Join us TOMORROW, April 18th at the Portland Salesforce User Group Meeting!

Portland

Hey! Are you up for meeting Dwight Foster, our VP of Sales, and other Salesforce rock stars? Do you live in Portland? Are you looking to get some awesome knowledge and make some great connections? Then come meet us at the Portland User Group! Here’s the schedule for tomorrow, April 18th, from 9 to 11 a.m.:

  • 9am-9:15am introductions, announcements
  • 9:15-10am Noteworthy features in Spring ’14
  • 10-10:10am Break
  • 10:10-10:45 Dwight Foster, VP of Sales at Cirrus Insight: Learn how and why to connect your email, calendar, and contacts with Salesforce
  • 10:45-11am Networking

Feel free to RSVP at the EventBrite site. Or just pop in! We’re going to be at

  • 514 SW 6th Ave, Suite 500, Portland, OR, 97206

See you tomorrow! Or, more specifically, Dwight will see you tomorrow!

RSVP for Free

The #1 Gmail Salesforce Plugin

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How do you communicate with customers?

It may be through email, phone calls, or even in-person conversations.  But, in today’s fast-paced, hectic world, it is often difficult to make time to have personal talks with everyone.  Whether you like it or not, email is one business constant that we must learn to use effectively to communicate with customers.  Email also allows you to effectively prioritize who needs an immediate response and who can wait an hour or two.  It is much more difficult to do that on the phone or especially in person.  I probably don’t need to sell you on the importance of email though, you probably get hundreds a day.  That leads me to my second question.

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Real Estate Productivity Software Best Practices

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Being productive takes concentration and focused effort. Having the best tools is helpful, but using them effectively is imperative. Imagine using a screwdriver to remove a splinter; it’s an excellent tool for working with screws, but not so much for removing splinters. Envision hammering a nail with the handle of a hammer; it’s not the most effective way to use that tool.

Real Estate productivity software is an excellent tool as long as you are using the right tool for the job and using that tool effectively. One of the most essential parts of using productivity software the right way is to be proactive. An intuitive tool will help, but building new processes into your daily routine will take time and effort. However, the right tool won’t take as long for you to get acclimated to, and develop processes around.

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How to Use Salesforce Data Inside Google Apps

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History has seen many powerful duos. George Washington and Alexander Hamilton, Paul McCartney and John Lennon, Steve Jobs and Steve Wozniak, and Sergey Brin and Larry Page are some just to name a few. But, I have left out what may be the most important pair. Winston Churchill and FDR. In Britain and in the United States, both men are well respected for their efforts that led the Allies to victory in the second World War. These two men confronted the rise of Hitler’s Germany and led their countries in saving the free world from the Axis powers.

Churchill understood how important his relationship with Roosevelt would be in world history, but he also genuinely liked the guy. In typical Churchill fashion, Winston once stated, “Meeting President Franklin was like opening your first bottle of champagne; knowing him was like drinking it.” The two men complemented each other very well, and they worked together seamlessly even with the weight of the world on their back.

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Discover? Find? This Salesforce integration with Gmail will blow your mind!

At Cirrus Insight, we like doing things for you. I know we’re technically in the tech industry as opposed to the service industry, but we really think ourselves as waiters for your data. Tight and automatic Salesforce integration? Here you go. Automatic signature capture? Try a sample. Locational data for your Salesforce records? We’ve flown this fresh in from GeoPointe.

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Tips for Improving SEO

Here at Cirrus Insight, we care a lot about improving SEO.  Because Search Engine Optimization (SEO) is so critical to success in the industry, we put a significant amount of effort into it.  We want customers to be able to easily find our website.  Being on the second page of Google for specific search results is the equivalent of having inventory in the back room of a retail store.  Sure it’s there, but customers very rarely search hard enough to find it.  Instead, they normally go on to the next store to find what they are looking for.  In Google, customers either make their search more concise or change the wording completely.  We want to make sure your potential customers aren’t going on to the next company just because their website came up first on a Google search.

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Wow!! How could anyone forget this one simple thing to bring to their Salesforce email?

salesforce email

It’s a blanket.

Yep, an ordinary, snuggly, warm, cozy, comfortable blanket. Because let’s face it–you’re probably living in your Salesforce email at this point. That’s not good. Salesforce isn’t something that you should spend that much time in. Ideally, it’s something to aggregate and disperse information about customers quickly. The problem with doing your messaging in Salesforce email, though, is that it takes too much time. So you end up needing a little bit of comfort. A blanket, in other words.

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Salesforce/Gmail Sync with Enterprise Grade Security

Our clients typically get an insane 5x increase in Salesforce adoption and ROI when they get our Salesforce sync, so we wanted to pair that business boost with fantastic security, too. We’re very proud of our security measures. We know how valuable customer data is to large companies–that’s why it’s our mission to make it easier to access–so we don’t take any shortcuts in protecting it.

Companies like DropBox, HootSuite, The Boston Globe, Georgetown University, and Change.org trust Salesforce, Google, and Cirrus Insight with their customer and client information via Salesforce sync, and we make sure to repay that confidence with 100% rock-solid security. A big, giant, comically-sized (but seriously-guarded) safe kind of security.

We support Salesforce oAuth 2.0, Single Sign On (SSO), User Profiles, Record Types, Custom Fields, Validation Rules, Custom buttons, and more. Users love Cirrus Insight for its speed and ease-of-use. Managers love Cirrus Insight for its reporting and ROI. See how Cirrus Insight can help your organization get the most out of Salesforce and Google Apps by scheduling a call!

For more about our security measures for Salesforce sync, click here!

To start your 14-day free trial, click here!

ButtonClick is AMAZING! Seriously, you have to hear about how great they are for Salesforce.

Do you read ButtonClick Admin? If you’re a Salesforce developer or admin, you really should. Heck, you probably already know about it. It’s a community information site run by Mike Gerholdt, a self-described “Salesforce.com evangelist who is passionate about technology and learning more about cloud computing.” A Salesforce MVP, Mike is a regular speaker at Dreamforce. Basically, he’s a well-known and respected voice in the Salesforce community that runs an invaluable web site.

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How to Get the Most Out of Salesforce & Google Maps Integration

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On February 1st of this year, Google changed its terms of service for the Google Maps API.  The use of the Google Maps API by vendors now requires a Google Maps API for Business license.  This service starts off at $10,000/year, a hefty price to pay for those who charge to access their maps solution.  This change applies specifically to some apps who operate inside of Salesforce.com.  Functions on apps such as “Find Nearby” stopped working on February 1st, whenever Google changed its terms of service.  However, there is still a simple solution available.

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