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SFDC Integration

Published on Nov 21, 2015

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PRESENTATION OUTLINE

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SFDC Integration

Google Mail and Cirrus Insight
Photo by Soumyadeep Paul
2.

Sales reps are spending most of their time going back and forth between email/calendar and SFDC. With many apps having the ability to integrate with SFDC through Gmail and Calendar, the sales reps are missing out on productivity uplifts by not having this integration.

Photo by ecstaticist
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Productivity Pilot Steps

  • Google Mail
  • Readiness Cirrus Insights Demos
  • Install and Try Cirrus Insights
  • Provide feedback
Photo by Rusty Russ
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Who's Participating?

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Key Dates

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Regional Leads

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Pilot Users Hours

  • Training 1-2 Hours Gmail
  • Set Up Mail Filters - 30 mins to 1 Hour
  • Cirrus Insights 2 Hours Training
  • Weekly 1 Hour call
  • Daily use the tools
Photo by Ben Fredericson (xjrlokix)
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Readiness

  • Demos
  • Q&A
  • Chatter Support Group
  • FAQs and how to guides
Photo by VinothChandar
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Cirrus Insights

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