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Secure Outlook / Gmail / O365 Integration for Financial Services Cloud

Outlook to Financial Cloud and Sales Cloud securely - Activity Capture 360

Overview

✅ Sync Outlook/Gmail emails and events with Financial Services Cloud ✅ View contextual SF data in email sidebar ✅ Auto-create and sync to any standard or custom object ✅ Highly secure, highly customizable ✅ On-prem, private cloud, single-tenant

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See How Secure Outlook / Gmail / O365 Integration for Financial Services Cloud Works

  • ENTERPRISE-GRADE FOR FINANCIAL SERVICES CLOUD ✅ Secure on-premises deployment ✅ Private cloud, single-tenant available ✅ GDPR, ISO 27001, SOC 2 certified or compliant ✅ All MS Exchange versions supported since 2010 ✅ 15+ years on the market

  • INTEGRATE OUTLOOK WITH SALESFORSE FOR 33% MORE RELEVANT DATA: ✅ Bi-directional sync of emails, calendars, contacts, tasks, and attachments between Inbox and Salesforce ✅ Works in fully automatic, 2 or 1-way, or rule-based modes ✅ Highly configurable

  • 23% TIME SAVINGS ON ADMINISTRATIVE WORK: ✅ Work with all contact-related CRM data directly from Outlook / Gmail sidebar ✅ Auto-create Salesforce leads, opportunities, tasks, and custom objects ✅ Highly customizable drag-and-drop layout

Revenue Grid is a highly customizable, all-in-one solution that keeps your Salesforce up-to-date and lets you synchronize emails, meetings, and tasks between your CRM and Office 365, Outlook, and Gmail. Using our contextual sidebar, you can see and edit anything you need about leads, contacts, opportunities, and other custom objects right from your Outlook or Gmail Inbox. Also, it seamlessly extends Lightning Scheduler with real-time, merged availability from Salesforce, Outlook, and Gmail calendars, and is fully compatible with Salesforce Financial Services Cloud.

Categories

Business Needs
Chat & Web Conferencing
Industries
Financial Services
Personas
Architect
Developer
Executive
Features
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Mobile
Supports Salesforce for iOS and Android.
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Mobile

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