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Salesforce for Outlook by Xobni

Outlook

Overview

Add Contacts or Leads with a single click. Access existing Contacts, Opportunities, Cases from Outlook plus the benefits of Xobni including relationship management, email search, attachments, access LinkedIn and Facebook profiles. Free 30-day trial.

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  • View Leads, Opportunities, Cases and other data from Outlook

  • Add a contact directly from Outlook

  • Quickly locate a contact and see their Salesforce data using Xobni search inside Outlook

Create leads or contacts with a single click. Simply click on an email and instantly see an overview of the Salesforce information you have for that contact. You can even drill into the accounts, opportunities, cases, and activities. Please note that you must be using a Salesforce Edition that offers API access.

Categories

Business Needs
Email & Calendar Sync