Yoxel Mailbox Assistant for Salesforce Users
作成者: YOXEL
Work smarter with integrated Salesforce data and email productivity tools, i.e. "auto follow-up" ...
Identify opportunities, connect with customers, and work smarter in Outlook.
✓ Leveraging your Salesforce data
On every email, Yoxel surfaces relevant Salesforce data so you can craft the perfect response. Quickly create leads, contacts, and log emails without leaving your Inbox. Take advantage of the list views you have set up in Salesforce for leads, contacts, opportunities, and accounts.
✓ Increase the rate of email response
Connect with customers smarter and more consistently with scheduled emailing and automatic follow-ups. Customize the follow-up rules and activate personalized drip campaigns for email threads where you expect a response.
✓ Automate Salesforce data-entry
This Yoxel add-in complements Yoxel Sync for Salesforce which enables automatic integrations for email, calendar, contacts, tasks. See the Yoxel Sync listing in AppExchange:
https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B38M0EAJ
** Notes:
- Works only for Office365 Business accounts!
- Requires offline access to your Office365 Business account.
- Requires an active Salesforce account.
- Internet Explorer 9 (IE 9) and 10 (IE 10) are not supported. Supported browsers: IE 11+, Chrome, Firefox, and Safari.
アプリの機能
- インターネット経由でデータを送信できます
- このアプリは、アクティブなメッセージの、本文、件名、送信者、受信者、添付ファイル情報などの個人情報にアクセスして変更できます。メールボックス内の他のアイテムの読み取りや変更はできません。個人情報の管理および処理方法の詳細については、開発者のプライバシー ポリシーを確認してください。