Standard CRM Functions with Force

SalesDesktop offers a new and better way of working with Salesforce.com tools by integrating them with the ultra-convenient Outlook. Giving you the ability to look at your customers in a new way, and have all the information you need in one place.

Contacts

• One integrated contact list for both personal, and Salesforce.com contacts.
  • CRM contacts marked by icons
  • Several predefined views for convenient access
• New 'Activities' tab adds Salesforce.com details to traditional Outlook contacts for a more comprehensive customer view
  • Tasks
  • Appointments
  • Calls
  • E-mail
• New 'Notes and Attachments' tab for adding and viewing sales documents (.pdf, .doc, .ppt etc.)
• One Touch transformation and sync of an ordinary contact into a Salesforce.com contact
• Stay-in-Touch feature allows the user to quickly share and upkeep contact info and relations on a large scale

Accounts

• Create, modify, delete Accounts quickly (according to user's security rights)
• Manage all aspects of accounts from within the SalesDesktop 'Accounts' section through new Tabs and fields
  • Manage associated contacts
  • Opportunities
  • E-mail messages
  • Attach and manage documents

Opportunities

• Fast creation of new opportunities, easily modify or promote opportunity status from within SalesDesktop
  • Track and append E-mail associated with an opportunity
  • Attach and review documents from the supported tab

Leads

• Create, maintain, or upgrade the status of a lead from within SalesDesktop
• One Touch sync of new leads with Salesforce.com
• Easily convert Lead information to new Account information

• Standard CRM Functions with Force
• Outlook's Traditional Advantages + the power of CRM