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SmartCloud Connect for Salesforce

InvisibleCRM

#1 Enterprise 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 sync emails, meetings, and tasks between your CRM and Office 365, Outlook or Gmail. 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 Sales teams and other CRM users to do all their daily tasks in single-window environment right in Inbox. It eliminates CRM data entry on all levels and frees up precious time for what matter most - selling. The product will 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
  • Most robust Calendar sync: two-way sync, attendees sync, event attachments sync, support of recurring events, delegated calendars, group calendars,
  • 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 leaving 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 workflows management/contract management systems like Dropbox, Box, SpringCM and others
  • Access accounting systems like QuickBooks, FreshBooks, and others
  • Utilize Salesforce email templates
  • Track email openings

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
  • 33% better sales reporting and forecasting

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

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