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Reinventing the way users
interact with 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 ✔
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
10 reasons to select
Implicit FrontEnd as your
Outlook Integration Solution
#1: Access your CRM Data from Outlook
#2: Supports Custom Objects / Fields
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Admin tool to design dynamic forms for
custom Salesforce Objects in Outlook
#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)
#3: Email Conversation Archiving
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Retroactive archiving of
complete Email conversations
#5: Email Templates & Mail Merge
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Utilize Salesforce
email templates and
merge with CRM data
#6: Centralized Configuration
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CRM admin can
centrally configure and
dynamically manage FrontEnd
configurations for multiple teams
roles / / users
#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
#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
#9: Integrated Documents Archiving
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Archive Office and PDF
documents to Salesforce right
from within Word, Excel and
Acrobat.
#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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Contact Information
1159 Sonora Court, Suite #305
Sunnyvale, CA 94086
(408) 737-9609
www.Outlook-Integration.com
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