If you’re a Salesforce user, then you know how tedious it can be to create or update leads and contacts. We’ve all been there before: you receive an email from a prospect and you start “working” them. But, by the time you’ve exchanged a few emails, you’re off to your next prospect, and have forgotten to manually add their information from your email into Salesforce.
Good news for Gmail and Google apps users: syncing your email and calendar to Salesforce has never been easier. While there are several AppExchange products that connect Gmail to Salesforce, Cirrus Insight by far does it the best! Even better, there are no messy and complicated managed packages to install and no need for your Salesforce admin.
Here’s what you need to know to get started:
A major benefit of using Gmail and Google Google apps is that they are cloud-based, meaning you can access your email within any web browser. What’s great about Cirrus Insight is that it was built as a browser extension – so you do not need to install any software. Basically, you just need to install the Cirrus Insight add-on or extension to your preferred browser. It will literally take you less than 30 seconds. If you’re a Google Apps user, then it can even be installed for your entire organization. Once it’s been installed to your browser, all you need to do is authenticate with Salesforce, which is just a fancy way of saying: log into Salesforce.
Creating Records within Gmail:
Once you’re authenticated, you’ll see a panel on the right side of your browser (screenshot below) that will allow you to add leads, contacts, accounts, opportunities, and cases. One feature that is a big time saver is that you can create a new account at the exact same time you create a new contact. You can actually do this faster using Cirrus Insight than you can in Salesforce by doing an account look up when you’re creating a contact. No account? No problem. Simply click the “add account” button, enter in any pertinent information, and then you’ll be able to save the contact.
Save Emails to Salesforce:
Most people like to keep a digital paper trail of all of their emails that they send and receive. With Cirrus Insight, you can add emails to leads, contacts, accounts, cases and any custom objects you’ve created in Salesforce. You can also save attachments as well, including Google Docs. Emails will show up under the Activities section of the appropriate record, but just be patient because it may take a few minutes to show up in Salesforce.
Sync Google Calendar to Salesforce:
You can easily sync your Gmail or Google Apps calendar with your Salesforce account. All you have to do is enable your Google calendar to sync with Salesforce. Within a matter of seconds, your Salesforce and Google calendar will be in sync with each other. All of your Salesforce calendar events will show up on your Google calendar and vice versa.
With the amount of time we spend in today’s business world emailing, it’s absolutely imperative that our Salesforce data is easily accessible within Gmail. There are plenty of other features that Cirrus Insights offers, such as accessing Salesforce email templates, creating opportunities and tasks, and cases. But, you can give it a try yourself. Cirrus Insights offers a free 14-day trail, so all you need to do is download the browser extension and authenticate with Salesforce to get started. No credit card information is required for you to use the trial.
If you decide to move forward after the trail, it will cost you $15-19/user/month, which is a great deal considering the amount of time you’ll be saving across your entire organization.