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Appirio CloudFactor for Salesforce and Google

Do your users suffer from SaaS Silos?

Salesforce.com has made it a lot easier to manage customer information, but many sales people still spend their day in email and calendar. This means that the quality of customer information suffers because it’s not current, and the entire sales team is deprived of valuable business context.

Solution: Bring Salesforce inside your Google Apps

CloudFactor brings sales people contextual customer information from Salesforce CRM into the Google communication and collaboration tools they use every day, allowing action to be taken then and there. The result is better decisions and better results, while increasing the usage and value of your investment in Salesforce.

  • CRM from your Gmail: When you get an email from a customer or prospect, CloudFactor shows you details from the related contact or lead, including the related Account, Opportunity, Campaigns, Cases and all the related chatter. You can record that email in Salesforce, create a task, or contribute to the chatter stream, right from the bottom of your message. And if that contact doesn’t exist in your system? Add it with a few clicks.
  • CRM from your Google Calendar: When you have an upcoming meeting with a customer or prospect, CloudFactor shows you details for related contacts, accounts, opportunities, and cases. And if the meeting isn’t yet in salesforce.com, you can add and associate it with a few clicks.
  • CRM from your Google sidebar: Type-ahead search for common CRM actions right from your Gmail sidebar, along with your chatter feed,providing a single inbox to work from.

These solutions are powered by Appirio's CloudFactor cloud broker technology. By using CloudFactor as a foundation, enterprises get an extensible solution delivered as a service that is easy to deploy alongside any existing Salesforce CRM environment.

Using CloudFactor

CloudFactor is ready to be used as part of your Sales Cloud, Service Cloud, and Marketing Cloud out of the box. In addition, CloudFactor can be used:

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