SalesForce and Google Apps Integration

Salesforce.com

Communicate Directly from Salesforce

With Gmail, you can email customers and colleagues directly from within Salesforce. Log messages from Gmail automatically into Salesforce lead and contact records and eliminate the need to transfer information manually between the two applications in which you spend most of your time. Create new email messages from within Salesforce records—or any time you see an email address in Salesforce—and the recipient is added automatically to the To line. Plus, you can view past correspondence with your contacts in one place, and so can your colleagues with appropriate access levels.

Instantly Chat with Colleagues and Customers

Google Talk makes it easy for internal sales teams or customer-facing support teams to collaborate during sales calls, while coordinating with partners, and when servicing customer issues—all without leaving Salesforce. Google Talk is included in the sidebar within Salesforce, so you don’t have to switch between applications while reviewing CRM data. Using the power of instant messaging, you can instantly share information, coordinate changes, and plan next steps. Then save chats in Gmail and associate them with leads or contacts to preserve a record of your conversation for easy access later.

Collaborate in Real Time with Your Teams and Customers

With Google Docs, you can share and collaborate in real time on documents, spreadsheets, and presentations with team members, customers, or partners. Create documents right from Salesforce records without wasting time jumping between two user interfaces. Associate materials with contacts and leads so you never have to dig to find the right ones. Best of all, you can quickly share Web-based documents that everyone can review and edit without worrying about whether they have the latest version.

Quote Generator for Google Docs and Reports Collaboration for Google Spreadsheets (both powered by Astadia from the AppExchange) let you generate quotes and export reports into Google Docs for easy collaboration. Say goodbye to email attachments and managing multiple versions—working together has never been easier.

Stay Organized and Share Events

Salesforce and Google Calendar help you stay organized and manage all your work and personal events effortlessly. Keep track of your sales meetings, team schedules, and other events from Salesforce (using Appirio’s Sync for Google Calendar from the AppExchange) and share them with others using Google Calendar. Map campaigns in Salesforce to any Google calendar and see them displayed alongside personal or work events with Appirio’s Campaign Timeline (from the AppExchange). With Salesforce and Google Calendar, you can see all your important events at once with the checkbox simplicity and drag-and-drop convenience you would expect from an Internet application.

View Everything That Matters—in a Single Glance

Start your day with a customized, all-in-one view of everything that matters to you and your business with Salesforce and Google Start Page. All your critical work activities, metrics, documents, messages, and other important details are in one place; you can even display dashboard components from Salesforce using Appirio’s CRM Dashboard for Google Start Page (from the AppExchange). Now you can hit the ground running before you finish your first cup of coffee.

Screenshots of Google Docs, Home Page and Chat integration:

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