Invisible.io Outlook for Salesforce
Invisible.io Outlook for Salesforce
Invisible.io Outlook for Salesforce
Invisible.io Outlook for Salesforce
Invisible.io Outlook for Salesforce
Invisible.io Outlook for Salesforce
$300

ServiceDesktop allows your customer service team to manage interactions and document discussions on active cases all within Outlook. ServiceDesktop allows service representatives to stay focused on your customers’ needs while quickly updating and documenting cases from the convenience of Outlook.

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Invisible.io Outlook for Salesforce

ALL CRM OBJECTS ARE NOW MELDED INTO YOUR OUTLOOK

ServiceDesktop brings Outlook to life by providing immediate access to your CRM accounts, cases, service appointments and any custom object.

Bl-DIRECTIONAL SYNC & SMART FILTERING

ServiceDesktop synchronization runs in both directions so you can easily see your cases and service data you need anywhere, anytime.

FULLY FUNCTIONAL OFFLINE MODE & NO DUPLICATES

Work with your CRM data offline and sync changes later. Create cases on the fly from emails, cases and accounts then sync when your online.

Just like our recently enhanced SalesDesktop solution, we have also included the ability to associate emails, tasks and events to multiple records within Service Cloud and Salesforce.com.  That means one email can be associated to more than one case, account or multiple contacts.

ServiceDesktop now permits service representatives access to all their cases in Outlook, as well as the ability to create and prioritize individual cases, allowing them to provide the highest level of customer service and convenience. Cases in Outlook can also be customized to include all custom fields, new CRM objects, workflows and business logic.

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