It’s certainly not news that Cirrus Insight integrates with Gmail. Since so many sales teams use Gmail, we’ve spent a lot of time perfecting this integration and keeping it up-to-date.
What you might not know? Cirrus Insight also integrates with another popular email application—Outlook.
Up until now, this integration has been somewhat limited. Users could use Cirrus Insight features in tandem with certain aspects of Outlook. Now, we’re taking things to the next level and making things official—Cirrus Insight officially supports Office 365!
Announcing our Office 365 Integration
As of this publication, you can now use Cirrus Insight with Outlook—in the cloud. No longer must you watch on in jealousy as your friends with Gmail save hours each day automatically syncing activity to Salesforce.
Cirrus Insight offers two separate applications for Microsoft products: one for people using Outlook on their Windows desktop and Office 365 for users who are connecting to Outlook on the web. Office 365 is essentially Microsoft’s version of Google Suite—a hub for many different collaborative apps in the cloud.
Office 365 apps work seamlessly on the web and inside of Outlook (for Windows and Mac) desktop apps, which means that the old way of doing things has become a little less complicated for everyone.
Here are a few things you should know about our new and improved integration with Office 365:
Besides automatically syncing email activity with Salesforce, here’s what you can do right now on Office 365:
- Email tracking
- Enterprise scheduling
- See customer information from Salesforce in a sidebar next to each email
Note that these standard Cirrus Insight features are yet to be deployed in Office 365:
- Follow up reminders
- Flight Plans
- Attachment tracking
Setting up Cirrus Insight with Office 365
Ready for some even better news? Setting you an integration between Office 365 and Cirrus Insight is easy as pie.
Follow along with our detailed setup guide or glance through these simplified steps:
- Download the XML installation file.
- After logging in to Outlook Online, navigate to Settings > Manage Integrations and upload the XML file.
- In the top right corner of Outlook Online, click on the Cirrus Insight eyevelope icon to login.
It’s really that simple!
If you have any trouble with setup, our support team is happy to help.
Final Thoughts: Announcing our Office 365 Integration
Cirrus Insight is working hard to put our sales productivity tools in the hands of salespeople using a variety of email clients.
Do you use Gmail, Outlook, or something else entirely? Tweet your thoughts at @CirrusInsight and we’ll put your favorite email client on our radar for future efforts!