If you're looking for a tool that spans both Outlook and Salesforce, Revenue Grid is worth a look. It automates sales activity capture, eliminates data inaccuracy that comes with manual data entry, and offers real-time insights to optimize sales. The platform synchronizes data across email tools like Outlook and Gmail and Salesforce, so sales data and activity is always up to date and in sync.
Another contender is Sybill, an AI-powered sales assistant that updates CRM and drafts follow-up emails. It integrates with other tools like video conferencing software and call tools, and can send notifications in Outlook and Gmail. Features like DealSync for updating CRM in real time and AI Follow-up Email for personalized emails can help sales reps get more out of their time and keep CRM data up to date by handling mundane tasks.
If you're looking for a tool to improve sales enablement and tool onboarding, check out Spekit. It gathers and makes accessible the sales team's most important knowledge, content and tools, offering personalized answers and content recommendations directly in the places they work. Spekit integrates with Salesforce and Outlook, so knowledge sharing and sales team efficiency improves.