Your revenue team expects Salesforce to operate as a “single source of truth” for customer engagement, yet most of what you know (and don’t know) about your customers lives inside your reps’ email inboxes. Are you aware that you’re missing the full picture?
At Nylas, we work with thousands of software companies to unlock a goldmine of insight inside user email, calendar, and contact data. Today, we’re excited to share how Nylas can help revenue teams capture emails between your company and your customers inside Salesforce.
With Nylas, developers and systems integrators can quickly deploy a unified view of ALL customer-facing email conversations in any account, contact, lead, or opportunity record with zero end-user behavior change. Now, your revenue team can access comprehensive customer data at a glance to better align on deal strategy, effectively engage new and existing opportunities, and ultimately close more business.
In this blog, we’ll share how the Nylas Email API and Apex SDK can unlock complete customer context for your go-to-market teams, improving deal outcomes and increasing transparency.
Email is the go-to channel that modern businesses use to communicate with their customers. It contains critical context not found in your CRM, including conversations around renewals, support tickets, product feedback, and more.
Many of these conversations happen in silos. How can your account manager prepare for an upsell if they don’t know about the issues your customer support associates recently resolved? How can your implementation experts get up to speed on a new customer if they didn’t attend a discovery call? And how can sales reps effectively revive old opportunities without a historical record of previous conversations?
With Nylas, you can sync email data from all customer-facing teams, including messages sent by Salesforce and non-Salesforce users, ensuring you get the full picture. You can then view, filter, and search email threads by subject line or recipient directly inside accounts.
You can choose to sync email as tasks or inside Nylas Email custom objects (or both) to design a solution that aligns with your organization’s best practices. And unlike Salesforce’s out-of-the-box alternatives, you can run standard reporting on email data and retain it for as long or as short as you need.
Say goodbye to manual email logging. As a stopgap to track customer conversations, many sales leaders require reps to bcc Salesforce or other email capture solutions in every email they send to customers—even threads they don’t need to be on. Not only is this tedious, but it also introduces user error that affects the quality and quantity of your Salesforce data.
Maggie Ryan, Mid-Market Sales Manager, says “I shouldn’t have to be CC’ed to every email my reps send to customers to forecast effectively. With Nylas Email for Salesforce, I’m finally getting true transparency into deal status inside Salesforce. I can easily get a birds-eye view of rep engagement with accounts.”
Thanks to Nylas’ bulk authentication capabilities, Salesforce administrators can authenticate email accounts on behalf of their users. Choose between individual user authentication or connect all customer-facing teams instantly (including non-Salesforce users) to maximize email coverage.
Don’t introduce another process or technology into your teams’ workflows. Nylas gives you instant, automated access to data from any email service provider.
If you’d like to get started with Nylas, sign up here. Or, reach out to our partner team to learn more about our Apex SDK. Current Nylas customers can reach out to their customer success manager or request access using the link above.
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