NEW: Actionable insights right from our Sidepanel. New Activities+
Everything You Need from Salesforce, In Your Inbox
Not sure what to say next? Access your Email Templates in your inbox to make the follow up process as painless as possible. 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 by creating your own template with merge tags right from your inbox.
Salesforce templates integration and template effectiveness is included in our Salesforce integration.
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.
Automatic email sync with options is included in our Salesforce integration.
With Calendar Sync, all your events are automatically synced between Salesforce and your Gmail, Outlook, and mobile calendar. Change one and the others will match. Every hour, Cirrus Insight sweeps through both calendars and bidirectionally syncs information from one to the other. Events are automatically related to the right contacts in Salesforce.
5-minute sync that covers the whole year is included in our Salesforce integration
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
More and more sales professionals are checking email on the go and beyond typical office hours. You no longer have to be sitting at a desk in your office to keep up with your work. Or Salesforce for that matter. With Cirrus Insight, you can full access to both your inbox and Salesforce anywhere, anytime.
Cirrus Insight for Google Calendar enables you to save meetings from Google Calendar to Salesforce. You have the option to relate meetings to standard and custom objects in Salesforce, and you can add custom notes and enter additional event information into Salesforce right from Google Calendar.
Instantly create new Salesforce records from your inbox. Avoid logging into Salesforce whenever you need to add a new Lead, assign a Task, or update an Opportunity. We’ll even automatically read the email signature and pre-fill the Salesforce fields in Cirrus Insight to make it fast and easy to build your prospect pipeline.
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