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: cloudfactor@appirio.com

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