Bi-directional sync for Calendar events including reoccurring events, and advanced calendar sync settings.
Keep customer data up to date. All customer email communication is sync to Salesforce and available to report on.
Never miss an important follow up. Your tasks and workflow are covered without leaving the inbox.
Cirrus Insight monitors reps’ inbox and automatically syncs emails, tasks and calendars to the right record in Salesforce.
When all of your sales activity is captured, recorded and stored in Salesforce, your sales team is free of CRM friction and managers have all of the sales activity data they need for accurate forecasts.
Cirrus Insight helps ensure there are no gaps in activity or communication with key accounts. Everything is captured with up-to-date information on account coverage and contact frequency across the organization so everyone gets the customer 360 degree view.
Bring your customer and pipeline data to your email inbox.
Share your calendar, book more meetings, and automatically add them in Salesforce.
Sync 100% of your meetings, tasks and emails - no manual data entry.
Collect sales activity and turn it into actionable insights to increase sales.
Know what happens to your attachments after you hit send.
See who opens your emails, link clicks and which web pages they visit for timely, focused follow up.
Multi-touch outreach with a sequence of emails, phone calls, and follow ups.
Personalize and send invites to prospect faster.