For Admins: How do I set up Cirrus Insight Analytics?

Overview

Data and analytics is essential for informing decision makers and accelerating your growth. We want to make your data work for you. That’s why we built Cirrus Insight Analytics.

Cirrus Insight Analytics is the key to connecting your email data to Salesforce, so you gain actionable intelligence. Without tracking your results, your organization will be unable to see where it needs to improve, and will be unable to receive the full benefits of Cirrus Insight.

Cirrus Insight Analytics utilizes a robust sync mechanism to bring your email data into Salesforce once every hour. That data can then easily be leveraged and analyzed thanks to a wide range of Salesforce dashboards and reports we’ve made to help you understand your Salesforce and Cirrus Insight usage (see the Salesforce Dashboards section of this guide for more information).

Requirements

  • Salesforce System Administrator permissions
  • Cirrus Insight Administrator permissions (If you’re not yet a Cirrus Insight Administrator, reach out to your account representative or contact Support)
  • Report Types (available in most Salesforce Editions except for Contact, Group, and Personal)

Initial Installation

1. Navigate to https://www.cirrusinsight.com/features/cirrus-insight-analytics 

NOTE: the Install in Production and Install in Sandbox links direct to the same download. If you've been switching between production and sandbox, double-check that you're only signed into the right environment before installing.

You can confirm which Org ID you're signed into at the top of the Cirrus Insight Dashboard. If you're having issues, refer to this guide: How can I force a Salesforce logout?

installCIA.png#asset:134905

2. Choose Install for All Users and then click the Install  button.

For Admins: How do I setup Cirrus Insight Analytics?

3. Click Yes, grant access to these third-party web sites and then click Continue.

For Admins: How do I setup Cirrus Insight Analytics?

4. Cirrus Insight Analytics will now begin installing.

For Admins: How do I setup Cirrus Insight Analytics?

5. Success! Now you can close this window.

For Admins: How do I setup Cirrus Insight Analytics?

Account Dashboard Setup

6. Sign in to the Account Dashboard - https://dashboard.cirrusinsight.com

Reminder: Cirrus Insight Administrator permissions are required.

7. Select Settings from the top menu and then choose Organization Settings from the drop-down menu.

For Admins: How do I setup Cirrus Insight Analytics?

8. From the menu on the left, select Cirrus Insight Analytics.

9. Click the checkbox next to Enable Analytics Sync.

10. Select the red Update button.

For Admins: How do I setup Cirrus Insight Analytics?

Now that you have successfully installed, there are a few Salesforce Setup steps to complete before for the Reports and Dashboards are enabled.

Salesforce Setup

To begin, you will need to add the Cirrus Insights Custom Fields to your page layouts.

11. Go to the Task Page Layout in Salesforce.

For Admins: How do I setup Cirrus Insight Analytics?

12. We recommend you create a section named Cirrus Insight Information. Drag and drop the section into your Task Page Layout. You can then name the section and select OK.

For Admins: How do I setup Cirrus Insight Analytics?

13. Once you've created the section, you can then drag and drop the fields listed below. 

For Admins: How do I setup Cirrus Insight Analytics?

  • Created by Cirrus Insight
  • First Clicked 
  • First Opened 
  • First replied   
  • #of Clicks 
  • #of Opens 
  • # of Replies 
  • Tracked 
  • Template Name

All of the above fields should be dragged and dropped into the Cirrus Insight Information section, which supports the Dashboards and Reports.

Note: These fields should be editable (not "Read Only"). Ensure the Field Level Security is properly set for the required Profiles. 

While it is not necessary to have Created by Cirrus Insight on the Page Layout, it will aid in quickly identifying if a record was created using Cirrus Insight instead of having to run a report. The Created by Cirrus Insight field is available for Events, Leads, Accounts, Contacts, Opportunities, Cases, and Campaign Members. If you wish to enable your Custom Objects, you’ll need to create a custom field.


14. Add the standard Salesforce "Type" field to both the Task and Event Page Layouts. This is required because the Type field is used in Cirrus Insight Analytics reports.


If you use the Enterprise Edition of Salesforce, complete steps 15-17. If not, skip to step 18.


15. Check your Field Level Security Setting. 

Go to Setup > App Setup > Customize > Activities > Task Fields.

Select Type.

For Admins: How do I setup Cirrus Insight Analytics?

16. Click on the Set Field-Level Security button.

For Admins: How do I setup Cirrus Insight Analytics?

17. Choose which profiles can view the field and if any should only see them as "Read Only." Then click Save.



18. Finally, Cirrus Insight must be refreshed for all your users for the changes to be recognized. 

Go to the Account Dashboard at https://dashboard.cirrusinsight.com 

Select Settings, Organization Settings, Refresh User Cache, and then press the Refresh User Cache button.

