2014-10-29

We are very excited to announce that KiteDesk has been updated to our latest version! This upgrade brings many new features that will improve the way you research leads, uncover new connections, and update Salesforce.  We are committed to bringing you the latest data and technology to help you decrease your prospecting time by up to 70%.

Here is the complete list of added features and enhancements that will make your sales process more efficient and effective:

CUSTOMER SERVICE

Help Center – Submit questions, read FAQs, and watch how-to videos.

KiteDesk Salesforce AppExchange Partner – Get KiteDesk right from the AppExchange knowing that we have passed Salesforce’s strict security and compliance review.



LEADS & DATA

Bulk Export Leads or Contacts – Use KiteDesk’s powerful data solution to bulk export contacts to enhance your existing account records with the people you need to know.

Bulk Export to CSV – Our users already love our direct to Salesforce lead export.  Now you can also export to CSV files to enable other systems and workflows.

CRM Details in Lead Search – Search our massive database of leads, and quickly spot those that are already in your CRM. You can click to view more details about the CRM records right from ‘Lead Search.’

CRM Ownership Display – No more stepping on each other’s toes.  Know instantly who in your organization may already be working an account or lead.

Estimated Result Set Size on Lead Search – KiteDesk can return thousands of high quality leads that match your selling criteria.  Now you can quickly see the full size of the results. Try comparing our data to other solutions; you will be amazed!

USER EXPERIENCE

Moveable HUD – Our convenient ‘Heads-Up Display’ can now be dragged anywhere on the page you’d like.

Web App Supports Internet Explorer – Experience the power of KiteDesk within Internet Explorer.  Handy for organizations where IE is the default browser.

Page Decorations for LinkedIn Sales Navigator – KiteDesk is already a powerful companion to LinkedIn, now you can use it right from within Sales Navigator as well.

Page Decorations for InsideSales Dialer – InsideSales has a great dialer experience.  Wouldn’t it be great to know everything there is to know about the opportunity right from where you are calling?  Now you can.

Managed LinkedIn Imports Under ‘My Accounts’ – You can quickly import your LinkedIn contacts where you manage your other accounts.  We will even help you remember when you need to import contacts again.

Leaderboard – Now reports total organization connections and favors your LinkedIn photo for your profile image.

CRM SYNC



Calendar Sync – You can keep your work calendar and your Salesforce calendar perfectly in sync.  Just create your appointments in your mail system, and KiteDesk automatically adds meeting activities for attendees – it even works with your mobile device!

Faster Email Sync – KiteDesk now syncs your customer emails to the CRM even faster with near real-time performance.

More Email Details in CRM – Now includes the email addresses of all recipients and the time and date the message was sent.

Auto Ignore Emails from User’s Email Domain – Sometimes, there are leads and contacts in the CRM with placeholder emails that match team members.  KiteDesk is now configured to ignore these emails by default.

Review More Messages At One Time – We have expanded the screen for reviewing messages to let you see more messages at one time.

Opportunity Details in Message Review – Added mouse-over on ‘Opportunity’ to show more details.

BUG FIXES

Disabled ability to add multiple exchange accounts for the same email address.

Fixed issue where ‘LinkedIn Export Reminder’ may remind users too frequently.

Corrected problem that caused KiteDesk icon to not turn green when you were visiting the website of a company in your CRM.

Corrected intermittent mail sync issue for Google Apps customers.

Fixed issue where ‘Message Review’ list scrolled when items were checked.

We hope you are as excited about these new features and upgrades as we are!  If you have any questions, please leave us a comment.  We always love hearing from you.

The post KiteDesk Update Brings Exciting New Features appeared first on KiteDesk.

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