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SmartCloud Connect for Salesforce

InvisibleCRM

#1 Enterprise Class Solution for bringing Salesforce to your Inbox and Calendar

SmartCloud Connect for Salesforce - the leading Outlook / Office 365 and Gmail Add-in for Salesforce. It is highly customizable and allows you to automatically synchronize emails, meetings and tasks between your CRM and Office 365, Outlook, Gmail and. Using its contextual sidebar you can see and edit everything you need about leads, contacts, opportunities and other custom objects right from your Inbox.

We enable businesses to do all their daily tasks in single-window environment right in Inbox without leaving native communication environment - Outlook / Office 365 / Outlook Web Access and Gmail available for Windows and Mac machines. We are also make sure that all of your CRM Data is always up-to-date.

Features:

  • Automatically synchronize emails, calendars, tasks, contacts and attachments between Outlook and Salesforce. Works in 2 way / 1 way sync, full auto / rule based / manual modes
  • The most robust Calendar sync: two way sync, attendees sync, event attachments sync, support of recurring events patterns, delegated calendars, group calendars, color coding
  • Email Auto-sharing allows you to manually select the email threads that will automatically get to Salesforce without clicking on every email
  • View all the Salesforce data in the Outlook sidebar that relates to the email thread
  • Create and Update any Salesforce objects without leavings the inbox
  • Customizable and supports all the custom objects / fields / actions (including lightning actions) / layouts / record types / related lists
  • Insert all of your calendar availability as clickable hyperlinks into the email body
  • Create follow up reminders and tasks without going to the CRM
  • View your CRM activity timeline related to a particular lead, contact, account or opportunity
  • Work with document workflow management/contract management systems like Dropbox, Box, SpringCM and others
  • See data from marketing automation systems like Pardot, Marketo, Eloqua and others
  • Access accounting systems like QuickBooks, FreshBooks and others
  • Interact with corporate ERP system
  • Utilize Salesforce email templates
  • Track email openings
  • Find more features at smartcloudconnect.io/features

Supported deployments:

  • Cloud
  • On-prem
  • Hybrid

Supported email servers:

  • Microsoft Exchange 2010, 2013, 2016
  • Microsoft Office 365
  • Gmail

Supported email clients:

  • Outlook 2013 or later
  • Outlook for Mac
  • Outlook for iOS/Android
  • Outlook on the Web

Proven Benefits:

  • 18% increase in sales productivity
  • 24% boost in Salesforce utilization
  • 25% less in sales operational costs

Invisible.io offers great enterprise support, free on-boarding and consultancy, and enterprise grade security.

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