Sales reps are some of the most valuable members on any team. Chances are, they create events and do most of their work in Outlook but store information in Salesforce. Our job is to make their lives as easy as possible. Cirrus Insight for Office 365 allows sales reps to effortlessly log emails to Salesforce from their Outlook inbox. Now, our app includes the ability to relate events in Outlook to their Salesforce calendar.
Here’s our VP of Marketing, Jason Hubbard, with what the new Calendar Sync release means for salespeople:
“Salespeople don’t have time to switch back and forth between two calendars. Cirrus Insight syncs events between Outlook calendar and Salesforce to save time and keep customer relationships on track.”
In the end, being able to focus less on calendar organization and more on customer relationships is what it’s all about. That’s our goal with every feature addition, and we hope you enjoy using Calendar Sync for Office 365!
Other Capabilities of Cirrus Insight for Office 365
See customer context from Salesforce inside Outlook
Save emails to Salesforce
Track email opens with real-time open notifications
Create new leads, contacts and accounts
Set task reminders
Log calls to Salesforce
Create and update opportunities & cases
For those interested in learning more about the functionality of Calendar Sync for Office 365, you can find all that HERE.
The Microsoft Partner Network
“Cirrus Insight is a great example of how the Microsoft Partner Network benefits our customers,” said Jenni Flinders, VP of US Partner at Microsoft. “By innovating with the Office 365 platform they’re delivering an innovative solution focused on helping people be more productive in the office and on the go.”
Updating your CRM is a necessity. But how much does that actually cost you? When you take into account how much of a sales rep’s salary goes to data entry, the money and time can really add up. What if there was a way to significantly reduce that cost?
Your average sales rep will spend 1.5 hours a day maintaining the CRM (updating records, recording emails, creating opportunities, etc). By using Cirrus Insight, that time can be cut to 20 minutes. For example:
It takes 5 minutes to search for a name in Salesforce, compose an email, BCC to Salesforce, copy and paste the response into the record, then reply and repeat the BCC process. With Cirrus Insight, you can accomplish the same in 47 seconds.
It takes 1 minute 7 seconds to read an email, search for the name in Salesforce, and create an opportunity. With Cirrus Insight, you can accomplish the same in 17 seconds.
We’re pleased to release a minor (but very useful!) user interface update to Cirrus. We’ve added:
Paginated search results
Add to Salesforce workflow for Cirrus Insight for Google Calendar
The first one’s pretty simple, so I’ll just show you. When you have a long list of records, you can click Prev or Next to paginate through them, like so:
Looking for specific results in Search from your inbox just got a whole lot easier!
The other feature we’ve added should be familiar to longtime Cirrus Insight users. For our Cirrus Insight for Google Calendar feature, we’ve changed the workflow so that relating events to opportunities, cases, and more looks more like our Add To Salesforce button in Gmail:
We always want to make it as simple as possible to find the information you are looking for, and we hope that these updates fit in line with that goal.
Effective content marketers are a rare breed. If they were a dime a dozen, you probably wouldn’t be reading this post. The combination of skills that make a content marketer great also make one inherently hard to find. Very few meet all the criteria. While there is no one-size-fits all model for success in this field, I have found I wouldn’t stand a chance without these three traits.
Like many other businesses with offices in the Southeastern United States, our Knoxville, TN location has a Chick-fil-A nearby. Because of our close proximity to this delicious chicken restaurant, my coworkers and myself go there quite often. During my frequent visits, I’ve begun to notice a trend. Whether we arrive before work at 8:30 in the morning to grab some Chick-n-Minis or at 2:00 p.m. to get a spicy chicken sandwich after a sales call, the place is always crowded. You would think at non-peak hours there might be some respite from the lines, but that’s not the case. Long lines are the norm at Chick-fil-A.
For someone who has a business degree and works at a startup, it was only natural for me to be curious about what causes such sustained popularity. To be honest, they didn’t do anything super groundbreaking to become one of the highest-grossing fast food chains in the country. In fact, they managed to do so despite being located almost entirely in the South and only open six days a week in observance of the Sabbath. Chick-fil-A’s success lies in connecting two things people may not know they wanted combined, but afterward couldn’t imagine living without. They didn’t have completely reinvent chicken. Just a way to make chicken better. As their famous slogan goes, “We didn’t invent the chicken, just the chicken sandwich.”
No one likes to do the same work twice. However, how many times do you input events into Outlook only to duplicate that same process in Salesforce? It’s probably a lot. We create events and do most of our work in the Outlook inbox but store information in Salesforce. If only there was a way to automatically share events between my Outlook calendar and Salesforce…
Salesforce is a hot topic when it comes to cloud technology. Not surprisingly when over the past 15 years, Salesforce have transformed the way you do business; you can sell, market and service better than ever before. This is largely due to Salesforce’s configurable capabilities and the work put in by your trusty Salesforce Administrators and Salesforce Developers.
When it comes to Admins and Developers, the definition between these two roles are becoming somewhat blurred. As a result I have attempted to define each of their roles. Though there may be no technical difference in regards of their Salesforce profiles e.g. it is likely they could both have the system admin profile, their daily tasks do differ somewhat.
As identified at Dreamforce 14, more and more admins are coding and are taking on some of the responsibilities that would otherwise be left to a Developer e.g. creating Triggers. It would also not be out of place to see Admins taking on the 401 to broaden their developer knowledge! It is evident that the lines between the Admin and Dev are becoming more and more blurred.
Compatible with Office 365, Outlook 2013 and Outlook Web App on any device
We’re thrilled to announce Calendar Sync for Office 365 with Salesforce!
Now you can automatically sync events between Office 365 and Salesforce. Cirrus Insight will sync the date and time, subject, attendees, location, description, and your free/busy status. Best of all? Cirrus Insight automatically relates events to the Salesforce contacts you invite.
That’s why we’re excited to bring Cirrus Insight’s best-in-class calendar sync to Office 365. Now you don’t have to manage two calendars!
"This is a must have app! Cirrus Insight is a huge timesaver and makes entries into Salesforce from Gmail a breeze. Thanks for this extremely helpful tool!","This is the missing link that I needed for my sales team and customer service. I now not only have better information flowing into Salesforce but a sales team that is so much happier.","This is how all Salesforce - Email products should work. Easy to use with all the functionality you can imagine and then some. Genuinely helped me save an hour a day.","This thing actually works. Within 5 minutes of figuring out how it worked I instantly realized how much time this was going to save me. Heck of an app and I highly suggest ANY Salesforce user should pick this up." –Diana Dalton,Mary Sisson,Gareth Stephens,Erich Garcia