Have all your CRM Calendar & Contacts in sync

Both your Salesforce and your Mail plattforms support contacts and calendaring. How can we combine Salesforce’s customer orientated filing system with the vast mailing and calendaring functions in Microsoft O365/Exchange or HCL Domino?

Our solution is the Q!kom Add-on for OnTime group calendar. Two systems that feel like one!

Calendar synchronisation
Create and edit events directly in Salesforce
Sync Salesforce contacts to the personal address book
Create e-mails directly in Salesforce
Save e-mails in Salesforce and link them automatically

Integrates with

Experience Q!OnTime for Salesforce

Features

Viewing in Context

All changes can be made directly in Salesforce, we put the whole functionality of OnTime group calendar at your hand.

corporate address book, personal address book and of course all addresses from the SalesForce CRM
book room and resources
without having to leave the sales context you send out perfect meeting invitations to your customers..
documents are perfectly filed into the CRM, as they can be linked to e.g. SF objects, accounts, opportunities and cases
link to the invited persons in Salesforce will be automatically proposed

Direct editing

All changes can be made directly in Salesforce, we put the whole functionality of OnTime group calendar at your hand.

corporate address book, personal address book and of course all addresses from the SalesForce CRM
book room and resources
without having to leave the sales context you send out perfect meeting invitations to your customers..
documents are perfectly filed into the CRM, as they can be linked to e.g. SF objects, accounts, opportunities and cases
link to the invited persons in Salesforce will be automatically proposed

Calendar Synchronisation

All appointments at hand as well in Salesforce.

all meetings will be searched for contacts from Salesforce and linked accordingly
contact duplicates are detected and shown, but will not be linked to
other connections, for example to an opportunity, are supported.
appointment duplicates from other synchronizations will be detected

E-mail Synchronisation

Mails sent from Exchange or Domino can be filed into the Salesforce CRM.

E-Mails can be selected e.g. in the data area, attachments are immediately visible and you see if they have already be filed.
When importing an e-mail you can choose the attachments to import. The linking of the e-mails to Salesforce objects, accounts, opportunities, cases and/or persons can be made directly.
functions like follow-up as offered by Salesforce can be set
Sent mails created in Salesforce via your MS Outlook or HCL Notes client