In-Depth CRM Review
Salesforce Integration for Gmail
3120 139th Ave SE, Suite 180
Bellevue WA 98005-4075
CRM Taxonomy: CRM – Cloud
Sub-Category: Salesforce Add-on
About the Company:
Akvelon is a business and technology solutions firm that has great expertise in building Enterprise, CRM, LOB, Cloud, AI/ML, cross-platform, mobile and other types of applications customized to our clients’ needs and processes. We provide engineering, management, compliance, systems security, and 24/7 support services.
Akvelon was founded in 2000 with a goal of providing software engineering services to companies that build and sell software or operate SAAS business.
Our clients range from global corporations to up-and-coming startups, many with deep roots in the Puget Sound region. The common characteristic of our clients is all of them build and operate complex software and have an enormous need to acquire and retain top software engineering talent. With over six hundred employees at seven offices worldwide, Akvelon is capable of delivering just that.
About the Product:
Save Time Through Integration
More than 150,000 companies are currently using Salesforce, the world’s top CRM platform. One of the greatest benefits of Salesforce is that users can take care of almost every CRM task within the platform, minimizing the time spent switching between CRM activities.
However, it lacks something that could save users even more time: integration with their email. Users have to constantly hop between Salesforce and their email to keep track of their conversations with their customers. They also must input events by hand from their Google Calendar into Salesforce, and one typo could result in missing a crucial client meeting.
With our new Salesforce Integration for Gmail Chrome extension, users can save even more time by integrating their Gmail account and syncing their Google Calendar with Salesforce. Users will see time savings because they can:
- Track particular email replies directly into Salesforce without leaving Gmail
- View, filter, sort, search, and create Salesforce activities within Gmail
- Synchronize events between Google Calendar and Salesforce
- Create Salesforce entities while in Gmail
- Synchronize email contacts from Gmail to Salesforce
- And more!
Let’s take a closer look at some of the time-saving features that this extension has to offer.
Track Emails Directly into Salesforce
Users can cut steps out of the CRM workflow by tracking particular email replies from Gmail directly into Salesforce. While in Gmail, users simply click on the email and then click on the letter icon on the far right of each reply in the thread. They will then be given the option to track it with or without setting a Regarding field, which will organize it into the proper CRM entity in Salesforce. Users can also create new Salesforce entities from within Gmail.
To check the status of each email reply, users look at the color of the arrow on the right of the thread or the letter symbol on the right of each reply: Red means that the thread or the email is too large to track due to Salesforce limitations, yellow means that some replies haven’t been tracked yet, and green means that the replies have been tracked into Salesforce already.
View, Filter, Sort, Search, and Create Salesforce Activities
From Gmail, users can also view their Salesforce activities. The name of the activity will be shown as well as the date that it is due, the name of the account it is related to, the phone number attached to the activity, and a brief description of the activity, which can be expanded. The activities which are displayed can be sorted and filtered to help narrow down what types of activities the user wants to see. The user can also search for a specific type of activity. For example, if they type “John Smith”, all activities related to this account will appear.
Should they need to create a new activity, the user needn’t leave Gmail and open Salesforce: they can create a new activity directly from Gmail by clicking the “Create New” button and inputting the necessary information.
From Gmail, the user can sync their Google Calendar with Salesforce by enabling the option for automatic 2 Way calendar sync. In the Settings tab, the user can select how often the calendars will automatically sync. This eliminates the need to manually input meetings, appointments, and events into both calendars, saving time as well as reducing the risk of accidentally entering the wrong information while transferring data.
Akvelon Salesforce Integration for Gmail is a free app.
For a proper demo of this CRM solution:
You can download it for free today on the Chrome Web Store!
Rich’s View of Akvelon:
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