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Knowledgemill Mail Manager (KMM) for Salesforce

Find Every Email Fast

Overview

  • Materially increase Salesforce adoption with Knowledgemill. Minimise changes to your business process by updating Sales Cloud on the go, from any device, with zero click filing & auto population of info into Salesforce whilst never leaving Outlook.

  • Improve the quality of your Salesforce data for opportunity management and forecasting whilst reducing risk by using Knowledgemill's automated data entry and machine learning auto filing into Salesforce without leaving Outlook.

  • Unlock Team Productivity with instant access to critical sales data and auto linked correspondence. Remove manual updating of account and opportunity objects to enable a more complete understanding of pipeline activity, individual and team performance.

Knowledgemill Mail Manager for Salesforce brings your sales team & sales data together so you can: ✓Instantly access the latest up to date Sales forecasts ✓Understand whether your team has sufficient pipeline to meet their sales targets. ✓Quickly identify critical deals that contribute most to target attainment. ✓More effectively track actions related to opportunity closure. ✓Collaborate more efficiently with peers and colleagues on deals. Features Update Salesforce whilst never leaving the intuitive user friendly interface of Outlook again Auto create a new Opportunity or Account from Outlook Auto update Opportunities or Account from Outlook Auto Zero Click email filing Instantly search all emails stored in Salesforce with documents stored in your document repository, not just email attachments Auto deduplication of email Mandatory Filing ensures you never lose another email Calendars auto synced between Salesforce & Outlook Security control that can be set at any level, from organisation to individual user level Available through IOS,Android & MS Windows on any device, allowing your sales team  to update whether in the office or working remotely

Categories

Business Needs
Productivity
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package