DF13 Cirrus Insight Session: Integrate Salesforce & Google Apps

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Transcript of DF13 Cirrus Insight Session: Integrate Salesforce & Google Apps

  • 1.Integrate Salesforce and Google Apps with Cirrus Insight Brandon Bruce, Co-founder of Cirrus Insight @cirrusinsight

2. Safe harbor Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include but are not limited to risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements. 3. Matthew Park Sales Ops Lead, Dropbox @dropbox 4. Dropbox Dropbox is a free service that lets you bring your photos, docs, and videos anywhere and share them easily. Today, more than 200 million people across every continent use Dropbox to always have their stuff at hand, share with family and friends, and work on team projects. Using Salesforce for 3 years. 5. Aliya Sadeque Salesforce Administrator, HootSuite Media Inc. @aliya_s 6. HootSuite HootSuite is a social relationship platform, designed for organizations to execute social media strategies across multiple social media networks, including Facebook, Twitter, Linkedin and Google+. Using Salesforce since 2010 (3 years) Using Google Apps since companys inception in 2009 (4 years) CRM is the only place where we can get an accurate picture of our engagement with each lead/contact - across all systems and depts. 7. Peter Theodore Salesforce Administrator, Change.org @change 8. Change.org Over 45 million users in every country make Change.org the worlds largest petition platform, empowering people everywhere to create the change they want to see. Thousands of organizations use Change.org's tools to connect with these passionate supporters and advance their missions. Using Salesforce since mid-2010 (~3 years). Using Gmail for 6+ years. 9. Abby Wetzler Senior Associate in Business Development, Volunteer Match @volunteermatch 10. VolunteerMatch VolunteerMatch is the Web's largest volunteer engagement network, with more than 93,000 participating nonprofits, 160 network partners and 10 million visitors each year. Founded in 1998, VolunteerMatch offers solutions to make it easier for individuals, nonprofits and companies to make a difference. Using Salesforce for 9 years. Using Gmail for 2 years. 11. Welcome to the session! A show of hands: Do you use Salesforce? Do you use Gmail? Do you use Cirrus Insight?+ 12. What is Cirrus Insight? A. The #1 app on the Salesforce AppExchange and the Google Apps Marketplace for integrating Salesforce and Gmail. B. A browser extension for Chrome and Firefox. C. Bottled magic. D. All of the above. 13. Cirrus Insight integrates Salesforce with Gmail, Google Calendar, and Google Contacts Cirrus Insight brings Salesforce customer intelligence into Gmail. Update Salesforce records from Gmail in real-time. Attach emails to standard and custom objects in Salesforce. Use Salesforce email templates in Gmail. Sync events between Google Calendar and Salesforce. Add Google Contacts to Salesforce. 14. Quick Cirrus Insight FAQ Works with all editions of Salesforce Works across multiple email domains Works across multiple Salesforce orgs Install on as many browsers and computers as you want Serves all industries, sizes, and geographies Pricing starts at $15/user/month 15. Install in 5 seconds! If you use Salesforce and Gmail and you brought your laptop: Go to cirrusinsight.com Click the install button Tweet @cirrusinsight I just installed Cirrus Insight at Dreamforce! #df13 16. Cirrus Insight Live Demo 17. Matthew Park Sales Ops Lead, Dropbox @dropbox 18. Top 3 Wins at Dropbox 1. Logging all email correspondence with leads and contacts from Gmail, without having to remember or save a copy of a long Salesforce email handle. 2. Simpler lead creation, sorting, tagging, as well as task generation entirely within Gmail. Minimizes context switching to Salesforce that breaks rep workflow and efficiency. Salesforce email templates fully accessible with Gmail. 3. Google Calendar sync with Salesforce enables tracking of scheduled rep activities within Salesforce along with tasks. 19. Aliya Sadeque Salesforce Administrator, HootSuite Media Inc. @aliya_s 20. Top Wins at HootSuite Admins choice: Cirrus custom page layouts Each Salesforce Profile only sees the fields they need because Admin can define layouts by profile Admins choice: Validation rules All validation rules and error messages as defined in Salesforce apply in Cirrus, ensuring the data being entered is still compliant Users choice: Viewing Salesforce record data on hover Lets them quickly contextualize without jumping around between browser tabs Snapshot view allows users to figure out which record to append to if there are duplicates Users choice: Creating contacts Right from within Gmail! 21. Personal Favourite Feature Custom Fields! We have 2 custom fields that we use for universal activity-based KPIs across all teams. Core requirement for Gmail integration was the ability to populate these two fields. 22. Peter Theodore Salesforce Administrator, Change.org @change 23. Top Wins at Change.org The ability to sync email data to the correct opportunity for each account has helped us know what is being communicated about which opportunities, saving us valuable time in tracking down information from sales, finance, marketing, and other departments. We were not syncing emails to opportunities before Cirrus Insight, so it was a huge hassle to know which email was related to which opportunity...no more! Lead/Contact creation from Gmail is HUGE! No more flipping back and forth between windows to capture the right information. In general, having the basic functions of Salesforce - especially Task/Log a Call creation - is a huge time-saver. Sales reps no longer have to go through an endless series of clicks in Salesforce to find the right record and create an Activity. It's all neatly housed within Gmail. 24. Abby Wetzler Senior Associate in Business Development, Volunteer Match @volunteermatch 25. Top 3 Wins at VolunteerMatch 1. Clean, intuitive, user-experience 2. Saves our employees time 3. Cirrus Insight is constantly evolving and rolling out new features 26. Cirrus Insight Roadmap 1. Email tracking 2. Contact Sync 3. Mobile 27. Happy Hour! Wednesday, November 20 @ 4-8pm ThirstyBear Brewing Company cirrusinsight.com/happyhour 28. All about Cirruspath Cirruspath specializes in making apps that integrate Salesforce with Google. We love delighting our customers with apps that help them get the most out of Salesforce and Google. 29. Add Google Docs to Salesforce byAdd a Google document or spreadsheet to Salesforce without leaving Google Docs. Point-and-click Salesforce integration keeps you in your Google Docs workflow. Attach Google Docs to leads, contacts, accounts, opportunities, cases, campaigns, and custom objects in Salesforce. 30. Google Spreadsheets Connector for Salesforce byImport leads and contacts from Google Spreadsheets into Salesforce. Smart field mapping matches spreadsheet columns to standard and custom fields in Salesforce. Data goes straight from Google to Salesforce. 31. Sync Google Drive and Salesforce bySync files and folders between Google Drive and Salesforce to keep all your customer files organized and accessible. Open a record in Salesforce and access all the relevant files from Google Drive. Sync new files and folders in Google Drive to matching records in Salesforce. 32. Matthew ParkAliya SadequePeter TheodoreAbby WetzlerDropbox @dropboxHootsuite @hootsuiteChange.org @changeVolunteerMatch @volunteermatch