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Salesforce for Google Apps Users
Who We Are• Cirruspath, Inc. Founded in 2011
• HQ in Southern California, Operations in Tennessee
• Co-Founders Ryan Huff and Brandon Bruce
• #1 AppExchange App: April – August 2012
• 192+ Customer reviews, 4.8 average rating
• 6,000+ customers
Salesforce & Gmail
Core Benefits
Boost ProductivityInstant access to critical business
data when users need it most.
Improve Data QualityCapture important interactions in
Salesforce quickly and easily.
+
Increase AdoptionUsers trust their CRM when it is accessible and accurate.
Core Features
• Instantly view customer contact information as well as sales and support history.
• Easily save important emails and relate to relevant records in Salesforce.
• Create Leads and Contacts from Gmail
• Calendar Sync between Salesforce and Google Calendar
Deployment Options
• Browser extension for Chrome and Firefox
• Easily install in about 15 seconds – no IT/admin required
• Windows, Mac, Linux support
• Organization-wide deployment option with MSI
• Automatic application updates from the cloud
Features Overview
Save Emails
• Save emails to Salesforce in one click
• Relate to Leads, Contacts, and any other object in Salesforce
• Save attachments
• Supports Google Drive
Create Leads & Contacts
• Create Leads, Contacts and Accounts from Gmail
• Select Record Types
• Supports required fields
• Edit Lead and Contact details in Gmail (coming soon)
• Create Opportunities, Cases and custom object records inside Gmail (coming soon)
Calendar Sync
• Bi-directional sync between Salesforce and Google Calendar.
• Syncs event attendees
• Syncs recurring events
• Relates events to customers
Contact Sync
• Bi-directional sync between Salesforce and Google Contacts (coming soon).
Pricing
• Free 14-day trial
• $99/user/yr
• 50% nonprofit discount = $49.50/user/yr
• Atlanta User Group 20% Discount Code: ATL
Video
“Cirrus Insight Features”
Thank You!
• Website: http://www.cirrusinsight.com
• Phone: (800) 678-4950
• Email: [email protected]
