How to use Salesbox CRM’s Microsoft integrations
Here is an instruction article that describes how to connect Salesbox to and work with your favourite Microsoft Apps (Outlook web, Outlook Desktop, Contacts, Calendar, Tasks, Office 365 Docs, OneDrive & OneDrive for Business).
Worried that we would have access to your data? We won’t read or touch your data and when connecting your document storage we only create a Salesbox folder that all documents created/uploaded from Salesbox gets added to.
Salesbox won’t get access to any other folders on your storage. We don’t store your documents either so if you unlink Salesbox, you keep all documents and the generated structure in the storage but the links are removed from Salesbox.
How to link your Microsoft Apps to Salesbox
1: Click on the cogwheel icon at the bottom of the main menu.
2,3: Go to Company settings and link your preferred document storage.
Dropbox & OneDrive support only one company login. All users share the same login from Salesbox. Google Drive, OneDrive for Business & Dropbox for business require individual user login from those Salesbox users that need document management.
Salesbox will automatically add a folder structure on an account, contact or opportunity when you click on the document icon on any of these objects. You will get folders called Emails, Notes, Quotes, Agreements and Presentations. You can easily add new ones and work with your Office 365/Office docs directly from Salesbox.
If you use a tablet you can take meeting notes with a stylus or Apple pencil, if you do so, those notes will be stored as PDFs in the Note folder.
4, 5, 6, 7: Link you personal Microsoft account
4. Click on My settings.
5. Link you Microsoft account to get the 2-way sync of selected Contacts, Calendar posts, Tasks.
6. Link your storage, if using OneDrive for Business or Dropbox for Business
7. Install your preferred email plugin for Gmail, Outlook or Mac
Start syncing or adding appointments from you Outlook calendar
You can add appointments from both within Salesbox or from your Outlook calendar to get them 2-way synced. This works from any device where you use your Outlook calendar (Mac, iPhone, iPad, Android phone/tablet, PC). When synced, Salesbox will automatically add a new category called Salesbox. Choose this category for the appointments you add in Outlook that you want to sync to Salesbox.
Salesbox automatically syncs Description/title, location, invitees, time, date and notes.
If you add an appointment to your Outlook, Salesbox wouldn’t know which account, contact or potential business opportunity the appointment is connected to. When you login in to Salesbox the next time you will get a list of new appointments you have added to your Outlook calendar so its easy to select which account, contact and/or opportunity it belongs too.
How to use the Outlook mail plugin for Salesbox
After you have installed the Outlook mail plugin you get a Salesbox panel inside your Outlook web client. When you receive emails from a contact stored in Salesbox it will be automatically displayed in the right side panel.
Work with Salesbox from Outlook mail client
You will be able to add new notes, leads, tasks, appointments, opportunities, colleagues to this contacts directly from Outlook web mail client. You will also be able to read most of the data of the contact directly in Outlook. This makes it possible to do most of your sales work directly from Outlook with the Salesbox plugin.
Easily add new contacts/leads
If you receive an email from a person that is not a contact in Salesbox you can just add the person with a click of a button. Salesbox will collect any information available in the email and signature.
With the plugin you will also get automatic tracking of your sent/received emails. To see who send what just go to the Latest communication section of the contact and see the entire communication log.
Save your preferred emails
If you want to store emails just click on the Save email icon to store both the email and any attachment to the preferred account, contact or opportunity. It gets displayed in both, the Latest communication and in the automatically added document folder ‘Emails’ on the specific account, contact or opportunity.
IMPORTANT: To be able to save emails you must connect a document storage.
Tracking the receiver (Open email, click on links, open attachment)
If you want to know when the receiver opens the email, click on the Track email icon before sending your email. You can also choose to track when the receiver clicks on any added link or opens your attachment. This is highly valuable when sending quotes/offers. Then you will know when they open your quote/offer and can reach out when you are the top of mind for your customer.