Running the entire business in the cloud is the next big thing that is happening now. Salesforce’s powerful CRM tool and Google’s G Suite collaboration tools come together to let companies run their entire businesses in the cloud.
Imagine your all your sales, services and marketing functioning in the cloud, and with accelerated speed at that?
The general talk is that the collaboration is a big deal between two companies. But what really matters is – What it means for businesses in terms of sales, marketing and customer engagement?
Here we present why the Salesforce CRM and Google G Suite combination could turn out to be the best thing for people vying to do their businesses on cloud.
The Salesforce and Google G Suite Integration
Google announced its collaboration with Salesforce during its Next 18 event, with some of the highlights being: Integration of Salesforce Marketing Cloud and Google Marketing Platform, Einstein Analytics and BigQuery Connector, Salesforce running on Google Cloud Platform (GCP), Google uses Salesforce Sales Cloud, and Salesforce using Google G Suite.
Since both, Salesforce and Google, are effectively leveraging the power of cloud, the integrated solution is expected to empower modern businesses, irrespective of its size and scope, with powerful cloud capabilities.
“Our partnership with Google represents the best of both worlds for our customers. There has never been an easier way for companies to run their entire business in the cloud – from productivity apps, email and analytics to sales, service and marketing apps, this partnership will make our customers smarter and more productive.”
– Marc Benioff, Chairman and CEO, Salesforce
Salesforce integration with Google Drive through Files Connect
Salesforce storages are expensive, and this costly proposition were making users to balk and backtrack. Now, that obstacle is out of the window. One of the important outcomes of Salesforce and Google Drive integration is the Files Connect. The Files Connect is a simple set up, yet a powerful tool which allow admins to potentially deliver unlimited storage of files to Salesforce users, if they’re a G Suite Business customer.
Users can quickly access various kinds of files like spreadsheets, documents, and presentations within Salesforce, and can share them across teams for effective collaboration.
What else, the ‘recently edited files’ appear on top of the list to save users time. Users can keep sales opportunities, accounts, and customer contacts directly in the Salesforce system and can refer them anytime.
View Salesforce records directly in Gmail
Giving the ability to view Salesforce data in Gmail is clearly a breakthrough idea. Ever since the arrival of Salesforce Lighting, a tool which enabled users to directly see salesforce data in Gmail, users were able to avoid the need for paid third-party add ons. Through a chrome extension users can now see the Salesforce side panel displayed directly in the Gmail.
The side panel gives Gmail users the relevant Salesforce data which is in context of the email they are working on, and it also allows them to log that specific email to a Salesforce record in a single click. For example, if you are looking for a email regarding an order pricing, you’ll be able to find them in Salesforce side panel and associate the email to the record.
With the Salesforce Lightning and Gmail integration users can now sell and service customers faster and efficiently.
New Data Connector for Salesforce (Beta)
Connecting Google Sheets to the Salesforce was one of the crucial developments in this integration. With this to-and-fro data exchange facility users can now extract relevant data from Salesforce to a Google Sheet and amend or update that data in Salesforce from the Google Sheet.
Here’s an example of how this new data connector can save your precious time and avoid annoying data management issues.
Let’s say you wanted to update records in Salesforce in bulk. And if there are just too many things to update in the Salesforce list view, you would consort to Salesforce Data Loader on your desktop device. The loader will first export and transform that data in Microsoft Excel. Then it will that data in Salesforce. This whole process leaves a numerous copies of CVS and Excel files on your desktop.
With the new Data connector for Salesforce this whole process can be avoided by simply connecting your Google Sheet to the Salesforce, with a secure OAuth authentication process.
The Find and Replace option in spreadsheet lets users to quickly transform the data and update their Salesforce record. The exported data in the Google Sheet is preserved in Google Vault, which can be retrieved at a later stage if there is a need.
Salesforce integration with Google Contacts and Calendar
Just like in Gmail, this integration allows users to view Salesforce panel in Google Calendar through the Salesforce Chrome Extension. Lightning Sync is tool used to achieve this where it supports a bidirectional interaction between Google Contacts and Calendars. This synch tools comes as valuable proposition in controlling how contact data is being shared between the Salesforce CRM and Google user contacts.
Import data from Salesforce CRM to Google Analytics instantly
That’s great a news for sales and marketing teams where they can get a more comprehensive view of purchasing opportunities, leads, sales and the entire buyer journey. Companies that use Google Analytics can now mix and match data between two systems (Salesforce & Google Analytics) to build a comprehensive structure for their customer support divisions. With Salesforce’s Artificial Intelligence in the fold, you can target and prioritize certain emails and quickly address its pressing issues.
This is certainly a drive towards bringing ‘big data’ into the sales and marketing world.
Salesforce and Google G Suite – Four critical integration elements
1. Salesforce and Google Analytics data integration to help companies learn more about the buyer journey.
2. Salesforce will be building new innovative solutions right on the Google Cloud Platform.
3. G-Suite will be a free addition for Salesforce customers. Which Means, Salesforce customers will be eligible for free subscription of Google G Suite.
4. Last but not least, both platforms will offer same selection of services to their customers.