Outlook's Traditional Advantages Plus the Power of CRM

SalesDesktop takes full advantage of Outlook's traditional strengths as an organizer, planner, and E-mail client. By adding new functionality, SalesDesktop provides the most comprehensive way to stay organized and in-touch with your customers.

Calendar

  • One unified calendar with both personal commitments, and Salesforce.com items represented
  • The features of MS Outlook's calendar manager (such as meeting requests and scheduling options) are now applied to Salesforce.com events
  • All calendar events can be further associated with CRM information such as leads, opportunities, or accounts, providing a clearer context for scheduled appointments and meetings
  • One Touch conversion/updating of a calendar event to Salesforce.com

Tasks

  • One clear and unified task list including both personal and Salesforce.com tasks
  • The power and features of MS Outlook's task manager applied to Salesforce.com tasks (task categories and task assignment)
  • Tasks are easily associated with Salesforce.com components (leads, accounts, contacts, cases) through convenient drop-down menus, providing all pertinent details needed to complete any task
  • One Touch conversion/updating of a task item to Salesforce.com

Messaging

  • Same intuitive and powerful e-mail client with added functionality
    • Outlook rules apply
    • User prompted when new email contact is received
    • One Touch linking to Salesforce.com
  • Seamlessly link messages to CRM records based on information contained in the message: sender, subject, content
  • Mine every useful detail and maximize the value of information from incoming customer emails
    • Create or update contacts, leads, opportunities or any CRM component
  • Track information contained in a message, compare it with current CRM records, and run an update process if the information differs