Sync Salesforce CRM with Google and Your phone – Android, iPhone & iPad, BlackBerry, Palm webOS, Windows Mobile and Windows Phone 7

Sync with SalesforceCompanionLink now supports sync with Salesforce! Sync your Salesforce CRM contacts, calendar and tasks with any Google, Gmail, or Google Apps account. Google then provides free wireless sync to most popular smartphone platforms, including Android, iPhone, iPad, BlackBerry, Palm webOS, Windows Phone 7, Windows Mobile and Nokia Symbian.

CompanionLink gives Salesforce users an easy way to sync their crucial CRM data to their phones with no monthly fees. Because Google supports a wide range of platforms, CompanionLink can offer Salesforce sync with the most popular phones currently available, including the Motorola DROID 2 and DROID Pro, HTC EVO 4G, HTC Incredible, Samsung Galaxy S, Apple iPhone and iPad, BlackBerry Torch, and Palm Pre and Pixi. Two-way sync is fully supported so that changes made from the phone or Google account will sync back to Salesforce.

To try it out, you’ll need:

  • A Google, Gmail, or Google Apps account
  • A Salesforce Professional, Enterprise, or Unlimited account
  • CompanionLink Professional

You can find more info and a 14-day free trial of CompanionLink Professional at www.companionlink.com/salesforce/

How to sync the DROID Pro with Outlook

Sync the DROID Pro with Outlook

The DROID Pro, released today on Verizon, is a business-oriented Android device that is targeted squarely at the BlackBerry market. The DROID Pro features a physical keyboard tacked on to a portrait-oriented candybar form factor. The DROID Pro also features universal GSM and UMTS bands for global roaming. For a device that clearly caters to the business crowd, it lacks some crucial functionality –  there is no easy way to sync the DROID Pro with Outlook.

That’s where CompanionLink comes in. Like many Android phones, the DROID Pro will automatically sync with a Google account, and Google does provide a free calendar sync tool for Outlook. But what about contacts, tasks and notes? CompanionLink offers three ways to fully sync Outlook contacts, calendar, tasks and notes with the DROID Pro:

Direct USB Sync provides a fast and secure method to sync Outlook contacts, calendar, tasks and notes with the DROID Pro. This method ensures maximum data security because it does not use a cloud-based service to store or exchange data.

Local Wi-Fi Sync allows synchronizing Outlook contacts, calendar, tasks and notes to DROID Pro using a home or office Wi-Fi network. The PC and DROID Pro are connected to the same network, through which CompanionLink synchronizes data. This method offers a secure wireless sync with no monthly fees.

CL Secure Hosted Sync is a wireless subscription service ($9.95/month) that provides secure and automatic sync of all data types to the phone.  Data will sync automatically anywhere the DROID Pro has a wireless data connection.

CompanionLink’s sync software for DROID Pro works in tandem with an Android app called DejaOffice. DejaOffice is a robust suite of contacts, calendar, tasks and notes apps that support Outlook features such as color-coded categories, sort by company name, and task priorities. CompanionLink and DejaOffice provide a tightly integrated solution for managing Outlook data on the DROID Pro.

CompanionLink’s sync solutions for DROID Pro start at $39.95. More information and a 14-day free trial can be found at www.companionlink.com/droidpro

CompanionLink announces Outlook sync for Windows Phone 7

Sync with Windows Phone 7CompanionLink is happy to announce sync support for Windows Phone 7 devices like the Samsung Focus, HTC Surround, HTC HD7, LG Quantum, and Dell Venue Pro.

CompanionLink syncs Outlook contacts, calendar and tasks to any Google, Gmail, or Google Apps account. Google provides wireless contact and calendar sync to Windows Phone 7 through the Exchange ActiveSync protocol. In addition to Microsoft Outlook, CompanionLink supports sync with Outlook Business Contact Manager, Sage ACT!, Palm Desktop, Novell GroupWise, and Time & Chaos.

