Cirrus Insight integrates Salesforce with Gmail, Google Calendar, and Google Contacts. Instantly View Contextual Salesforce Information in Your Inbox. Save Emails & Attachments to Salesforce with a Click. Sync Your Google & Salesforce Calendars. Create & Edit Salesforce Records on the Fly. Customize Your Salesforce Workflow in Gmail. Add Google Contacts to Salesforce. Salesforce Tasks Integration. Salesforce Templates Integrated with Gmail.
$15
per month
SharePoint
Score7.9 out of 10
N/A
Microsoft's SharePoint is an Intranet solution that enables users to share and manage content, knowledge, and applications to empower teamwork, quickly find information, and collaborate across the organization.
For someone who uses both Gmail and Salesforce as part of their main role, this software is an invaluable connector for them both. Some of the features are also not Salesforce specific - such as the Meeting Scheduler, which has proved invaluable to me, and I would recommend to any Gmail user who frequently set up meetings (either internally or externally).
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
It's Microsoft, so it rarely goes down or unnecessarily limits access. It works, though page load times can be long if you have lots of data. I feel like the Mac vs. PC divide has started to show up for MS products, but SharePoint works well with both.
Log email to Salesforce. You click one button and it logs for you. This is easier than adding the BCC email address that Salesforce provides as a way to log email.
Track views and engagement on these emails. It's nice to know if the email was opened and if links were clicked.
Update quick fields in Salesforce directly from their inbox using Cirrus. This prevented reps from needing to click into Salesforce, wait for it to load, then update fields like the phone number or name.
If the rep did need to open Salesforce, Cirrus provides a quick button to navigate to the Lead/Contact/Opportunity page quickly.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Outlook for Mac could use some work as an add-on because it's hard to read sometimes on my laptop. It's not a sidebar, like the Windows functionality, so it's harder to read.
Doesn't always find an opportunity, even though I know it's in our Salesforce system.
Randomly shuts down and doesn't log in properly at times. I've had to remove and re-download more than once.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Windows Explorer users have some difficulty having to constantly UPLOAD / DOWNLOAD files. Specifically on the DOWNLOAD when they are used to Drag & Drop in & out of LOCAL folders via Window's explorer.
Microsoft SharePoint supports multiple "library" types. When implementing our "image" library the search function is done via "tags" and boolean logic. This is challenging to most end users. I'd like our users to be able to search our Microsoft SharePoint image library without having to enter KEYWORD or other BOOLEAN logic.
Microsoft SharePoint can also be an internal website for each department or company wide communication tool but I believe these features are geared for much larger organizations. Since we are a SMB we really aren't using these features. So maybe something more useful to SMBs would be nice.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
It is the best google to salesforce integration on the market. support is incredibly responsive and very helpful. They are constantly adding new features, and the current feature set is well beyond anything else that is currently offered in the market
It's integral to our business. It's already included with most of the Office 365 licensing we buy, so the cost is effectively zero. It stores our files, it is the foundation for custom applications, and Microsoft only continues to enhance its functionality and its connections to other Microsoft tools. SharePoint just keeps getting better and better.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Very easy to use. Everything opens in a familiar interface right inside the google apps sidebar. It brings in salesforce records, so as long as you know google apps / gmail and salesforce you'll be all set. It's point and click.
No usability issues reported. Individual teams also have allocated areas which replace legacy shared drives on local LANs. Access to Sharepoint resources is fully integrated with corporate Active Directory with additional two-factor authentication required for administrative users. Users have access to Microsoft Services Hub which allows you to create, manage, and track support requests while staying current on Microsoft technologies with access to select self-paced learning paths
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The face to face training I received was on SharePoint Administration. It was rushed as there was a lot of information to cover and the application of the labs weren't that great either. I like to be able to relate what I am learning to what I am currently doing.
I like to learn at my own pace and online training allows for that. Additionally, you can skip through pieces of content that you already know or are already comfortable with. Microsoft actually offers great videos on their website for basic fundamental SharePoint Training. I have used these training videos in some of my own training sessions with end users.
The plugin is installed inside your internet browser as an extension/add-on. It can be found in most add on stores and is easy to install. Usually just a few clicks. It handles authorization for you once you sign in, and then takes care of all the rest. It couldn't be easier to get working right out of the box. You're up in running in less than 5 minutes.
Yesware regularly sent me alerts that my emails had been opened by someone who I hadn't sent them to, from locations they couldn't possibly have been. I also don't recall its Salesforce activity logging working as smoothly, though I last used Yesware more than 12 months ago so my memory isn't as fresh as it could be
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The reasons for selecting MS SharePoint are: SharePoint provides ease of use and web design assistance and support SharePoint helps you schedule your content for publishing. enables users to share documents with external parties and offers a better internal structure of the content and better indexing and searching capabilities.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
