Tag Archives: salesforce

CompanionLink Express updated for Salesforce Outlook Sync

Posted on by Wayland Bruns
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CompanionLink has updated CompanionLink Express for to better support Outlook Sync with Salesforce. Salesforce recently discontinued Salesforce for Outlook Sync. CompanionLink Express is a drop-in replacement for the discontinued product. The new solution from Salesforce is to use their Office 365 and Lightning Integration, which is not an option for people who use POP3, IMAP, or Standalone Outlook folders or who use a private Exchange server that cannot connect to Salesforce.

CompanionLink Express – Sync Salesforce with Outlook on your PC

CompanionLink has long supported Outlook to Salesforce Sync using our CompanionLink Professional product. Today we are moving this capability to our lower priced CompanionLink Express product, and re-launching our landing page for this product.

CompanionLink Express can synchronize Outlook 2007, 2010, 2013, 2016, 2019 and Office 365 with Salesforce. Contacts, Calendar and Tasks are synchronized. CompanionLink also synchronizes Salesforce Accounts to the Outlook Contact list (with the notation “Acct”) and Salesforce Opportunities to the Outlook Task list (with the notation “Oppt”). More information can be found in the setup guide.

This product is needed by people who use Outlook folders that are on Exchange, like POP3 and IMAP folders, or where the Exchange permissions on the folder are such that Salesforce cannot access it. In these cases, a PC side program is required.

CompanionLink Express costs $79.95 for a one-time purchase, or if you like a recurring charge $19.95 once every three months. You can download a 14 day trial from this page: https://www.companionlink.com/salesforce/outlook/

CompanionLink Express
Average User Rating:
Average rating: 4.83 out of 5 based on 658 reviews.
Free 14 day trial. Price $19.95 3-Month Sub - $99.95 One-time License.

How to Sync Google, Salesforce, & More with iCloud

Posted on by David Z
4

It seems like it should just work. If you set up iCloud to sync with Outlook using Apple’s iCloud Control Panel and you’ve set up Google, Salesforce, or another CRM to sync with Outlook, it should all sync up nicely – right?

When you set up iCloud to sync with Outlook, the iCloud Control Panel creates a unique Outlook Folder, which it then uses to sync with iCloud. It will actually move items from your default Outlook Folder to this new iCloud Outlook Folder in order to facilitate the sync. This doesn’t really change how things look in Outlook, but it does change how things sync.

Many tools that sync CRM solutions such as Google and Salesforce are set to sync with only the default Outlook Folder, with no option to change this. Because iCloud is syncing with a different Outlook Folder, these two sync tools don’t work together. Fortunately, CompanionLink is different.

CompanionLink allows you to choose which Outlook Folder(s) you want to sync with. So if you want to sync Google with Outlook and iCloud, or Salesforce with Outlook and iCloud, it’s as easy as configuring CompanionLink to sync with the iCloud Outlook Folder. From there, any data synced from sources like Google or Salesforce will sync through iCloud to your iOS devices and any other PC or Mac that iCloud is configured on.

For details on configuring which Outlook Folder(s) to sync with in CompanionLink, see our Configuring Outlook support article.

CompanionLink 5012 Now Available to Download

Posted on by David Z
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Just a quick update today: we’ve just uploaded the latest build of CompanionLink – build 5012. This is primarily a bug-fix release, though there’s a few new options for Windows Live and Salesforce users. We’ve also removed the “beta” tag on our new Windows Live sync option – it’s officially ready!

Take a look at the release notes below for all the details, then head over to the downloads page to get the update! Continue reading →

Sync the LG Nitro HD

Posted on by David Z
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The past month or two have brought a number of top-tier Android phones: the Motorola DROID Razr, the HTC Rezound, and the soon-to-be-released Samsung Galaxy Nexus. This week, the LG Nitro HD joins the pack.

Sporting a 1.5GHz dual-core processor, 4.5” HD screen, 4G data speeds, and Android 2.3, the Nitro HD can compete with the best of them. While the Razr, Rezound, and Nexus are all Verizon phones, the Nitro HD brings its power to AT&T. Check one out in stores today.

If you’re thinking about picking one up, rest assured that CompanionLink will sync the Nitro HD with Outlook, ACT!, Salesforce, and more. And if you’re upgrading from an older device, just download DejaOffice to the Nitro HD and in one sync you’ll have access to all your contacts, calendars, tasks, and memos.

Questions? Comments? Shout out in the comments below!

Use CompanionLink to Sync the New Motorola DROID RAZR

Posted on by David Z
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Motorola just announced their latest, and perhaps their best, smartphone yet – the DROID RAZR. As the name suggests, this phone is razor-thin. In fact, it’s one of the thinnest phones available, measuring just 7.1mm thick. Don’t let its size fool you, however, this slim phone packs plenty of power!

Tech Specs:

  • Dual core 1.2GHz processor
  • 1GB RAM
  • 1800ma battery (over 12 hours of talk time)
  • 4.3” Super AMOLED display featuring Gorilla Glass
  • 4G LTE Speeds

In addition to the specs above, the RAZR features both consumer and business-friendly capabilities. Motorola’s famous docking features make the phone your computing hub, allowing you to transform it into a laptop or media center effortlessly. And the RAZR is ready for business, with access to enterprise-level services like Exchange, GoToMeeting, Microsoft Office, and more.

