Using Connect for Outlook

Follow

 

SalesLoft Connect for Outlook provides modern sales organizations the ability to seamlessly integrate the powerful functionality of SalesLoft into the Outlook platform. Now, you can loft emails, view and insert templates, create reminders, and view a person's SalesLoft information while engaging with your prospects directly inside of your Outlook environment. 

 

Office 365 Online: 

From your inbox, you can view the SalesLoft profile of the corresponding person you’re emailing by clicking the SalesLoft icon in the email toolbar, then Open SalesLoft. From the profile, you can view contact information, see cadence history and add the person to cadence, view their activity history, and read past notes or create new ones. 

Screen_Shot_2017-09-05_at_3.12.19_PM.png]

 

You can view all of your reminders by clicking the Reminders action. Simply click the checkmark circle to mark a reminder as complete.

Screen_Shot_2017-09-05_at_3.12.32_PM.png

 

You can also create a new reminder by selecting the Add Reminder action and selecting a due date.

Screen_Shot_2017-09-05_at_3.12.50_PM.png

 

When composing a new message, a SalesLoft menu also appears in the lower right-hand corner of the email compose screen. From here, users can access their templates and send their emails via the "Loft it" action, which allows the email to be tracked for view, clicks, and replies via the SalesLoft platform. If you do not wish for the email to be tracked, you can use the normal Outlook Send button to send without syncing it to SalesLoft.

Screen_Shot_2017-09-05_at_3.13.55_PM.png

 

Access your personal templates and team templates via a right hand sidebar. From here you can insert any template into a new email or reply. Dynamic tags populate automatically with the corresponding recipient’s information.

Screen_Shot_2017-09-05_at_3.13.41_PM.png

 

Outlook for Mac and Windows Desktop:

The same functionality is available on Outlook for Mac. SalesLoft action buttons are available on the top right of the Outlook toolbar.

Screenshot_2017-09-05_15.15.48.png

From your inbox, you can view the SalesLoft profile of the corresponding person you’re emailing. 

image2017-9-5_15-46-58.png

You can view all of your reminders by clicking the Reminders button. Simply click the checkmark circle to mark a reminder as complete.

image2017-9-5_15-21-19.png

You can also create a new reminder by selecting the Add Reminder button and selecting a due date.

 image2017-9-5_15-25-43.png

When composing a new email or replying to an existing thread, you can view your templates via the View Templates button. Selecting any template or team template will insert the template into the email editor.

image2017-9-5_15-23-37.png

When you’re ready to send your email, click the Loft button to send the email using SalesLoft to log the activity and tracking opens, clicks, and replies. If you do not wish for the email to be tracked, you can use the normal Outlook Send button to send without syncing it to SalesLoft.

image2017-9-5_15-25-0.png

 

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk