Salesforce for Outlook

Quick to set up, reliably robust, and saves your team hours each week.

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Automatic Salesforce Sync

No more manual data entry

Rest easy knowing your Salesforce records are are up-to-date.

Your team’s outgoing Outlook emails, calls, and booked meetings auto-log to Salesforce, and engagement activity syncs — like email opens, link clicks, and attachment downloads — sync to Salesforce in real-time, too.

And it goes the other way around. Reps don’t need to toggle between screens to access Salesforce records before calling or emailing a prospect. Instead, a Salesforce sidebar in Outlook pulls up info and allows reps to edit contact details, set new tasks, and dial calls.

Sales Pipeline Visibility

100% transparency, fast

Yesware’s integration with Salesforce sets your team up for success by reporting on the data that matters. You'll quickly notice an improved visibility into your pipeline that allows for more accurate revenue predictions and helps your team close more customers, faster.

Pre-built Dashboards & Reporting

Slice and dice the data

Managers have the flexibility to filter Salesforce data and drill down into their sales team’s activity.

Yesware email tracking data helps you analyze prospect engagement, spot red flags before it’s too late, and identify what’s working to mirror that strategy across the team.

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