Salesforce and Outfield Integrations

Integrating Salesforce with Outfield creates a seamless connection between your CRM system and field sales management, allowing data to move automatically between the two platforms. 

Here’s a breakdown of what each synchronization option does:

1. Accounts (new and updated): Whenever you add or change an account’s details in Outfield, those changes are automatically updated in Salesforce. This keeps your account information consistent and accurate across both platforms. This can go both ways from Salesforce to Outfield as well. 
   
   
2. Activities (new and updated): When your field team logs activities in Outfield, like store visits or client meetings, these updates are sent to Salesforce. This can be applied to Salesforce to Outfield as well, that means your inside sales team can see what’s happening in the field in real time and vice versa. 
   
   
3. Deals (new and updated): If your field team starts a new deal or updates it in Outfield, the details are also added to Salesforce. This helps everyone track new sales opportunities.

These settings can be turned on or off depending on what you need, giving you control over what information is shared between Salesforce and Outfield. This integration allows your team to always have the latest information, whether they are in the office or out in the field.

Key Benefits:

Integrating Salesforce with Outfield brings numerous advantages and can boost efficiency and effectiveness of your sales operations:

• Enhanced Visibility: Provides sales teams with a unified view of customer interactions and field activities. This comprehensive visibility makes it simpler to monitor progress, track customer engagement, and identify new sales opportunities more effectively.
  
  
• Increased Productivity: By automating data transfer between Salesforce and Outfield, you remove the data entry step. This minimizes the chances of errors and frees up sales teams to focus more on selling activities rather than administrative tasks.
  
  
• Improved Collaboration: With shared data and insights, teams across departments and locations can collaborate effectively. This facilitates a more coordinated approach to customer management and sales efforts.
  
  
• Customized Reporting: The integration allows managers to merge data from both platforms to create more detailed and customized reports. These reports can provide insights into sales trends, team performance, and customer behavior, helping leaders make informed decisions to drive business growth.

Recommended Best Practices

1. Relevant Syncs: Only turn on the sync options that meet your specific needs. Activating too many syncs can lead to an overload of unnecessary data, cluttering your systems. Instead, focus on enabling those syncs that clearly help to improve your sales and customer management processes.
   
   
2. Review Integration Settings: Since business needs and processes often change, it's important to check your integration settings regularly. Make sure the data being shared fits well with your current goals.
   
   
3. Using Integration for Better Insights: Take advantage of the integration to collect valuable data to make better decisions. By analyzing the data shared between Salesforce and Outfield, you can spot trends in sales, understand customer preferences, and identify areas where your operations can improve.

Salesforce and Outfield Integration Set Up

To set up the integration between Salesforce and Outfield or to learn more about customizing it to better fit your business requirements, please contact our support team at support@outfieldapp.com. We’re happy to help you with the initial setup, answer any queries you might have, and assist you in optimizing the integration to fit your needs.