1. Integrate Salesforce and Google
Apps with Cirrus Insight
Brandon Bruce, Co-founder of Cirrus Insight
@cirrusinsight

2. Safe harbor
Safe harbor statement under the Private Securities Litigation Reform Act of 1995:
This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties
materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results
expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be
deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other
financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any
statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new
functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our
operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any
litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our
relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of
our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to
larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is
included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent
fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor
Information section of our Web site.
Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently
available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions
based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these
forward-looking statements.

3. Matthew Park
Sales Ops Lead, Dropbox
@dropbox

4. Dropbox
Dropbox is a free service that lets you bring your photos,
docs, and videos anywhere and share them easily.
Today, more than 200 million people across every
continent use Dropbox to always have their stuff at hand,
share with family and friends, and work on team projects.
Using Salesforce for 3 years.

5. Aliya Sadeque
Salesforce Administrator,
HootSuite Media Inc.
@aliya_s

6. HootSuite
HootSuite is a social relationship platform, designed for
organizations to execute social media strategies across
multiple social media networks, including Facebook, Twitter,
Linkedin and Google+.
• Using Salesforce since 2010 (3 years)
• Using Google Apps since company’s inception in 2009 (4
years)
• CRM is the only place where we can get an accurate picture
of our engagement with each lead/contact - across all
systems and depts.

7. Peter Theodore
Salesforce Administrator,
Change.org
@change

8. Change.org
Over 45 million users in every country make Change.org the
world’s largest petition platform, empowering people
everywhere to create the change they want to see.
Thousands of organizations use Change.org's tools to
connect with these passionate supporters and advance
their missions.
Using Salesforce since mid-2010 (~3 years).
Using Gmail for 6+ years.

9. Abby Wetzler
Senior Associate in Business
Development, Volunteer Match
@volunteermatch

10. VolunteerMatch
VolunteerMatch is the Web's largest volunteer engagement
network, with more than 93,000 participating nonprofits,
160 network partners and 10 million visitors each year.
Founded in 1998, VolunteerMatch offers solutions to
make it easier for individuals, nonprofits and companies
to make a difference.
Using Salesforce for 9 years.
Using Gmail for 2 years.

11. Welcome to the session!
A show of hands:
 Do you use Salesforce?
 Do you use Gmail?
 Do you use Cirrus Insight?
+

12. What is Cirrus Insight?
A. The #1 app on the Salesforce AppExchange and the Google Apps
Marketplace for integrating Salesforce and Gmail.
B. A browser extension for Chrome and Firefox.
C. Bottled magic.
D. All of the above.

13. Cirrus Insight integrates Salesforce with Gmail,
Google Calendar, and Google Contacts
Cirrus Insight brings Salesforce customer intelligence into Gmail.
 Update Salesforce records from Gmail in real-time.
 Attach emails to standard and custom objects in Salesforce.
 Use Salesforce email templates in Gmail.
 Sync events between Google Calendar and Salesforce.
 Add Google Contacts to Salesforce.

14. Quick Cirrus Insight FAQ
 Works with all editions of Salesforce
 Works across multiple email domains
 Works across multiple Salesforce orgs
 Install on as many browsers and computers as you want
 Serves all industries, sizes, and geographies
 Pricing starts at $15/user/month

15. Install in 5 seconds!
If you use Salesforce and Gmail and you brought your laptop:
 Go to cirrusinsight.com
 Click the install button
 Tweet “@cirrusinsight I just installed Cirrus Insight at Dreamforce! #df13”

16. Cirrus Insight Live Demo

17. Matthew Park
Sales Ops Lead, Dropbox
@dropbox

18. Top 3 Wins at Dropbox
1. Logging all email correspondence with leads and contacts from Gmail,
without having to remember or save a copy of a long Salesforce email
handle.
2. Simpler lead creation, sorting, tagging, as well as task generation
entirely within Gmail. Minimizes context switching to Salesforce that
breaks rep workflow and efficiency. Salesforce email templates fully
accessible with Gmail.
3. Google Calendar sync with Salesforce enables tracking of scheduled
rep activities within Salesforce along with tasks.

19. Aliya Sadeque
Salesforce Administrator,
HootSuite Media Inc.
@aliya_s

20. Top Wins at HootSuite
● Admin’s choice: Cirrus custom page layouts
○ Each Salesforce Profile only sees the fields they need because Admin can define layouts by
profile
● Admin’s choice: Validation rules
○ All validation rules and error messages as defined in Salesforce apply in Cirrus, ensuring the
data being entered is still compliant
● User’s choice: Viewing Salesforce record data on hover
○ Let’s them quickly contextualize without jumping around between browser tabs
○ “Snapshot” view allows users to figure out which record to append to if there are duplicates
● User’s choice: Creating contacts
○ Right from within Gmail!

21. Personal Favourite Feature
Custom Fields!
We have 2 custom fields that we use for
universal activity-based KPI’s across all
teams.
Core requirement for Gmail integration
was the ability to populate these two fields.

22. Peter Theodore
Salesforce Administrator,
Change.org
@change

23. Top Wins at Change.org
 The ability to sync email data to the correct opportunity for each account has helped
us know what is being communicated about which opportunities, saving us valuable
time in tracking down information from sales, finance, marketing, and other
departments. We were not syncing emails to opportunities before Cirrus Insight, so it
was a huge hassle to know which email was related to which opportunity...no more!
 Lead/Contact creation from Gmail is HUGE! No more flipping back and forth between
windows to capture the right information.
 In general, having the basic functions of Salesforce - especially Task/Log a Call
creation - is a huge time-saver. Sales reps no longer have to go through an endless
series of clicks in Salesforce to find the right record and create an Activity. It's all
neatly housed within Gmail.

24. Abby Wetzler
Senior Associate in Business
Development, Volunteer Match
@volunteermatch

25. Top 3 Wins at VolunteerMatch
1. Clean, intuitive, user-experience
2. Saves our employees time
3. Cirrus Insight is constantly evolving and rolling out new features

26. Cirrus Insight Roadmap
1. Email tracking
2. Contact Sync
3. Mobile

27. Happy Hour!
Wednesday, November 20 @ 4-8pm
ThirstyBear Brewing Company
cirrusinsight.com/happyhour

28. All about Cirruspath
Cirruspath specializes in making apps that integrate
Salesforce with Google.
We love delighting our customers with apps that help them
get the most out of Salesforce and Google.

29. Add Google Docs to Salesforce
by
Add a Google document or spreadsheet to Salesforce without
leaving Google Docs.
 Point-and-click Salesforce integration keeps you in your Google Docs
workflow.
 Attach Google Docs to leads, contacts, accounts, opportunities, cases,
campaigns, and custom objects in Salesforce.

31. Google Spreadsheets Connector for Salesforce
by
Import leads and contacts from Google Spreadsheets into
Salesforce.
 Smart field mapping matches spreadsheet columns to standard and
custom fields in Salesforce.
 Data goes straight from Google to Salesforce.

33. Sync Google Drive and Salesforce
by
Sync files and folders between Google Drive and Salesforce to
keep all your customer files organized and accessible.
 Open a record in Salesforce and access all the relevant files from
Google Drive.
 Sync new files and folders in Google Drive to matching records in
Salesforce.

35. Matthew Park
Aliya Sadeque
Peter Theodore
Abby Wetzler
Dropbox
@dropbox
Hootsuite
@hootsuite
Change.org
@change
VolunteerMatch
@volunteermatch