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https://media.trustradius.com/product-logos/TV/3C/OTSI6H4MREV0.JPEGSmartCloud Connect - a versatile and user friendly cloud based integration utilitySmartCloud Connect is only being used by a couple of departments in our organization; here there is an extra cost associated with it so only those departments that have a critical need for it are utilizing it. The utility streamlines the linking of inbound and outbound emails to bpm'online, our CRM platform. Before this system was implemented in this particular department, which has a heavy workload, there were complaints of the amount of time it took to track an inbound and outbound email within the CRM system. SmartCloud solved that issue by allowing all of the tracking to be implemented within Outlook itself.,Keeps email tracking simple within Outlook. Has a global search to allow associating an email with multiple types of accounts (i.e clients, leads, contacts, and activities). Single-button click to open or close the SmartCloud interface in Outlook.,The software updates often, leading to an opening delay the first time it is used in a session. Creating contacts is simple, but can lead to duplicates when proper research for tracking is not utilized by the end user. Extra cost on top of CRM costs add to the bottom line expense of the system.,9,Departments that use it save time on email tracking, allowing them to focus on client request and tasks. Simple integration with Outlook made it a breeze to set up, allowing for quick expansion or reduction of licenses. Extra cost has prevented us from applying the utility company-wide, which creates dual methodologies for email tracking and training.,Salesforce.com, GoldMine and Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM),Microsoft Teams, Microsoft Project, OneDrive, Duo Security, KeeperUnspecified
SmartCloud Connect
1 Ratings
Score 9.0 out of 101
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SmartCloud Connect Reviews

SmartCloud Connect
1 Ratings
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Score 9.0 out of 101

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Score 9 out of 10
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SmartCloud Connect is only being used by a couple of departments in our organization; here there is an extra cost associated with it so only those departments that have a critical need for it are utilizing it. The utility streamlines the linking of inbound and outbound emails to bpm'online, our CRM platform. Before this system was implemented in this particular department, which has a heavy workload, there were complaints of the amount of time it took to track an inbound and outbound email within the CRM system. SmartCloud solved that issue by allowing all of the tracking to be implemented within Outlook itself.
  • Keeps email tracking simple within Outlook.
  • Has a global search to allow associating an email with multiple types of accounts (i.e clients, leads, contacts, and activities).
  • Single-button click to open or close the SmartCloud interface in Outlook.
  • The software updates often, leading to an opening delay the first time it is used in a session.
  • Creating contacts is simple, but can lead to duplicates when proper research for tracking is not utilized by the end user.
  • Extra cost on top of CRM costs add to the bottom line expense of the system.
If you are using Office365 and it is within your budget, utilizing SmartCloud Connect as an interface with a CRM is a no-brainer. It remains hidden when Outlook opens, but with an email selected you can open it with a single click. It then allows you to associate the email and even attachments with email addresses that were included in the to, cc, or from sections of the email. It's a very intuitive user interface and saves time in email tracking.
Read Kenneth Harrington-Colon's full review

SmartCloud Connect Scorecard Summary

About SmartCloud Connect

SmartCloud Connect is an enterprise-class solution that brings Salesforce right to your Inbox and Calendar; it is highly customizable and allows you to synchronize emails, meetings and tasks between your CRM and Office 365, Outlook, Gmail. Using its contextual sidebar you can see and edit everything you need about leads, contacts, opportunities and other custom objects right from your Inbox.

As part of Invisible.io, SmartCloud Connect brings over a decade of experience in engineering products to increase user adoption and ROI of enterprise applications, without leaving the native environments where they use to operate.

SmartCloud Connect Features

Has featureEnterprise Sync Engine
Has featureWindow to Salesforce from Inbox
Has featureEnterprise Scheduling
Has featureEmail Tracking

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Pricing

Has featureFree Trial Available?Yes
Has featureFree or Freemium Version Available?Yes
Has featurePremium Consulting/Integration Services Available?Yes
Entry-level set up fee?No

SmartCloud Connect Support Options

 Free VersionPaid Version
Live Chat
Email
FAQ/Knowledgebase
Social Media
Video Tutorials / Webinar
Phone

SmartCloud Connect Technical Details

Operating Systems: Unspecified
Mobile Application:No