appirio cloudfactor: salesforce crm for google apps
DESCRIPTION
CloudFactor gives Gmail-users the utility belt of data and processes they need to complete end-to-end tasks in Salesforce without leaving Gmail. With CloudFactor users can: *Access Lead, Contact, Account, Opportunity, Case & Chatter info as it relates to Email *Record Emails & Tasks against any object in Salesforce *Create Leads & Contacts directly from email *All without ever leaving Gmail or Google Calendar. Enable CloudFactor in your Google Apps domain and begin to bring Salesforce info into Gmail for better customer management. Here are some additional benefits of integrating Salesforce into Google Apps: *CloudFactor saves time by delivering the right information, in the right place, at the right time, putting Salesforce content directly in the context of the work you do in Gmail and Google Calendar. *Users maintain focus on completing their work in Gmail and have salesforce.com information to do it more effectively. They are more customer-aware, they save time, and are more productive. *Users keep transactions up to date, save Emails, log Calls, create Follow-up Tasks, and Contacts and Leads based on their customer interactions all without leaving Gmail. *Users tap into internal knowledge with Chatter and have external social network awareness with Twitter. *CloudFactor is a service you enable, not software your users install, and it only needs to be enabled once for the entire organization to have access. No more browser extensions or multiple installs *The UI is configurable allowing you to cater it to your business requirements and unique Sales and Service processes. CloudFactor can be purchased here: http://goo.gl/9Dh7W or by contacting cloud at appirio dot com.TRANSCRIPT
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 AdoptionUsers 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 OrgComplete 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 appsBring 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 LeadsKeep 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 CalendarReview 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 CasesHandle 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 IdeasCross-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 platformCloud 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: [email protected]
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