These wise men have a few things to say about saving time by creating a Salesforce Contact from Outlook:
“You will never find time for anything. If you want time you must make it.” – Charles Buxton
“Time lost is never found again.” – Benjamin Franklin
“Dost thou love life? Then do not squander time, for that’s the stuff that life is made of.” – Benjamin Franklin
We can all use more time, but what that really means is we all need to make better use of our time. Saving time by doing things more efficiently means more time to spend on the things we’d rather be doing. If I can save you some time you would normally spend in a routine task, say creating a Salesforce Contact or Lead in your Salesforce.com Org, then you could spend that time doing the things you love about your business. Whether that is making sales calls, sharing your passion or do the work that really matters, saving time is a good thing!
How much time per day do you spend in your email?
I am in my mailbox from the time I get in until I am finished for the day. I move around to other windows, but my email is front and centre of my workstation for the whole day. If I am in the office I work on 3 screens, my 12” notebook screen, and then two 24” widescreen monitors. Outlook is the centre screen and maximized to fill the entire 24 inches!
I hope you will excuse my cable management skills.
Creating a Salesforce Contact from Outlook
Wouldn’t it be great to have a way to do more from your email? What if I told you that ContactMonkey allows you to create and update records in Salesforce.com, right from your mailbox? I’d like to show you one way how you can do that: creating a Salesforce contact from Outlook into Salesforce.com. When you receive an email from someone who is not a Contact within your Salesforce.com Org, you should see this window:
To add this person as a Contact, just click on the Button “+Contact”, you will then see this next window in your ContactMonkey sidebar:
You can Select a Salutation if desired, make sure the name is appearing correctly. Once you type in the Contact’s Account name, ContactMonkey will tell you whether that Account already exists in Salesforce. In my example below, “ABC Corp. Inc.” does not exist in Salesforce but I can simply click the “Create” button above that field and I can add the Account before saving the Contact. Super Simple!
As you can see in the following screen captures, all the fields you need are available right from the ContactMonkey Salesforce for Outlook sidebar:
This is a lot easier than switching between your Outlook or Gmail window and your Salesforce window, copying and pasting or retyping everything. If you are creating a Salesforce contact from Outlook multiple times a day, the time savings and reduced stress in your mouse hand will really add up! ContactMonkey can save you 5 hours per week by eliminating flipping back and forth between Outlook and Salesforce.
Being more efficient may not be the sexiest business topic, but finding new and better ways of doing even the most menial of tasks will allow all of us to find the time we need to follow our dreams and passions.