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Reinventing the way users interact with Salesforce

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Page 1: Reinventing the way users interact with Salesforce › Docs › FrontEnd vs Salesforce Plugin.pdfSync CRM data: Accounts, Opportunities, Cases, Leads, Quotes etc. Create / Update Salesforce

Reinventing the way users

interact with Salesforce

Page 2: Reinventing the way users interact with Salesforce › Docs › FrontEnd vs Salesforce Plugin.pdfSync CRM data: Accounts, Opportunities, Cases, Leads, Quotes etc. Create / Update Salesforce

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Feature Comparison Implicit FrontEnd Salesforce

Sync Outlook data with Salesforce: Contacts, Calendars, Tasks ✔ ✔

Sync CRM data: Accounts, Opportunities, Cases, Leads, Quotes etc. ✔

Create / Update Salesforce Records from Outlook ✔ ✔

Full Access to all Salesforce Data from within Outlook ✔ Limited

Full Support for Custom Object & Custom Fields ✔ Limited

Email Side-Panel ✔ ✔

Manual Email Archiving ✔ ✔

Rule-based Auto-Email Archiving ✔

Retroactive Archiving of Email Conversations ✔

Email Templates and Mail Merge ✔

Centralized Team-based Administration and Configuration ✔

Web Browsers Integration ✔

Integrated Document Archiving from Word, Excel and Acrobat ✔

Sales Productivity tools ✔

Cross Platform: Windows, Mac, OWA, Mobile ✔ ✔

Mixed Mode Access – Tethered for Real-Time Access and Non-Tethered for Cached Data and Offline Access ✔

Page 3: Reinventing the way users interact with Salesforce › Docs › FrontEnd vs Salesforce Plugin.pdfSync CRM data: Accounts, Opportunities, Cases, Leads, Quotes etc. Create / Update Salesforce

Implicit FrontEnd New Paradigm

Increase Adoption

▪ Users are more willing to adopt CRM when natively integrated

into a familiar environment

Increase Productivity

▪ No more switching back and forth between Outlook and Salesforce

▪ Automate data entry from Outlook into Salesforce

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Access all your CRM Data and do all your CRM Work from within Outlook

Page 4: Reinventing the way users interact with Salesforce › Docs › FrontEnd vs Salesforce Plugin.pdfSync CRM data: Accounts, Opportunities, Cases, Leads, Quotes etc. Create / Update Salesforce

10 reasons to select

Implicit FrontEnd as your

Outlook Integration Solution

Page 5: Reinventing the way users interact with Salesforce › Docs › FrontEnd vs Salesforce Plugin.pdfSync CRM data: Accounts, Opportunities, Cases, Leads, Quotes etc. Create / Update Salesforce

#1: Access your CRM Data from Outlook

Page 6: Reinventing the way users interact with Salesforce › Docs › FrontEnd vs Salesforce Plugin.pdfSync CRM data: Accounts, Opportunities, Cases, Leads, Quotes etc. Create / Update Salesforce

#2: Supports Custom Objects / Fields

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Admin tool to design dynamic forms for

custom Salesforce Objects in Outlook

Page 7: Reinventing the way users interact with Salesforce › Docs › FrontEnd vs Salesforce Plugin.pdfSync CRM data: Accounts, Opportunities, Cases, Leads, Quotes etc. Create / Update Salesforce

#3: Rule-Based Email Archiving Engine

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Create custom Email archiving rules based

on Email addresses, domain names or CRM

classification (e.g.: Contacts or Leads)

Page 8: Reinventing the way users interact with Salesforce › Docs › FrontEnd vs Salesforce Plugin.pdfSync CRM data: Accounts, Opportunities, Cases, Leads, Quotes etc. Create / Update Salesforce

#3: Email Conversation Archiving

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Retroactive archiving of

complete Email conversations

Page 9: Reinventing the way users interact with Salesforce › Docs › FrontEnd vs Salesforce Plugin.pdfSync CRM data: Accounts, Opportunities, Cases, Leads, Quotes etc. Create / Update Salesforce

#5: Email Templates & Mail Merge

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Utilize Salesforce

email templates and

merge with CRM data

Page 10: Reinventing the way users interact with Salesforce › Docs › FrontEnd vs Salesforce Plugin.pdfSync CRM data: Accounts, Opportunities, Cases, Leads, Quotes etc. Create / Update Salesforce

#6: Centralized Configuration

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CRM admin can

centrally configure and

dynamically manage FrontEnd

configurations for multiple teams

roles / / users

Page 11: Reinventing the way users interact with Salesforce › Docs › FrontEnd vs Salesforce Plugin.pdfSync CRM data: Accounts, Opportunities, Cases, Leads, Quotes etc. Create / Update Salesforce

#7: CRM Action Items

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Turn your customers' emails into action

items. Manage, prioritize and stay on

top of your high-value opportunities

Page 12: Reinventing the way users interact with Salesforce › Docs › FrontEnd vs Salesforce Plugin.pdfSync CRM data: Accounts, Opportunities, Cases, Leads, Quotes etc. Create / Update Salesforce

#8: Web Browsers Integration

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Access and utilize Outlook

functionality even when you are

working directly with Salesforce

inside your web browser

Page 13: Reinventing the way users interact with Salesforce › Docs › FrontEnd vs Salesforce Plugin.pdfSync CRM data: Accounts, Opportunities, Cases, Leads, Quotes etc. Create / Update Salesforce

#9: Integrated Documents Archiving

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Archive Office and PDF

documents to Salesforce right

from within Word, Excel and

Acrobat.

Page 14: Reinventing the way users interact with Salesforce › Docs › FrontEnd vs Salesforce Plugin.pdfSync CRM data: Accounts, Opportunities, Cases, Leads, Quotes etc. Create / Update Salesforce

#10: Offline Support

Dual Mode:

▪ Tethered Mode – Salesforce data is retrieved in real-time

and does not need to be synced to Outlook

▪ Non-Tethered Mode – Salesforce data is synced to

Outlook and is fully accessible when offline. All edits are

cached locally and automatically synced upon re-

connecting

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Page 15: Reinventing the way users interact with Salesforce › Docs › FrontEnd vs Salesforce Plugin.pdfSync CRM data: Accounts, Opportunities, Cases, Leads, Quotes etc. Create / Update Salesforce

Contact Information

1159 Sonora Court, Suite #305

Sunnyvale, CA 94086

(408) 737-9609

[email protected]

www.Outlook-Integration.com

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