Data Issue: Insecure Access & Storage

Salesforce tools rely on connectivity with Exchange Web Services (EWS) which puts confidential and sensitive data at risk. What’s more – the emails and events saved by the Salesforce tools with activity capture don’t reside inside Salesforce. Your data is in a separate application, that expires after only a few years, that you can’t easily report on, and that you have to pay even more to access usefully.

Content Issue: Unreliable, Inaccurate Archiving

Salesforce’s email integration tools are notoriously buggy, slow, and unreliable. Support is limited and/or requires add-on packages (and costs) to talk to a real person about your issues. On top of it, their auto capture options clutter the CRM and affect reporting accuracy. Since the data is not always stored inside Salesforce, tracking metrics becomes even more complicated.

Usage Issue: Difficult & Inefficient Tools

One of the key reasons Salesforce users look for email integration is to simplify processes. But the native Salesforce options add steps, add clicks, and limit end user workflow flexibility. Counter-productivity is the exact opposite of what email integration is all about. These solutions are also less intuitive to set up and use, especially when working with custom fields and workflows in Salesforce. The result? A solution that end users simple won’t use or an auto capture system that creates noise and stores your emails outside of Salesforce.