We are trying to do our best to meet our customer needs and expectations and increase their personal productivity. We analyze the salesforce.com’s IdeaExchange http://ideas.salesforce.com, searching for the most frequent customer requests and finding out how we can solve these issues or suggestions by using InvisibleCRM Suite for Salesforce: SalesDesktop, SalesFolder and SalesAlerts.
Below you can find these Salesforce user requests and the way they can be solved with our InvisibleCRM products:
Only Selected Contacts should be Synchronized with Outlook
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Not all of my contacts could be synchronized with Outlook. Why? Two examples: - Some of them are marked as "deactivated" (contact is dead or left the client, but has not be deleted since there is an important history)
- You do not want your Outlook crowded with too many contacts (or, your mobile phone, which you synchronize with Outlook, only support 500 contacts)
Link to source
(Customization, Integration, Mobile, Other)
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 What InvisibleCRM Support Team Guru say:
Do it with SalesDesktop
SalesDesktop provides you with flexible filter possibilities to reduce and control the amount of Salesforce.com items accessible by SalesDesktop. - Go to the SalesDesktop Options dialog
- Open the Synchronization tab
- Press the "Customize…" button
- Select a target category and add rules, using any synchronized Salesforce.com fields
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Need Ability to Log a Call, Add a Note, Add a Task/Event etc. in Offline Edition
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The Offline Edition should give users the capability to Create, Edit and Report on Activities such as Logging a call, Adding a note, Creating a task or an event. Without this (and other features), the Offline Edition is severely limited and hard to justify its cost.
Link to source
(Other, Desktop Solutions, Activity Management)
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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: - add new items (Contacts, Accounts, Leads, Opportunities, Activities)
- add notes, attachments to any items
- modify items
- 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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Create Flag in MS Outlook when Email has been added to Salesforce
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After clicking on "Send and Add" when sending an email from Outlook, I would like to have a flag in a new Outlook column, which will show that the email has been added to Salesforce.com
Link to source
(Other, User Experience)
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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.
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Add Notes to the Offline Edition
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When unable to connect to the Web, having the Institutional knowledge available in the Offline Edition would be very helpful.
Link to source
(Other)
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What InvisibleCRM Support Team Guru say: Do it with SalesDesktop
Working offline with SalesDesktop gives you all the possibilities of working with Salesforce.com items. You can: - add new items (Contacts, Accounts, Leads, Opportunities, Activities)
- add notes, attachments to any items
- modify items
- 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 the changes you have made in Outlook and all the 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.
Attached Screnshots:
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Add Notes to the Offline Edition
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When unable to connect to the Web, having the Institutional knowledge available in the Offline Edition would be very helpful.
Link to source
(Other)
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What InvisibleCRM Support Team Guru say: Do it with SalesFolder
SalesFolder provides you with the possibility to work with documents and attachments downloaded on your desktop independently, irrespective of online or offline connections. You can also attach new files to Salesforce.com items or Documents folders in an offline mode. To get these new documents available on your Salesforce.com account, you need just to synchronize SalesFolder with Salesforce.com. The only limitation is that synchronization is, of course, possible only in an online mode.
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Outlook usage tips for sales force
