Cirrus Insights is the Best App for Integrating Google and Salesforce
Overall Satisfaction
Pros
- It removes double-entry of contact record data
- It allows entry of calendar items and invites in google apps calendar directly into salesforce
- It syncs from salesforce calendar directly into google apps calendar
- When viewing an email in google apps, it opens salesforce information for that contact in the sidebar of google apps
Cons
- nothing - it's the best google to salesforce implementation i've seen
- We are more efficient
- Less time spent on data entry and more time spent on the business development
Product Usage
- Cirrus Insights integrates our Google Apps Calendar with Salesforce Calendar, tasks, and activities
- Cirrus Insights allows us to pull up contact information from Salesforce records directly inside gmail
- Cirrus Insights allows us to add email attachments from gmail and google apps directly to contact records in salesforce
- Cirrus Insights lets us turn emails into opportunities in salesforce
- We can create Salesforce records, activities, tasks, and more from directly inside gmail and google apps.
Evaluation and Selection
Before using Cirrus Insights, I was using Appirio calendar, and various other packages that claim syncing between salesforce and google.
Appirio was already being used by our organization. We'd also tried using various email connectors.
Implementation
- Implemented in-house
Configuration
No customizations are required. It logs into your salesforce account with your authorization and starts pulling data immediately.
Comments
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