Salesforce App for Outlook brings CRM data to the inbox

Now in beta, the app is available for free with a subscription to Salesforce Enterprise Edition or higher

The Salesforce App for Outlook

The Salesforce App for Outlook

It's getting close to a year since Microsoft and Salesforce.com announced their strategic partnership, and the fruits of their union are beginning to appear. After discussing a number of planned joint products last fall, the two companies on Wednesday launched one of them -- the Salesforce App for Outlook -- into beta.

Salesforce App for Outlook is designed to allow users to view Salesforce contacts, leads, accounts, opportunities, cases and users from within Microsoft's Outlook and Office 365. So, when a salesperson receives an email from a customer, for instance, he or she can access all that Salesforce information without having to leave Outlook first.

Available for free to those with a subscription to Salesforce Enterprise Edition or higher, the tool is entirely cloud-based and requires no installation of software. It works with Outlook 2013, Office 365, Outlook for Mac and the Outlook Web App (OWA).

"Horses for courses, I always say," said Denis Pombriant, managing principal at Beagle Research Group. "Some reps just like to stay within Outlook, where they do their email, so bringing Salesforce data to them makes a lot of sense."

Though Microsoft and Salesforce also go head-to-head in the CRM arena -- Dynamics is Microsoft's competing offering in that space -- their partnership is focused on creating key integrations demanded by users, the companies have said. Other products in the works toward that end include a Salesforce1 mobile app for Windows devices and tie-ins between Salesforce's software and Microsoft's Excel and Power BI tools.

Join the Good Gear Guide newsletter!

Error: Please check your email address.

Tags Customer Relationship ManagementapplicationsMicrosoftSalesforce.comsoftwarecloud computinginternet

Our Back to Business guide highlights the best products for you to boost your productivity at home, on the road, at the office, or in the classroom.

Keep up with the latest tech news, reviews and previews by subscribing to the Good Gear Guide newsletter.

Katherine Noyes

IDG News Service
Show Comments

Most Popular Reviews

Latest News Articles

Resources

PCW Evaluation Team

Azadeh Williams

HP OfficeJet Pro 8730

A smarter way to print for busy small business owners, combining speedy printing with scanning and copying, making it easier to produce high quality documents and images at a touch of a button.

Andrew Grant

HP OfficeJet Pro 8730

I've had a multifunction printer in the office going on 10 years now. It was a neat bit of kit back in the day -- print, copy, scan, fax -- when printing over WiFi felt a bit like magic. It’s seen better days though and an upgrade’s well overdue. This HP OfficeJet Pro 8730 looks like it ticks all the same boxes: print, copy, scan, and fax. (Really? Does anyone fax anything any more? I guess it's good to know the facility’s there, just in case.) Printing over WiFi is more-or- less standard these days.

Ed Dawson

HP OfficeJet Pro 8730

As a freelance writer who is always on the go, I like my technology to be both efficient and effective so I can do my job well. The HP OfficeJet Pro 8730 Inkjet Printer ticks all the boxes in terms of form factor, performance and user interface.

Michael Hargreaves

Windows 10 for Business / Dell XPS 13

I’d happily recommend this touchscreen laptop and Windows 10 as a great way to get serious work done at a desk or on the road.

Aysha Strobbe

Windows 10 / HP Spectre x360

Ultimately, I think the Windows 10 environment is excellent for me as it caters for so many different uses. The inclusion of the Xbox app is also great for when you need some downtime too!

Mark Escubio

Windows 10 / Lenovo Yoga 910

For me, the Xbox Play Anywhere is a great new feature as it allows you to play your current Xbox games with higher resolutions and better graphics without forking out extra cash for another copy. Although available titles are still scarce, but I’m sure it will grow in time.

Featured Content

Latest Jobs

Don’t have an account? Sign up here

Don't have an account? Sign up now

Forgot password?