Today, we’re THRILLED to announce the availability of the biggest enhancement to Cirrus Insight since we launched last December: ‘Send & Add’. Send & 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 couldn’t yet give up the Salesforce “Email to Salesforce” (aka “E2SF” and “BCC to Salesforce”) feature that required that you go to an extra step to ensure that your personalized E2SF email address was included in the BCC field as you send the email. But even then, your emails wouldn’t be attached to cases or a specific Opportunity.
Those days are over!
Now, on the ‘Compose’ screen, or when you reply to an email you’ll now see “Send & Add” and “Quick Send!” buttons right next to the “Send” buttons. If you click the “Send & Add” button, you’ll have the chance to attach the outgoing email to any Opportunity or Case in Salesforce and then send the email. The “Quick Send!” button will simply add the email to Salesforce (related to the first recipient) and send it off – in one click.
Why are we so excited about this?
Users of Outlook have had this functionality for years. For one, we now have parity with that functionality – and it’s been a long time in coming.
But the real reason for our excitement has much more to do with your CRM. We knew that if we made it ridiculously easy to add emails to salesforce, you’d do it more often. And the more important emails that are logged, the more complete your organizational knowledge about a customer, prospect, or partner. Send & Add fills a big gap here – and it does it without changing your workflow: where you used to click ‘Send’, now you hit ‘Send & Add’ or ‘Quick Send’. You don’t have to change a thing, and the context around those customers and prospects improves.
Also, if you’re an “Inbox Zero” fan (and why wouldn’t you be), you’ve discovered the Gmail Labs feature “Send & Archive” (and if you don’t have it enabled, give it a try). When you click the “Send & Add” or “Quick Send!” buttons, we’ll (1) Send the email, (2) Add it to Salesforce, and (3) Archive it for you. You’re welcome.
Finally, to show it off, we’ve recorded a brief screencast to give you an idea of what you’ll see when you send your next email.
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