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Salesforce and Google Apps Fully Integrated

Brandon Bruce, Cirrus Insight

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Integrate your business appsReduce cost and complexity, super-charge collaboration Thank You to Internet Creations!

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Integrate your business appsReduce cost and complexity, super-charge collaboration New 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?

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Integrate your business apps

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Reduce cost and complexity, super-charge collaboration Email 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.

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Integrate your business apps

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Reduce cost and complexity, super-charge collaboration We 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.

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Integrate your business appsReduce cost and complexity, super-charge collaboration Why integrate Google Apps and Salesforce?

ProblemSales and support reps live in Gmail and Google Calendar, but important customer data needs to flow to and from Salesforce.

SolutionBring 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.

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Integrate your business appsReduce cost and complexity, super-charge collaboration Native Salesforce / Google Apps Integration

Gmail to Salesforce

Gmail Buttons and Links

Add Google Docs to Salesforce

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Integrate your business appsReduce cost and complexity, super-charge collaboration Introducing Cirrus Insight

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Integrate your business appsReduce cost and complexity, super-charge collaboration Cirrus 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

"Cirrus Insight minimizes context switching between Gmail and Salesforce so that Dropbox reps can maintain their workflow and optimize their efficiency.”

- Matthew, Sales OpsDropbox

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Integrate your business appsReduce cost and complexity, super-charge collaboration Cirrus 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

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Integrate your business appsReduce cost and complexity, super-charge collaboration Cirrus 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.

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Integrate your business appsReduce cost and complexity, super-charge collaboration Cirrus Insight: Integrations

Cirrus Insight automatically integrates the most popular Salesforce apps with Gmail:

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Integrate your business appsReduce cost and complexity, super-charge collaboration Cirrus 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.

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Integrate your business appsReduce cost and complexity, super-charge collaboration Cirrus 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.

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Integrate your business appsReduce cost and complexity, super-charge collaboration Cirrus 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.

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Integrate your business appsReduce cost and complexity, super-charge collaboration Introducing 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

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Integrate your business appsReduce cost and complexity, super-charge collaboration Cirrus 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

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Integrate your business appsReduce cost and complexity, super-charge collaboration Why Integrate Google Drive and Salesforce?

ProblemDocuments and files in Google Drive aren’t connected to customers in Salesforce.

SolutionConnect 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.

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Integrate your business appsReduce cost and complexity, super-charge collaboration Introducing Cirrus Files

Google Drive and Salesforce Fully Integrated

● 100% Force.com native● 5-minute set up● Support for custom

objects in Salesforce

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THANK YOU

Cirrus InsightBrandon Brucebbruce@cirruspath.com(949) 232-0959