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Salesforce.com CRM for Google Apps
Gmail as a business hub:
Access to Salesforce, Box, LinkedIn, and
Twitter boosts productivity while working
in Gmail and Calendar
Enterprise-grade:
Configurable UIs, centralized install and
administration, no browser extensions or
user installs to manage
Easy to get started:
Admin installs into Google domain and
enables for users within minutes
Supercharge Business Productivity
● Access Salesforce Sales
and Service Cloud data as
well as Force.com
customizations
● Save emails and link to
Salesforce data
● View, create, and update
CRM data
● Access Salesforce Chatter
● Search LinkedIn and
Twitter for social network
relevance
● Upload files to Box
Higher Productivity, Better User Adoption
Users complete business processes and keep CRM up to date while
working in Gmail saving time, improving adoption
Enterprise App - No User by User Installs
● Keep users focused on their work
not installing and troubleshooting
browser extensions
● CloudFactor is cloud-based, so
admin doesn't need to deploy or
manage client-side software
● Once enabled, users can access
functionality on any laptop/desktop
with wide range of supported
browsers e.g. Chrome, Firefox, IE,
and Safari
● Admin configures apps and
enables users in CloudFactor
admin console
Install once for the entire Org
Complete Google Marketplace install within minutes for entire domain or
subset of users
Each Salesforce Deployment is Unique
● Configure page layouts
with custom fields, custom
objects, and read-only or
required field validation
● Configure apps to create
any type of record in
Salesforce including for
custom objects
● Configure action dialogs
and toolbar buttons
● Enable features for all or
some users with flexible
group-based access
control
Configure and Extend CloudFactor apps
Bring your customized business process and Salesforce extensions to
Gmail with simple declarative configuration
Manage your Sales Process in Gmail
● Sales view shows Contact,
related Account, and Open
Opportunities
● Prospect view shows Lead
and related Campaign
● View and edit existing
data, record emails, log
calls, create other tasks,
see contextual Chatter and
Activity History
● Create new Accounts,
Contacts, Leads, and
Opportunities
Manage Contacts and Leads
Keep key business relationships and sales transactions up to date while
working in Gmail
Manage your Sales Process in GCalendar
● Sales view shows
Contacts on meeting,
related Account, and Open
Opportunities
● View details and open
records in Salesforce
related to the current
meeting
● Selectively save meeting
to Salesforce, and if
necessary update or
remove a saved meeting
● Link other Salesforce data
to the saved meeting
Prep for Meetings in Google Calendar
Review related deals, selectively save meetings to Salesforce from
Google Calendar
Manage your Service Process in Gmail
● Access the referenced
Case record, all Cases for
the related Contact, and all
Cases for the related
Account
● View and edit existing
data, record emails, log
calls, create other tasks,
see contextual Chatter and
Activity History
● Add Comments to Cases
and make them public or
private
● Create new Cases
Manage Cases
Handle cases referenced in email, continue working them to closure
directly from Gmail
Enterprise Collaboration in Gmail
● Chatter: Access user feed,
contextual record feeds, and
feed related to Chatter
notification emails
● Chatter: Create new posts
and comments
● Chatter: Add person
mentions, share links and
files, like/unlike, open related
records
● Chatter: Embed Chatter in
Google sites page and view
group feeds
● Ideas: Vote and Comment
on Ideas driving adoption
across the business
Collaboration with Chatter and Ideas
Cross-business collaboration helps teams align and execute
And one more thing...
● Add email attachments to your Box account
● Access your LinkedIn network to find
connections related to people you interact
with in Gmail
● View Tweets related to Salesforce content
Access Salesforce and other services in one platform
Cloud Factor provides access to Salesforce, Box, LinkedIn and
Twitter to support a complete business process
Embed web pages in Gmail canvas
using CloudFactor Business Actions
● Salesforce dashboards, external services,
intranet sites
Get started with CloudFactor today!
