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Transform Your Workflow: Cirruspath for Salesforce and Google Apps Integration

Cirruspath, Inc., founded in 2011 and headquartered in Southern California, specializes in enhancing Salesforce user experience, particularly for Google Apps users. With over 6,000 customers and an average rating of 4.8, our core app is designed to improve productivity and streamline workflows. Key features include instant access to customer data, one-click email saving to Salesforce, and robust calendar synchronization. Enjoy a 14-day free trial and experience how Cirruspath can boost user adoption and simplify your processes effortlessly.

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Transform Your Workflow: Cirruspath for Salesforce and Google Apps Integration

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Presentation Transcript

  1. Salesforce for Google Apps Users

  2. Who We Are • Cirruspath, Inc. Founded in 2011 • HQ in Southern California, Operations in Tennessee • Co-Founders Ryan Huff and Brandon Bruce • #1 AppExchange App: April – August 2012 • 192+ Customer reviews, 4.8 average rating • 6,000+ customers

  3. User Adoption Is Key

  4. Workflow Made Easy

  5. Install in Seconds

  6. Salesforce & Gmail

  7. Core Benefits + Boost ProductivityInstant access to critical business data when users need it most. Improve Data QualityCapture important interactions in Salesforce quickly and easily. Increase AdoptionUsers trust their CRM when it is accessible and accurate.

  8. Core Features • Instantly view customer contact information as well as sales and support history. • Easily save important emails and relate to relevant records in Salesforce. • Create Leads and Contacts from Gmail • Calendar Sync between Salesforce and Google Calendar

  9. Deployment Options • Browser extension for Chrome and Firefox • Easily install in about 15 seconds – no IT/admin required • Windows, Mac, Linux support • Organization-wide deployment option with MSI • Automatic application updates from the cloud

  10. Features Overview

  11. Save Emails • Save emails to Salesforce in one click • Relate to Leads, Contacts, and any other object in Salesforce • Save attachments • Supports Google Drive

  12. Create Leads & Contacts • Create Leads, Contacts and Accounts from Gmail • Select Record Types • Supports required fields • Edit Lead and Contact details in Gmail (coming soon) • Create Opportunities, Cases and custom object records inside Gmail (coming soon)

  13. Calendar Sync • Bi-directional sync between Salesforce and Google Calendar. • Syncs event attendees • Syncs recurring events • Relates events to customers

  14. Contact Sync • Bi-directional sync between Salesforce and Google Contacts (coming soon).

  15. Pricing • Free 14-day trial • $99/user/yr • 50% nonprofit discount = $49.50/user/yr

  16. Demo

  17. Thank You! • Website: http://www.cirrusinsight.com • Phone: (800) 678-4950 • Email: sales@cirruspath.com

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