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The Top 9 Benefits of a Salesforce G-Suite Integration

Integrating Salesforce and G-Suite for Business is a no-brainer for companies that use both platforms in their day-to-day.

Integrating Salesforce CRM and G-Suite means syncing the most critical database and reporting system with your most critical business operations system. A Salesforce - G-Suite sync creates the opportunity to dramatically, meaningfully enhance the most critical revenue drivers for your company.

The Top 9 Benefits of Integrating G-Suite and Salesforce

In this post, we’ll explore the benefits of syncing Salesforce and G-Suite.

The benefits of a G-Suite - Salesforce integration are much, much further reaching than one would think. These are the top 9 we find most valuable.

1. Auto-Log Tasks, Calls, Emails and Meetings in Salesforce.

If your sales reps spend tons of time logging calls, emails, and updates in Salesforce, then it’s time to unchain them from wasteful administrative work.

auto-log-tasks

Cirrus Insight was the first and most highly rated platform to sync Salesforce and G-Suite, allowing reps to auto-log calls, emails and meetings in Salesforce instantaneously. The productivity benefits cannot be understated - take the free 14-day test drive with Cirrus and give us a look.

2. Auto-Add Prospects and Accounts to Salesforce.

Same principle as before. Integrating Salesforce and G-Suite means syncing your Google Contacts directly into Salesforce plus the ability to quickly and easily add prospects and accounts into Salesforce directly from your Gmail interface.

auto-add-prospects

This timing-saving, streamlined workflow adds major firepower for reps working inbound leads and qualifying prospects as they first engage your company. Give it a whirl via our free 14-day trial of Cirrus Insight

3. View Contact and Account Insights in Your Email UI.

Need fast debriefings on the prospects and accounts you are emailing? Integrating Salesforce with G-Suite gives you unreal contextual analysis about who you are communicating with on both individual and company levels.

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Using Cirrus Insight, you can distinguish between leads, contacts, and accounts, gaining important and detailed insights as you’re drafting an email or figuring out who to add to a follow-up email. 

4. Track Email Opens, Clicks, and Engagement in SFDC.

Tracking sales communications in Salesforce goes two ways. In addition to logging outbound communication, integrating Salesforce and Gmail lets you auto-log prospect clicks, opens, and other email engagements in Salesforce automatically by syncing G-Suite and Salesforce.

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To power up this integration even further, you can sync your phone and mobile email accounts with Cirrus, G-Suite and Salesforce in one tightly-connected package. Make sure every call and email on your mobile phone, work computer, home laptop, and so forth gets noted in your CRM.

5. Receive Notifications on Email Opens and Engagement

The best time to follow up with a prospect is when they are already engaging with your content and have you top of mind. Syncing G-Suite and Salesforce lets you receive real-time notifications the moment a prospect opens an email, clicks a link, or performs some other action signaling timely interest.

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The added benefit of this G-Suite - Salesforce notification element? You enable reps to be as responsive as possible, which leads to better conversion rates and better selling results.

6. Track Attachment Opens and Views in Salesforce

Want to log PDF and Powerpoint downloads in Salesforce? It’s dead simple when you go through a synced G-Suite - Salesforce integration to do so.

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Cirrus Insight’s Attach.io product lets you create trackable links and email attachments that notify reps and log prospect engagement with your best sales assets like case studies and presentation decks.

7. Create Automated Email Sequences and Follow-Ups

Email sequences are automated, multi-step programs that deliver follow-up emails and reminders to prospects per your specifications. In a sense, syncing your Salesforce and G-Suite accounts gives you the ability to operate like Iron Man - using automation to expand the scope and impact of your sales efforts.

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Cirrus Insight’s Flight Plan feature gives you the ability to run hyper-tailored cadences and sequences that include task setting, email sends, calls, and more. Craft your own perfect workflow for every lead and account, automate and execute it to completion, and rest easy knowing every action you took has been logged in Salesforce

8. View and Update Opportunity and Stage Status in Gmail

Working a bunch of accounts at various stages of your sales pipeline can get confusing. Syncing G-Suite and Salesforce lets you glean key insights into each opportunity you are managing inside of your Gmail interface.

view-and-update-opportunity

Cirrus Insight lets you review the latest activities on an account, scope out key stakeholders you need to be contacting, and see breaking company news and developments without leaving Gmail. Doing that research on your own could take a rep 20-30 minutes. Thanks to Cirrus Insight’s Salesforce - Gmail integration, it now takes 30-60 seconds.

9. Create Personalized Scheduling Page for Meetings

Scheduling meetings can become hazardous when you’re manually coordinating calendars with a prospect. Make life easy on reps and prospects alike and reduce dropoff rate by a staggering number by integrating Salesforce with your Google Calendar.

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Tools like Cirrus Insight let you create personalized scheduling pages that expedite the process of booking time on the calendar and auto-log that event in your CRM.

Sync G-Suite and Salesforce

Ready to integrate your G-Suite and Salesforce accounts?

Test drive the platform that started it all. Cirrus Insight is the most versatile, reliable, and intuitive Salesforce and G-Suite integration platform. Get a personalized demo for your organization.

Erika Desmond
Erika Desmond

I bring 7 years of graphic design experience with 2 years of marketing experience from on the job training and experience. I've helped build Cirrus Insight into the company it is today from my start as a graphic design intern while earning my degree at Maryville College. Growing alongside Cirrus as a company has been an especially rewarding experience.

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