Connecting people across tenants and systems
As a company grows, so does their reach – or at least that is the goal. By reach, we mean the amount of people we are in contact with. People we can show or sell our products or services to. As we continue to grow, so does this reach. With that, certain issues tend to show themselves, especially when it comes to personally or digitally trying to reach out to these ever-growing numbers of people.
Once upon a time, we used physical paper address books. Keep a list of names, phone numbers and other important data. Nowadays, the same function can be found in Outlook, within Salesforce and other systems and calendars.
Having multiple address books also means that, when you work across several systems or tenants, you have to switch from program to program to find the right person and their data sometimes.
- Can I view all my contacts within Outlook without needing to copy paste them into my personal contacts?
- Is there a way to access and filter contacts depending on their name and source? (Salesforce, Exchange directory, private, etc.)
The End of Copy Paste
As it stands, if you have multiple tenants, Exchange, private contacts and Salesforce, you’ll undoubtedly end up copy pasting contacts from A to B. Usually more than once. This dilutes the private list in Outlook and defeats the purposes if it ends up being used as an address book. Hundreds, if not thousands of other contacts from Salesforce and other sources on top of that. The other option, of course, would be to skip between programs, platforms and sometimes even from digital to physical and vice versa. This might help to find contacts, but costs a lot of time and increases the chances of making mistakes or missing data. What is needed is a bridge that gaps those problems in one go.
The All-in-One Solution
OnTime is that bridge. Looking to create a meeting with somebody? Want to look for shared free time slots, invite external people, look through the Exchange directory or your Salesforce CRM? OnTime manages to connect your calendar overview with all the data of contacts that you need or want to have access to and combines them into an easy-to-use way to organize all your needs in one place.
When choosing participants or invitees, you can immediately see what contact list the person is from or, in the advanced options, search contacts by directory.
This allows you to gather information from varaious tenants, from your own Exchange or your Salesforce. This includes the possibility to work multi-tenant or even multi-org. E.g. to make sure employees in the US have access to US clients and employees in Germany have access to German clients.
One example is the following. When using OnTime with Salesforce in this manner, it comes pre-equipped with flows that can open your Opportunity Team in OnTime immediately. This simplifies and quickens your organizational talents and saves you even more time to plan meetings, projects and more.
For those that want to get even more out of that, it’s even possible to control startups within OnTime via URLs to pre-plan meetings that always include the same group of people and more. An example of how can be found on page 128 in the documentation. Of course, we can offer you an example flow as well.
OnTime group calendar works effectively in Exchange OnPrem or Exchange Online, as well as in any combination. OnTime overcomes the limits of IT systems for you!
If you have any questions or would like a demonstration, please feel free to contact us at any time.
Would you like to find out how OnTime Group Calendar could benefit you and your organization?
Book a meeting to discuss your used case!
Seely Schmidt
Customer Success Manager
Don't hesitate to contact me and ask anything about the product or book a meeting with me directly.