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Calendar Pro

Shared Calendar for Salesforce

Sobre el producto

CALENDAR PRO

Make your daily workflow easier than ever with the highly intuitive Calendar Pro for Salesforce CRM, now compatible with Salesforce CRM’s Lightning version. Gain full visibility of your Salesforce CRM users’ availability and schedule both from your desktop and mobile devices and benefit from our powerful time-saving product that enhances your management capabilities.

Calendar Pro for Salesforce CRM allows you to see all of their events, tasks, emails and requested meetings in one place. At the same time, with Calendar Pro you are offered the ability to create activities, assign and share them with specific users, contacts or leads, while making those events visible for other users, if needed.

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Main Features

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    USER FRIENDLY MANAGEMENT TOOL

    View all Appointments, Tasks, and Emails in a unified calendar directly from Salesforce and easily reference the availability of your Salesforce CRM users. Increase productivity and improve efficiency in your organization by providing valuable shared calendar management capabilities.
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    AVAILABLE VIEWS

    OSF Digital’s Calendar Pro can be displayed in 3 views: month, week and day. The preferred view can be selected from the top corner, next to the Current Month button. Clicking a certain date number from the monthly or weekly calendar views, will redirect you to the selected date’s day view.
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    TRACKING

    Have complete visibility over teams’ multiple schedules. Track the progress of Appointments, Tasks and Emails across the entire company by using the helpful Legend. Filter Appointments and Tasks in the Calendar to quickly access the information you are looking for.
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    USER LISTS

    Organize a large number of users by creating and editing User Lists, making it easier to sort through large numbers of users. Improve performance and planning capabilities by conveniently navigating between different User Lists directly in Salesforce.
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    COLOR CODING

    Maximize efficiency by empowering your users to color-code different Types of Activities and Calendar users. Your customizable calendar will also allow you to select the Activity details you want to display and simply hover over the Activity to view them.
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    PERFORMANCE 

    All calendar activities are tied to user profiles and customer data found in Salesforce CRM, resulting in increased visibility, reduced response time and streamlined internal workflows.

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  • What our clients are saying

  • We have a number of sales consultants located in different territories and it was becoming increasingly difficult to keep track of each other’s availability. OSF CALENDAR PRO makes us more efficient in terms of planning and scheduling. Now we are able to access a number of different calendars at once, schedule appointments or simply estimate team availability. These are very important aspects that contribute to well-organized and productive team management.
    Kara JuneauSolar Sales Consultant, Sunpro Solar
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