memonicOfficial Blog

While Salesforce primarily is a CRM system, it became a hub for any kind of business related tasks all over the years. And Memonic for Salesforce fits very well into that context. There are endless of ways how our Salesforce extension can enhance the way you do business.

One of these use cases is doing support via Salesforce. Imagine one of your customers is reporting you an error occurring on your product’s website. As the reporter forgot to attach a screenshot, you can quickly do that yourself. Create a problem report, including critical incident information and screenshots within seconds – and automatically assign it to your Salesforce case. You’ll get a complete case file, with a traceable case history – and avoid lengthy telephone dialogues beating around the bush.

Thanks to your efforts your engineers won’t have to waste time figuring out all the details but everything is in one place and they can immediately start working on the issues reported.

Try it out for free!

This week we released a new addition to the Memonic clipper: address clipping. On certain web sites we detect the presence of addresses and allow you to clip those easily.

When you choose the option to clip the address the detected address is automatically selected and you can save it with just one click.

This feature becomes really useful in the case of our Memonic for Salesforce clipper. There we present you with the option to create a Contact or a Lead. All the information we can extract is then automatically pre-filled in the corresponding form on Salesforce.com.

On a technical level we use the hcard microformat standard to find this information. If the clipping doesn’t work for you please contact us with details about the site you’re trying to clip from.

Some sites where we have successfully tested this clipper are Xing, LinkedIn and local.ch.

Do you regularly attend local networking events? Or trade fairs? If you do, chances are that you carried a huge pile of business card home. But how do you make the most of these leads? For that, you will need to quickly qualify, select and distribute them to sales agents.

Obviously, this will take a bit of web research on each new lead to find out about them, their role, and about their company. So far, this research was always lost, or tediously copy-pasted. But now, with the Memonic for Salesforce Clipper, this this same research activity is a breeze.
With one click only you save any valuable information you want to keep straight to your Salesfroce lead page. Also, with the Chatter integration your team always stays up-to-date with lead news.

Advantage: Get more qualified leads! The Memonic Clipper lets you keep all structured lead information and your background research on your potential new client all in one place. Richer content, richer sales.

Try it today, a 30 day trial is available.

Salesforce is one of the most powerful CRM systems out there. It’s used by millions of people. Doubtlessly you’ve noticed that we released an extension to that superior platform. It basically combines the strength of Salesforce with the power of Memonic. Isn’t that genius?

Now, there are literally endless ways how to use our extension together with Salesforce. It eventually depends on what business you are in and what workflow you have in place. But one very common use case is preparing a key account meeting. I think we all agree that it’s totally essential to be well prepared for such a meeting. Research about a client throughout the web is time consuming and annoying since you usually end up copy and pasting to assemble a client dossier.

But that’s past. Powered by Memonic’s web clipper, collecting valuable data about a key account is a snap – and everything get’s centrally stored in your Salesforce account. Read our lips: no more copy-pasting, no more email deluge!
And it comes better: Share your research quickly and easily among your team or other peers in your organisation with the Chatter integration. This way you can keep them updated with relevant information about key accounts before they join the meeting. All in one place. Learn more here: http://salesforce.memonic.com/

Friday was a good day. Not only was it the end of a work week for most of us, but we also released a new version of Memonic, now supporting image annotation in the clipper’s screenshot mode. This is very exciting as it let’s you draw rectangles, arrows and text directly onto the website clipped.

When clicking “save” it get’s added to your notes, looking exactly the same as you sketched it before. Isn’t that exciting?

Have a look at the new features and enjoy them! Let us know what you think about them!