Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.
Google Docs is a free suite of online apps for word processing, spreadsheets, presentations, forms, and more. It's free and works in the way you do.Google Docs Integrations
Salesforce + Google CalendarAdd new Salesforce events to Google Calendar as detailed events Read More...
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It's easy to connect Salesforce + Google Docs without coding knowledge. Start creating your own business flow.
Triggers the moment a new account is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Triggers when a new document is added (inside any folder).
Triggers when a new document is added to a specific folder (but not its subfolders).
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Modify an existing custom object (of the type you choose).
Updates a existing record.
Salesforce offers enterprise-class CRM software and business applications for the cloud. It’s comprehensive set of applications are designed to help businesses to manage their sales, marketing, service and support processes. It offers its products out of large data centers spread across the globe. This makes it easy to access from any location. The company has been in business since 1999. It is one of the top players in the industry with a variety of customers.
Google Docs is a suite of web applications that allow people to create and edit documents, spreadsheets and presentations online. There are no set up costs, it doesn’t matter if you use the app on a desktop or mobile device. It can also be accessed from a PC or Mac computer. As Google Docs is part of the Google Apps family, there are no software packages or additional fees. It allows people to work together regardless of their location. Any changes made by one user are visible to all. This ensures that all users are working with the most up-to-date version of the document, spreadsheet or presentation. This saves time and money.
Salesforce is an enterprise level application. It helps businesses in managing customer relationships and other business functions such as sales force, support process and marketing. Google Docs is a free web based application that allows users to share documents online. With Salesforce being a powerful top for managing customer relationships and other business functions, what kind of benefits can be achieved when these two applications are integrated?
Here are some ways to improve Salesforce CRM using Google Docs and how the integration of the two will benefit businesses:
Clients can create emails and send them directly from Salesforce without having to switch between applications while still allowing them to enjoy the benefits of Salesforce CRM.
Google Docs can be used to send emails to clients or prospects. The customer relationship management system can be used to track communication between the client and the firm or even between multiple clients.
As Salesforce is an online application, firms may need to send files to their clients or prospects. This can be done through Google Drive by simply creating a fpder containing files such as documents, spreadsheets, presentations and images that are related to the project being worked on. These files can then be shared with clients through email, which can be tracked using Salesforce CRM.
Sales reps can easily create reports and attach them to opportunities or cases they are currently working on, as well as sending them to clients/prospects as attachments. This makes it easy for clients to view updates at anytime and have a better understanding of what is happening with their account/project. It also gives clients more confidence in the company and increases the likelihood of repeat business.
The process to integrate Salesforce and Google Docs may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.