CompanionLink’s sync solutions for Windows Phone 7 start at $39.95. More information and a 14-day free trial can be found at www.companionlink.com/windowsphone/

Android Lounge Reviews CompanionLink for Outlook

Android Lounge just posted a review of the new CompnionLink for Outlook – Read the full review (Google Translate link)

More information about CompanionLink for Outlook can be found at www.companionlink.com/outlook

Tech Tip: How to sync multiple Outlook folders with your phone or Google account

Many users often call us asking how they can sync if they have data in more than one Outlook folder. Using the Category Manager feature in CompanionLink Professional, this can easily be accomplished. The reason we have to use the Category Manager is because most phones do not include support for multiple contact folders, and so instead we tag all the contacts from each folder with a different category. On most phones you can filter your contact list by category for easy separation (or at least view the category so you know what type of contact it is).

For example, say I have two folders in Outlook – Friends and Enemies – that I want to sync with a Google account (or a phone, the procedure is the same). Configure CompanionLink normally with your Google account settings. In the Outlook configuration settings, just choose one of the two folders we’ll be syncing with. When you’ve gone through the initial Outlook setup, hit the Category Manager button.

First, select the conduit you wish to modify (contacts, calendar, etc.), then select the Create New Category button. Name this category however you wish it to appear on the phone/Google account (I’m starting with “Friends”). Be careful when creating a category that you do not give it same name as an existing Outlook category, as this will cause trouble down the road. You will see your custom category listed under the conduit you’ve selected.

Now we have to point this category to the matching Outlook folder. Select your newly created category and tap Application Settings, then click Yes. In the popup window, select Outlook once more, and then you will be given a choice of Outlook folders to sync with. Select the Outlook folder that matches the category you’ve just created (Friends), then hit OK.

You should now be back at the Category Manager window. Tap Create New Category to create your second category (Enemies), then follow the above steps for each additional Outlook folder you wish to sync with. Once you’ve set up two or more categories, it should look something like this:

Hit OK, and you’re ready to sync! Go ahead and tap the Synchronize button to begin syncing with your phone/Google account. If you want to create a new contact from your phone or Google account, just make sure to apply the category that matches the Outlook folder you want them to appear in, and they will happily sync back to Outlook in the correct folder.

To sync with multiple Outlook folders, make sure you are using CompanionLink Professional (download a free trial). The category manager can be a bit tricky, especially if you are dealing with large amounts of data. If you need any help getting things set up, please contact our tech support team and we will be happy to assist.

CompanionLink Announces New Outlook Sync Product

CompanionLink Software releases a new Microsoft Outlook sync product called CompanionLink for Outlook. CompanionLink’s sync software for Microsoft Outlook syncs Outlook contacts, calendar, tasks and notes with Android, iPhone, iPad, BlackBerry, Palm webOS, Windows Mobile, and Google. CompanionLink for Outlook offers four methods to sync:

  1. Direct USB Sync
  2. Local Wi-Fi Sync
  3. Sync via Google
  4. CL Secure Hosted Sync

Direct USB Sync provides a fast and secure method to sync Outlook contacts, calendar, tasks and notes with any Android, BlackBerry, Palm webOS or Windows Mobile device. This method ensures maximum data security because it does not use a cloud-based service to store or exchange data.

Local Wi-Fi Sync allows synchronizing Outlook contacts, calendar, tasks and notes to iPhone, iPad and Android (coming soon) using a home or office Wi-Fi network. The PC and mobile phone are connected to the same network, through which CompanionLink synchronizes data. Users get a secure wireless sync with no monthly fees.

Sync via Google takes Outlook contacts and calendar and syncs them with any Google, Gmail, or Google Apps account. Using the free Google Sync service, Google provides wireless sync of contacts and calendar to any Android, iPhone, iPad, BlackBerry, Palm webOS, or Windows Mobile device.

CL Secure Hosted Sync is a wireless subscription service ($9.95/month) that provides secure and automatic wireless sync of all data types to Android, iPhone, iPad, BlackBerry, and Windows Mobile devices.  Data will sync automatically anywhere the device has a wireless data connection.

CompanionLink for Outlook is available for $39.95. More information and a 14-day free trial of the software are available at www.companionlink.com/outlook/

Windows Phone 7 and Outlook

As the Windows Phone 7 US release date creeps closer (and UK fans begin to get their hands on the new devices), more info is coming to light regarding how Windows Phone 7 will sync with Outlook. Windows Phone 7 is a radical shift from the business-oriented Windows Mobile 6.5, and has clearly adopted a more consumer-friendly style (courtesy of Zune). While the user-interface enhancements are sure to please most users, Microsoft’s core mobile competency has always been tight integration with its Office suite, including Microsoft Outlook.

