Now you can save call details to Salesforce -- including notes and custom fields -- without leaving Gmail or Outlook.
Simply click "Log Call" and enter the pertinent information and save to relate the information to the right lead or contact in Salesforce.
Plus, with Cirrus Insight Flight Plans, you can load call scripts for yourself and your team to use for prospecting and for following up with customers. And you can always just click-to-call a phone number from the side panel to get a call started asap.
Here's a quick tutorial video on logging calls to Salesforce:
No credit card required
Drip Campaigns for Salespeople (No Tech Experience Needed)Learn More
What Would You Do with A Few Extra Hours Each Week?Learn More
Know what happens to your attachments after you hit send.Learn More
Do You Cringe When Seeing, “What Time Works for You?”Learn More
“After performing more than 100 Salesforce implementations, Cirrus Insight is simply the ﬁrst app I install when starting a new project. It gets me quick wins with the users and rapidly increases adoption before I do anything complicated. It’s proof that the best solutions are always the simplest to achieve.”