With the magic phrase “automatic de-duping” for a form field you can just paste from excel or a local CSV. Neat.
You can export a list from your CRM, open it in Excel, create a pivot table or perform some other data magic tricks, then copy-paste your results right into this field. We’ll automatically exclude any emails that are not actively subscribed in that MailChimp list.
Segments created by pasting a list are saved as static segments for future use.
I’ve been playing with Yesware for a bit, where I’m a member of a Yesware team provisioned by a client. I like the Yesware interface, and its easy integration with Salesforce. And of course, the control freak in one gets addicted to the intel on when your missives are read (and re-read because they’re just that good). But just as I was getting ready to subscribe, I diligently took one more look through the app exchange, where I found that Cirrus Insight basically matches Yesware feature for feature (with the added bonus of having experience and opinions on both offerings).
Adding an Opportunity to Salesforce from within Gmail
Tasks for You
The Record Overview/Snapshot
How to Reach one’s Client
See how addictive all that activity tracing is? One feels semi-NSA
Lots of Related Lists of Custom Objects
With information-display real estate appearing as needed. Bravo.
Syncing with Google Calendar (and by extension Android)
Help, thoughtfully InApp
What really stood out, however, was Cirrus GoogleDrive<–>Salesforce integration: unimaginatively named Cirrus Files.
As they pointed out somewhere in their mess of a site (the worst part of the entire experience is their website’s rather incoherent information architecture, with menus changing unexpectedly and rather jarring shifts in graphic design style: see contrasts below) Salesforce storage is costly; Google Drive is dirt cheap, and is easier to configure for collaboration with parties external to your organization. So, intrigued, I downloaded yet another package and set it up. (Kudos, kids: your video instructions are really in a pedagogical sweet-spot)
It only took a few minutes to deliver this result:
Enticing hints of what’s contained within – along with realistic expectation setting for something published so publicly.
So, after the movie explains why our ‘chaperoned’ romp through partially disguised data allows an alum in networking or job search mode to identify some prospects/targets, indicate their choices to a club administrator who balances privacy concerns against a stronger, more robust network by asking the target alums for specific permission to share (fortunately it’s almost always given)
Then on to a couple of reports & visualizations, all the while exhorting the alum to register for an access-controlled site for supervised exploration.
Salesforce Contacts, Employer Accounts and Non-Profit Edition Relationships carry the majority of the payload — supplemented by visualization tools like Google Maps Engine and SharePoint 2013’s robust security settings.
Click on the image to take a look at the public offerings.