www.magnifictraining.com - "SALES FORCE CRM(CUSTOMER RELATIONSHIP MANAGEMENT)" Online Training contact us:info@magnifictraining.com or +919052666559 By Real Time Experts from Hyderabad, Bangalore,India,USA,Canada,UK, Australia,South Africa.
magnific training and online interactive training to help businesses learn more about Salesforce CRM. We know that user adoption is the key to the success of Salesforce CRM in a business and we customize the training to meet your needs and budget.
In addition to being a Salesforce Silver Cloud Alliance Partner, Perpetual West has a team member who is a Salesforce.com Certified Sales Cloud Consultant and a Certified Developer. We use Salesforce CRM everyday in our business and we look forward to sharing best practices and our knowledge with every client.
Cloud Apps That Integrate With Salesforce CRM
Salesforce CRM does not stand alone in the cloud. Did you know that there are cloud apps that fully integrate with Salesforce CRM to help you get even more out of your investment in Salesforce? We work with the following cloud apps: Cirrus Insight (Gmail integration for Salesforce), DocuSign (eSignatures for Salesforce), Smartsheet (project managment), CRMFusion DemandTools (data cleansing tool for Salesforce)
1. CRM to Outlook integration
by Invisible CRM
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2. User Adoption and Outlook
• Idea:
– Microsoft Outlook is widely adopted in the world by more than 200M users
– Sales reps are among them and spend >50% of their time in Outlook
– If CRM system is tightly integrated to Outlook, the adoption by sales reps will be definitely
increased
• Analysis:
– Outlook is a PERSONAL information manager focusing on personal values and here user adoption
is driven by productivity
– There are three different approaches to incorporate CRM into Outlook
– Integration: user may move data between Outlook and CRM but has to work
with 2 applications
– Embedding: user may access all or certain features inside of Outlook without
switching between applications. The native interface of CRM system is
exposed in Outlook
– Melding: CRM user interface and functions are morphed to Outlook GUI to
preserve the Outlook native users experience
– Best user adoption rate to CRM system can be reached if
- Outlook user experience is preserved
- Sales rep will get numerous personal productivity features around CRM
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3. Namespaces
• Native Outlook UI
• No side bars
• CRM objects in native
Outlook Folders
• All duplicated entities
like Contacts, Calendar,
Tasks are melded.
• Favorite Outlook
views
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4. CRM data forms
• Native Outlook forms to manage
CRM data
• Create, view, edit, and delete any
CRM object in Outlook
• Bi-directional sync between
Outlook and CRM (offline data
availability)
• All object-related information in
native outlook UI
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5. Outlook email form
• One click share-with-CRM button
• Easy one-step e-mail reference to
an Opportunity, Company, Project,
etc.
• Automated attaching to CRM
objects based on the e-mail content
(CRM objects)
• Extended UI experience for CRM-
related messages while keeping
native UI for native messages
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6. Sharing records with CRM
• All the native CRM
objects are shared
automatically
• Automatically share all
the contacts, Tasks and
Calendar Items
• Or on a case by case
basis by clicking the
Share bar
• All the CRM data user
needs is always in
Outlook and available
offline
• Work offline and sync
all the changes when
back online
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7. Views Customization
• Outlook treats melded
CRM data as its native
and lets apply to this
data all standard
methods –
Custom Views are easy!
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8. Personal Productivity Features: Autocomplete
• Autocomplete speeds up and
simplifies creation of new objects
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9. Personal Productivity Features:
Online LookUp
• One-click access to the item
in the CRM application
• No login is required
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10. Integrated Search
• CRM Items found by the Windows
Desktop Search
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11. You want to find out how we make such
integration possible?
Or perhaps you’re interested to see your
CRM/ERP product integrated in the same
way?
We’re ready to share our expertise
and help you earn more loyal customers via better product usability!
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12. Contact Us:
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