Most people rely a lot on calendars to organize their meetings, events, and their life in general. Some people might even be a little addicted to using calendars and most people love to use Google Calendar or at least to sync it with a different calendar app they are using. Your sales team might have the same annoying problem, always needing to juggle between the Salesforce calendar and Google Calendar.
Weâ€™ve all done this kind of juggling and know that it is very easy to rely on one calendar more than on the other and to forget about meetings and events. Sometimes that is not a really big deal, but in sales one lost meeting might be sufficient to lose a deal with an important customer. Nobody appreciates someone who doesnâ€™t show up.
At this point you might be thinking: â€œIâ€™m sure thereâ€™s an app for thatâ€. There is, youâ€™re absolutely right. AutoMagic Sync has long been an essential tool for effective sales force management and what it does is both simple and magic. The app, which can be installed in a matter of minutes, will automatically sync Salesforce and Google calendars with no action needed from the sales team of from anyone else for that matter. Any event that is added in Google Calendar will show up in Salesforce and vice versa. The result is powerful. Your team will no longer need to juggle between calendars or waste time to add data manually in both calendars. Companies that use this app soon notice that meetings are better managed and that the overall productivity of the sales reps increases as they have time to focus on the important matters.
Automagic Sync checks both calendars every 15 minutes and finds new events. When it identifies an event in Google Calendar that is related to a relevant contact in Salesforce it checks if the event is not already there and if it isnâ€™t it will add it with all the relevant details. What is to note is that the app will only import work-related events into the Salesforce calendar. Events from the Salesforce calendar are also added in Google Calendar when needed.
The app is free and it can be useful to you right now, even if you donâ€™t use it another day because it can sync events as far as wanted in the past. You can also customize the syncing options for every user if you wish so. AutoMagic Sync is perfectly adapted to Salesforce as events are assigned to the right lead or contact and will appear in the history or in the open activities, guiding the daily activity of the sales rep.
This is a rather innovative solution. There are others, but they are plugins or gadget that often are ignored by the sales reps or simply donâ€™t work all the time. Automagic Sync fills the events properly and does not create duplicates. Moreover, as an admin you can choose which calendars you want synced or not.
And hereâ€™s the cherry on the pie: Automagic Sync, which is free, will also allow you to sync Gmail with Salesforce email or Google Contacts with Salesforce contacts and it even has a complementary app called Timelines that allows you to have a great overview in Salesforce of all the activities of your team. Itâ€™s simply magic.