We get asked this a lot.
We have been in this CRM/data game for 22 years and have plenty of recommendations to help you along the way.
When you connect your email provider with Ascendix, you can determine the direction in which information flows. The options are:
- Sync Outlook/Gmail to Salesforce
- Sync Salesforce to Outlook/Gmail
- Don’t sync
These 3 options are available for Contacts and Events (Appointments)
Contacts. Don’t sync! When you sync, much of the data flows back and forth in periodic cycles. In several instances, data has duplicated itself several times over, creating more of an administrative nightmare.
Instead, a better way of managing this is to export your contacts from Outlook or Gmail, clean up the data, and import them in bulk.
As you continue using your email and Ascendix, if there is a net-new contact that sends you an email, you can quickly capture their contact info and create the contact record, all within the Ascendix side panel that presents itself in your email.
Events/Appointments. If you want to automate the flow of data here, we suggest option 2, sync Salesforce events to Outlook or Gmail. You can assume that the data you enter in Salesforce, should end up in your calendar. But not all appointments in your calendar has relevance in Salesforce.
Alternatively, you can choose to not sync, and subjectively decide which calendar appointment should go in Salesforce.