Xobni Case Study

Sales reps understand the importance of staying connected to their customers and prospects. So when TRUSTe, the leading online privacy seal and trust assurance service, looked for ways to help their reps reach more customers, they turned to their strategic advisor and systems integrator Echo Lane that introduced Xobni Enterprise and the Xobni Extension to Salesforce.com.

TRUSTe learned how Xobni helps professionals solve information and relationship overload by providing the most advanced search and relationship management capabilities available for Microsoft Outlook. With the Salesforce.com Extension, Xobni Enterprise users can quickly access crucial information including account details, recent activity associated with the account and the individual, and the source of the lead.

"Xobni's Salesforce CRM extension is as an out-of-box solution, so companies such as TRUSTe can easily access sales forecasts, collaboration data, and other key information directly from their Outlook inbox," stated Alana Kaselitz, Principal Founder of Echo Lane. "Through Xobni Enterprise, TRUSTe's sales reps can see forecast, lead and opportunity information from their Microsoft Outlook In-box, allowing them to understand the full view of each relationship."

"Xobni is a great organizational tool for Outlook users who interact with hundreds of clients on a daily basis," explained Rossi Khoung, TRUSTe Sales Executive. "Before Xobni, it was a daunting task to trace previous email conversations with a particular client. Now, I'm able to look up everyone single conversations AND files exchanged between Xobni and Salesforce.com, saving invaluable time and allowing me more time to prospect for new clients!"

"With our extensive history of working with Salesforce.com since its first implementations, we know how to identify innovative technology which bring Salesforce.com to the next level," continued Kaselitz of Echo Lane. "Extending rich Salesforce.com CRM data from the browser to the In-Box through Xobni Enterprise is a natural evolution that delivers real value to Salesforce.com customers."

Additionally, TRUSTe's sales operations recognized the value of Xobni's Salesforce.com Extention. Bo Wilson, Sr. Director of Operations Engineering at TrustE stated, "The Salesforce Extension from Xobni Enterprise enables me to view prospect and Salesforce opportunities within the context of personal and professional information; this truly enhances my effectiveness when working with TRUSTe's clients."

Xobni Enterprise and Salesforce.com Extensions are available through the Xobni Partner Program, including Echo Lane. To learn more or request a quote, please contact sales@echo-lane.com.