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Salesforce.com Solutions
Our extensive experience with Salesforce.com has resulted in a range of products that allow you to make their application more productive and effective.
Smart Cloud Connect
Our offering for Salesforce.com provides integration for all the Microsoft Outlook platforms including Office365, Windows, Mac, iOS and Android.
Invisible.io technology is part of Exchange Server 2013. As an portal that virtually resides inside each email, it requires no “add-on” or "Plug-in" but provides a rich user experience similar to a client-side integration.
Our Salesforce.com offering:
- Scans the email addresses of all recipients and finds all associated enterprise data objects.
- Works in real time and requires an online connection to the enterprise application.
- Brings the detailed enterprise record into the Outlook email window and allows the user to view, update and create without ever leaving the Outlook email.
- Offers one-click logging of email and related attachments to the proper associated enterprise objects.
- Customizes UI and enterprise contents easily to fit any requirement.
- Gives users the ability to query additional objects, not directly related to the email, and work with them.
- Works with emails, calendar entries and tasks.
- Personal Information Management (PIM) bi-directioal sync of standard objects (Contacts/Task/Calendar).
- Native objects enhanced with CRM data (Read Only).
- Integration for all platforms that communicate with Exchange.
- Customizable native objects with enhanced CRM data like accounts, opportunities, cases, etc.
- Fast URL link to enterprise object.
- Enhanced CRM data can be customized by client.
Smart Cloud Connect Lite for Salesforce.com
Our offering for Salesforce.com provides integration for all the Microsoft Outlook platforms including Office365, Windows, Mac, iOS and Android.
Invisible.io technology is part of Exchange Server 2013. As an portal that virtually resides inside each email, it requires no “add-on” or "Plug-in" but provides a rich user experience similar to a client-side integration.
Our Salesforce.com offering:
- Scans the email addresses of all recipients and finds all associated enterprise data objects.
- Works in real time and requires an online connection to the enterprise application.
- Brings the detailed enterprise record into the Outlook email window and allows the user to view, update and create without ever leaving the Outlook email.
- Offers one-click logging of email and related attachments to the proper associated enterprise objects.
- Customizes UI and enterprise contents easily to fit any requirement.
- Gives users the ability to query additional objects, not directly related to the email, and work with them.
- Works with emails, calendar entries and tasks.
- Personal Information Management (PIM) bi-directioal sync of standard objects (Contacts/Task/Calendar).
- Native objects enhanced with CRM data (Read Only).
- Integration for all platforms that communicate with Exchange.
- Customizable native objects with enhanced CRM data like accounts, opportunities, cases, etc.
- Fast URL link to enterprise object.
- Enhanced CRM data can be customized by client.
SalesDesktop
Our Salesforce.com Integration Engine increases adoption by integrating enterprise and cloud application functionality with native email environments like Outlook. This ensures seamless melding of the applications and drives increased productivity.
SalesDesktop allows you to:
- Work with CRM records from within Outlook including custom objects.
- Link emails instantly to contacts, accounts, leads, opportunities, cases and custom objects.
- Log in emails automatically and include attachments.
- Sync bi-directionally.
- Work offline anywhere and anytime.
- Work with any Salesforce data you need from within Outlook.
- Customize SalesDesktop the way you want.
- Enjoy fully functional offline mode anywhere and anytime.
- Bring all the CRM Objects to your Outlook allowing salespeople to focus on sales with SalesDesktop Enterprise Edition.
Sales Folder
SalesFolder provides automated organization and sharing of all sales, marketing, and service documents on any computer. It allows sales and service users to work with all of their documents and attachments offline while our invisiblesync technology ensures that salesforce.com and your desktop are always accurate.
Using Windows folders, it creates the salesforce.com file structure inside of My Documents, and allows you to access your CRM documents and attachments just like regular desktop files. It also allows you to save files to salesforce.com from Microsoft Word, or drag and drop any file to the dropzone and SalesFolder will scan the contents and recommend a destination.