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‘Send and Add’ is Here!
Today, we’re THRILLED to announce the availability of the biggest enhancement to Cirrus Insight since we launched last December: Send & Add. Send and Add was also one of the most requested ideas on our ideas board. You’ve been able to add emails you’ve received (or sent previously) to Salesforce since our initial release. But there’s never been a way for you to attach emails you’re writing to Salesforce without some annoying work-arounds that you had to discover yourself. Others have also decided that they...
read moreSerious Insight
Occasionally, people refer to our app as “Serious Insight” instead of Cirrus Insight. We really don’t mind. After all, a product that provides serious insight about your leads and customers is a seriously valuable tool. But how did we come up with the name Cirrus Insight anyway? First, we wanted a cloud and chose cirrus. These clouds are amazing. cir·rus /ˈsirəs/ Noun: Cloud forming wispy filamentous tufted streaks at high altitude, usually 16,500–45,000 feet (5–13 km). Usually indicating a...
read moreCaller ID for Gmail
If you’re old enough to remember when you first got Caller ID on your phone, you will recall that it was a game changer. If you’re not old enough, trust me, it was a revelation. All of sudden, you could see who was calling. No longer did the calling party have the advantage. (They knew they were calling you, but you didn’t know who was calling.) With Caller ID, you could decide whether or not you wanted to pick up the phone based on who was calling. As Shakespeare would have written after BellSouth conducted the first...
read moreSalesforce User Adoption: When the System is the Carrot
by Jake Faris, Salesforce expert at MB Consulting User adoption is a necessary and important stage in any Salesforce implementation project. Yet it’s a road that is sometimes rife with anxiety. The only time Salesforce adoption went smoothly, in my experience, is when the current system is so broken everyone was ready to leave it in a pile of embers and ash. Planning is supposed to help alleviate adoption pains, but even the best planned implementation phases can go sideways. Sometimes inertia can be a force all its own. Though I’m...
read moreImproving Rapport with Rapportive
We’ve been using Gmail and Google Apps even longer than we’ve been using Salesforce. At least 6 years. Over that time Gmail has matured dramatically and become the communications nerve center for millions of companies around the world. Back in 2010, an application for Gmail called Rapportive burst onto the scene. Rapportive brought an amazingly useful and intuitive tool to Gmail users, allowing them to connect more closely and quickly with people they correspond with in Gmail. I personally started using Rapportive a few months...
read moreStart Your Engines
by Jake Faris, Salesforce expert at MB Consulting If Salesforce is an automobile, I guess that makes me the mechanic. As the mechanic, I’m the one who sometimes has to tell a client that those new shiny wheels – an AppExchange app, let’s say – they want to buy for their org isn’t compatible with their drive train. Sometimes these are obvious conflicts, like the lack of Data Loader access when migrating data into a new Salesforce Professional edition. Sometimes these are conflicts only unearthed when perusing the...
read moreCirrus Insight Unites Gmail and Salesforce
Ray Deck wrote a great piece for TMCnet about Cirrus Insight: A common workflow system for most salesmen at companies who use both is to run Salesforce and Gmail in separate windows and alternate between the two of them to action both inboxes. Cirrus Insight brings the vast majority of common Salesforce tasks into the Web interface of Gmail so users can stop switching between windows and save time. Read the full article on...
read moreBest Practices, Part 2
by Jake Faris, Salesforce expert at MB Consulting. Continuing from last week, where I talked about checking contextual details, logging calls, and ensuring changes are being logged in Salesforce, here are some more tips to help you get the most out of Salesforce and Cirrus Insight. Search Before Creating It’s a simple feature, but one of my favorites: creating a lead or a contact from just an email address. The address doesn’t even have to be in the email header. You click the blue Cirrus Insight icon next to an email address from anywhere...
read moreMost Popular App on the Salesforce AppExchange
Thanks to our amazing users, Cirrus Insight is the Most Popular App on the Salesforce AppExchange!
read moreRelease Notes: Apr 7, 2012
Today we released a few bug fixes and some additional tweaks to improve performance. We also added the Cirrus Insight menu to Gmail: We’ll add some more exciting things to this menu in the near future.
read more5-Star Rated App
Cirrus Insight is the #1 app on the Salesforce AppExchange for integrating Salesforce and Gmail.
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