A Guide to RevOps for Salesforce Admins Get the Guide >>

March Release 2018

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

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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