Maximizing Salesforce ROI in 2025: Strategies and Metrics to Consider
Samir Majumdar
February 3, 2025
Salesforce’s revenue in 2024 was $34.9 Billion. The average ROI period for a Salesforce installation is now 13 months. Shouldn’t the return, along with the uptick in sales, come faster than one year?! Maximizing Salesforce ROI can feel like an enigma. You’ve invested in the platform, but how do you ensure you’re truly getting the most out of it? To achieve optimal ROI
Managing customer relationships effectively is more crucial than ever in today’s fast-paced, over-communicated business world.
Salesforce Inbox is a business tool designed to streamline your email communication with clients and boost your sales productivity from your Outlook or Gmail interface.
When you consider that 68.6% of business professionals rely on email as their primary communication tool, having an effective inbox solution becomes essential to your success as a sales professional.
This blog will explore what Salesforce Inbox is, its key features, how it can enhance your workflow, its challenges, and how it compares to Veloxy.
Salesforce Inbox, but Better
Salesforce created the AppExchange for a reason. Sometimes, app developers can create something easier, faster, and smarter. Hello, we’re Veloxy!
What is Salesforce Inbox?
Salesforce Inbox is a flexible tool that connects your email directly to Salesforce, letting you access all your CRM data right from your inbox. It helps you stay on top of client interactions so you don’t miss any crucial details.
With Salesforce Inbox, your conversations become richer as customer insights are right at hand, making it easier to personalize your responses. This tool goes beyond convenience—it’s about optimizing your sales process.
By tracking email opens and responses, you can gain insights into customer engagement patterns. That way, you know exactly when to follow up, giving you the best chance to close more deals.
Key Features of Salesforce Inbox
Salesforce Inbox is loaded with features designed to make communication smoother and boost productivity.
One of the notable features of Salesforce Inbox is its email tracking. You can see when an email is opened and even if a link gets clicked. These insights can help fine-tune your follow-up, making each interaction more effective and timely.
Another game-changer is the calendar integration. Need to set up a meeting or check availability? You can do it all without leaving your inbox, which saves time and minimizes back-and-forth. This means your sales team can spend less time on logistics and more time on closing deals.
Salesforce Inbox also simplifies lead management by helping you monitor interactions. It lets you prioritize prospects based on engagement, so you’re focusing your energy on the most promising opportunities.
If you’re looking for a more comprehensive CRM integration and enhanced features, Veloxy might be a better fit. With Veloxy, you get these essential features, seamless Salesforce syncing, and a smoother user experience, all optimized for boosting sales productivity. Get a Demo Today.
Einstein Activity Capture
Einstein Activity Capture is one of the key features of Salesforce Inbox, offering automatic syncing of emails and events straight into Salesforce. If you’re using Gmail or Outlook, this feature makes it easy to keep track of essential interactions without the hassle of manual data entry. It keeps your records up-to-date, giving you a clear view of your customer relationships.
That said, there are some limitations. For one, the mobile app has restricted functionality when it comes to custom objects, which can be a drawback if you need full access to CRM data on the go (did I tell you Veloxy is at its best on the go?).
Benefits of Using Salesforce Inbox
Salesforce Inbox offers a range of benefits that can boost team collaboration and enhance productivity.
One of the standout perks is how it promotes teamwork. With shared access to customer insights and sales data, your team can collaborate more effectively, staying on the same page with strategies and goals. Imagine the efficiency boost when everyone has the same insights at their fingertips—fewer misunderstandings, smoother handoffs, and aligned objectives.
Salesforce Inbox also consolidates your emails, customer data, and internal communication all in one place. This integration helps you steer clear of app overload and focus on what matters most—closing deals. Gone are the days of bouncing between multiple tools, making your day-to-day operations far more streamlined.
And, of course, data-driven insights are a significant plus. By tracking and analyzing every interaction, Salesforce Inbox gives you a clearer picture of customer behavior, helping you fine-tune your approach based on real metrics.
What's Better, Gmail or Outlook?
Curious which email service is the best for sales professionals? Go here to learn more about the hottest debate in town!
Integrating Salesforce Inbox into Your Daily Routine
Integrating Salesforce Inbox into your daily workflow can make a real difference in staying organized and enhancing communication. Here are some practical tips to help you get the most out of this tool and simplify your routine.
Start by setting up your email accounts within Salesforce Inbox to keep everything in sync. This way, all your interactions are easily accessible, giving you a comprehensive view of your customer communications.
