WLN News

CSI Leasing is Rolling out InvisibleCRM’s SalesDesktop to Integrate Salesforce.com with Microsoft Outlook

CSI Leasing, Inc. (www.csileasing.com), one of the largest equipment leasing
companies in North America, recently rolled out SalesDesktop
(www.invisiblecrm.com/salesdesktop), InvisibleCRM’s Outlook integration
solution for Salesforce.com. CSI Leasing chose SalesDesktop as their Microsoft
Outlook solution to boost the productivity of their teams actively using
Salesforce.com CRM.

After deploying and using Saleforce.com, CSI Leasing (CSI) Field Sales Teams
faced several challenges that encouraged the company’s management to look for
an Outlook integration solution like SalesDesktop. Customizing InvisibleCRM’s
add-in to entirely match CSI business requirements, and deploying it across
the target teams, enabled CSI Field Sales Reps to:

* Create opportunities, accounts and leads directly in Outlook
* Access the required CRM data through Outlook at any time, even offline
* Create, send and sync meeting requests with Salesforce.com quickly and
easily
* Using a smart filtering system, seamlessly synchronize to Outlook only the
needed records
* Use productivity features like drag and drop, create activity records
directly from emails, automatic email sync, one-click online look-up, etc.

“Our field sales teams use SalesDesktop all the time! It’s almost their ‘go
to’ as it saves them from logging into Salesforce.com,” says Sara Holden,
Salesforce.com Administrator at CSI Leasing. “The application is so simple,
the training guide is very simple; it just makes it so much easier than having
two applications or switching between two applications. The majority of the
things are done in Outlook making our sales teams happy, and all the data is
being captured in Salesforce.com which makes our management happy. It’s
phenomenal. It’s so simple!”

“We know sales people live in their Outlook. We know that a lot of things they
do in their Outlook are related to sales activities and should be reflected in
CRM. Our focus was always to not change people, but bring them value into the
environment they already use. That is why SalesDesktop is all about extending
Outlook with Salesforce.com data and letting users work with this data from
Outlook experience,” says Vlad Voskresensky. “We are proud to serve CSI
Leasing and when their sales users are happy because usage of the
Salesforce.com CRM with our Outlook integration became very simple - it is the
best reward ever!”

SalesDesktop is an Outlook plug-in designed by InvisibleCRM to seamlessly
integrate Salesforce.com CRM with MS Outlook. SalesDesktop promotes user
adoption by bringing all CRM objects to the native Outlook environment and
making it much easier to enter and update enterprise data without switching
back and forth between the applications.

For more information about SalesDesktop or CSI Leasing Case Study, please
visit http://www.invisiblecrm.com or email us at sales@invisiblecrm.com.

About CSI Leasing, Inc. (www.csileasing.com)

CSI Leasing, Inc. (CSI) is one of the largest independent equipment leasing
specialists in the world, with customers in more than 36 countries.

About InvisibleCRM (www.invisiblecrm.com)

InvisibleCRM is a technology provider of tools engineered to increase user
adoption and ROI of enterprise applications by seamlessly integrating them
into the way businesspeople work every day. These tools enable users to work
with their customer and corporate information, without leaving their favorite
applications – MS Outlook and Windows.