What InvisibleCRM Support Team Guru say:

Do it with SalesAlerts

SalesAlerts does not just only notify you about the recent changes in Salesforce.com items, but also provides you with reminders about upcoming events such as a Contact’s birthday, the date for closing Opportunities, and so on (screenshot #1).

You can open the list of such hot items any time, even in an offline mode (screenshot #2).

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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

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 SalesDesktop

1. Import your collected vCards as Outlook contacts
2. Select the target vCards from the view
3. Go to Actions → Convert to Salesforce.com – items become marked as Shared with salesforce.com and will be uploaded into Salesforce.com during the next synchronization.

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What InvisibleCRM Support Team Guru say:

Do it with InvisibleCRM Suite for Salesforce

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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, 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 Salesforce.com when you go online (screenshot #1).

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What InvisibleCRM Support Team Guru say:

Do it with SalesAlerts

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