Automate CRM data entry and eliminate data silos across your Salesforce users. Let your sales reps focus on sales!

Yoxel add-on allows you to implement custom sales processes and data entry requirements with configurable log email, log event forms, and full support of Salesforce page layouts and record types.

* Customizable by your Salesforce admin: log event/email forms, menus, open tracking, and availability sharing.

* Comprehensive activity history for leads, contacts, accounts, and opportunities — combined Salesforce, and mailbox data in one view.

* Quickly create Salesforce leads and contacts or convert leads to contacts and opportunities right from your inbox.

* Automate activity capture — easily log emails and attachments to Salesforce or activate automatic syncing.

* Share availability and simplify meeting booking.

* Email templates. Email open tracking. List Views.

An active Salesforce CRM account is required.

Yoxel Workspace Sync managed package is required to enable automatic activity capture and centralized configuration: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3000000B38M0EAJ

For setup instructions and support go to https://helpdocs.yoxel.com/yoxel-add-ons

Note: the add-on uses AppendOnSend functionality when email open (pixel) tracking is requested.

Yoxel Salesforce Add-On

avtor: YOXEL