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Yoxel Mailbox Assistant for Salesforce Users

YOXEL

3.6 (5)

Work smarter with integrated Salesforce data and email productivity tools, i.e. "auto follow-up" ...

Identify opportunities, connect with customers, and work smarter in Outlook.

✓ Leveraging your Salesforce data

On every email, Yoxel surfaces relevant Salesforce data so you can craft the perfect response. Quickly create leads, contacts, and log emails without leaving your Inbox. Take advantage of the list views you have set up in Salesforce for leads, contacts, opportunities, and accounts.

✓ Increase the rate of email response

Connect with customers smarter and more consistently with scheduled emailing and automatic follow-ups. Customize the follow-up rules and activate personalized drip campaigns for email threads where you expect a response.

✓ Automate Salesforce data-entry

This Yoxel add-in complements Yoxel Sync for Salesforce which enables automatic integrations for email, calendar, contacts, tasks. See the Yoxel Sync listing in AppExchange:

https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B38M0EAJ

** Notes:

- Works only for Office365 Business accounts!

- Requires offline access to your Office365 Business account.

- Requires an active Salesforce account.

- Internet Explorer 9 (IE 9) and 10 (IE 10) are not supported. Supported browsers: IE 11+, Chrome, Firefox, and Safari.

Kemampuan add-in
Ketika add-in ini digunakan, add-in ini
  • Mengirimkan data melalui Internet
  • Add-in ini dapat mengakses dan mengubah informasi pribadi di pesan aktif, seperti isi pesan, subjek, pengirim, penerima, dan informasi lampiran. Add-in dapat mengirimkan data ini ke layanan pihak ketiga. Item lainnya di kotak pesan tidak dapat dibaca atau diubah.
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