Next, explore email templates and quick replies—features that can save you valuable time on repetitive tasks. By streamlining your responses, you can focus more on the bigger picture.
It’s also useful to make email tracking a regular habit. As you check which emails resonate most with your audience, you can refine your outreach strategies and boost engagement. These insights are a game-changer, guiding you on when and how to follow up with customers.
Don’t forget the value of sharing tips and tricks with your team! A quick team discussion or a short training session can help everyone use Salesforce Inbox more effectively, ensuring that best practices are passed along and regularly updated. A collaborative approach to using Salesforce Inbox can make a significant difference in how your team works together.
If you’re seeking a smoother integration experience, Veloxy might be an even better fit. With features tailored to maximize efficiency and minimize setup time, Veloxy is designed to work seamlessly with your current email system. This can make getting started much more straightforward and intuitive, ultimately freeing up more time for what truly matters: connecting with customers and driving sales. Get a Demo Today.
Common Challenges and Solutions for Salesforce Inbox Users
As with any tool, Salesforce Inbox isn’t without its hiccups. Here, we’ll explore some common challenges users face and share practical solutions to help you navigate these bumps in the road.
Getting Comfortable with Salesforce Inbox
While Salesforce Inbox offers valuable features, there’s a learning curve that can overwhelm new users. Given its complex feature set, some users find it helpful to access tutorials or schedule training sessions to maximize their understanding of the tool’s capabilities.
Additionally, the lack of an admin console can make it more difficult for users to adjust settings as they learn, requiring more time to become proficient with the tool.
Managing Email Overload
Email overload is a reality for most sales teams, and Salesforce Inbox users often experience this firsthand. Without a unified view of emails and events in one central location, it can be challenging to track all interactions efficiently.
Unlike Veloxy, Salesforce Inbox also lacks auto-creation of new records, which means users must manage their inbox manually. Creating a structured system for categorizing and prioritizing emails within Salesforce Inbox can help streamline the workflow, but it may still require extra steps for effective organization.
Tackling Technical Issues and Connectivity Problems
Technical issues are a frequent challenge with Salesforce Inbox, particularly when it comes to syncing with Outlook. Users report connectivity issues that often require the app to be reinstalled or the device to be restarted.
Salesforce Inbox also stores sales activity in a separate database, which not only necessitates an active license for access but also risks data deletion after two years. These factors, coupled with the absence of a central admin console for adjusting settings, can complicate troubleshooting and impact productivity.
Veloxy, in comparison, provides more robust support and a simplified configuration process to minimize these disruptions. This is why we win G2’s ‘Users Love Us’ and ‘Best Support – Enterprise’ badges.
Veloxy vs Salesforce Inbox: Which Sales Inbox Tool is Better?
Choosing the right inbox extension is crucial for sales teams aiming to boost productivity and customer engagement. Veloxy and Salesforce Inbox bring valuable features, but they differ in areas like email tracking, sales automation, and CRM integration.
Let’s break down these key differences to help you determine which tool will best fit your team’s needs.
Which tool is best for email tracking and analytics?
Veloxy and Salesforce Inbox offer email tracking, but Veloxy takes it up a notch. You get a complete picture of customer engagement with real-time notifications for opens, clicks, forwards, and downloads.
On the other hand, Salesforce Inbox has seen some setbacks recently, with users reporting limited tracking functionalities. If staying on top of email interactions is a priority, Veloxy gives you more profound, more reliable insights.
Which tool is best for email marketing?
If email marketing is part of your sales process, Veloxy shines here. Its advanced email marketing features—like email blasts, drip campaigns, and customizable and shareable HTML templates—enable targeted outreach right from the start.
While Salesforce Inbox focuses on syncing with Salesforce, it lacks these marketing capabilities within its standard low-cost offering. Users who need advanced marketing tools with Salesforce would need to invest in additional products, such as Sales Cloud or Marketing Cloud.
For a solution that combines robust marketing power with CRM integration all in one package, Veloxy stands out as the more versatile and cost-effective option.
Reach More Customers with Veloxy
How much more revenue would you generate if you managed your pipeline, customer engagement, opportunities, calendar and more from the comfort of your inbox?
Which tool has the best Salesforce CRM integration?
Both Salesforce Inbox and Veloxy integrate with Salesforce, but Veloxy offers a more streamlined and accessible experience.