Windows Phone 7 includes support for Exchange Active Sync, allowing large companies with an Exchange server to easily adopt the new platform. However, what options exist for standalone Outlook users who do not have access to an Exchange server?

In the past, Microsoft has allowed its Windows Mobile devices to sync direct with the PC over a USB cable using Windows Mobile Device Center. In a puzzling move, Microsoft has announced that standalone Outlook users must use the Microsoft Office Outlook Hotmail Connector to sync their contacts and calendar with Windows Live Hotmail. Hotmail offers Exchange Active Sync support to push contacts, calendar and email to Windows Phone 7. While this solution may work for some, there will be many passionate Outlook users who do not want their data “in the cloud” because of security and privacy concerns.

Why didn’t Microsoft update Windows Mobile Device Center to include support for Windows Phone 7? It’s hard to believe that Microsoft made this decision on purpose, especially since their largest competitor – the Apple iPhone – provides direct Outlook sync through iTunes.

Reports  have been coming in (see Sascha Segan’s PCMag review and Walt Mossberg’s WSJ piece) that Windows Phone 7 does sync with Google/Gmail, as Google also provides contacts and calendar sync through Exchange ActiveSync. This means that CompanionLink will tentatively support Windows Phone 7 from day 1 with our Google sync solutions, extending support for WP7 sync to users of ACT!, Lotus Notes, Palm Desktop, GroupWise and other PC software. Many users are already expressing their frustration at the lack of a direct Outlook to Windows Phone 7 sync solution, and CompanionLink will continue to evaluate alternate sync methods as more information becomes available.

How to Sync Windows Phone 7 with Outlook

How to separate business and personal data on your phone

The easiest way to do this is to use Categories to manage your contacts. You can set up Business and Personal categories, then file your contacts in those. When you add a business contact on your phone, simply tag it to the Business category.

Not all phones have Category functionality in their built-in address book app. DejaOffice (an app for Android and Apple devices) solves that.  You can create your own categories, assign colors to them, and tag contacts to them.  With the optional CompanionLink PC sync software, you can then sync those categories back to Microsoft Outlook or other supported PC software. If you choose, you can also toggle a switch to NOT sync your Personal contacts to your PC.  This keeps your personal data off your PC, if you work on an office-administered desktop or laptop.

Many people who carry 2 devices (business and personal) are now looking to consolidate into one device capable of cleverly divorcing their business and personal data.

Consolidate business and personal phones

Reports show people want to chuck one of their two devices. They want to establish a system that separates business and personal data on their (one) phone. Today’s smartphones are completely capable of mixing email, contact, schedule and task-management  functions with social media, browsing, and multimedia demands. All from one powerful and secure smartphone or tablet.

RIM is in the fight for their life to hang on to their business audience. It was no surprise that they focused their BlackBerry Playbook on business productivity. That’s traditionally been their stomping grounds. However, without the plethora of apps that Android and Apple have for their audience, RIM faces an uphill climb to gain the consumer audience. This poses a problem for people who are looking to consolidate devices.

Sprint launches Samsung Transform and Sanyo Zio; CompanionLink provides Outlook sync

Sync the Sanyo Zio with OutlookYesterday, Sprint launched two new mid-range Android handsets: The Samsung Transform and the Sanyo Zio. The Zio is a lightweight candybar with surprisingly powerful specs at an affordable price point. The Samsung Transform, featuring a slide-out keyboard, is a smaller more modest version of the Epic 4G. Both phones run Android 2.1.

Sync the Samsung Transform with OutlookThe Transform and the Zio feature Sprint ID, a new service from Sprint that allows users to download pre-compiled packs of apps that fit different needs. For example, the Sprint ID Business Pro pack includes many applications suited for business use, such as a business card reader and currency converter app. However, even with the extra apps, these phones do not offer a way to sync contacts, calendar, tasks and notes with Outlook. That’s where CompanionLink comes in.

CompanionLink offers two methods to sync the Samsung Transform and the Sanyo Zio with Outlook – wired USB sync and wireless sync via Google. USB sync works in conjunction with DejaOffice, a powerful suite of calendar, contacts, tasks and notes apps for Android devices. Two way sync is supported in both methods so that changes made on the phone will sync to the PC. For more info on how to sync Android devices with Outlook, and to download a 14-day free trial, visit www.companionlink.com/android