InvisibleCRM for Salesforce

InvisibleCRM suite for Salesforce CRM, which comprises three applications, bridges the gap between Salesforce and the natural environment, which clients are used to – Outlook and desktop. It boosts user adoption and ROI, enabling salespeople to focus on sales, and not on CRM.

InvisibleCRM Launches SalesDesktop Version 3

InvisibleCRM is taking SalesDesktop for SalesForce.com to the next level. We’ve evolved the architecture to provide unlimited flexibility in matching your customized SalesForce.com environment and focused on the requirements that our larger enterprise clients have requested. SalesDesktop Version 3 includes full support for multiple record types, live data validation within native Outlook forms, new capability to imbed business logic and rules with Outlook, real-time data cleansing and de-duplication support and a “zero touch” deployment for customizations that our enterprise clients have been asking for. Read our recent press release (http://www.invisiblecrm.com/pressroom/icrm_news/50), download the presentation that reviews the new features and functions and send an email to sales@invisiblecrm.com to set up a demo and discuss a pilot.

 

  • SalesDesktop V3 Presentation is comming soon! Click here to request it as soon as it is available.

SalesDesktop: Microsoft Outlook integration for Salesforce

Learn more User Cases View Key Benefits and Screenshot Quick Tour ROI calculator
Download

SalesDesktop drives user adoption by melding Salesforce.com's functionality into the native Outlook environment, encouraging greater Salesforce.com usage. It allows users to process mail easily and effectively and offers all customer information, contact databases, calendars and tasks in one slot.

Salesforce inside of Outlook
Access, create new or modify existing Salesforce objects right from Outlook
Flash Demo
Unified sales workplace
Outlook calendar, contact and task lists are automatically synced with Salesforce
Flash Demo

Automated email processing
Automated email capture to a Salesforce relevant contact
Flash Demo
Salesforce objects available offline
All customer information is available whenever is needed, even offline
Flash Demo



SalesFolder for Salesforce

Learn more User Cases View Key Benefits and Screenshot Quick Tour ROI calculator
Download

SalesFolder is an efficient tool for collaborative work as it automates sharing and distribution of all your CRM documents. It creates a complete Salesforce document repository right on your desktop and automatically and invisibly synchronizes when online.

Quick document uploading
Drag & drop any file to the floating zone and define a destination
Flash Demo
Automated sharing and delivery
Once a document is added to SalesFolder, it is automatically distributed to all users
Flash Demo

Salesforce on your desktop
All documents and attachments are on your desktop, even offline
Flash Demo
Tight integration with Microsoft Office
Save as... from Word or Excel right to Salesforce
Flash Demo



SalesAlerts for Salesforce

Learn more User Cases View Key Benefits and Screenshot Quick Tour ROI calculator
Download

SalesAlerts is the best way to stay on top of the changes to your Salesforce CRM account. It uses unobtrusive pop-up windows (like the MSN Messenger) to notify you of new opportunities, closing dates, customers' birthdays, and other important events in your CRM life.

Real-time notifications
No lost opportunities, thanks to real-time pop-ups on important CRM changes
Flash Demo
Ability to track colleagues' activities
Monitor your team performance; see who's working on what
Flash Demo

One click access to Salesforce objects
Your most recent and favorite Salesforce records one click away
Flash Demo
Fast gateway to Salesforce
Auto-complete search prompts most relevant destinations
Flash Demo