appirio cloud sync

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Appirio Cloud Sync Keeping your business in sync...

Set it and forget it:Sync Calendars, Contacts, and Tasks between Salesforce and Google Apps on a schedule you configureYour data where you need it:Unified Calendar, Contacts, and Tasks in Salesforce, Google, and mobileEasy to get started:Admin installs into Salesforce org and enables for users within minutes

Today's Business ChallengesSharing data via manual copy/paste is error prone, tedious, and wastes timeManualRestrictive sync behavior limits users from sharing data and getting data to mobile devicesInflexible SyncPersonal data lacks business context and is not captured in CRMSiloed DataSolution:Appirio Cloud SyncAutomatic sync keeps Salesforce and Google in alignment saving timeAutomaticUsers choose the records to share and data flows seamlessly to/from mobile devicesSelective SyncOnce in Salesforce, events, contacts, and tasks can be linked to sales records for context

Linked

Appirio Cloud Sync keeps your business in sync with your Calendar, Contacts, and Tasks in Gmail, on your mobile device, and in Salesforce

Central Install and AdministrationInstall once for the OrgAppExchange install and setup steps can be completed in minutes for the entire Salesforce orgNo additional user installs or browser extensions neededCentral Admin and ConfigAdmin-created default settings allow for enforcement of business rules around sync.Admin can view and manage all sync configurations in the org.User ControlUsers authorize sync and enable Calendar, Contact, and/or Task syncUsers customize options like frequency and filtersCloud Sync runs in background, no user interaction required

Calendar SyncRobust support for recurrences and all day meetingsSync recurring meetings or all day meetings in addition to simple apptsPrivate meetings stay privatePrivate meetings are flagged as private between Google and SalesforceFlexible Sync OptionsSync one-way or bi-directionallySync your own calendar or shared calendarSync meetings up to one month in the past and 3 months in the future

Contact SyncSync only contacts you want toVisibility and field-level filters help control the SFDC contacts sync'd to GoogleFilter Google contacts by contact groupControl how Salesforce contacts are grouped in GoogleDefault My Contacts group will route contacts to/from mobile deviceSpecify other group to keep business contacts separate as neededFlexible Sync OptionsSync one-way or bi-directionallyIgnore contacts without email addresses

Task SyncSync only tasks you want toSync all SFDC tasks you own or just open tasksFilter Google tasks by listIntegrated Business ProcessStart and assign tasks in Salesforce, assigned user syncs and completes tasks in GoogleMaintain data qualityIgnore completed tasks on the first syncIgnore tasks without due datesFlexible Sync OptionsSync one-way or bi-directionallySpecify Google list that Salesforce tasks sync to

Keep your Business in Sync with Cloud SyncSimple and EffectiveAccess and manage a single view of your business appts, contacts, and tasksNo manual intervention needed, runs in the background in the cloud

Mobile AccessCloud Sync brings Salesforce Calendar and Contacts to Google and your mobile device

Flexible ControlSet sync direction, frequency, and filters to only sync the data you need

Learn more about AppirioMore Info: www.appirio.comFree 30 Day Trial: www.appirio.com/technology/CloudSync.phpContact us: [email protected]: www.facebook.com/appirioTwitter: www.twitter.com/appirioLInkedIn: www.linkedin.com/company/appirio