Can’t wait to get your hands on one? The DROID RAZR is available for pre-order from Verizon beginning October 27th for $299. And since it’s running Android, you can sync the DROID RAZR with Outlook, Salesforce, ACT, and much more with ease using CompanionLink!

To learn more, or to try it out for yourself with a 14-day free trial, head over to our Android Sync page.

How To Use Siri To Set Up Business Meetings In Outlook, ACT!, & More

Posted on by David Z
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Just the other day, Apple revealed their latest iteration of the iPhone – the iPhone 4S. One of the biggest new features comes in the form of Siri, Apple’s self-described “humble personal assistant.” Using voice recognition technology, Siri is able to take verbal commands and act on them, allowing you to check and compose messages, emails, calendar appointments, and much more.

Image Credit: TUAW

Currently, Siri is designed to work with Apple’s built in apps – it’s not clear if or when the technology will be opened up to third party developers. However, DejaOffice has the unique ability to connect with Apple’s built in apps. As such, DejaOffice is able to harness the full power of Siri and sync new or updated data back to your existing CRM solution.

Doing so is simple. First, you’ll need to ensure that DejaOffice is set to sync with the native databases. To do this, just launch DejaOffice on your iPhone 4S, tap “Settings,” then “Sync.” From there, select “Sync with Apple’s Calendar” and “Sync with Apple’s Contacts” to enable syncing with the native databases.

Once that’s enabled, press and hold the home button on your iPhone 4S to activate Siri. Say something like “Schedule lunch with John Smith at noon on Friday” and Siri will comply. The next time you sync DejaOffice via CompanionLink, that appointment will be transferred into Outlook, ACT!, Salesforce, or whatever CRM solution you’re using. It’s that easy!

The DROID BIONIC Has Landed – Now Sync It With Outlook & More

Posted on by David Z
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It’s been 9 months in the making, but the DROID BIONIC is finally here. It was first seen back in January, but delays, rumors of cancellation, and more delays have caused the BIONIC to become one of the most hyped phones this year. And based on its specs, Motorola is hoping to deliver on that hype.

It is no doubt a powerhouse, something the specs, and the price, reflect. The BIONIC features a 4.3” qHD touchscreen display, dual-core 1GHz processor, 1GB RAM, 16GB internal storage with a 16GB microSD card preinstalled, 8 megapixel camera, and much more. Running on Verizon’s 4G network, the BIONIC is listed at $299 with a new 2-year contract.

It’s place among the top Android phones is without question, but does it live up to the hype? Hear our thoughts in the video below:

[youtube=https://www.youtube.com/watch?v=gFzTb6nEOOY]
As you can see, we got our hands on the BIONIC and are happy to report that CompanionLink will allow you to sync the BIONIC with Outlook, ACT!, Salesforce, and more! Contacts, calendars, tasks, memos and more all sync seamlessly. Try it for yourself with our 14-day free trial or grab a copy of CompanionLink today. Prices start at just $49.95.

What do you think of the BIONIC? Do you have questions about syncing? Leave a comment below!

Zoho vs. Salesforce – A Quick Guide on How to Decide

Posted on by David Z
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If you’ve been searching for an online CRM solution, there’s no doubt you’ve come across both Zoho and Salesforce. Initially, they are hard to compare – the pricing is vastly different and neither of them offer any sort of comparison chart. After some research, however, you’ll begin to notice some clear similarities and differences.

As far as the basic components of CRM are concerned, both Zoho and Salesforce offer what any user will need. Accounts, contacts, campaigns, Outlook and Office integration, collaboration tools, etc. are found in both services. And, of course, CompanionLink works great with either Zoho or Salesforce! So how do you decide which is right for you? Let us help by highlighting the unique benefits each service offers.

Zoho: Affordable, Quick, Easy

The most obvious benefit Zoho has to offer is its pricing. At $12 or $25 per user per month, it’s $100 less than Salesforce’s most popular offering. Zoho even offers a free version for users who need a very simple CRM solution.

Of course, price isn’t the only benefit Zoho offers. Zoho is designed to be quick and easy, allowing even the smallest businesses to jump in and get started right away. Zoho also offers integration with their complete suite of Zoho Apps, providing access to chat, docs, invoicing, projects, meetings, and much more.

In the end, you’ll want to look into Zoho if you’re a small to medium business looking for a full-featured, yet affordable CRM solution.

Salesforce: Powerful, Customizable, Expandable

Salesforce generally gets accused of being more expensive than Zoho or other CRM options. With its most popular edition going for $125 per user per month, this may seem to be the case. However, Salesforce accounts start at just $5 per user per month for their more basic CRM solution.

That said, most users generally opt for one of the higher priced plans. The question then becomes, “What do I get for my money?” In addition to all the benefits you’d expect from a CRM service, Salesforce offers the ability to customize your experience via custom apps and websites, a developer sandbox, and integration via a web services API. All that may sound a bit technical, but it essentially means that, with a little technical know-how, you can make Salesforce do exactly what you need it to do for your specific setup. To make customization even easier, Salesforce hosts a cloud-computing marketplace called AppExchange where you can find over 1,000 different apps that will help make Salesforce work for your setup!

Generally speaking, if you’re a medium to large business with custom CRM needs, Salesforce is a great option.

Hopefully this has helped narrow your search. In our experience, there isn’t a bad choice here.