IT

How to – Use Calendar availability and avoid ping-pong while planning your meetings.

How often have you been faced with situation when you schedule a meeting trying to offer time slots that will suit all participants again and again? Do you recall how tough it was? How many iterations does this usually take? Have you ever thought about how you can avoid this nightmare? SmartCloud Connect has added the Calendar Availability feature – the ability to offer a bunch of slots in which you’ll be available for a meeting or call. You don’t need to create a series of meeting requests guessing the right time. Look how it works. While you're creating a new email or writing a reply, click the Calendar icon in the bottom right corner:   In the pop-up window you can add details about a location of a planned event (1) and also tick the check box “Share with Salesforce” (2) if you want to save it with Salesforce. Now click one of  the “Open Calendar” buttons: Here you can see [...]

Dreamforce 2016 Key TakeAways From Vlad Voskresensky, Invisible CEO

Dreamforce is one of most iconic events in the IT world, setting up trends for the upcoming years. It was a great opportunity for our team to show our product, meet customers and friends. We also got the chance to see our competitors, learn new things and visit an amazing Dreamforce Gala party, where U2 was giving a special concert. Today our CEO Vlad Voskresensky shares his key impressions from Dreamforce. Corporate automation (CRM and beyond) It’s actively moving from a “system of records” concept to a “coaching” concept, providing insight and analysis. There is a ton of data in various forms being accumulated by modern corporations. The promise is that instead of generating complex reports and trying to find answers themselves, users may benefit from the intelligence of corporate automation. This allows data driven conclusions to be made automatically and presented to users in the right time and manner. Salesforce and many other vendors are trying to apply machine learning or [...]

Percentage Improvement Calculation | How SmartCloud Connect helps to benefit more from Salesforce and boost productivity of Your Team

Starting the implementation of a new CRM project every business has concerns about when its investments will be paid off. It doesn’t matter how quick the project goes to production and how much revenue you get if you still spend money on ineffective operations in non optimized processes. You can have much profit if you calculate estimated ROI before the project starts based on historical data and expected project costs and then compare it with your company performance, which you want to get after project implementation ends. Today we share our basic indicators for SCC ROI calculation, which we collected from our customers - early SmartCloud Connect adopters. Using sales performance data before they implement SCC they were able to calculate the major improvements they’ve got after the implementation. Shortening deal closure time by 25% SmartCloud Connect speeds up the sales process from the first contact with the prospect to signing a contract and closing a deal. Most influencing factors: Ability to [...]

How – To | Use CHATTER and Get an easy way to cooperate with your colleagues

Enterprise social shows steady growth during the last few years. Due to popularity of Facebook and other social networks, people communicate more and more with each other, - share photos and thoughts, make friends, searching for jobs etc. - in this virtual world. Many researches reveal that people who actively use social media in their personal lives are more likely use it in the office. This rising trend pushes companies to implement respective software in business and integrate it with corporate legacy systems. Enterprise social software platforms can provide many helpful features like user profiles, chats, wikis, groups, threads, file storages etc.  Numbers of organizations use social platforms to support communications in sales, service and customer success departments, as well as to organize interactions with customers or cooperate with partners. During enterprise social software implementation companies often face two common problems – lack of integration with existing business software and low user adoption. That’s why Salesforce provides its own enterprise social platform [...]

CRM of Things

Even 10 years ago it was hard to imagine what our world would be with the development of the Internet and technology. They touch almost all business areas and make them to evolve together with new trends appearing. One of the most recent emerging trends that’s going to make a revolution in business is the Internet of Things (IoT) – when everything can be connected to the Internet: equipped with sensors, smart things can exchange data, making our lives easier. Gartner named the Internet of Things the fifth driver of CRM systems together with cloud, social, mobile and large data. It predicts that there will be more than 26 billion devices connected to the Internet by 2020! IoT rapidly changes our understanding on how to market, sell and service goods. It truly offers huge opportunities for companies by changing the way they can get know their customers in order to provide them better goods and services. IoT allows us not only to [...]

SmartCloud Connect announces new features!

SmartCloud Connect is a cloud application that provides a “smart window” from Outlook or Office 365 to Salesforce and synchronizes business information between Salesforce and the users Mailbox. It requires no special efforts to get enabled - anyone with Salesforce and Office365 (Outlook 2013+) accounts can enable it without involving an IT specialists or administrator. SmartCloud Connect offers a wide range of tools, which allows you to perform daily business tasks without leaving the familiar Outlook/Office365 environment and switching to Salesforce. It’s easy to upgrade and maintain the application – since it’s in the cloud, new features are simply added to your mailbox automatically, as soon as we release them! No need to switch to a new version or re-install the product – you can start using new features immediately! So, what’s new in SmartCloud Connect? First, we improved Magic Pixel - a simple code embedded into your email that the recipient does not see, but it gives you insight into your [...]

