24 Artikel in der Kategorie Salesforce auf memonic.

The Evernote Ecosystem – Use It For Salesforce!

 

We already gave you a glimpse on our most recent Memonic for Salesforce release, featuring an unique Evernote integration and enabling you to link any Evernote notebook to basically any Salesforce object. However, the story does not end at this point. Evernote brings a huge ecosystem with it, featuring an integration into hundreds of apps and devices. Just as a example, imagine you take meeting notes during a client meeting in Penultimate using your iPad. With just two clicks only it’s being added to an account in Salesforce. Don’t believe it? Well, then watch this quick video and convince yourself!

 
 

Memonic for Salesforce – now with Evernote support!

 

You have not misheard – indeed with the most recent release of Memonic for Salesforce, we’re adding Evernote support, combining the best of the three systems Evernote, Memonic and Salesforce! With this unique integration, you now are able to link any Evernote notebook to any Salesforce object like a lead, an account, a contact and many more! Enough words, watch this video to see how easy that is:

 
 

[Video] One Click Sharing With Chatter – Memonic For Salesforce

 

Chatter is such a powerful feature in Salesforce. It’s the core social component to exchange and chat with your co-workers. Memonic seamlessly integrates with Chatter, enabling you to share clippings right in the clipper itself, no need to go back to Salesforce!

 

 

 
 

[New Video] Keep your key accounts up to date with Memonic for Salesforce

 

Not only qualifying your leads is important, but also keeping them up-to-date. By having the most recent news and information about your clients you’ll gain a competitive advantage over others. Thanks to Memonic for Salseforce, updating your accounts is a snap – and everything gets centrally stored in your Salesforce instance!

 

 
 

[New Video] Doing Better Support With Memonic For Salesforce

 

Salesforce is the place you store all your client’s and lead’s interactions and details. Since you as the client manager are the interface between your company and the company’s customers, chances are people will reach out to you with problems and questions. With Memonic for Salesforce, it’s super-easy to open a support case and pass it on to your support staff. This short video will give you an idea:

 

 

 
 

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