by Mike Walsh | May 17, 2016 | Salesforce Tips
No matter what business you’re in, there are two things equally critical in you being able to do your job: data and files. Where data points you to the most influential decision makers, helps you decide what kind of deals to offer, and targets future sales, files are the backbone of that data, giving you supporting documentation of credit scores, official agreements, important photographs, and more. While Salesforce is the most powerful CRM on the market and the ideal home for your data, file storage may be best handled in an external tool, depending on costs and use cases – if you want to give clients the ability to upload documents directly into a folder, for example. There are a number of powerful integrations with Salesforce and document management platforms, and choosing between them can be a challenge. Today, I’d like to help clear the muddy waters a little.
When deciding which of the many integrations to use for your company, the first question you should ask yourself is: what tool am I using now? If your team is already heavily using a cloud-based storage platform, such as Google Drive or Box.com, your decision may already be made for you. It is easiest to drive user adoption with a tool your team is already accustomed to using. That said, if you’re on the market, it’s a great time to reevaluate the tool you are currently using and check out some other options. If you don’t already have an established tool, it comes down to cost and features. While costs can vary widely depending on your storage needs, features to look out for are: drag-and-drop functionality, folder structure and hierarchy, configuration of folder permissions, security options, the ability to email links to folders and files, and customizability. At CloudMyBiz, our four favorite solutions for external, integrated file storage for Salesforce are Box for Salesforce, S-Drive, Cirrus Files, and Dropbox for Salesforce. At present, they tend to offer the most robust feature sets, and we recommend starting there.
-Jared and the Salesforce Guys
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Feb 18, 2016 | Blog, Salesforce-Apps-AppExchange
Google Drive is one of the most popular tools for cloud storage and file management. Businesses in every industry rely on Google Drive for sharing, collaborating on, and keeping everyone updated with the latest files. But if you use Salesforce, you need your files accessible from the system, at your fingertips, along with the rest of your relevant data. The team who brought you Cirrus Insight is here to bridge that gap with Cirrus Files!
Cirrus Files connects folders and files in Google Drive to standard and custom objects in Salesforce. Cirrus Files supports all file types including Google Docs, and all objects including accounts, opportunities, campaigns, contacts, and more. Sync any file from Google Drive to relevant records in Salesforce. Sync any file from Salesforce to the right folder in Google Drive.
Check out Cirrus Files and start syncing your Google Drive with Salesforce today!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Jul 10, 2014 | Blog, Salesforce-Apps-AppExchange
With its fantastic tools and ease of use, Gmail has become one of the leading email providers for businesses worldwide, and Cirrus Insight has been working for years to make it an even more powerful engine for companies who use Salesforce. We at CloudMyBiz are big fans! I’ve written about some of their cool features in the past, and we even co-hosted a webinar with them. So when I got the email that they’ve finally released an iPhone app, I knew I had to share it with you right away! With the new Cirrus Insight Mobile app, you can experience the power of Salesforce in your mobile inbox!
- See customer context in the inbox
- See who opens your emails with real-time notifications
- Save emails to Salesforce
- Create new leads, contacts & accounts
- Set reminders to follow up
- Schedule meetings and events
- Log calls to Salesforce
- Create & update opportunities & cases
Check out Cirrus Insight Mobile and bring the power of Salesforce to your iPhone today!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Mar 24, 2014 | Blog
Tuesday, March 25, 2014 10:00 AM – 11:00 AM PDT
Join
Cirrus Insight & CloudMyBiz for a live webinar to learn how to fully integrate Salesforce with Gmail, Google Calendar, Google Contacts, and Google Drive.
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Mar 14, 2014 | Blog, Salesforce-Apps-AppExchange
We featured the Gmail-to-Salesforce integration tool Cirrus Insight back in December, but they’ve recently partnered with RingLead to bring you a fantastic new feature we didn’t want you to miss! Now, when you want to create a new contact in Salesforce from Gmail with Cirrus Insight, the system will look for the contact’s email signature to auto populate name, company, phone, and more. It’s super cool, and you should check out their demo video today!
If you’re not familiar with Cirrus Insight, don’t miss our last blog post on this great tool. Also, you won’t want to miss our live webinar with Cirrus Insight Tuesday, March 25, 2014 10:00 AM – 11:00 AM PDT!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
