Salesforce launched Inbox Calendar, a tool that aims to integrate CRM, inboxes, and calendars in a way that gives sales reps context.
The company is rolling out Inbox Calendar as an app that includes CRM records from every meeting. Salesforce Inbox Calendar will integrate with Salesforce and Salesforce1.
Salesforce's rollout of Inbox Calendar is the first commercialized effort from the company's Tempo.ai acquisition in June. Tempo.ai was the parent company behind the Tempo Smart Calendar, an app that shut down June 30.
Stephen Ehikian, general manager of SalesforceIQ, said there are usually 15 different data sources required to close a deal and none are integrated with email or calendar. Salesforce has been focusing on integrating its CRM with email via tools like Microsoft Outlook extensions. "Salesforce Inbox Calendar will pull from Gmail or Exchange as the primary server, but integration Salesforce so a rep doesn't have to leave the application," said Ehikian.
Among the key items:
- Each calendar invite will include customer data from Salesforce so previous meetings and attendee data is available.
- Salesforce Inbox Calendar will include Lightning Sync to combine leads and contacts from Sales Cloud.
- One-click integration with GoToMeeting, WebEx, and other conferencing systems.
- Meeting notes and records to attach to Salesforce from calendar.
Salesforce Inbox Calendar will be available in September and comes with the Inbox license. Salesforce Inbox support for Gmail and Outlook is available for $25 per user per month for Sales Cloud customers.
Here's a look at the screens.