Are you maximising your investment in Salesforce?
Are you tired of chasing your team to update Salesforce?
Are you confident that your sales forecast is 100% accurate?
Materially increase Salesforce adoption with Knowledgemill. Minimise changes to your business process by updating Sales Cloud ‘on the go’ from any device, with zero click filing & automatic population of sales information into Salesforce from within Outlook.
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Knowledgemill Mail Manager for Salesforce provides a seamless user experience integrating Salesforce Sales Cloud with Outlook. Sales staff work in Sales Cloud from Outlook and automated email filing ensures all mail is saved into a single central repository (Salesforce).
Experience Reliable Sales Forecasting
Knowledgemill Mail Manager for Salesforce brings your sales team and sales data together to improve the quality of your Salesforce data for opportunity management and forecasting whilst reducing risk using automated data entry and automatically filing into Salesforce without leaving Outlook. With Knowledgemill you can:
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Instantly access the latest up to date Sales forecasts
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Understand whether your team has sufficient pipeline to meet their sales targets.
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Quickly identify critical deals that contribute most to target attainment.
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More effectively track actions related to opportunity closure.
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Collaborate more efficiently with peers and colleagues on deals.
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Reduce admin burden for your team with automatic population of Salesforce without leaving Outlook.
What Can Knowledgemill Mail Manager For Salesforce Do For You?
Knowledgemill Mail Manager seamlessly integrates Salesforce Sales Cloud and Microsoft technologies to ensure Salesforce is part of the user’s day to day activities. Enjoy all the standard features of Knowledgemill Mail Manager whilst benefitting from the following
We provide an intelligent machine learning email filing system that works seamlessly as part of Microsoft Outlook Office 365 or Exchange and integrates with the document management system of your choice
Enjoy Zero-click email filing for up to 80% of all emails: With the unique option of adding mandatory filing to ensure your organisation never loses another email
A central store of all emails: De-duplicated with an automatic link between all correspondence and a Salesforce object – Lead, Opportunity, Contact or Accounts
Find information fast and intuitively: The ability to search emails and documents together across the whole repository, not just individual silos
Seamless team / staff collaboration across devices, locations and geographies: Allowing you to share the most up to date communications securely and with security that can be set at any level, you are in control
Knowledgemill will migrate and de-duplicate a complete history of your emails and documents from multiple sources to create a single information store on day one
Access for external staff (e.g. Customers, Suppliers) from a thin client portal
Your staff will benefit from the user friendly access from Microsoft 365 with a browser add-in
Knowledgemill Mail Manager for Salesforce can be provided as a ‘on premise’ or Cloud solution
Experience instant access to your team’s latest data and correspondence.
Knowledgemill Mail Manager For Salesforce works with IOS,Android and MS Windows on any device, allowing your sales team to update whether in the office, working remotely or on the go
What our customers say
“With the implementation of Knowledgemill Mail Manager for Salesforce, my Sales Managers experience instant access to the latest up to date sales information for more reliable forecasting whilst their team enjoys the reduced admin burden with automatic population of Salesforce without ever having to leave Outlook, even when they are on the go“
Whitepaper: Unleash The Power of Salesforce with Knowledgemill
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Case Study: Adrosonic - Using Knowledgemill with Salesforce
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Knowledgemill Mail Manager for Salesforce Product Sheet
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Whitepaper: Unleash The Power of Salesforce with Knowledgemill
Case Study: Adrosonic – Using Knowledgemill with Salesforce
Knowledgemill Mail Manager for Salesforce Product Sheet
Experience higher revenues with smarter, more predictable and faster sales using the number one CRM in the world by implementing Knowledgemill Mail Manager for Salesforce and experience instant access to your team’s latest data and correspondence whilst your team enjoy the reduced admin burden as Knowledgemill Mail Manager for Salesforce automatically enables population of Salesforce without users ever leaving Outlook.
For more information about Knowledgemill Mail Manager for Salesforce or to arrange your free trial, please enter your details on the form below.
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