What’s New with Saleslogix Sync for Gmail TM

2 Saleslogix Sync for Gmail Feature Overview Administration Integration Contacts Integration Tasks / To-Do’s Integration Calendar Integration

3 Saleslogix Sync for Gmail Feature Overview Cloud-based integration between Saleslogix and Gmail Simple to maintain, OAuth-based, cloud-friendly Users work where they work (in Saleslogix or Gmail) via a two- way sync Manage s, calendars, contacts, and tasks Save relevant conversations and attachments in Saleslogix

4 Saleslogix Sync for Gmail Administration Preinstalled cloud integration Easy LAN installation User-specific setup and management Saleslogix and Gmail sync rights with integration secured actions Historical and future sync activity lists for easy troubleshooting Schedule your sync services to balance performance and data response

5 Track Important Conversations Work in the system you prefer – Saleslogix or Gmail s tagged with Saleslogix/SendToSLX label are automatically recorded to History in Saleslogix s in Gmail are categorized as either “Recorded” or “Contact not Found” so you can take further action, if necessary

6 Manage All Your Contacts Add and edit Contacts in either Gmail or Saleslogix Control which Contacts in Saleslogix sync to Gmail using the ad hoc group defined in Tools\Options. Contacts created and designated for sync in Saleslogix will continue to sync between Gmail and Saleslogix as a Contact

7 Manage Tasks in Gmail or Saleslogix Maintain and manage your “To- Do’s” in either Gmail or Saleslogix Create, schedule, and complete Tasks/To-Do’s in Gmail or Saleslogix All non-recurring To-Do’s sync to the Gmail Tasks list called “Saleslogix” Tasks will show up in the Saleslogix and Gmail Calendars as well

8 Stay on Track with Your Calendar Create and maintain a unified schedule in Gmail and Saleslogix Activities can be one- time or schedule to recur User’s calendar will remain updated in both Gmail and Saleslogix All calendar items are synced as “meetings” to Saleslogix Learn more about Saleslogix Sync for Gmail at

9 Where to get more information Dick Wooden, President Phone: