The Value of Email and Link Tracking

One of our latest features is email and link tracking. Every time a person opens an email, or clicks a link, you sent them you’ll know about it.

Ever wonder if your emails weren’t getting through to someone or if they had read it and simply hadn’t gotten to responding yet? Or if they clicked the link you sent them in the email to find out more about your product or service? With Cirrus Insight you can know exactly when your emails are opened and when links are clicked.

 

Why are Email and Link Tracking Useful?

Well, besides easing, or confirming, your anxiety that no one is reading your emails, email and link tracking allows your sales team to both to keep tabs on individuals and to discover what methods work best for client engagement.

email2

 

Read More

Cirrus Insight for Android Release Notes

We’re happy to announce that Cirrus Insight for Android is out of beta and live on the Google Play Store! Thank you to everyone who participated in the beta and contributed in making this a successful launch. Android support has long been requested by our customers and we’re excited to finally make it available.

If you’re already a Cirrus Insight subscriber simply download the app from the Google Play Store and login with your Salesforce account to get started. Not a subscriber? No problem! All new users can enjoy a free 14-day trial without a credit card or registration.

Features

* Track emails with real-time notifications.
* Log emails to any Salesforce Lead or Contact.
* Create a new Salesforce Lead or Contact.



We’ll be adding more Salesforce functionality soon so stay tuned!


Install Now from Google Play


Looking for more? Here are some resources to help get you started:

How-To Videos 

User Manual

Knowledge Base 

Got any questions or comments about the app? Ping us directly at sales@cirruspath.com.

The Science of Data Visualization and Marketing

data visualization

Marketing, like other areas of business, is becoming increasingly reliant on data and information. Businesses collect massive amounts of data during every part of the sales funnel, from the point when a potential customer first interacts with the brand to the point where they become a loyal customer. However, making sense out of all that data and using it to make decisions is quite a leap from collection. Creating the right tables, charts, and graphs to summarize the important facts from is one of the most sought skills in marketing, because it powers decision-making at the highest levels. This skill is called data visualization, and it is in high demand.

 

Read More

Auto-Log Emails to Salesforce with Cirrus Insight

 

Last week was an exciting time here at the Cirrus Insight office. A week ago today, our long-awaited v4 release went live! Along with an improved User Interface (UI) and the ability to schedule emails to send later, Cirrus Insight users now have access to another feature that has been whispered about for years. Included in our v4 Release, we finally believe we have a world-class solution to the question of, ‘To log or not to log…every email to Salesforce?

 

Read More

Gmail and Outlook: A Comparison of the Email Titans

Gmail-vs.-Outlook

With advent of Office 365, Microsoft reestablished itself as a major competitor with Google. The new cloud-based version of Outlook can compete directly with Gmail. Both are useful, modern email clients that can be beneficial for any business. However, there are differences between them and one service might be better suited for your needs over another.

Read More

How to Utilize Email in Qualifying Leads

generate-leads-from-email

In order for firms to stay competitive in today’s marketplace, they must learn to effectively utilize email in their sales process. The purpose of email in sales is to generate quality leads, but it is equally important to keep the leads moving at a nominal pace throughout the buyers’ journey. Understanding today’s best practices in email marketing will allow your sales team to locate, nurture, and ultimately convert a greater number of leads.

 

Say No to Spam: the Art of Lead Nurturing

The object of B2B lead generation is to generate quality leads, not a large number of leads. Industry oriented blogs and informative, useful social media interactions with potential clients are today’s effective mediums for cultivating new leads. What better ways to have a hot lead approach an organization? If a client reaches out to a firm based on information gleaned from a social post or blog, the company has already gained the client’s confidence as an industry leader. This type of inbound marketing, as opposed to outbound cold calling, costs a firm 61 percent less.

 

Read More

Cirrus Insight v4 Release Notes

 

The release that we’ve been previewing for weeks is here–Cirrus Insight 4.0!

We’re improving the user interface for saving emails to Salesforce, so you’ll be able to save even MORE time and make sure you’re getting all the right emails into Salesforce. To that end, we’re even giving you the ability to “auto-log” your emails to leads and contacts to Salesforce, so you can just set it and forget it.

We’re also giving you the ability to schedule an email to Send Later. That means you can schedule emails to arrive exactly when you know they’ll hit the customer the best. 10am emails work best? Write a bunch of emails the night before and set them to send at 10am the next day.

The best part? When they send, we’ll still log them to Salesforce to the right records and track them, so you’ll have the deep insight that you always do with our app.

We’ve also updated the interface by putting “Add to Salesforce”, email tracking, email templates, and email scheduling on a new toolbar at the top of the compose window.

 

Saving Emails to Salesforce

We used to put an orange “Send and Add” button next to the Send button in Gmail (along with a templates button and an email tracking button).  Now, you’ll just hit the blue Gmail “Send” button on all your messages. When you’re composing your email, you’ll be able to click “Salesforce” to bring up the records Cirrus Insight thinks you want to save the email to in Salesforce:

2015-04-15_11-15-10

You can just click “Add” if those are the right records, or you can hit “Edit” to change those records and you’ll see the classic Add-to-Salesforce dialog box. Once you make your selections, the cloud will be blue and “Salesforce” wil be in black text:

2015-04-13_09-56-29

You can even set your emails to auto-log to leads and contacts in Salesforce without having to click “Add” each time. Just click that gear icon to the left of the blue “Add” button to be taken right to that setting:

2015-04-15_12-11-12

Auto-logging is still disabled by default though for those who want more control of what gets saved to Salesforce.

 

Email Tracking

Email tracking is easier than ever. You can set it to automatically track all emails in your Cirrus Insight settings. Just go to Settings (the cog icon in the sidebar), then “Email Tracking”, then enable your permissions and turn it on for all messages. That’ll ensure tracking is on unless you turn it off, so you can see exactly who’s opening your emails and clicking your links, and when and where they do it.

2015-04-15_12-13-53

As a reminder: last week we released Link Tracking and our Enhanced Tracking user interface, which you can read about here.

 

Email Scheduling

Finally, we’re giving you the ability to schedule emails to send at a later date, so you’ll hit your customers inboxes exactly when you want to. Just click the “Delivery” button to bring up your email scheduling options:

2015-04-10_15-20-39

Once you’re done, just hit “Save” and then “Send Later”. You’ll get a success message indicating that your message has been scheduled and saved in drafts. We also label the email as “Send Later” in Gmail, so you can either check your Drafts folder or your “Send Later” label to modify these emails right up until you send them.

Once they send, they’ll be tracked and logged to Salesforce, so you’ll be able to just set it and forget it!

 

One further note…

In our previous update last week, we added link tracking and changed our email tracking user interface. We also removed a couple options you used to have including the ability to filter by unopened vs. opened emails, and the ability to look up a contact.

Today, we’ve added these features back.

Here is a link to the updated release notes, and here is a screenshot to show you the new functionality:

2015-04-15_12-36-25

Salesforce Jargon and Lingo: The Basics

Before joining Cirrus Insight as a copywriter, I had very little experience in the Salesforce ecosystem. As a beginner to the world of Salesforce, I quickly found myself having to wade through waves of new terminology and jargon that I didn’t know. I’ve been working through figuring it all out, but I still have plenty to learn.

indexconfused

I’m sure I’m not the only one trying to understand the basics. That’s why I’ve put together a list of useful Salesforce jargon and terms for true beginners. People like to throw these words/abbreviations around, but assume they don’t need to define them, because of how simple they assume it is to everyone else. All of the terms on the list below are things I needed to look up or clarify for myself.

Read More

Choosing the Best Salesforce Login Method

Salesforce_login

Salesforce is a great service for managing sales and other customer interactions, but like any major piece of software, it can also be highly complicated at times. Simply logging into Salesforce can be handled in a variety of ways and each way has its own pros and cons.

 

We’d like to help you be familiar with the different ways of logging into Salesforce, with a limited amount of technical jargon, so you can pick the one that best fits your company’s needs!

 

Read More