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Get detailed analytics and custom dashboards in Salesforce

Get detailed analytics and custom dashboards in Salesforce

With Cirrus Insight Analytics in Salesforce, we’ll give you access to customizable reports that tell you who’s opened your emails, who’s clicked on the links you send, and much more. With Salesforce’s native reporting capabilities, you can create powerful management dashboards that tell you who is doing what and if it's working.

Included in our Salesforce integration.

Read the Setup Guide
Read the Release Notes
Install in Production (Supports All Versions of Salesforce)
Install in Sandbox (For Testing Purposes)

What You Can Do with Cirrus Insight Analytics:

  • Chatter integration for Cirrus Insight. Update your status, post to records, and download chatter files - all from your inbox!
  • Track, report, and build workflows based on the performance of your emails.
  • Create workflows and automatically assign tasks based on email engagement. Know which templates perform best, which emails have been opened, who's replied, and who's clicked on links.
  • Cirrus Insight leaderboards help maximize adoption and ROI.

How It Works:

Cirrus Analytics adds custom fields to the task object that allows Cirrus Insight to log email tracking intelligence to Salesforce.

Know which emails:

  • have been tracked,
  • if they have been opened,
  • how many times they've been opened,
  • when they were first and last opened,
  • if they have been replied to,
  • if links have been clicked,
  • how many times links have been clicked, and much more.

Best of all this is all reportable in Salesforce so that you can prioritize follow ups, report on the success of campaigns, improve your emails, and create automated workflows for your sales teams.

Explore more features:


Understand everything that’s happened between company and customer.

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Sales Productivity

What Would You Do with A Few Extra Hours Each Week?

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Attachment Tracking

Know what happens to your email attachments after you hit send.

Learn More

Flight Plans

Drip Email Campaigns for Salespeople (No Tech Experience Needed)

Learn More

Enterprise Scheduling

Do You Cringe When Seeing, “What Time Works for You?”

Learn More

Try Cirrus Insight

Track emails, schedule meetings, set follow-ups and more, right from your inbox.

Free 14 Day Trial

No credit card required.

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