What InvisibleCRM Support Team Guru say:

Do it with SalesDesktop

Working offline with SalesDesktop you get all the possibilities of working with Salesforce.com items, including sending them with saved emails to Salesforce.com.

Just write a letter and select the “Send and Save” option from the SalesDesktop toolbar.

The letter is dropped in Outbox, waiting for an online connection to be sent (screenshot #1).

At the same time, this letter is saved into SalesDesktop and will be synchronized with your Salesforce.com when you go online (screenshot #2).

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What InvisibleCRM Support Team Guru say:

Do it with SalesDesktop

Attached Screnshots:

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What InvisibleCRM Support Team Guru say:

Do it with SalesDesktop

Create a meeting or task in Outlook

Specify the Lead or Contact in the Who field

Specify the Account or Opportunity in the What field

Synchronize with Salesforce.com, and the specified information will be successfully uploaded into Salesforce.com.

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What InvisibleCRM Support Team Guru say:

Do it with SalesAlerts

SalesAlerts is the best way to stay on top of the changes to your Salesforce.com CRM account.

It uses unobtrusive pop-up windows (like the MSN Messenger) to notify you of the important events in your CRM life.

Set up your SalesAlerts to receive pop-ups about any changes to Opportunities, and you will be the first to know about such events.

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What InvisibleCRM Support Team Guru say:

Do it with SalesDesktop

Working with SalesDesktop, you can use all the features you are used to while working with Outlook.

Just open the first item, and then, feel free, navigating with the "Next item"/"Previous item" buttons.

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What InvisibleCRM Support Team Guru say:

Do it with SalesDesktop

Working offline with SalesDesktop you get all the possibilities of working with Salesforce.com items. You can:

1. add new items (Contacts, Accounts, Leads, Opportunities, Activities)
2. add notes, attachments to any items
3. modify items
4. send and save emails to Salesforce.com

The only difference between working online and offline is the possibility to synchronize items with Salesforce.com.

If offline synchronization is disabled, but as soon as you go online, all changes you have made in Outlook and all changes from your Salesforce.com account will be synchronized between these locales.

You do not need to remember what exactly you have changed or that you need to start synchronization. SalesDesktop will do all these tasks for you automatically.

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What InvisibleCRM Support Team Guru say:

Do it with SalesDesktop

SalesDesktop supports two ways of tracking: manual and automatic.

Manual means you select the item to link your mail by hands, while automatic means the SalesDesktop will connect your mails to the contacts automatically.

How does it work?

It works in a very simple way.

When SalesDesktop processes your incoming or outgoing mails, it first of all parses the recipients’ list.

There are contacts in the TO:, CC:, BCC: and FROM: mail fields. If there are Contacts or Leads that match the email addresses that are shared with Salesforce.com, then SalesDesktop will first check the status of the Contact’s “Save correspondence to the Salesforce.com” checkbox (screenshot #1).

If this box is checked, SalesDesktop will automatically create a completed task record with the body pre-filled by processing the mail text. This task will be linked to a Contact that matches the email address. If the mail contains attachments, they will also be linked to the same Contact. After the next synchronization, all records (task and documents) will be moved to your Salesforce.com account.

You also have the possibility to link your mails to other types of records such as Account, Lead and Opportunity. To do this, you need to use the manual mail processing.

Once you select a letter in your mail list (this could be a different list from Inbox), click on the “Save Mail” button. SalesDesktop will parse emails from your mail and propose a list of Contacts and Leads as well as Accounts and Opportunities referred to by Contacts (screenshot #2).

You can link your mails to several Salesforce.com records by using the “Save Mail” button several times.

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What InvisibleCRM Support Team Guru say:

Do it with SalesAlerts

SalesAlerts is the best way to stay on top of the changes to your Salesforce.com CRM account.

It uses unobtrusive pop-up windows (like the MSN Messenger) to notify you about the important events in your CRM life.

Set up your SalesAlerts to receive pop-ups about any changes in target items and you will be the first to know about such events.

Attached Screnshots:

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