Instantly know who you’re talking with and the status of your customer relationship. As you open an email you'll immediately see a snapshot summary of the sender's records in Salesforce, including a summary of open and closed Opportunities and Cases.
Never lose track of an important email again. Automatically relate emails to contact and account records using (the Quick Add button). Or use (the Add to Salesforce button) to specify exactly how you want the email to relate in Salesforce, even relating emails to custom fields and objects. You can even save attachments along with your emails including Google Drive Docs. Cirrus Insight will even automatically track and display which emails you've logged to Salesforce.
Now you and your team can automatically keep track of who you’ve met with. With Cirrus Insight all of your events are synced between Salesforce and Google. We're also the only solution that relates events to attendees' records in Salesforce. Not only do you have a record of your meetings but they are related to the people you've invited to them as well.
Cirrus Insight has teamed with RingLead to bring automated email signature contact capture to Gmail. Now as you create a new lead or contact in Cirrus Insight we will automatically scan the email signature and extract contact information to prefill the lead or contact form. Simply review the information and hit save.
Now creating new leads and contacts in Salesforce is as easy as a button click!
Now you can quickly and easily sync contacts from Salesforce to Google Contacts and your mobile devices! Users can specify groups of contacts in Salesforce to sync to Google. Then, Contacts synced from Salesforce will be organized according to the groups you’ve defined and make it easy to select which contacts you want to sync to your mobile device.
Never forget to update or create another record in Salesforce again. With Cirrus Insight you can immediately create new records in Salesforce as they come into your inbox. Salesforce is always up to date so you don't have to worry about going back and updating records later. You can also manage Salesforce right from Gmail with inline editing of existing records. It's your new Salesforce frontend.
Never lose track of a support case again. Cases come in from all kinds of places. Whether it’s via social media, emails to salespeople, calls, they often wind up forwarded to your support inbox. With Cirrus Insight you can now create, edit, manage, escalate, and even close cases right from Gmail!
When you’re on the go you add contacts to your mobile devices but you need to get them into Salesforce. With Cirrus Insight you can easily identify whether your Google Contacts are in Salesforce and create new Lead and Contact records right from your Google Contacts page. It's often easier to add contact to your mobile device when on-the-go and now you can make sure they're synced to Salesforce.
One of the strongest features in Salesforce is the ability to create and assign tasks but getting to them and managing them is a hassle. Now with Cirrus Insight you have an intuitive dashboard for your Salesforce tasks right in Gmail. Create, edit, assign, manage, and complete tasks without leaving your inbox.
Your custom buttons and document automation services are incredible time savers but you still have to leave Gmail to trigger them. Now with Cirrus Insight you can access and trigger your Salesforce custom buttons without leaving your inbox! Automatically generate proposals and documents and trigger workflow rules with the click of a button right from Gmail!
Working in conjunction with Cirrus Insight’s calendar sync, users can manage their Salesforce and Google calendars in one place! Popular use cases include: Relating events to opportunities right in Google Calendar, relating events to cases right in Google Calendar and time tracking by project/code.