Find your productivity peak with the new adaptive UI that adjusts to your Salesforce
routine, seize our new mechanics of manually saving emails / attachments, and get a set
of fresh productivity features where the real selling gets done – your Inbox.
Save attachments not only to your Salesforce tasks but to the relevant Opportunities, Accounts, or any custom objects. All it takes is 1 tick.
SmartCloud Connect now lets you save only the preferred email and not the entire thread behind it. Simply tick “Crop email” when saving it.
Get more flexibility over how you view and work with your Salesforce data from Outlook.
With the redesigned UI of SmartCloud Connect, now it’s even more convenient.
Now you can adjust the UI of SmartCloud Connect so it exactly matches with your
business role. Different departments or even users can have dedicated product
configuration depending on what they use on the day-to-day basis.
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You can save your email threads and attachments to Salesforce in .eml format. Now all of your team members can easily reply to any email by opening .eml files via Outlook or Gmail directly from Salesforce.
With SmartCloud Connect, your assistants can easily manage Calendars, save and sync
events on your behalf. Plus, when scheduling meetings via email they can insert clickable
time-slots with your availability right into the email body.
Account management, a new Recordings tab, self-service Signals, and customizable automation make this release a gift bag of powerful sales features
Expanded views, new widgets, freshly-added Revenue Signals, and more updates has turned this Fall season into a cornucopia of features for easier and more streamlined sales activities