More Info: www.cloudfactorapp.com
Company Info: www.appirio.com
Contact us: cloudfactor@appirio.com
Go to
AppExchange
to begin your
FREE 30 day
trial

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Appirio CloudFactor: Salesforce CRM for Google Apps

  • 2. Gmail as a business hub: Access to Salesforce, Box, LinkedIn, and Twitter boosts productivity while working in Gmail and Calendar Enterprise-grade: Configurable UIs, centralized install and administration, no browser extensions or user installs to manage Easy to get started: Admin installs into Google domain and enables for users within minutes
  • 3. Supercharge Business Productivity ● Access Salesforce Sales and Service Cloud data as well as Force.com customizations ● Save emails and link to Salesforce data ● View, create, and update CRM data ● Access Salesforce Chatter ● Search LinkedIn and Twitter for social network relevance ● Upload files to Box Higher Productivity, Better User Adoption Users complete business processes and keep CRM up to date while working in Gmail saving time, improving adoption
  • 4. Enterprise App - No User by User Installs ● Keep users focused on their work not installing and troubleshooting browser extensions ● CloudFactor is cloud-based, so admin doesn't need to deploy or manage client-side software ● Once enabled, users can access functionality on any laptop/desktop with wide range of supported browsers e.g. Chrome, Firefox, IE, and Safari ● Admin configures apps and enables users in CloudFactor admin console Install once for the entire Org Complete Google Marketplace install within minutes for entire domain or subset of users
  • 5. Each Salesforce Deployment is Unique ● Configure page layouts with custom fields, custom objects, and read-only or required field validation ● Configure apps to create any type of record in Salesforce including for custom objects ● Configure action dialogs and toolbar buttons ● Enable features for all or some users with flexible group-based access control Configure and Extend CloudFactor apps Bring your customized business process and Salesforce extensions to Gmail with simple declarative configuration
  • 6. Manage your Sales Process in Gmail ● Sales view shows Contact, related Account, and Open Opportunities ● Prospect view shows Lead and related Campaign ● View and edit existing data, record emails, log calls, create other tasks, see contextual Chatter and Activity History ● Create new Accounts, Contacts, Leads, and Opportunities Manage Contacts and Leads Keep key business relationships and sales transactions up to date while working in Gmail
  • 7. Manage your Sales Process in GCalendar ● Sales view shows Contacts on meeting, related Account, and Open Opportunities ● View details and open records in Salesforce related to the current meeting ● Selectively save meeting to Salesforce, and if necessary update or remove a saved meeting ● Link other Salesforce data to the saved meeting Prep for Meetings in Google Calendar Review related deals, selectively save meetings to Salesforce from Google Calendar
  • 8. Manage your Service Process in Gmail ● Access the referenced Case record, all Cases for the related Contact, and all Cases for the related Account ● View and edit existing data, record emails, log calls, create other tasks, see contextual Chatter and Activity History ● Add Comments to Cases and make them public or private ● Create new Cases Manage Cases Handle cases referenced in email, continue working them to closure directly from Gmail
  • 9. Enterprise Collaboration in Gmail ● Chatter: Access user feed, contextual record feeds, and feed related to Chatter notification emails ● Chatter: Create new posts and comments ● Chatter: Add person mentions, share links and files, like/unlike, open related records ● Chatter: Embed Chatter in Google sites page and view group feeds ● Ideas: Vote and Comment on Ideas driving adoption across the business Collaboration with Chatter and Ideas Cross-business collaboration helps teams align and execute
  • 10. And one more thing... ● Add email attachments to your Box account ● Access your LinkedIn network to find connections related to people you interact with in Gmail ● View Tweets related to Salesforce content Access Salesforce and other services in one platform Cloud Factor provides access to Salesforce, Box, LinkedIn and Twitter to support a complete business process Embed web pages in Gmail canvas using CloudFactor Business Actions ● Salesforce dashboards, external services, intranet sites
  • 11. Get started with CloudFactor today! More Info: www.cloudfactorapp.com Company Info: www.appirio.com Contact us: cloudfactor@appirio.com Go to AppExchange to begin your FREE 30 day trial