Outlook Integration Solutions For Salesforce. Comparison Analysis.
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Outlook Integration Solutions For Salesforce. Comparison Analysis.

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  • All the data in this analysis is publicly available. If you notice any inconsistency, please e-mail me at olga(dot)petrik(at)invisiblecrm(dot)com. Thank you!
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Outlook Integration Solutions For Salesforce. Comparison Analysis. Outlook Integration Solutions For Salesforce. Comparison Analysis. Presentation Transcript

  • Outlook Integration Solutions for Salesforce.com Comparison Analysis
  • User Adoption and Outlook
    • Idea:
      • Microsoft Outlook is widely adopted in the world by more than 200M users
      • Sales reps are among them and spend >50% of their time in Outlook
      • If CRM system is tightly integrated to Outlook, the adoption by sales reps will be definitely increased
    • Analysis:
      • Outlook is a PERSONAL information manager focusing on personal values and here user adoption is driven by productivity
      • There are three different approaches to incorporate CRM into Outlook
          • Integration : user may move data between Outlook and CRM but has to work with 2 applications
          • Embedding : user may access all or certain features inside of Outlook without switching between applications. The native interface of CRM system is exposed in Outlook
          • Melding : CRM user interface and functions are morphed to Outlook GUI to preserve the Outlook native users experience
      • Best user adoption rate to CRM system can be reached if
        • - Outlook user experience is preserved
        • - Sales rep will get numerous personal productivity features around CRM
  • Architectural approaches Solution Approach Details
    • Connect for Outlook
    • Salesforce for Outlook
    • (by Salesforce.com)
    Integration
    • Designed to manage sales information (without sacrificing data consistency)
    • PIM records are imported in Outlook, with ability to push data back to CRM
    • SFA records are exposed through web pages, shown in Outlook frames
    SalesDesktop Suite for Salesforce.com (by InvisibleCRM) Melding
    • Designed to naturally fit and meld CRM data (both PIM and SFA) with Outlook and preserve the Outlook user experience
    • Provides bi-directional sync, respects relations between objects
    • - Adds sales reps personal productivity features on top of integrated data
    LinkPoint Vue ( by LinkPoint360) Integration - De signed to bring to Outlook CRM data related to contacts, calendar events, tasks and emails in the user’s Outlook to give the user CRM context on these Outlook data. - Only Outlook Contacts, Events and Tasks are synced, and emails are saved to Salesforce.com. - Other CRM records are not synchronized, rather online lookup is made on Salesforce.com to bring data to Outlook for review. - Users need connection to the Salesforce.com application to be able to view and edit Salesforce.com data in Salesforce.com web interface.
  • Outlook Integrations : System Requirements System Requirements Connect for Outlook Salesforce for Outlook SalesDesktop for Salesforce.com LinkPoint Vue Salesforce.com editions supported Developer, Contact Manager, Group, Professional, Enterprise, & Unlimited Editions Developer, Contact Manager, Group, Professional, Enterprise, & Unlimited Editions Professional, Enterprise, Unlimited, Developer Group, Professional, Enterprise, Unlimited Operating systems supported Microsoft Windows® 2000, XP, Vista™, or 7 (32-bit only; 64-bit is not supported) Microsoft Windows® 7 (32-or 64-bit), XP (32-bit only), or Vista™ (32-bit only) Microsoft Windows XP SP3 and higher, Vista SP1 and higher, and Windows 7 (32 & 64 bit) Microsoft Windows XP, Vista and Windows 7 (32 & 64 bit) MS Outlook versions supported Microsoft Outlook XP (2002), 2003, or 2007 Microsoft® Outlook® 2007 or 2010 (32-bit only; 64-bit isn't supported).
    • Microsoft Outlook Versions:
    • 2003 SP3 and higher,
    • 2007 SP2 and higher,
    • 2010 (32-bit only)
    Microsoft Outlook Versions 2007 and 2010 (32 & 64 bit) MS Exchange Server supported Microsoft Exchange Server Microsoft Word XP (2002), 2003, or 2007 N/A MS Exchange Server 2003 & 2007 Cached Mode only N/A Additional Requirements You must have administrator permissions to run the .msi installer with Windows 7. Adobe® Acrobat® Reader® 7.0 or later N/A .NET Framework 4.0 Client installs prior to LinkPoint Vue installation. Mail servers POP3 IMAP and Pop3 email servers are not supported. POP3 N/A
  • Functionality Comparison : Main Features
  • Functionality Comparison : SFA
  • Functionality Comparison : Synchronization
  • Functionality Comparison : E-Mail Management
  • Functionality Comparison : Calendar
  • Functionality Comparison : Productivity Features
  • Jeff Krider, COO [email_address] ; 1 (678)701-3061 skype:jeff.krider For more information on InvisibleCRM solutions for Salesforce visit www.invisiblecrm.com OR Salesforce AppExchange at http://goo.gl/DjSh9 OR contact us at [email_address]