Improving Productivity with Outlook and Notes Integration

Improving productivity with Outlook/Notes Integration Pat Mozzoni, DuPont Brad Mattick and Eric Hood, salesforce.com

Safe Harbor Statement ,[object Object],[object Object],[object Object],[object Object]

Agenda ,[object Object],[object Object],[object Object],[object Object],Brad Mattick Salesforce.com Pat Mozzoni DuPont Brad Mattick Salesforce.com Eric Hood Salesforce.com

Brad Mattick Senior Product Line Manager Salesforce.com [email_address]

Win themes ,[object Object],[object Object],[object Object]

Outlook/Notes Edition Overview ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Conceptual Diagram ,[object Object],[object Object],[object Object],[object Object],[object Object],Lotus Notes/ Outlook Domino/ Exchange

Eric Hood Senior Consultant Salesforce.com [email_address]

Best Practices ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

ACME – Key Challenges ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

ACME – Project Team ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],DEPLOYMENT DETAILS

ACME – Environment and Configuration ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],DEPLOYMENT DETAILS

ACME – Results ,[object Object],[object Object],[object Object]

Pat Mozzoni CRM Applications Manager DuPont Chemical Solutions [email_address]

Background - Who We Are ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Background - Who We Are ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Key Business Issues ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Goals ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Configuration – Key Features ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Configuration – Details ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Team ,[object Object],[object Object]

Deployment Timeline January March April November ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Full roll-out to 300+ users

Results ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Results ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],User Reaction and Feedback

Notes /Outlook Edition 3.0 ,[object Object],[object Object],[object Object],[object Object],1 2 3 4 We support Lotus Notes versions 6.0.1 – 7 , Outlook 2002 -2003

Client Automatic Updates and Administration ,[object Object],[object Object],[object Object],[object Object],1 2 3 4

Brad Mattick Senior Product Line Manager QUESTION & ANSWER SESSION CRM Application Manager Pat Mozzonni

Session Feedback Let us know how we’re doing! ,[object Object],[object Object],[object Object],[object Object],[object Object],Save time! Use your cell phone or mobile device to send Feedback via SMS/Text Messaging! Send a message to 26335 In the message body: Session 193, #### For example, “ Session 123, 5555 ” Session ID: 193 Session ID # Scores for 4 categories SMS Voting powered by:

Improving Productivity with Outlook and Notes Integration

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Improving Productivity with Outlook and Notes Integration