Yoxel Salesforce Add-On

avtor: YOXEL

(1 ocene)

Automate CRM data entry and eliminate data silos across your Salesforce users.

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:

For setup instructions and support go to

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

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