Features
CloudsPlus is your no software solution to synchronize data between Salesforce/Oracle
Sales Cloud and Microsoft Exchange server no matter what platform your client is using.
Synchronize Email
Create Opportunities
from Outlook / Exchange
Synchronize Contacts
Create Contacts
from Outlook / Exchange
Synchronize Leads Create Leads
from Outlook / Exchange
Synchronize Calendar
Create
Cases from Outlook / Exchange
Supports all versions Of Outlook including Outlook 2010 64 bit. Supports iPad, iPhone, Android and others.
Synchronize Tasks
Salesforce / Fusion CRM
Email
Exchange email is synched to CRM based on email addresses found in Salesforce. Both sent and received
emails are saved at the contact along with any attachments.
Contact
Contacts are synched between CRM and Outlook / Exchange.
Cases and opportunities can be created as well.
Contacts can be created in Salesforce or Outlook / Exchange.
Leads
Leads
are synched between CRM and Outlook / Exchange.
Leads can
be created in Salesforce or in Outlook / Exchange.
Calendar
All events are synched with Outlook / Exchange unless marked as private.
Tasks
All open Taskss are synched with Outlook / Exchange unless marked as private.
Outlook / Exchange
EmailEmails that match an SMTP address in Salesforce contacts or leads are automatically saved.
The emails will be marked Emails (Sent) or Email (Received) in the Notes section of a Contact.
Email attachments are stored on the contact record under attachments.
Contacts
A new contact folder
called "SF Contacts" is created under the personal contacts folder and
contains all
the contacts within
Salesforce that are assigned to you. Adding a contact in the SF Contacts
folder will
create a new
contact in Salesforce.
A new contact folder called "SF Leads" is created under the personal contacts folder and contains all
the contacts within Salesforce that are assigned to you. Adding a contact in the SF Leads folder will
create a new lead in Salesforce. Calendar
All calendar items except items marked private will synch with Salesforce.
Tasks
All task non-completed items except items marked private will synch with
Salesforce.
Quick Add Email Folders in Outlook / Exchange
Copy or move an email to this folder to create a case and a contact if the contact does not exist.
Create SF Contact
Copy or move
an email to this folder to create a contact if the contact does not exist.
Create SF Lead
Copy or move
an email to this folder to create a lead if the lead does not exist in
Salesforce.
Create SF Opportunity
Copy or move
an email to this folder to create an opportunity and a contact if the contact
does not exist.
Any platform is supported as long as it can communicate with Microsoft Exchange Server and view multiple folders.
PC
Any Exchange connection.
MAC
Any Exchange connection.
BlackBerry / RIM
Any Exchange connection.
iPhone
Any Exchange connection.
Android
Any Exchange connection.
iPad
Any Exchange connection.
HP Web OS
Any Exchange connection.
Windows mobile
Any Exchange connection.
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