IntelliMail

Efficient, User-Friendly App with Excellent Support

We've been using this Salesforce app to streamline our processes, and the impact has been fantastic. The app is intuitive and easy to use, which made onboarding simple for our team. Most importantly, the support team is outstanding—quick to respond and very effective in resolving any issues we've encountered. Highly recommend this app for anyone looking to improve efficiency within Salesforce.

A great little tool that solved a BIG problem for a very reasonable price

One morning I woke up and discovered that SF stopped supporting distributing Reports and Dashboards to Chatter Free users. So the hunt for a solution (going through Tech Support and the Success Community began). I don't remember who suggested Intellimail but it seemed like the perfect solution and was very reasonably priced (the pricing per company was a refreshing change from all other apps out there). I installed the trial and was in touch with Colin to sort out some questions I had. It's been working like a charm for the last month or so and I have now full flexibility in distributing reports/dashboards to without a license. Highly recommended!

No only a good App, Great support

Well, easy to see that this app has a real value. Easy to implement, well documented, and a great support. The things below could be improved, but even like this the app deserves all its 5 stars. - The way the reports and dashboards are listed can be tedious (to scroll, go next, and select) if you have many of these - You can't specify a sender's emails address for each sent that you schedule, it will be a global sender email address - You can't hide the other recipients that are receiving the report or dashboard, the recipient will see all other recipients Still very useful for many scenarios, recommended.

Must Have Application for Dashboard Management

We have been using this application for the past few years. It has saved us from having to purchase user licenses as we have many non SalesForce users and partners that need to view dashboards and reports but they don't need to access to SalesForce. It is very user friendly and we configured it in under an hour. I have also utilized support and the response time was incredible. This is a must have SalesForce app!

Brilliant tool for distributing reports to email addresses on auto pilot

We have been using IntelliMail to keep external non Salesforce field service engineers upto date daily. Also we have emails sent out to operations at different times of the day. Plus every department can get a report without you having to redo them and send them manually. Its awesome if you want reports or dashboards sent out to people in your organisation on a frequent basis. SUPPORT is very fast and useful. I would recommend any one needing a reporting tool to go outside of Salesforce on autopilot to buy it.

Excellent

Hi Colin, The Product worked awesome. I just have one question. I was not able to see the images in my outlook email app. Is there some configuration which I am missing. Please advice. Thanks ! !

Solved a year old problem within a few minutes

We've been needing to provide information in the form of a dashboard to our volunteer leadership for over a year now. Once we found this solution, we had it running within a minutes. From the point of view of our leadership, they couldn't understand why we hadn't deployed such an effective and simple solution long ago.... Highly recommended.

Amazing App

We have been using IntelliMail now for several months and simply put it is amazing! It has freed up so much time in several departments and allows us to use our time more efficiently. After configuring the application it’s as simple as can be, create a report/dashboard, schedule the report/dashboard and set up the email in the domain and distribution manager and never have to do anything else! Our partners love seeing their own custom report and dashboards each week and every week! I would recommend this app to everyone! Jason

Great little app!

We purchased this app to help us in getting our reports and dashboards out to those who do not have an SFDC license. We were having to resort to sending them to ourselves then setting up rules in Outlook to re-distribute to the people we needed them to go to or creating a user for them in SFDC. Now we have IntelliMail to do the work for us! It was a breeze to install and works like a champ! It took me MAYBE 15 minutes to get it up and running. I have since deleted the 'dummy' users that were being used for this purpose, thus freeing up precious licenses. And no more Outlook rules! The ONLY gotcha is that it utilizes the BCC feature in order to work. So just beware that your users will lose this functionality when emailing out of Salesforce. But we figured it was a small price to pay and we only had ONE person complain about this!! One out of 530 users isn't too bad, in my estimation. So don't hesitate on purchasing this app, which by the way, is SO worth the small cost to purchase it!

How do you not have this?

What are you waiting for? Buy this! Finally we can email dashboards to anyone! Here's the scenario: You and your company use salesforce but your CEO doesn't! You want to send updates to the CEO but want to avoid those Friday update calls! Just schedule that dashboard refresh and boom! Call avoided. You'll be out drinking by 5:00pm while the CEO looks over the charts and graphs. You'll look like a genius and no salesforce license required for that CEO. And the price is right!