Discover from email customer or prospect contact information
Automatically update customer contact information
Automatically log customer emails to Salesforce
Scan business cards with Evernote and import contacts to Salesforce
Find and log Evernote meeting notes to Salesforce
Get reminders to log notes after your calendar meetings
Upload files from Dropbox, Box or email attachments
Get reminders to update important opportunities
Updating customer contact info is tedious and time consuming, but essential. EasilyDo can search email dialogue to find contact information for existing customers or new prospects. It will also automatically log emails for any individual listed in Salesforce.
Lots of sales professionals take notes in Evernote that never get transferred to their CRM. EasilyDo can discover notes in Evernote that are related to Salesforce objects and automatically log them. EasilyDo also offers to add scanned business cards as leads or contacts.
Always waiting until the end of the week (or month) to log activities? EasilyDo will remind you to log notes right after your meeting and never let you forget an active opportunity.
Key customer documents can get lost in a variety of locations. EasilyDo can discover customer files in Box, Dropbox or email attachments and upload them to the appropriate Salesforce object so your team always has access to the right files.