Trying to keep Salesforce and Google in Sync?
Your customer contacts and business events are in Salesforce—your daily calendar and everyone you've ever emailed are in Google. Wouldn't it be nice to bring the two together?
Today, you waste time manually importing, exporting, copying, and pasting event and contact information, just to have an up-to-date Contact List or the most recent meeting information associated with your Opportunities. Organizations need an easier way to bridge the gap between the information in Salesforce and Google Apps, and keep both systems in sync and up to date.
Appirio Cloud Sync offers contact and calendar sync in a unified package, with easy setup and administration.
Appirio Cloud Sync includes:
Contact Sync:
Sync up to 5,000 Contacts per cycle with no limit on total Contacts synced per subscription
Controls which Google Contact Group to sync Contacts to
Combine the rich business context of Salesforce contact management with the “add-as-you-email” convenience of Gmail
Calendar Sync:
Sync Calendar events one Month in the past and three months in the future
Combine your business schedule with customer activities in one easy-to-share online calendar
Easy Administration:
Configure and monitor multiple user accounts from any admin login
On-Demand Model:
Only pay for the users who need the functionality, not every user with a Salesforce login
Why Appirio Cloud Sync?
Over the last three years, more than 20,000 users have trusted Appirio to bring Salesforce and Google together
Today's version of Cloud Sync is a fully supported, enterprise-class version of our trusted sync technology
Reasonable pricing, starting at $4 / user / month
https://appexchange.salesforce.com/listingDetail?listingId=a0N30000004cg4GEAQ
2. Easy to get started:
Admin installs into Salesforce org and
enables for users within minutes
Set it and forget it:
Sync Calendars, Contacts, and Tasks
between Salesforce and Google Apps on
a schedule you configure
Your data where you need it:
Unified Calendar, Contacts, and Tasks in
Salesforce, Google, and mobile
3. Today's Business Solution:
Challenges Appirio Cloud Sync
Sharing data via manual
copy/paste is error Automatic sync keeps
Manual prone, tedious, and
Automatic Salesforce and Google in
wastes time alignment saving time
Once in Salesforce,
Personal data lacks
Siloed events, contacts, and
business context and is Linked tasks can be linked to
Data not captured in CRM
sales records for context
Restrictive sync behavior Users choose the
Inflexible limits users from sharing Selective records to share and
Sync data and getting data to Sync data flows seamlessly
mobile devices to/from mobile devices
Appirio Cloud Sync keeps your business in sync with your
Calendar, Contacts, and Tasks in Gmail, on your mobile device, and
in Salesforce
4. Central Install and Administration
Install once for the Org
• AppExchange install and setup
steps can be completed in minutes
for the entire Salesforce org
• No additional user installs or
browser extensions needed
Central Admin and Config
• Admin-created default settings
allow for enforcement of business
rules around sync.
• Admin can view and manage all
sync configurations in the org.
User Control
• Users authorize sync and enable
Calendar, Contact, and/or Task
sync
• Users customize options like
frequency and filters
• Cloud Sync runs in background, no
user interaction required
5. Calendar Sync
Robust support for
recurrences and all
day meetings
• Sync recurring meetings or
all day meetings in addition
to simple appts
Private meetings stay
private
• Private meetings are flagged
as private between Google
and Salesforce
Flexible Sync Options
• Sync one-way or bi-
directionally
• Sync your own calendar or
shared calendar
• Sync meetings up to one
month in the past and 3
months in the future
6. Contact Sync
Sync only contacts you
want to
• Visibility and field-level filters
help control the SFDC
contacts sync'd to Google
• Filter Google contacts by
contact group
Control how Salesforce
contacts are grouped
in Google
• Default My Contacts group
will route contacts to/from
mobile device
• Specify other group to keep
business contacts separate
as needed
Flexible Sync Options
• Sync one-way or bi-
directionally
• Ignore contacts without
email addresses
7. Task Sync
Sync only tasks you want to
• Sync all SFDC tasks you own or
just open tasks
• Filter Google tasks by list
Integrated Business
Process
• Start and assign tasks in
Salesforce, assigned user syncs
and completes tasks in Google
Maintain data quality
• Ignore completed tasks on the
first sync
• Ignore tasks without due dates
Flexible Sync Options
• Sync one-way or bi-
directionally
• Specify Google list that
Salesforce tasks sync to
8. Keep your Business in Sync with Cloud Sync
Simple and Effective
• Access and manage a single
view of your business appts,
contacts, and tasks
• No manual intervention
needed, runs in the
background in the cloud
Mobile Access
• Cloud Sync brings Salesforce
Calendar and Contacts to
Google and your mobile
device
Flexible Control
• Set sync direction, frequency,
and filters to only sync the
data you need
9. Learn more about Appirio
• More Info: www.appirio.com
• Free 30 Day Trial: www.appirio.com/technology/CloudSync.php
• Contact us: cloud@appirio.com
• Facebook: www.facebook.com/appirio
• Twitter: www.twitter.com/appirio
• LInkedIn: www.linkedin.com/company/appirio
10. Learn more about Appirio
• More Info: www.appirio.com
• Free 30 Day Trial: www.appirio.com/technology/CloudSync.php
• Contact us: cloud@appirio.com
• Facebook: www.facebook.com/appirio
• Twitter: www.twitter.com/appirio
• LInkedIn: www.linkedin.com/company/appirio