What InvisibleCRM Support Team Guru say:

Do it with SalesDesktop

SalesDesktop provides you with the possibility to work with Salesforce.com items the way you work with any MS Outlook items. To change an item’s owner, do the following:

1. Open the item form in MS Outlook
2. Open SalesBook from the owner field
3. Select the target owner from the list of users (if you have a large list of users on your Salesforce.com, then you can use the search field)

Or, do it in a much simpler way:

1. Just type a new owner’s name right in the owner field
2. Select the target owner from a proposed list filtered as soon as you type the name:

Attached Screnshots:

#1

What InvisibleCRM Support Team Guru say:

Do it with SalesDesktop

Just use the standard MS Outlook functionality and drag and drop emails to the Leads folder.

1. Select a letter from the person you want to add to the Leads
2. Drag and Drop this letter to the Leads folder in your Outlook. A new Lead will be created with predefined Name and Email fields
3. Fill in the other fields and save the Lead
4. Next synchronization will bring this Lead to your Salesforce.com

Attached Screnshots:

#1

What InvisibleCRM Support Team Guru say:

Do it with SalesAlerts

Use the Favorites list of SalesAlerts for fast access to the Salesforce.com records, which are important to you, no matter even if someone has made changes to them. The Favorites list enables you to manage the list and the elements in the list in the same way as the Recent list, the only difference being that records enter and disappear from this list only at your own initiative.
Use any method from the list below to add a Salesforce.com item to the SalesAlerts Favorites list:

1. drag the record from the SalesAlerts Recent list to the Favorites list
2. using the “Add to Favorites” action from the SalesAlerts context menu
3. add to Favorites from the SalesAlerts search Salesforce.com items window.

Use the Favorites list for one-click opening of items on Salesforce.com for reading or editing.

Attached Screnshots:

#1

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.

Attached Screnshots:

#1

What InvisibleCRM Support Team Guru say:

Do it with SalesFolder

After SalesFolder is installed, it will create a folder on your computer, where Salesforce.com documents, attachments and notes will be allocated. You can find this folder by selecting the following path in the installation wizard (set to “My Documents/My SalesFolder” by default), or simply run SalesFolder, note the icons in your taskbar and DropZone – double click on any of them, or open their right-click menus and select the Open SalesFolder icon.

In this folder, the application creates a set of subfolders according to items on Salesforce.com. You can customize this folder as any other folders on your desktop.

Attached Screnshots:

#1

What InvisibleCRM Support Team Guru say:

Do it with SalesDesktop

Attached Screnshots:

#1

What InvisibleCRM Support Team Guru say:

Do it with InvisibleCRM Suite for Salesforce

Attached Screnshots:

#1

What InvisibleCRM Support Team Guru say:

Do it with SalesDesktop

Once you have saved an email from SalesDesktop to Salesforce.com, this mail will be marked with an orange flag. You will always be able to differentiate this flag from the other standard follow-up flags.

Attached Screnshots:

#1

What InvisibleCRM Support Team Guru say:

Do it with SalesAlerts

Just use the standard Outlook possibility to add picture to the Contact form and add images to your Salesforce.com items in Outlook.

What InvisibleCRM Support Team Guru say:

Do it with SalesAlerts

Use the Favorites list of SalesAlerts for fast access to Salesforce.com records that are important to you, irrespective of whether changes have been made to these records or not. The Favorites list enables you to manage the list and the elements in the list in the same way as the Recent list, with the only difference being that records enter and disappear from this list only at your own initiative.

Use any method from the list below to add Salesforce.com items to the SalesAlerts Favorites list:

1. drag the record from the SalesAlerts Recent list to the Favorites list
2. use the “Add to favorites” option from the SalesAlerts context menu
3. add to Favorites from the SalesAlerts search Salesforce.com items window.

Use Favorites list for one-click opening of items on Salesforce.com for reading or editing.

Attached Screnshots:

#1 , #2 , #3

What InvisibleCRM Support Team Guru say:

Do it with SalesDesktop

To share a new Contact, Task or Calendar Event automatically, you can set the properties in SalesDesktop options.

1. Go to the SalesDesktop Options dialog
2. Open it on the Advanced tab and select the corresponding options for settings in the Outlook Integration group (screenshot #1).

To share any specific Contact, Task or Calendar Event with Salesforce.com, you can use the Salesforce.com Sharing bar displayed on top of the item form. Just click on it to change the item’s status (screenshot #2,3)

Attached Screnshots:

#1 , #2 , #3

What InvisibleCRM Support Team Guru say:

Do it with SalesDesktop

SalesDesktop supports two ways of tracking: manual and automatic.

Manual means you select item to link your mail by hands, while automatic means the SalesDesktop will connect your mail with a Contact 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 (see the screenshot).

If this box is checked, SalesDesktop will automatically save the email for this Contact.
So, all that you need it is set up the “Save correspondence to Salesforce.com” option as “Yes” for all shared with Salesforce.com contacts and all inbound and outbound correspondence for such Contacts will be saved automatically by SalesDesktop.

Attached Screnshots:

#1

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.

1. Type names as it is convenient for you
2. When you have finished editing - Outlook capitalizes names

Attached Screnshots:

#1 , #2