Unlike Salesforce Inbox, which stores sales activity data in a separate database—requiring an active license for access and potentially leading to data deletion after two years—Veloxy ensures that all sales interactions are permanently stored directly within Salesforce. This provides continuous, hassle-free access to important sales data without concerns about licensing issues or future data loss.
Veloxy also features a straightforward setup process, which makes it particularly advantageous for smaller teams without dedicated IT support. Its intuitive design allows sales teams to quickly adapt the tool to their unique workflows without the need for Salesforce Administrator intervention, which is often required for Salesforce Inbox.
It literally takes a few taps, a few seconds to setup. This ease of use, combined with the seamless data integration, makes Veloxy a better fit for teams looking for flexibility and simplicity in their Salesforce CRM integration.
Which tool is the best for pipeline management?
When it comes to managing your pipeline, Veloxy delivers superior visibility and control.
In fact, Vast Networks saw impressive gains in funnel size and sales within just two months of using Veloxy, reporting a 300% increase in their funnel size and a 400% growth in sales. Veloxy gives you real-time insights and easy reporting, transforming pipeline management into a measurable, results-driven process.
Which tool is best for improving compliance and security?
When it comes to compliance, Veloxy takes the lead with built-in, automated tracking for regulations like CAN-SPAM, GDPR, and CASL. With Veloxy, you get automatic management of opt-outs, consent records, and other essential compliance tasks, reducing the risk of human error. This makes it easy for sales teams to stay compliant without the hassle of manual tracking, ensuring all outbound communications are aligned with regulatory standards.
On the other hand, Salesforce Inbox integrates securely with Salesforce CRM but lacks dedicated, automated compliance tracking features. While Salesforce offers advanced compliance tools within Marketing Cloud and Sales Cloud, these come at an additional cost and aren’t part of Salesforce Inbox’s core capabilities.
This means Salesforce Inbox users are typically responsible for managing compliance manually, which could lead to potential oversights. For sales teams that need a streamlined, worry-free compliance solution, Veloxy’s automated approach provides significant peace of mind by embedding regulatory compliance into the tool itself.
Which tool is better for collaboration and team features?
Veloxy truly shines when it comes to collaboration. With features for sharing email templates (see below video), drip campaigns, and performance reports, it’s ideal for teams that work closely together.
While Salesforce Inbox can work well for individual users, Veloxy’s team-friendly features make it a better fit for collaborative sales environments.
Which tool offers the best overall value for sales teams?
Veloxy packs a punch at just $35 per month, providing a comprehensive suite of features that deliver a strong ROI.
While Salesforce Inbox starts at $25 per month, adding advanced functionalities like Opportunity and Account Insights, Predictive Forecasting, and Sales Analytics requires an upgrade to Salesforce’s Sales Cloud Einstein, which can cost an additional $50 per month.
With Veloxy, these valuable insights are included at no additional cost. For sales teams that want a full-featured tool without the extra fees, Veloxy offers an all-in-one solution that maximizes value, engagement, and productivity from day one.
Veloxy vs Salesforce Inbox – and the winner is?
Salesforce Inbox offers a basic solution for integrating email with Salesforce, but there are limitations to consider. For example, Salesforce Inbox does not automatically create new records or display emails and events in a unified view, which can hinder overall workflow efficiency. Moreover, with Salesforce Inbox, you risk losing sales data stored in separate databases after two years unless you maintain a continuous license.
Veloxy not only keeps your data within Salesforce indefinitely but also offers seamless features for email marketing, compliance, and collaboration—all at a competitive price point. For teams seeking an intuitive and dependable tool that combines Salesforce integration with powerful sales functionalities, Veloxy is the clear winner.
Transform Your Workflow with Veloxy or Salesforce Inbox
Salesforce Inbox offers a valuable suite of tools for streamlining client communications directly within your email. It’s designed to help you keep track of customer interactions and manage relationships more efficiently. However, when maximizing productivity and truly enhancing your sales performance, Veloxy takes it a step further.
With Veloxy, you’re not just getting a tool that syncs with Salesforce—you’re gaining a complete sales inbox solution that includes advanced email marketing, compliance features, and team collaboration tools. Veloxy brings your CRM data right where you need it while also offering unique features that boost sales engagement and pipeline visibility.
For sales professionals, marketers, and customer service reps who are serious about transforming their workflow, Veloxy provides the versatility and insights you need to drive sales effectively. Ready to see what a difference it can make? Try Veloxy today and experience how it can elevate your daily productivity and sales success from day one.