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.
2. 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
3. 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 Adoption
Users complete business processes and keep CRM up to date while
working in Gmail saving time, improving adoption
4. 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 Org
Complete Google Marketplace install within minutes for entire domain or
subset of users
5. 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 apps
Bring your customized business process and Salesforce extensions to
Gmail with simple declarative configuration
6. 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 Leads
Keep key business relationships and sales transactions up to date while
working in Gmail
7. 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 Calendar
Review related deals, selectively save meetings to Salesforce from
Google Calendar
8. 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 Cases
Handle cases referenced in email, continue working them to closure
directly from Gmail
9. 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 Ideas
Cross-business collaboration helps teams align and execute
10. 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 platform
Cloud 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
11. Get started with CloudFactor today!
More Info: www.cloudfactorapp.com
Company Info: www.appirio.com
Contact us: cloudfactor@appirio.com
Go to
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FREE 30 day
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