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.

Elena Kozhushko
Support Manager
Email:elena.kozhushko@invisiblecrm.com 

Below you can find these Salesforce user requests and the way they can be solved with our InvisibleCRM products:

Alerts for Date Fields

30
PROMOTES

The idea is to be able to set alerts for dates, for example, the anniversary of an employee. It would be great if the person in charge could receive an alert for all the due dates in the next month, without having to edit the records to trigger the alert.

Link to source  (Sales Force Automation, Marketing Automation, Analytics)

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Allow Emails Created Offline to be Sent and Added to Salesforce.com

0
PROMOTES
We are currently using the Outlook Edition for Salesforce (Professional Edition). We would like the ability to create an email offline and still have it sent to Salesforce the next time we are connected to the Internet. Currently, if you choose to Send and Add to Salesforce when you create an email, it is not sent to Salesforce or attached to the Contact record. All emails created offline must be manually added to contacts.

Link to source  (Marketing Automation, Desktop Solutions, Activity Management)

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