Replacing Salesforce for Outlook

Six key features for Admins to consider

Salesforce for Outlook is no longer supported by Salesforce—and it will be sunsetted completely by the end of 2027. Get ahead of these changes by evaluating replacements now. You may be surprised by the additional functionality that alternatives offer to streamline activity capture and increase sales productivity.

6 features to look for in a Salesforce for Outlook replacement

Automated activity capture
Look for a solution that minimizes manual Salesforce data entry. Automatically capturing contact, account, and activity data directly from Outlook can save more than 200 hours per person every year.

Unlimited data storage
‍Assess whether you need a tool that provides data storage without time and size limits. This way your team retains historical data and context indefinitely, which improves long-term decision-making.

Salesforce reporting
Consider a solution that enables you to create triggers, reports, and dashboards using captured data directly in Salesforce. For example, a dashboard that shows sellers interacting with accounts can help ensure they stay top of mind over a long sales cycle.

AI-driven relationship insights
Go beyond activity capture with a tool that uses Salesforce data to assess your entire organization’s network for a better understanding of the strength of every relationship. You can use relationship insights to uncover warm introductions that generate and advance opportunities faster.

Integrative access
Choose a tool that seamlessly integrates with your existing tech stack. For example, sellers save time if they can view, update, and create Salesforce records directly from Outlook or while browsing a prospect’s LinkedIn profile or company website.

User friendliness
Prioritize an easy-to-use solution that enhances your existing Salesforce instance, increases user adoption, and ultimately maximizes your CRM investment.

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Is Affinity for Salesforce right for you?

If you want an email and calendar integration that automatically captures contact, account, and activity data directly in your CRM—it’s time to consider Affinity for Salesforce.

Affinity delivers insight that helps you win more business and close deals faster. AI-powered relationship intelligence surfaces warm introductions within your network and makes it easier to develop strong relationships with your prospects.

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Replacing Salesforce for Outlook

6 features to look for in a Salesforce for Outlook replacement

Is Affinity for Salesforce right for you?

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