Salesforce Inbox Reviews

Salesforce Inbox saves me hours every week and helps me work smarter. The "Insert Availability" feature is worth its weight in gold as are things like Read Receipts, Scheduled Sending, Smart Tasks, and of course, the best way to relate emails to multiple Salesforce records, contacts etc. New features keep rolling out and it keeps getting smarter, more intuitive and fun. Version 7 with the updated look and feel is even better.

It works very well and one has a tendency to only discuss issues rather to positives. It does work well and brings a lot valuable tools and connects with salesforce. One issue I have is that it does not filter my emails so I get all this junk mail in the sale inbox as important email. That is a big drawback. I have to review my emails in Microsoft’s email to gmail. When I need to use the services found only in inbox, I go to inbox and have to find the email and then send from there. Big drawback. If salesforce solves that it would be much better. Thanks, Scott

It’s easy to use and intuitive. I especially like sharing time slots of my availability to clients and prospects where they simply choose a time and it populated both of our calendars. Even better I can track their activity related to my email. Did they read it? Did they click on any links? If they did not read it I get a notification they didn’t and can follow up. I’d highly recommend this.

Way better than Apple, Google or Microsoft email apps. I love the fact that you can log everything to Salesforce easily, coordinate calendar invites with colleagues without having to switch to the calendar app to see their availability, plus all the tasks that need to get done.

Would be helpful if there is a way to filter email views of only unread emails though.

Keep up the great work Salesforce!

I really like Sales and some of its cool features like send later and the ability to send calendar slots to schedule a meeting. The only issue I have had is Sales does not support images in your email signature so when I send emails from Sales my signature looks much different then when at my desktop. I personally would prefer that they match so there is consistency. Other than that though it has been a really good reliable app.

A clean interface for gmail. The ability to add tasks, create contacts, opportunities etc. from within Sales is nice. Please add page caching so you can leave Sales and open it back up where you left off without constantly having to refresh to the home page when you switch between apps.

Email, calendar and contacts all in one out… Seamless integration through to Salesforce… Ability to see when people have opened my emails, insert dynamic availability options and use a multitude of other shortcuts… What’s not to like? This is THE add-on app to have for anyone who’s running a business from the field.

I have to have 2 email programs because this program doesn’t have a search bar when attempting to file “move” emails. to be able to quickly file emails from inbox. we have Salesforce which is a robust program. This email app falls short. If you have many folders and sub folders this is a nightmare.

If I missed something let me know.
Terri

Great app, could use some updates like swiping to mark read and some other features similar to the outlook app. Also making the calendar more accessible and a better layout would help. Fixing the unread issue, and improving stability would be nice also.

I've been amazed at how much more I can get done with Sales. Especially in gmail, I save a good 1/2 hour a day or more creating leads, opportunities, and cases. Makes it a breeze to communicate to my team where I'm at in the this app process. Highly recommend for any management or this app member of a team.

I’m really happy with Salesforce inbox. It does most of what I needed to do. There are many instances where I put a calendar event on my computer from outlook and I tired to salesforce but it doesn’t show up in my phone. I have actually almost missed an appointment with a customer because of this problem. There are also times in outlook on my computer that I can’t tie an email or an event to salesforce. Again, this is very frustrating.

Like most people, I’m tethered to my Inbox. While I absolutely love the direct connection between Salesforce CRM and my emails, there are (to) many times when my (phone) app will show me I have unopened emails, yet Sales won’t present the emails for me to review/take action.

There are other glitchy things that happen sporadically as well. I would like to see SF put additional effort in Sales as it literally is the most important app I use EVERY SINGLE DAY.

The read receipts feature makes this tool invaluable to this app executives. Gone are the days where you wonder if your prospect received / opened your outreach emails. It also logs large attachments into Salesforce for tracking purposes. HIGHLY recommend this tool.

So easy to log my activities and keep everyone current. I used to spend hours during the week updating activity from my desktop. Now Inbox lets me log after opening an email or wrapping an event.

Sales is very hard to use because I get so much email and frequently I need to see messages that are unread but have scrolled down the screen. Unfortunately most of the time when I try to open up a message from the “Unread messages” view it gives me an error that it can’t open the message. I’ve reported this directly several times over the last few months and nobody has addressed it with me or even checked with me.

It is so much more helpful to know when my customers have opened an email. Without it, I have to wait and be more reactive.

Works really well, I like how it integrates with Salesforce. A few suggestions:
1. When you select on an attachment - it opens in small, hard to read box - have it open full screen.
2. Filter - let me select to show unread or flagged emails.
3. Outlook categories - I use these and want them across devices.

Great update so we can track clicks within the email. Now only if it was easy to go back to a specific email and tell how many times it was opened and links were clicked. As of now, the only way to track this is to search for the email under read receipts.

This has helped me streamline my companies. Managing more than one biz can be rough. This has been huge in our fast pace day. Leave HubSpot to go to this app force has been our best decision to scale!

It brings email, calendar and Salesforce together under one bucket. The premium features of Inbox are very useful. The desktop versions also you can’t leave without them. The AI and machine learning capabilities are awesome.

Inbox allows me to easily file my emails and calls directly to the opportunity record. And, it allows me to link a contact in the process. I find this helps a lot with my productivity.