The Salesforce NJ User Group meeting on 4/30/2014 at Internet Creations headquarters in Hamilton, NJ. Co-Founder of Cirrus Insight, Brandon Bruce, gave a presentation on integrating Salesforce with Gmail. Join the official Salesforce NJ Success Community Chatter Group: http://ic.force.com/njusergroup

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Salesforce and Google Apps Fully Integrated
Brandon Bruce, Cirrus Insight

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Integrate your business apps
Reduce cost and complexity, super-charge collaborationThank You to Internet Creations!

3. Google confidential | Do not distribute
Integrate your business apps
Reduce cost and complexity, super-charge collaborationNew 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
Google confidential | Do not distribute
Reduce cost and complexity, super-charge collaborationEmail 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
Google confidential | Do not distribute
Reduce cost and complexity, super-charge collaborationWe 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 apps
Reduce cost and complexity, super-charge collaborationWhy integrate Google Apps and Salesforce?
Problem
Sales and support reps live in Gmail and Google
Calendar, but important customer data needs to flow to
and from Salesforce.
Solution
Bring 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 apps
Reduce cost and complexity, super-charge collaborationNative Salesforce / Google Apps Integration
Gmail to Salesforce
Gmail Buttons and Links
Add Google Docs to Salesforce

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Integrate your business apps
Reduce cost and complexity, super-charge collaborationIntroducing Cirrus Insight

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Integrate your business apps
Reduce cost and complexity, super-charge collaborationCirrus 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

10. "Cirrus Insight
minimizes context
switching between
Gmail and
Salesforce so that
Dropbox reps can
maintain their
workflow and
optimize their
efficiency.”
- Matthew, Sales Ops
Dropbox

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Integrate your business apps
Reduce cost and complexity, super-charge collaborationCirrus 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 apps
Reduce cost and complexity, super-charge collaborationCirrus 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 apps
Reduce cost and complexity, super-charge collaborationCirrus Insight: Integrations
Cirrus Insight automatically integrates the most popular
Salesforce apps with Gmail:

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Integrate your business apps
Reduce cost and complexity, super-charge collaborationCirrus 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 apps
Reduce cost and complexity, super-charge collaborationCirrus 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 apps
Reduce cost and complexity, super-charge collaborationCirrus 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 apps
Reduce cost and complexity, super-charge collaborationIntroducing 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 apps
Reduce cost and complexity, super-charge collaborationCirrus 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 apps
Reduce cost and complexity, super-charge collaborationWhy Integrate Google Drive and Salesforce?
Problem
Documents and files in Google Drive aren’t connected
to customers in Salesforce.
Solution
Connect 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 apps
Reduce cost and complexity, super-charge collaborationIntroducing 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 Insight
Brandon Bruce
bbruce@cirruspath.com
(949) 232-0959