Being able to use it on any device and no downloads required.įirst, ask your Salesforce administrator whether you have BCC to Salesforce enabled.Every email sent using BCC to Salesforce gets saved where it needs to be for you to keep records and utilize in future interactions. Before BCC to Salesforce emailing-and having it logged into the appropriate records-outside of your Salesforce instance wasn’t possible. Logging emails into your Salesforce CRM records.Some of the many benefits to using BCC to Salesforce include: Sales reps can have visibility into the history of a contact-how they’ve interacted with them in the past, using that information to prepare for the future-and focus their time on more important tasks. By blind carbon copying a designated email address onto a rep’s emails, they’re able to log email activity under the Salesforce record. What is BCC to Salesforce?īCC to Salesforce is a function within Salesforce CRM that gives sales reps the option to track sent emails to prospects and customers on any device, on any email client, whether it's Gmail or Outlook. Thankfully, there are solutions like BCC to Salesforce that have sought out to solve this problem in the early days of modern sales.
And that includes the team that makes sales possible-all the way from sales reps to sales operations and marketers on the front line.Ī common challenge that many people in the sales realm come across is not being able to have full visibility into the buyer-to-seller conversation.
Here at Outreach we’re always on the mission to help sales people master their craft and enjoy doing it. With the abundance of data in a tech-heavy world, it also doesn’t any easier.
Tracking sales activity-knowing where a prospect is within the buyer’s journey to understand the relationship dynamic-has always been and will continue to be top-of-mind for any modern sales person.
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