Salesforce Inbox

Out of all of the applications I use on a daily basis to manage my department (Program Management Office), Salesforce Inbox is by far the most frequently used app. I live by this app to stay in touch with my staff, project managers, vendors and executives. The simple to use layout, intelligent tools that link emails to Salesforce and the highly used Availability module keep me in touch as frequently as I want to be with the office. I am no longer tied to my laptop to get things done and I don’t have to duplicate actions between Outlook and Salesforce. One press of the relate to contact or other object and I’m done, next time I go into my Salesforce the information is already linked and ready for next steps. Would hate it if I had to go back to standard outlook on a daily basis.

I’m really enjoying Salesforce Inbox for my work email, especially the ability to automatically record emails in Salesforce, track opens, share calendar availability, and use shortcuts for common responses. It helps me keep my work emails separate from my personal accounts. Finally, it helps me keep on top of my business by making it easy to see what opportunities I have worked recently.

It’s easy to use and intuitive. I especially like sharing time slots of my availability to clients and prospects where they simply choose a time and it populated both of our calendars. Even better I can track their activity related to my email. Did they read it? Did they click on any links? If they did not read it I get a notification they didn’t and can follow up. I’d highly recommend this.

Salesforce Inbox saves me hours every week and helps me work smarter. The "Insert Availability" feature is worth its weight in gold as are things like Read Receipts, Scheduled Sending, Smart Tasks, and of course, the best way to relate emails to multiple Salesforce records, contacts etc. New features keep rolling out and it keeps getting smarter, more intuitive and fun. Version 7 with the updated look and feel is even better.

I really like the app and some of its cool features like send later and the ability to send calendar slots to schedule a meeting. The only issue I have had is the app does not support images in your email signature so when I send emails from the app my signature looks much different then when at my desktop. I personally would prefer that they match so there is consistency. Other than that though it has been a really good reliable app.