How it Works
SalesLoft, Right in Your Inbox.
A modern sales organization needs a modern way of working. Achieve better sales results by utilizing the power of the SalesLoft platform within Outlook.
Powerful SalesLoft Functionality
Connect for Outlook isn’t just about bringing valuable information from SalesLoft into Outlook. It also adds a powerful upgrade to Outlook’s functionality that takes the platform well beyond email. Now you can take action on a contact from right inside Outlook with all the SalesLoft functionality you know and love. You’ll have the power to be more productive, efficient, and effective no matter where you are.
Take Action from the Inbox
Finally, you can take meaningful sales actions right from your inbox. No more switching between open tabs or programs. Now you can take immediate action on a contact, including:
- Update customer info from your inbox
- Add or remove from cadences
- Take notes and set reminders
- Track email views, clicks, and replies
Updates Synced Everywhere
When you take an action in Outlook, records are automatically updated in SalesLoft and Salesforce. You can work entirely from your inbox, no extra work required. That’s less manual entry and more active selling time for your sales teams.
Sell Smarter, and Faster
Access your own email templates or your teams targeted templates straight from Outlook. Drop in targeted messages, customized with dynamic tags, designed and personalized with your target customer in mind.
We’ve Got You Covered on Every Version.
Supporting all versions of Microsoft Outlook to meet your needs today, and future-proofing for company changes in the future.
Enterprise Ready Governance
With Single Sign-On through Microsoft Active Exchange and a full range of governance controls, we’ll ensure that your entire sales organization have the capabilities needed to perform and managers have the analytics to drive success.
SalesLoft Connect for Outlook
The only truly integrated experience between Microsoft Outlook and your sales engagement platform. Built for the modern sales organization.