Over the last couple of years we have had people ask us why we don't create tools for things like mail-merging, templating and Salesforce record syncing. Tools from companies such as Outreach, SalesLoft, Yesware, or Toutapp provide such functionality and many people like them. Our answer is multi-faceted:
We want to focus on core email transformations and analytics
Mail merge/templates is commoditized and there are plenty of great free/cheap tools to do it
Salesforce will eventually build these features into their own product, so why waste our time? Let's focus on the best data and analytics.
It looks like #3 has happened. Salesforce has released two beautiful new tools. Lightning for Outlook and Lightning for Gmail. Both are plugins that you can install today if you are a customer of Salesforce. We believe these plugins are different than the old plugins that were related to RelateIQ.
Do I need to have Lightning enabled on on Salesforce Org?
No, if you are still using classic mode, lightning for outlook and gmail should still work.
What is the difference between Lightning for Outlook and Salesforce for Outlook?