You Work in Your Inbox, Not in Salesforce...
Cirrus Insight Makes Using Salesforce as Easy as Sending Email
Eliminate Data Entry
Data entry is cumbersome, time consuming, and the #1 reason for poor Salesforce adoption. Instead of Salesforce separating you from your daily workflow, we bring it right into your inbox. Now you can easily log accurate, useful data into Salesforce from Gmail or Outlook without flipping between tabs or copy/pasting. No more wasted time.
Instantly create new Salesforce records from your inbox as soon as new deals or prospects arrive. Avoid logging into Salesforce whenever data needs to be added. Your pipeline and workflow will thank you.
Using Cirrus Insight, you can log a call to Salesforce, and relate it to the appropriate lead or contact without leaving your inbox or while on your mobile device.
Manual data entry wastes time. You don’t adopt Salesforce when you feel like it’s a time-sink. Remove the tediousness by saving emails and attachments automatically or with a single click.
With Calendar Sync, all your events are automatically synced between Salesforce and your Gmail or Outlook calendar. Change one and the other will match. Never again forget to save another event to Salesforce.
Gain Actionable Insight
We want to do more than provide you with information. We want to make sure you have exactly what you need to take action. Whether it’s closing a deal or handling a support ticket, the data you need should always be at your fingertips. We bring actionable insights directly to your inbox.
These aren’t your grandfather’s read receipts. You need the full picture. Email and Link Tracking will help you tailor follow-ups to individual customers.
Instantly find the Salesforce information you want in your inbox. Next to the snapshot tab in the Cirrus Insight side panel, you also have the My Lists tab. See anything from your Opportunity pipeline to your follow up Task to your assigned Tasks.
Salesforce is deeply customizable. Your inbox integration should be too. See how you have full control over how Salesforce is presented in your inbox.
Upgrade Your Inbox
When was the last time your inbox got a noticeable update? Or are you still using the email the same as you did 10 years ago? There are lots of tools and add-ons out there trying to help you be more productive, but we thought it would be easier to bring you everything you need to upgrade your inbox with just one app. Welcome to the modern inbox.
Our new, intelligent email flow allows you to easily start with a template, schedule the best time to send it, track your email opens, and set smart reminders for following up.
If you want to use an app from the AppExchange, you want to use it where you’re working: the inbox. We’ve brought the best of the AppExchange into Cirrus Insight.
Personalized emails work better. Email Campaigns allow you to send up to 500 unique emails at a time from your inbox using Salesforce templates, or create your own template with merge tags right from Gmail or Outlook.