Salesforce Integration with G-Suite

Posted by AnavCloud Software Solutions on February 19th, 2021

Salesforce Integration with G-Suite for Increasing Productivity of Your Team 

It is critically important for the sales team of any organization to work on the prospects and close the deals as they primarily want to spread good words around on your business, They also use Salesforce to track the prospects and deals for you. 

Sales reps send on an average of 36.2 emails per day as per Email Analytics. 

Since the reps spend most of their time communicating with the prospects through Gmail, so a Salesforce and Gmail Integration may be the right answer for your sales team for toggling between the two systems. 

To increase the productivity of your sales team, it is important for them to devote their time towards more meaningful activities. A Salesforce Gmail Integration saves their valuable time, in this age when businesses run with agility, for staying ahead of the competition. 

But, it so happens that the sales reps do the same activities in both Gmail and Salesforce and this leads to data redundancy. If the sales reps enter the same data in both the software, then the chances of errors become highly probable. For many a time, the sales reps inadvertently spend time committing errors. 

The integration helps the sales team in staying ahead of their curve, Let us now explain why the sales reps adopt a Salesforce Gmail integration. 

Why Adopt Salesforce Gmail integration?

The reasons are as follows:

• Access Salesforce Tasks and mark them as complete or in-progress. 

• Ensure creation and updation of Salesforce records (leads, contacts etc) based on custom objects, without leaving Gmail.

• Search for Salesforce records without leaving Gmail.

• Display records matching email addresses, 

• Add contacts into Salesforce without losing any information. 

• Create email faster using templates with a few clicks only.

• Save the frequently used phrases for consistent usage.  

• Add relevant emails to let others know about what all is going on.

• Track your emails and send them at the right time. 

• Insert time slots for meetings into the calendar.

• Decrease duplicate data by using Lightning Sync in the background. 

Setting up Salesforce and Gmail integration is often a time-consuming task, We will now throw some light on the prerequisites for the system setting and then elaborate on the steps required for the integration. 

Prerequisites to Integrate Salesforce with Gmail 

The prerequisites are:

• Unique email domain in a specific format

• Latest version of Google Chrome

How to Integrate Salesforce with Gmail?

The steps for integration are as follows:

• Setup Gmail Integration and Lightning Sync from Google

• Customize the Integration