Bridging the gap between Salesforce and Mac OS X users
When a software company claims to be number one in its field, 99 times out of 100 it’s a complete lie. When Salesforce claims to be the number one CRM product in the world… well, let’s just say they’re the exception. As the most powerful and comprehensive CRM platform on the market, Salesforce clearly has all its bases covered. However, with so many companies and millions of users, there are inevitably some gaps or shortcomings.
What exactly is the problem?
There are integration issues for business users looking to sync their Salesforce through Outlook, particularly for machines not running a Windows operating system. If your email runs on Microsoft Exchange Server and you don’t have a Windows desktop computer, there’s no easy way to sync your Salesforce contacts so they’re always available on your mobile phone.
Salesforce provides an add-in to address this issue. However, it has a drawback: it doesn’t work with macOS. While you can still access your contacts from a Mac using a web browser, this solution falls short if you want to sync your contacts with Outlook.
What’s more, this isn’t new to Salesforce. They’ve acknowledged the problem but haven’t announced any plans to address it.
What are professional Mac users supposed to do?
After many users expressed frustration with this issue, we developed a solution. For Office 365 users, CiraSync takes only a few minutes to deploy. Businesses managing Exchange on-premises can use itrezzo’s Unified Contact Manager.
Both CiraSync and itrezzo do more than give Apple users access to Salesforce contacts. They create a way for Salesforce contacts to be shared from one account to hundreds of users. This has the potential to leverage Salesforce CRM data much more effectively across your entire organization.
CiraSync, a secure SaaS platform, synchronizes Salesforce contacts with Macs and company mobile phones.
You could use other third-party solutions, but keep in mind that most need to be configured and installed for each business user. They almost always require maintenance and micromanagement. The secure CiraSync SaaS platform allows a single group administrator to automate the distribution and updating of contacts to an unlimited number of business users. The advantage is that your entire sales, accounting, and support teams can leverage Salesforce contact data on both their Macs and company mobile phones.
How the CiraSync solution works:
The platform accesses the Salesforce API, copies contacts from the cloud, and then distributes the updated, current contacts via Microsoft Office 365 to an unlimited number of business users. Best of all, there’s no desktop software, smartphone, or server required—it’s all in the cloud.
CiraSync is the simplest and most straightforward solution on the market. Try the free Personal Edition of CiraSync to see if it’s the right solution for your business. It takes about two minutes to sync your Salesforce contacts with your Mac or mobile phone. (No credit card or contract required.)
