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Google confidential | Do not distribute
Salesforce and Google Apps Fully Integrated
Brandon Bruce, Cirrus Insight
Google confidential | Do not distribute
Integrate your business apps
Reduce cost and complexity, super-charge collaboratio...
Google confidential | Do not distribute
Integrate your business apps
Reduce cost and complexity, super-charge collaboratio...
Google confidential | Do not distribute
Integrate your business apps
Google confidential | Do not distribute
Reduce cost a...
Google confidential | Do not distribute
Integrate your business apps
Google confidential | Do not distribute
Reduce cost a...
Google confidential | Do not distribute
Integrate your business apps
Reduce cost and complexity, super-charge collaboratio...
Google confidential | Do not distribute
Integrate your business apps
Reduce cost and complexity, super-charge collaboratio...
Google confidential | Do not distribute
Integrate your business apps
Reduce cost and complexity, super-charge collaboratio...
Google confidential | Do not distribute
Integrate your business apps
Reduce cost and complexity, super-charge collaboratio...
"Cirrus Insight
minimizes context
switching between
Gmail and
Salesforce so that
Dropbox reps can
maintain their
workflow ...
Google confidential | Do not distribute
Integrate your business apps
Reduce cost and complexity, super-charge collaboratio...
Google confidential | Do not distribute
Integrate your business apps
Reduce cost and complexity, super-charge collaboratio...
Google confidential | Do not distribute
Integrate your business apps
Reduce cost and complexity, super-charge collaboratio...
Google confidential | Do not distribute
Integrate your business apps
Reduce cost and complexity, super-charge collaboratio...
Google confidential | Do not distribute
Integrate your business apps
Reduce cost and complexity, super-charge collaboratio...
Google confidential | Do not distribute
Integrate your business apps
Reduce cost and complexity, super-charge collaboratio...
Google confidential | Do not distribute
Integrate your business apps
Reduce cost and complexity, super-charge collaboratio...
Google confidential | Do not distribute
Integrate your business apps
Reduce cost and complexity, super-charge collaboratio...
Google confidential | Do not distribute
Integrate your business apps
Reduce cost and complexity, super-charge collaboratio...
Google confidential | Do not distribute
Integrate your business apps
Reduce cost and complexity, super-charge collaboratio...
Google confidential | Do not distribute
THANK YOU
Cirrus Insight
Brandon Bruce
bbruce@cirruspath.com
(949) 232-0959
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Salesforce and Gmail Fully Integrated (NJ Salesforce User Group Event)

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The Salesforce NJ User Group meeting on 4/30/2014 at Internet Creations headquarters in Hamilton, NJ. Co-Founder of Cirrus Insight, Brandon Bruce, gave a presentation on integrating Salesforce with Gmail.

Join the official Salesforce NJ Success Community Chatter Group: http://ic.force.com/njusergroup

Published in: Technology, Business
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Transcript of "Salesforce and Gmail Fully Integrated (NJ Salesforce User Group Event)"

