they still have a lot of contacts positioned within their Outlook accounts which haven’t been replicated in SFDC. This is usually down to time restraints or occasionally they simply don’t realise how many contacts they have liaised with over the years, via email. This can result in lost opportunity further down the line and can mean some important business contacts are lost forever, the safest way to mitigate these risks is to automatically migrate all outlook contacts to Salesforce in one clean swoop.
Each time a new contact is introduced to the organisation via email, an employee will have to complete the manual process of creating the new contact from scratch within Salesforce. This can be a time consuming process, particularly if the organisation gets a large number of emails from new contacts each day. Additionally, it may not be clear whose role this is within the team and agents or reps may disregard these admin types of tasks, as they focus more on their core responsibilities. Fully automating this process is what our Salesforce contact app looks to achieve.
Without the correct contacts saved in SFDC, workload delays can become all too often. Certain business functions may need certain contacts setting up to be able to carry out basic tasks and internal agents may also not be able to properly complete their assigned tasks, as they worry about leaving important contacts out of their decision making & workflows. The quickest way to ensure Salesforce contacts are up to date, is to automate as much of the process as possible which also reduces the manual contact creation needed in Salesforce & gives existing agents more confidence in the data they work with.
- Send emails to Contact object
- Auto-create new Contacts
- Auto-update with new info
- Store email against Contact
- Inbuilt logic flags duplicates
- Reply to contact from SFDC
- Auto-link contact to account