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 number one reason for poor Salesforce adoption. Instead of Salesforce separating you from your daily workflow, we bring it right into the inbox. Now you can easily log accurate, useful data into Salesforce where you work without flipping between tabs or copy/pasting. No more wasted time.
You thought saving emails to Salesforce from the inbox with one click was easy? We make it even simpler. With Email Sync, you’ll never have to manually add emails to Salesforce again.
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.
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 close at hand, and immediately useful. We bring actionable insights directly to your inbox.
Instantly see the customer data you need in your inbox, including a complete activity history. No more searching Salesforce and switching back-and-forth as you work.
Salesforce is deeply customizable. Your inbox integration should be too. See how you have full control over how Salesforce is presented in 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.
Upgrade Your Inbox
When was the last time your inbox got a noticeable update? Or are you still using email the same as you did 10 years ago? There’s a host of tools and add-ons out there trying to help you be more productive, but we thought it would easier to bring you everything you need to upgrade your inbox with just one app. Welcome to the modern inbox.
Scheduling a meeting should be simple. With Cirrus Insight, you can book a meeting with a single email. Either share times or your calendar directly with prospects.
Some emails work better than others. Let’s get you sending the good ones. Email Campaigns allow you to send up to 500 unique emails at a time from your inbox, so a well-written email hits its full audience.
The 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 AppExchange into Cirrus Insight.