Cirrus Insight

Cirrus Insight

Cirrus Insight

Developer’s Description

By Cirruspath

Cirrus Insight puts the power of your Salesforce CRM right inside your Gmail inbox. Immediately see everything about your Salesforce Leads and Contacts right in Gmail. Instant lookups of Salesforce profiles in Gmail. Create new Leads and Contacts right from Gmail. Log e-mails to Salesforce; create Tasks & Events. Whether you’re in marketing, sales, service, or support, valuable information flows in and out of Gmail with no connection to the history and intelligence available within Salesforce.com. Cirrus Insight makes the connection by allowing Salesforce users to keep track of and manage customer information directly from Gmail. Cirrus Insight installs in just 30 seconds and automatically pulls CRM intelligence into your Gmail inbox whenever you open an email. You can see contact information, activities, opportunities, and cases all with direct links for more detail. The most important next steps such as creating leads (a common sales rep headache), creating activities, opportunities, and cases, and logging emails, are fast and convenient in Gmail. As a result, Cirrus Insight increases the value of your Salesforce CRM asset while improving sales and service rep effectiveness and compliance. Real-time Salesforce Information in Gmail * See contact information * See Email, Call, and Meeting history * See Related Opportunities and Cases Manage Leads and Contacts in Gmail Ã?¢?Ã?¨* Log emails from Gmail * Relate emails to specific Cases and Opportunities * Create reminders and schedule events * Create new Opportunities and Cases * Create new Leads and Contacts from emails * Link New Contacts to Existing Accounts, or Create a New Account Ã?¢?Ã?¨* Create Opportunities when new customers inform you of new deals * Create Cases when customers email you with issues Cirrus Insight moves data from Gmail to Salesforce and Salesforce to Gmail to boost productivity and increase sales

Overview

Compatible with your device

Cirrus Insight brings professional email tools to your inbox to boost your productivity and help you conquer email.
- Email and Attachment Tracking
- Email Templates
- Schedule Meetings with one email
- Set Follow-Up Reminders
- View Contact and Account Information in Cirrus Insight
- Schedule an Email to Send Later
- Flight Plans drip campaigns and reminders

* Email Power Tools *

Know what happens after you send and email. The Cirrus Insight platform features include: Send Later, Open Alerts, Reply Tracking, Follow-ups, Templates, and Mail Merge at your fingertips. And all of these sales activities stream into Salesforce so you can make more deals happen faster.

* Attachment Tracking *

Know what happens to your presentations, proposals, pitch decks or sales collateral after you hit send. Attach tracks how prospects engage with it. Understand which collateral closes deals.

* Salesforce Where You Work *

Use Salesforce? Get Instant Salesforce intelligence displayed next to every email in Gmail. Create and update Leads, Contacts, Accounts, Opportunities, Cases, Tasks, and more (even custom objects) right from your inbox.

* Sync Emails and Calendar Events the Smart Way *

Click a button to sync your emails and calendar events to Salesforce, and we'll automatically relate them to matching records. You can also relate them to any custom object and even save email attachments into the Chatter feed.

* Schedule a Meeting with just one Email *

Send your available time slots to prospects and customers by email. When they click on a time, the meeting is added to both calendars. Or send your calendar link to display available time slots and let prospects select a time to meet.

The sales productivity features loved by over 100,000 Cirrus Insight users are available in iOS.

Gain customer intelligence at the conversation level with Salesforce and email merged, unlimited email tracking and more.


“I get to interact with critical Salesforce data and make the updates my manager/me need from where I live…my email inbox (where my customers and prospects talk with me). Great app!” – Lauren K.


Cirrus Insight Mobile is Feature Rich:

# Know exactly when to respond to clients

— With unlimited email tracking, you’re notified in real-time when your recipients open them and click on embedded links.

# Schedule meetings with one click

–Choose the meeting times that work for you and let your customer book the meeting in one click.

# Make Salesforce work for you

— Create tasks to never miss a follow up, log calls or emails to any record, and edit/create records in seconds to minimize busy work.

# Access customer details when you need them most

— Cirrus Insight gives you instant access to your customers Salesforce information so you never miss an opportunity to advance or close a deal.


# Schedule meetings and events

— You use email to figure out when your customers are available to meet. Now you can easily schedule that meeting in Salesforce without having to leave your inbox.

Installing Cirrus Insight Mobile:

## To connect Cirrus Insight Mobile with Salesforce you need to have an active Salesforce license.The sales productivity features loved by over 250,000 Cirrus Insight users are available in Android.
Gain customer intelligence at the conversation level with Salesforce and email merged, unlimited
email tracking and more.

