Outlook usage tips for sales forceSalesFolder for Salesforce
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
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
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
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
Save as... from Word or Excel right to Salesforce
Flash Demo
- Personal Benefits
- Locate CRM docs on the desktop, even offline
- Add docs, notes, texts, email attachments with one click
- Use integrated search for both saleforce.com account and host computer
- Corporate Benefits
- Automated sharing and delivery of marketing, sales and service documents
- Daily routine is simplified and translated into more time for making calls, and consequently, more sales
- Convenient back up, as all data are consistently saved to salesforce.com