10 Best Salesforce Apps [Updated]

There are countless productivity apps on AppExchange, but how many of them actually enrich your work life? With a bunch of deals, details about several accounts, and deadlines, there’s a lot for you to keep track of. You’re busy enough as it is, and more often than not, having the right tools can make all the difference. If you haven’t embraced the flood of great software on the sales market, it’s time to start. Here are ten sales time-saving apps that will help you with everything from learning more about your prospects, to taking up care of some of the sales workflows routine that’s eating up your time.   1.     Spring CM SpringCM is a secure, scalable, and highly configurable document and contact management platform. It helps you build document-based workflows and enable collaboration across your entire enterprise. With SpringCM, you can generate, automate, manage, store, and simplify the full lifecycle of your documents and contracts, creating efficient processes to better [...]

How SmartCloud Connect made my life easier

We decided to ask our customers about why they chose SmartCloud Connect and how their life has changed after they started to use it. Today we’ll share with you a detailed review by one of our customers, which he kindly allowed us to publish. “Our company is using Microsoft Exchange as an email server and Salesforce as a backend CRM system. It was a huge problem for our sales team to log all of our activities into Salesforce since we are mostly not in the office and work from our tablets or smartphones in the field – having meetings or negotiations. We also had a lot of difficulties with accessing Salesforce data, since we need to have it constantly and on the go, and getting updated information such as new meetings or tasks which were created in Salesforce but were not accessible while we’re not logged into the system. We tried to solve our problems with different mobile [...]

Customize everything! How customization works in SmartCloud Connect?

Did you know that with SmartCloud Connect you can easy customize your business objects and fields you need to have access from email or calendar item? It's pretty simple, as one-two-three! Here’s how: 1. Click  on Gear icon in the upper right corner of Mail app:     2. Choose the Business Object you want to see in SmartCloud Connect mail app view OR copy settings from one of your colleagues:     3. Add required fields which you can have in business record Overview. You can also set the appropriate sort order for this object type and filter:   4. Click Customize more and choose proper fields for the detailed record view and their UI layout: Use search to find the field from the list fast:     5. Save your changes and go back to your mail app:     6. You see the new object type appeared in accordance with your changes!     You’re done! Now you can [...]

SmartCloud Connect tech talk

SmartCloud Connect is a cloud-based application, which provides a full set of business tools for integrating Salesforce with your personal environment (email clients, calendar, task applications etc.). It combines powerful synchronization with flexible mail app capabilities, providing users full set of business tools for integrating their personal environment (email clients, calendar, task applications etc.) with CRM. Hosted on a Microsoft Azure cloud infrastructure, SmartCloud Connect automatically synchronizes contacts, tasks, events and emails (Exchange PIM objects) – with Salesforce, taking into account customized filters, user rights and other parameters. So all changes of objects made in Salesforce will be brought into your Exchange email, contact, task or calendar application and vice versa. Once in Exchange, all your Exchange connected devices get the enterprise data and can manage and update the information natively. The solution can also support different backend systems – if you can provide the required APIs – and operate business data that can be mapped with contacts, tasks, events and emails. With [...]

Salesforce is calling… InvisibleDialer – an Essential Business Tool

How much of your day do you spend calling sales leads? Don’t you wish there was a quicker way so you would not have to wait through every single ring just to re-record the same voicemail every time? Well, Salesforce is calling! InvisibleDialer is the essential tool for you! If you spend a significant portion of your day on phone calls to customers or prospects, you can save so much time with CTI – Computer Telephony Integration. CTI refers to programs that allow you to make phone calls from inside your CRM system in real time. It also includes automated information logging, creating and running scripts, assigning and distributing call lists, enhanced reporting, and more. With CTI you can simplify your daily call processes, increase user satisfaction, and boost sales and support teams’ productivity. Until recently, the implementation of CTI required significant investments – companies had to purchase expensive hardware and software, pay for installation and support from the CTI provider, and [...]

How to use Outlook as Salesforce

In the world of sales, there is never enough time! We are always busy, who has time to keep track of emails and log their hours? We definitely do not have time to constantly switch between different applications! All we need to do is email the client then use a calendar application for scheduling meetings and calls with clients. We live on our smartphones or tablets! But what happens when something goes wrong and the boss asks for records? Ever heard the boss say “if it’s not in Salesforce, it didn’t happen?”  A common challenge for CEOs and IT specialists to give sales a way to keep records without reducing time spent on closing deals. The good news is that this is an absolutely realistic scenario – give your sales people the tools to work in the email environment they already know and love while having direct access to all Salesforce data. Take out the copy/paste process, no more boring data management, [...]