For Admins: How do I setup Cirrus Insight Analytics?



Salesforce Dashboards

Once you’re all set up, the dashboards below will become available to you in Salesforce. You will be able to find them in the Cirrus Insight Adoption Folder located under the Reports tab in Salesforce.

Note: We have set the default view of all leaderboards to include the top 10 sections of data (example of 10 individual users) for ease of view. This number can customized for your org. You can also click-in to see all available data.

The Email Sync Dashboard is your view into how Cirrus Insight is bringing emails into Salesforce. You’ll be able to break down email synced by day, week, or by leaderboard

The total number of emails synced is then broken down into sent and received emails, so you can better understand where those emails are coming from. 

These measurements are great for seeing the impact Cirrus Insight is having on Salesforce adoption, but can also help understand usage of Cirrus over time and noting reps that might be having problems syncing to Salesforce.

For Admins: How do I setup Cirrus Insight Analytics?

The Calendar Sync Dashboard is similar to the Email Sync Dashboard. You’ll see how many calendar events Cirrus has synced by day and week, as well as a leaderboard for your reps.

You’ll likely be automatically syncing events, so it’s useful to be able to track the usage of the calendar sync over time, and you can check on how your reps are doing with scheduling events.

For Admins: How do I setup Cirrus Insight Analytics?

The Email Tracking Dashboard is your one-stop-shop to see everything about how many emails you’re tracking, reply rates, and open rates. 

You’ll be able to see the number of emails tracked by day and week, along with a leaderboard.

You’ll also be able to see the reply and open rates in the same manner. This will help you learn when the best time of day and when the best days of the week are for sending emails, as well as allow you to check the overall health your emails. You can also use this information to help track A/B testing of emails.

For Admins: How do I setup Cirrus Insight Analytics?

Want to know which templates perform best and which reps are best at customizing or creating them? The Email Template Effectiveness Dashboard is for you. 

You’ll be able to dig into the reply and open rates for individual templates, individual reps, and by individuals by template. This gives both an overview of which individual templates and reps are doing well and an in-depth view of the particular rep/template combos that are performing best.

This information is essential for making sure that your templates are effective, your reps are using the best templates, and recognizing when a rep is achieving success by customizing their template, so you teach your team to follow what gets the best results.

For Admins: How do I setup Cirrus Insight Analytics?

The Campaign Tracking Dashboard is similar to the Email Templates Effectiveness Dashboard. You’ll be able to see the open and reply rates for individual campaigns, individual reps, and by individuals by campaign.

Like with templates, you’ll be able to identify high performing campaigns or users, and then examine the specifics of why each campaign was effective or not. Discover your best campaigns or test different options until you find what works best for your org.

For Admins: How do I setup Cirrus Insight Analytics?

The Salesforce Adoption with Cirrus Insight Dashboard is your way of understanding how much information is being entered into Salesforce directly versus through Cirrus Insight.

You’ll see information entered through Cirrus as green and data entered directly as blue. This is useful for tracking overall Salesforce adoption, as well as seeing how Cirrus Insight has directly contributed to that Salesforce usage.

For Admins: How do I setup Cirrus Insight Analytics?

The Cirrus Insight Leaderboard takes the Cirrus Insight part of the Salesforce Adoption board and breaks down the specific types of data being entered into Cirrus Insight by rep.

You’ll be able see the current and previous month for emails, tasks, and events while seeing the past 120 days for leads, contacts, accounts, opportunities, and cases. 

The leaderboards will help you see how data is being entered over time and how your reps are adopting Cirrus Insight for entering particular data into Salesforce. If you notice a problem with data being entered into Salesforce, here is where you’ll be able to find where the problem is.

For Admins: How do I setup Cirrus Insight Analytics?

How to Setup Dynamic Dashboards

Dynamic dashboards are used to display information tailored to a specific user, while a normal dashboard shows data only from a single user's perspective. Use dynamic dashboards when you want to show each user user-specific data, such as their personal quotas and sales. Use a normal dashboard when you want to show regional or organization-wide data to a set of users.

Watch this video to learn how to setup a Dynamic Dashboard:

How to Setup Dynamic Dashboards

 

How to Add a Report Chart to a Page Layout

To review Dashboards and Reports you typically have to navigate to the Report or Dashboard tabs. Instead, you can provide valuable information directly on the most often visited pages. To do that, just embed report charts in detail pages for standard or custom objects.

Please review this Salesforce article for further detail:

Glossary Downloadable User Guides  Adding a Report Chart to a Page Layout | Salesforce Adding a Report Chart to a Page Layout

You can also review this short video:

Embedding Charts Anywhere

 

 

Related Links

 Salesforce.com AppExchange Document

 

Salesforce.com Analytics Workbook

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