  1. 1. Google confidential | Do not distribute Salesforce and Google Apps Fully Integrated Brandon Bruce, Cirrus Insight
  2. 2. Google confidential | Do not distribute Integrate your business apps Reduce cost and complexity, super-charge collaborationThank You to Internet Creations!
  3. 3. Google confidential | Do not distribute Integrate your business apps Reduce cost and complexity, super-charge collaborationNew Jersey Trivia 1. Who is the best musical artist / band from New Jersey? 2. The first games of which two sports were played in New Jersey? 3. Who was the greatest inventor from New Jersey? 4. New Jersey produces more ________ than any other state? 5. What award has Parsippany won for 24 consecutive years?
  4. 4. Google confidential | Do not distribute Integrate your business apps Google confidential | Do not distribute Reduce cost and complexity, super-charge collaborationEmail Platform Survey By show of hands, how many here use Gmail, Outlook, or Lotus Notes? We’ll focus on Gmail today, but I’ll talk about ways to integrate all three email platforms (and others) with Salesforce.
  5. 5. Google confidential | Do not distribute Integrate your business apps Google confidential | Do not distribute Reduce cost and complexity, super-charge collaborationWe make apps that integrate Google and Salesforce Cirrus Insight integrates Gmail, Google Calendar, and Google Contacts with Salesforce. Cirrus Files integrates Google Drive with Salesforce.
  6. 6. Google confidential | Do not distribute Integrate your business apps Reduce cost and complexity, super-charge collaborationWhy integrate Google Apps and Salesforce? Problem Sales and support reps live in Gmail and Google Calendar, but important customer data needs to flow to and from Salesforce. Solution Bring Salesforce into Gmail and sync with Google Calendar to increase engagement, effectiveness and efficiency of employees. Benefits ● Increase productivity and adoption of Salesforce. ● Top and bottom line growth from faster sales cycles and ticket resolution. ● Greater visibility for marketing, sales and customer support.
  7. 7. Google confidential | Do not distribute Integrate your business apps Reduce cost and complexity, super-charge collaborationNative Salesforce / Google Apps Integration Gmail to Salesforce Gmail Buttons and Links Add Google Docs to Salesforce
  8. 8. Google confidential | Do not distribute Integrate your business apps Reduce cost and complexity, super-charge collaborationIntroducing Cirrus Insight
  9. 9. Google confidential | Do not distribute Integrate your business apps Reduce cost and complexity, super-charge collaborationCirrus Insight: Features Sales and Support Teams ❤ Cirrus Insight ● See customer context in Gmail ● Save emails to Salesforce ● Sync Google Calendar and Salesforce ● Sync Salesforce to Google Contacts ● Create new leads and contacts ● Use Salesforce templates in Gmail ● Create and update opportunities and cases
  10. 10. "Cirrus Insight minimizes context switching between Gmail and Salesforce so that Dropbox reps can maintain their workflow and optimize their efficiency.” - Matthew, Sales Ops Dropbox
  11. 11. Google confidential | Do not distribute Integrate your business apps Reduce cost and complexity, super-charge collaborationCirrus Insight: Enterprise Grade Cirrus Insight natively supports: ● Salesforce oAuth 2.0 ● Single Sign On (SSO) ● SSL encryption ● User Profiles ● Record Types ● Custom Fields ● Validation Rules ● Custom Buttons ● All editions of Salesforce
  12. 12. Google confidential | Do not distribute Integrate your business apps Reduce cost and complexity, super-charge collaborationCirrus Insight: Enterprise ROI Cirrus Insight delivers for over 2,500 organizations: ● 5x faster customer response ● 3x more leads in the pipeline ● 2x faster sales cycles ● 5x Salesforce engagement/adoption ● Improve win rates and retention Google Apps ROI is 329%. Salesforce ROI is 70%. Cirrus Insight helps organizations maximize the ROI of their two most important cloud platforms.
  13. 13. Google confidential | Do not distribute Integrate your business apps Reduce cost and complexity, super-charge collaborationCirrus Insight: Integrations Cirrus Insight automatically integrates the most popular Salesforce apps with Gmail:
  14. 14. Google confidential | Do not distribute Integrate your business apps Reduce cost and complexity, super-charge collaborationCirrus Insight: Customer Satisfaction Rated #1 Cirrus Insight is rated #1 by customers on the Salesforce AppExchange and the Google Apps Marketplace. We pride ourselves on intuitive design, powerful features, and excellent customer service. We're constantly innovating, and we welcome customer ideas.
  15. 15. Google confidential | Do not distribute Integrate your business apps Reduce cost and complexity, super-charge collaborationCirrus Insight: Migration From Legacy Email to Google Apps Cirrus Insight facilitates migration from Outlook and Lotus to Google Apps by providing a seamless Salesforce integration. Cirrus Insight is a like a supercharged Salesforce for Outlook connector.
  16. 16. Google confidential | Do not distribute Integrate your business apps Reduce cost and complexity, super-charge collaborationCirrus Insight: Implementation Quick and Easy Reps can install Cirrus Insight for Chrome in five seconds. Alternatively, a Google Apps admin can pre-install Cirrus Insight across an organization or sub-organization by setting a Chrome policy in the Google Apps Admin Panel.
  17. 17. Google confidential | Do not distribute Integrate your business apps Reduce cost and complexity, super-charge collaborationIntroducing Cirrus Insight Mobile The power of Salesforce in the mobile inbox. ● See customer context ● Save emails to Salesforce ● Create new leads/contacts ● Set reminders to follow up ● Schedule meetings ● Log calls to Salesforce ● Create and update opportunities and cases
  18. 18. Google confidential | Do not distribute Integrate your business apps Reduce cost and complexity, super-charge collaborationCirrus Insight Mobile: Benefits Empower the mobile worker ● Greater visibility into customer data ● Enhanced business intelligence ● Better synchronization of data ● One cohesive working experience ● Improved efficiency across multiple tasks
  19. 19. Google confidential | Do not distribute Integrate your business apps Reduce cost and complexity, super-charge collaborationWhy Integrate Google Drive and Salesforce? Problem Documents and files in Google Drive aren’t connected to customers in Salesforce. Solution Connect folders and files in Google Drive with accounts and opportunities in Salesforce. Benefits ● Automatically create customer folders in Google Drive. ● Access relevant Google Drive files and documents in Salesforce. ● Create, view, edit, upload, and download Google Drive files inside Salesforce.
  20. 20. Google confidential | Do not distribute Integrate your business apps Reduce cost and complexity, super-charge collaborationIntroducing Cirrus Files Google Drive and Salesforce Fully Integrated ● 100% Force.com native ● 5-minute set up ● Support for custom objects in Salesforce
  21. 21. Google confidential | Do not distribute THANK YOU Cirrus Insight Brandon Bruce bbruce@cirruspath.com (949) 232-0959
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