outlook integration solutions for salesforce. comparison analysis
TRANSCRIPT
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Outlook Integration Solutions for Salesforce.com
Comparison Analysis
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www.InivisibleCRM.com
Outlook Integration Solutions. Comparison Analysis.
Bridging the gap between Web and Desktop
User Adoption and Outlook• Idea:
Microsoft Outlook is widely adopted in the world by more than 200M users Sales reps are among them and spend >50% of their time in Outlook If CRM system is tightly integrated to Outlook, the adoption by sales reps will be
definitely increased
• Analysis: Outlook is a PERSONAL information manager focusing on personal values and
here user adoption is driven by productivity There are three different approaches to incorporate CRM into Outlook
Integration: user may move data between Outlook and CRM but has to work with 2 applications
Embedding: user may access all or certain features inside of Outlook without switching between applications. The native interface of CRM system is exposed in Outlook
Melding: CRM user interface and functions are morphed to Outlook GUI to preserve the Outlook native users experience
Best user adoption rate to CRM system can be reached if - Outlook user experience is preserved - Sales rep will get numerous personal productivity features around CRM
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www.InivisibleCRM.com
Outlook Integration Solutions. Comparison Analysis.
Bridging the gap between Web and Desktop
Architectural approaches
Solution Approach
Details
•Connect for Outlook•Salesforce for Outlook(by Salesforce.com)
Integration
- Designed to manage sales information (without sacrificing data consistency)- PIM records are imported in Outlook, with ability to push data back to CRM- SFA records are exposed through web pages, shown in Outlook frames
SalesDesktop Suite for Salesforce.com(by InvisibleCRM)
Melding
- Designed to naturally fit and meld CRM data (both PIM and SFA) with Outlook and preserve the Outlook user experience- Provides bi-directional sync, respects relations between objects- Adds sales reps personal productivity features on top of integrated data
LinkPoint Vue (by LinkPoint360)
Integration
- Designed to bring to Outlook CRM data related to contacts, calendar events, tasks and emails in the user’s Outlook to give the user CRM context on these Outlook data.
-Only Outlook Contacts, Events and Tasks are synced, and emails are saved to Salesforce.com.
- Other CRM records are not synchronized, rather online lookup is made on Salesforce.com to bring data to Outlook for review.
- Users need connection to the Salesforce.com application to be able to view and edit Salesforce.com data in Salesforce.com web interface.
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www.InivisibleCRM.com
Outlook Integration Solutions. Comparison Analysis.
Bridging the gap between Web and Desktop
Outlook Integrations: System Requirements
System Requirements
Connect for Outlook Salesforce for Outlook
SalesDesktop for Salesforce.com
LinkPoint Vue
Salesforce.com editionssupported
Developer, Contact Manager, Group, Professional, Enterprise, & Unlimited Editions
Developer, Contact Manager, Group, Professional, Enterprise, & Unlimited Editions
Professional, Enterprise, Unlimited, Developer
Group, Professional, Enterprise, Unlimited
Operating systems supported
Microsoft Windows® 2000, XP, Vista™, or 7 (32-bit only; 64-bit is not supported)
Microsoft Windows® 7 (32-or 64-bit), XP (32-bit only), or Vista™ (32-bit only)
Microsoft Windows XP SP3 and higher, Vista SP1 and higher, and Windows 7 (32 & 64 bit)
Microsoft Windows XP, Vista and Windows 7 (32 & 64 bit)
MS Outlook versions supported
Microsoft Outlook XP (2002), 2003, or 2007
Microsoft® Outlook® 2007 or 2010 (32-bit only; 64-bit isn't supported).
Microsoft Outlook Versions:•2003 SP3 and higher,•2007 SP2 and higher,•2010 (32-bit only)
Microsoft Outlook Versions 2007 and 2010 (32 & 64 bit)
MS Exchange Server supported
Microsoft Exchange ServerMicrosoft Word XP (2002), 2003, or 2007
N/A MS Exchange Server 2003 & 2007 Cached Mode only
N/A
Additional Requirements
You must have administrator permissions to run the .msi installer with Windows 7.
Adobe® Acrobat® Reader® 7.0 or later
N/A .NET Framework 4.0 Client installs prior to LinkPoint Vue installation.
Mail servers POP3 IMAP and Pop3 email servers are not supported.
POP3 N/A
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www.InivisibleCRM.com
Outlook Integration Solutions. Comparison Analysis.
Bridging the gap between Web and Desktop
Functionality Comparison: Main Features
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www.InivisibleCRM.com
Outlook Integration Solutions. Comparison Analysis.
Bridging the gap between Web and Desktop
Functionality Comparison: SFA
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www.InivisibleCRM.com
Outlook Integration Solutions. Comparison Analysis.
Bridging the gap between Web and Desktop
Functionality Comparison: Synchronization
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www.InivisibleCRM.com
Outlook Integration Solutions. Comparison Analysis.
Bridging the gap between Web and Desktop
Functionality Comparison: E-Mail Management
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www.InivisibleCRM.com
Outlook Integration Solutions. Comparison Analysis.
Bridging the gap between Web and Desktop
Functionality Comparison: Calendar
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www.InivisibleCRM.com
Outlook Integration Solutions. Comparison Analysis.
Bridging the gap between Web and Desktop
Functionality Comparison: Productivity Features
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Jeff Krider, [email protected]; 1 (678)701-3061 skype:jeff.krider
For more information on InvisibleCRM solutions for Salesforcevisit www.invisiblecrm.com
or contact us at [email protected]