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SmartCloud Connect

Name: SmartCloud Connect
Rating: 4.5 (2 reviews)

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Highlights : About SmartCloud Connect

Email templates

Calendar sync with Google

Customer accounts

About SmartCloud Connect

SmartCloud Connect is an application that increases sales productivity and CRM adoption by melding Salesforce with Outlook, Gmail, Office 365. With SmartCloud Connect users can instantly view all Salesforce data directly within their mailbox or calendar and automatically synchronize events, contacts, tasks and emails for a streamlined user experience. In order to aid users in nurturing leads and closing sales, SmartCloud Connect provides insight into clients using real-time data from Salesforce such as lead information, opportunities, contracts, deals, associated accounts, cases, planned tasks and events, and more. Users can set emails to associate with Salesforce objects automatically or manually meaning all of the necessary data is available and contacts can be edited or enriched at any time. Contacts and leads can also be created within the email client, and SmartCloud Connect will automatically auto-populate all the relevant information by scanning the email data and signature. With the aim of speeding up and simplifying lead conversions, SmartCloud Connect integrates customizable Salesforce email templates, provides a Dialer tool to make calls directly from the email inbox, encourages social network connection with links and attachments, and facilitates contact merge to create a single rich record from multiple duplicate records. SmartCloud Connect also provides users with insight into whether a sent email has been opened, as well as when and where it was opened, using the Magic Pixel tool.

Specifications

24/7 Support

Yes

Business Size

Mid-Market

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Call management

Data synchronization

Synchronous editing

CRM integration

Email templates

Calendar management

Calendar sync with Google

Team calendars

Customer accounts

Customer history

Lead capture

Benefits

Automatically save emails, meetings and attachments using SmartCloud Connect with the option of choosing which files and attachments to save. Users can save single or multiple attachments at once and convert files to any format directly within the inbox.

Find contacts, leads or any other Salesforce data quickly by using SmartCloud Connect’s advanced search function and filters for Salesforce objects meaning there’s no need to navigate between the two apps.

The function Magic Pixel gives users the ability to track email openings. Users will be able to see where, when and how many times the email was opened.

Communicate with team members using Salesforce Chatter for group chats inside of the inbox. Use the Chatter integration to communicate with colleagues from inside each email or calendar event with attachments and emails.

Receive auto-generated suggestions and observations for daily tasks and routines, thanks to SmartCloud Connect’s machine learning and AI techniques.

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