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Appirio CloudFactor: CRM Add-on for Gmail to Unleash Productivity
Integrates Salesforce w/ Google Apps with new G Suite Email Add-ons
- Business Need
- Email & Calendar Sync
Bring Salesforce info into Gmail for better customer management *Access Lead, Contact, Account, Opportunity, Case & Chatter info as it relates to Email *Create Leads & Contacts ** NOT FOR INDIVIDUAL GMAIL ACCOUNTS, FOR G-SUITE USERS ONLY! **
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Great concept
This is app had a great concept, saves lot of time to toggle between gmail and salesforce
Product is great, so is customer service
I've installed and used CloudFactor for two separate nonprofits and have been very happy with both usability, features and the customer service. Being able to work in gmail, creating contacts, logging emails and tasks especially, has been such a help for our staff. Both organizations are small and lean and Appirio's ease of use and great customer support has been such a resource for us. Thank you!
Fantastic, inexpensive app for Google Apps & Salesforce.com
The app is perfect for working salesforce basics from google apps gmail. Create contacts, leads, opportunities easily. I can customize the salesforce fields which appear inside my gmail account -- so filling custom fields directly from gmail is a snap - -no need to open salesforce, no switching back and forth between screens. Support is unparalleled with immediate responses to questions including step by step and custom-made video tutorials.
Highly recommend!
CloudFactor is the best app that we have used to manage Gmail and Salesforce. It works well, and it’s very easy to install. The product support team is excellent and very responsive if you need help with customization. Jeff went above and beyond to help with configuration for our workflow. The integration is seamless and it allows users to convert leads to contacts, add new contacts/accounts and update data instantly. The chatter integration is very useful for adding notes and sharing information. If you use gmail this is a must have!
Excellent integration
If you use gmail in the browser as your primary email client, and you use SF, I would consider this almost mandatory. Saves so much time and helps you remember to save stuff to your CRM. Works great, we've had very few problems with it.
Outstanding integration with salesforce and gmail. Saves a lot of time, help to keep clean data.
We work with CloudFactor for just few weeks but we cannot imagine not to have this software. The integration with salesforce is within 2-3 minutes, there is a very clear and useful administration panel. The smart applications for adding from gmail account, contact, case are very easy to configure and can be tailored for particular group of users. It saves a lot of time to put the date directly from gmail via salesforce userinterface to the crm. THE BIGGEST VALUE OF THE SYSTEM - IT REALLY HELPS YOU TO KEEP THE DATA IN THE SALESFORCE CLEAN AND UPDATED. Moreover, we didn't need support (not at all!) for the deployment, the documentation is very clear. Saves hours of the saleforce users' time, great value for money, just brilliant!
Time Saver
Our company is new to SFDC. CloudFactor has saved our sales people countless of hours. They can now focus on selling not dealing with SFDC bloatedness.
Using Sales Force with Appirio Gadgets
I have used Daylite CRM ( Mac only ) and Cloud-based Solve 360 ( Google App). Both were useful to me but they were not geared to Commercial Real Estate jargon or applications. Finally I evaluated Salesforce Apps for Commercial Real Estate and found Apto ( www.aptotude.com) to be a great fit for me with ready to go modules for my specific brokerage function in real estate. Next the most important configuration in any CRM is your Email Integration and with Sales Force Apto, I found that the Contextual Gadget for GMAIL called " CloudFactor " to be an excellant app with ability to customize the Sales Force Action Tabs and Application fields right at the bottom of each email. Lets face it, we spend most of our time in Email and if you can interface to your CRM within the Email realm, then one minimizes time opening up browser tabs and going back and forth. I have also utilized Box.net & LinkedIN ( Appirio gadgets ) inside Google App Gmail. With Apto CRM, Appirio Cloudfactor & Appirio Cloud Sync Gadgets, I can add new Contacts, Tasks, Events, Properties, Leads and have Apto Salesforce plus my Android Motorolo Droid SYNC perfectly. When I am on the road or in the office I can accomplish a great deal. The support from both companies Apto & Appirio has been excellent, which is the key to success. They are prompt in providing instructions for your configuration issues and suggestions to improve your workflow. Once you see the practical value of integrating Sales Force with Appirio and Google Gmail you will get actions, events, tasks organized quicker and have more time to meet with your clients. Sid Bhatt, CCIM Email: Sid@GCS2011.com Website: www.GCS2011.com
Great app
Very useful for those of us that rely on gmail.
Good Job!
This is a great product, love it..it is saving my a ton of time. Looking forward to new features.. It would be great to be able to create an "event" from an email too..
not to forget : salesforce crm is really top of the top :-) once you start to work with and hardly to imagine you use another system