Cirrus Insight Mobile is Feature Rich:
• Know exactly when to respond to clients – With unlimited email tracking, you’re notified in
real-time when your recipients open them and click on embedded links.
• Schedule meetings with one click – Choose the meeting times that work for you and let your
customer book the meeting in one click.
• Make Salesforce work for you – Create tasks to never miss a follow up, log calls or emails to
any record, and edit/create records in seconds to minimize busy work.
• Access customer details when you need them most – Cirrus Insight gives you instant access
to your customers Salesforce information so you never miss an opportunity to advance or close
a deal.
• Schedule meetings and events – You use email to figure out when your customers are available
to meet. Now you can easily schedule that meeting in Salesforce without having to leave your
inbox.

Installing Cirrus Insight Mobile:
• To connect Cirrus Insight Mobile with Salesforce you need to have an active Salesforce license.
• If you do not have a Salesforce license, enjoy the full inbox and sales productivity features.

Highlights

  • Sync Emails and Calendar events to SF; unlimited Email and attachment tracking; schedule send later emails; set follow-up reminders; mail merge SF Templates inside Gmail; see real-time SF data; book 3x more appointments.
  • Create/update Leads, Contacts, Accounts, Opportunities, Cases, and custom records on any standard or custom SF object from inside your inbox. See your
    Reminder Tasks, Opportunities, Cases, Contacts, Leads, and Campaigns in the My Lists feature.
  • Support for your Salesforce profiles and Permission Sets, Custom Fields, required Fields, Validation Rules, Dependent Picklists, Record Types, Custom Buttons, Page Layout Customizations, your Visualforce apps, and the most popular AppExchange apps.
Be free from CRM friction and wasted opportunities.

✓Salesforce Sidebar for Gmail and Outlook

✓Calendar Scheduling with Personal Scheduling Pages

✓Salesforce Sync- Calendar Events, Emails, and Tasks

✓Buyer Signals- Track Email Opens, Link Clicks, and Website Visits

✓Sales Cadence- Multi-touch Outreach with a Sequence of Activities

✓Email Templates- Personalize and Send Emails To Prospect Faster

✓Plus, everything you typically do in Salesforce, all inside your inbox.

Free teams from trivial CRM tasks and activities.

Constantly entering data, copying, and pasting, and toggling between applications is cumbersome. Reclaim time for actions that provide value, not busy work.

A seamless experience across all devices, for all users.

The sidebar and mobile interface ensures you’re no more than 1-click away from your next customer workflow. Whether it’s logging an email, task, or call in Salesforce, managing your sync settings, or sharing your calendar, we’re here to optimize your pipeline.

Salesforce Sync for Calendar and Email

Automate scheduling and let Cirrus Insight sync everything with Salesforce. Capture smart insights on your customer meeting data so you can keep your pipeline healthy. Cirrus Insight supports the most diverse mix of email services connected to one or many Salesforce instances; Gmail, G Suite, Exchange, Outlook, O365, Outlook.com.

Be a Performer: Increase your conversion rate.

Reduce wasted opportunities by executing the right activity with the right people. From buyer signals to drip campaigns, automated tools can help you close deals.

Works wherever you work—on desktop and mobile.

Put Salesforce data into your mobile inbox. Manage follow-up, log calls, and receive buyer tracking information to let you know when your customer is considering your proposal. That’s true freedom.

*Track Emails

*Edit, Create New, Log, and Sync with Accounts, Contacts, Leads, Opportunities, Activities

*Automatically File Email activities and attachments

*Website Visitor Tracking

*Automated Analytics & Reporting connecting Salesforce, Email Communications, and Website Traffic

Compared to Yesware, Toutapp, LinkPoint360, Groove, Revenue Grid

For IT:

Support for all versions of Salesforce including Community Cloud

Managed deployments and Admin controls

Automatic or Managed Updates

Enterprise Analytics, Cloud Data Warehousing, Data Warehousing, Dashboards, and Business Intelligence

Requires a paid subscription to Cirrus Insight. Some features also require an active Salesforce CRM license

Add-in capabilities

When this add-in is used, it
  • Can send data over the Internet
  • This add-in can read or modify the contents of any item in your mailbox, and create new items. It can access personal information — such as the body, subject, sender, recipients, or attachments — in any message or calendar item. It may send this data to a third-party service.

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