Having to fumble with number of clicks – (1) when in a hurry; (2) when an important idea pops up; or (3), god forbid, when in the midst of an important negotiation with a premium client – is one of the major pet peeves of most Sales representatives. Is it a surprise then, that the representatives gravitate towards features, or Apps, that enable them to take quick actions with as few clicks as possible?
Email is one of the great point in case; for, it is almost a second home of majority of Sales representatives. Therefore, Email feature enhancements hardly ever escape sharp eyes of seasoned representatives. So, when I stumbled upon SmartCloud AppExchange Application vendor at Southeast Dreamin’ this year (2017), I foresaw SmartCloud Connect’s Email features and functionalities, as a game changer for Sales Representatives! And, that inspired me to write this blog post so I can share my insights and experience with the App. In the past, whenever I have reviewed an App, I have received many constructive feed backs; as a result, I continue to undertake this endeavor whenever a promising App crosses my path.
It is a well-established fact that the most ubiquitous technology in the world of business is Email. Virtually every company has Email as an instant form of communication. It is fast; cost is relatively low; and, for the most part, it is one of the most highly used and efficient communication and collaboration tool. Surprising albeit, despite its pivotal role as one of the popular outreach channels to one’s clients, up until recently, it has remained almost isolated from other business applications. Most people do not use email beyond functions like sending messages, setting meetings and exchanging documents. But, after playing around with SmartCloud Connect’s Email functionalities, I believe that, by pairing with Microsoft Outlook/Microsoft 365 and Salesforce, Smart Cloud has transformed Email into a powerful business platform.
Companies that are using Salesforce as their backend system, and Microsoft Exchange as their Email Server, have been experiencing less than expected efficiencies. The following paragraph aptly captures the typical disappointment towards the marriage between these two platforms. Fortunately, for SmartCloud Connect, the disappointment provides an opportunity that they can capitalize on!
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. Furthermore, We had difficulties accessing Salesforce data, even though we need to have it on our finger tips while on the go. For instance, accessing updated information, such as new meetings or tasks which were created in Salesforce but were not accessible while we are not logged into the system, was a challenge, unproductive and highly inconvenient, to say the least.
SmartCloud Connect is a befitting business tool for integrating Salesforce with your personal environment (Email clients, Calendar, Task applications, etc). It combines powerful synchronization with flexible Email App capabilities thereby 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 with Salesforce. While synchronizing with Salesforce, it takes into account customized filters, user rights, and other parameters. All changes made to objects in Salesforce are brought into Exchange Email, Contact, Task or Calendar application, and vice versa. Once in Exchange, all devices connected to Exchange 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 SmartCloud Connect, users can take advantage of the following functionalities – (1) create business records and share them in Salesforce; (2) simultaneously update data on Exchange server and Enterprise system; (3) get up-to-date Salesforce information; (4) sync Contacts, Attachments and much more.