March Release 2018

Get empowered to work faster and smarter, with expanded SmartCloud Connect
productivity benefits for you and your team

Try Now

Leverage fresh capabilities, experiment with new
features, and use advanced functionality to win and
close more deals

  • Select your preferred periods of availability (you can add multiple calendars)
  • Let SmartCloud Connect insert your accessible time into an email in a wink
  • Once, the email has been sent, your recipients can easily pick an exact timeslot that works best for them
  • The event is added to both: your calendar and the one of your attendee

  • Revenuegrid gives you a personal meeting booking page, displaying your free/busy availability from Google or Outlook calendar
  • You can share the URL through your emails, on web pages, add it to your email signature, social profiles or posts
  • Your prospects can easily book a meeting with you, selecting the meeting subject, duration, location, and additional attendees
  • Be amazed at how easy your calendar fills up with appointments, validating the meeting requests in just one click

Few tricks in Salesforce’
queues-flow management
without leaving Inbox​

  • Automatically prefill case-related information from incoming emails, in accordance with custom context rules
  • Escalate incoming emails to cases from your Inbox to the right queue
  • Automatically create reminders in accordance to SLA response times
  • Prefill email templates in coherence with the priority level of the case and other queue-based custom rules
  • Leverage contextual case insights specific to each client, without leaving the email

Gain a clear vision on the full
activity timeline of your deals

  • Obtain a complete visibility into your upcoming business milestones, as well as finished tasks
  • Get a well-defined projection of the forthcoming actions that lead to business wins
  • Know exactly what tasks you should do next to close your every deal
  • Prefill email templates in coherence with the priority level of the case and other queue-based custom rules
  • Easily reveal the context, status, and open issues, linked with your every opportunity, business contact, prospect or account, with each incoming email

Revenuegrid and springcm_rgb March Release Overview unite
to deliver enterprise-class document workflows management
into Outlook and Gmail

Whenever you need to send an email, your documents are
within a 1-click

Connect SpringCM account as external
file storage and clinch enterprise-class
deals, without leaving your Inbox

  • Streamline your document and contract workflows
  • Make your document management easy, fast, and crystal clear
  • Organize and search for the documents you store in SpringCM,
    right from your Inbox
  • Connect with Salesforce, any other CRM, or use no CRM at all

And even more

  • Support of Salesforce Platform encryption
  • Full support of Salesforce Open Activities/Activity History view
  • Out of the box support of Person Accounts
  • Stabilization enhancements
  • Support of custom SSO domains
  • UI improvements