As LFO, Salesforce Outlook Integration was built as a new, up-to-date replacement to Salesforce for Outlook.
While similar in functionality, it came with better performance and new, advanced features – and promised to automatically sync contacts, events, and tasks between Outlook and Salesforce.
It also promised to provide access to Salesforce directly from Outlook, with “no more jumping between programs, no extra clicks, no hassle”.
Because it’s built with newer technology, Salesforce Outlook Integration requires at least Outlook 2013 for Windows. As it also works with Exchange Online, Salesforce Outlook Integration can be accessed using a Microsoft 365 account. It works on Macs too – on Outlook 2016 or later.
Users Say Salesforce Outlook Integration is ‘Slow & Buggy’
Unfortunately, users confirm that the Salesforce Outlook Integration app is slow and buggy. Some users report a loss of data and up to 90 seconds of computer lag when the software is syncing. Reps get frustrated as they work and their production slows down.
“Salesforce Outlook Integration lags while processing” “It takes MANY clicks to simply log an email. Lots of lag while it thinks about each thing I ask it to do.” – Cathy Leonard
“Salesforce Outlook Integration messes up data” “I have over 10K duplicate contacts created thanks to starting a 2 way sync. It will create duplicates even if the duplicate rules are active.” – Aditya Kamdi
“Salesforce Outlook Integration loads too slowly” “Make the loading time faster or don’t require an app refresh every time you move from one email to another.” – Andrew Jack
“Salesforce Outlook Integration is disappointing” “Relating records is clunky and inefficient. Task and contact syncing are a must in an add-in like this. Pretty disappointing.” – Edwin Jeffords
Additional Concerns Over Salesforce Outlook Integration
There are also critical security risks with the Salesforce Outlook Integration, as it requires global impersonation – giving admins unlimited access to every single mailbox on your company’s Exchange mail server.
No Support for Exchange 2010
Many organizations still use Exchange 2010 to host their mail and calendars.
Unfortunately, the Salesforce Outlook Integration does not support Exchange 2010 at all, so users are forced to upgrade if they want to use it.
Insufficient Data Sync
Worst of all, Salesforce Outlook Integration doesn’t sync all the data that you need (such as opportunities, contacts, calls, and meetings) to generate complete, meaningful reports that managers can use.
Fortunately, there is a third-party option that does all of these things seamlessly, automatically, securely, and reliably.
Cirrus Insight is the Fastest, Most Secure & Most Reliable Solution for Integrating Outlook with Salesforce
Cirrus Insight is a tool that works in the background to automatically record and sync sales activity data from Outlook to Salesforce.
This allows your team to focus on more important activities, like attracting, delighting, and retaining your customers.
Your sales reps can carry out their work like they normally do, sending emails, booking appointments, making phone calls, etc. But as they work, Cirrus Insight automatically tracks all of their sales activities – without them having to think about it.
Cirrus Insight vs. Salesforce Outlook Integration: Who Wins?
We're often asked:
“What’s the main difference between Cirrus Insight and Salesforce Outlook Integration?”
Our answer is simple:
Cirrus Insight powers data-driven sales.
Salesforce Outlook Integration doesn’t. Here are the core differences:
Truly lightning fast.
Slow to load and crashes often.
Syncs calendar and email in the background with related object enrichment.
Activities and custom objects only work after deep customization.
Data is reliably synced and stored in Salesforce.
Lots of user errors.
Out-of-the-box automated syncing, plus Calendar Scheduling, Email Templates* and Email Tracking. *Email Templates coming soon
Automated syncing not included.
Supports any Outlook or Exchange environment including Outlook for iOS, Android, and Windows Phone.
Requires Exchange 365 credentials in the cloud.
No Exchange connection required.
Requires global impersonation.
Fast, Automated Sync vs. Slow, Inaccurate Sync
Unfortunately, the Salesforce Outlook Integration app is slow to load and users report frequent crashes.
Many of our customers choose Cirrus Insight as the most secure AppExchange partner. Connection paths of data are completely configurable and secured with SSO, SAML, or 0Auth.
Cirrus Insight processes the least amount of information required to complete the job.
Seamless Sidebar vs. Difficult Customization
Creating Salesforce records from the Salesforce Outlook Integration sidebar requires extensive customization. This means that reps still need to login to Salesforce to access their work.
Cirrus Insight delivers 100% of what your reps can do in Salesforce right from their inbox – reducing their time away from sales. It increases Salesforce adoption by 40% because it keeps reps out of Salesforce.
You can create and edit all Salesforce objects right from your inbox, including tasks, opportunities, and custom objects – all permission-based.
Perhaps neither of these options are right for you - start a Free 14 Day Trial with Cirrus Insight today.
Are you a Salesforce user?
Ever wish you could do all this without leaving your inbox? With Cirrus Insight, you can.