I was looking forward to rolling out EAC to our team for automating Outlook emails to Salesforce however now understanding this will not work with our sales process.
We need to be able to log emails as efficiently as possible from Outlook to Salesforce where a specific contact from that customer may be associated with multiple opportunities in Salesforce.
What can we use to best ensure Outlook emails map to the CORRECT Salesforce opportunities? Even if it takes a LITTLE elblow grease.
3 respostas
For paid options you can look at revenue grid also. They have good stuff on their website comparing their product vs EAC
