Cirrus Insight
Cirrus-Insight-screenshotGoogle-Plus-Channel-HeaderCirrus Insight for Office 365_0_0Cirrus-Insight-Screenshot

Cirrus Insight

Seamlessly Connect Salesforce with Your Inbox

Compatible with Gmail, iPhone/iPad, Office 365, Outlook 2013 and all editions of Salesforce

Email
Category: .

Product Description

Automatically View Contextual Salesforce Information in Your Inbox

Instantly know who you’re talking with and the status of your customer relationship. As you open an email you’ll immediately see a snapshot summary of the sender’s records in Salesforce, including a summary of open and closed Opportunities and Cases.

Save Emails & Attachments to Salesforce with a Click

Automatically relate emails to contact and account records or use specify exactly how you want the email to relate in Salesforce, even to custom fields and objects. You can also ave attachments with your emails including Google Drive Docs. Cirrus Insight will automatically track and display which emails you’ve logged to Salesforce.

One Click Email Tracking

Know who opens your emails, when and where in the world. Tracking your one-to-one emails lets you see how your customers and prospects are responding to your messages. See when, where and on what device they read your emails, at no additional charge, with Cirrus Insight.

Standard
US$ 28/ per Month/User Billed Monthly
  • Add leads and contacts to Salesforce
  • Sync your Salesforce Contacts with Google Apps
  • Create & Edit Salesforce Records
  • Create Cases from Gmail
  • Add Google Contacts to Salesforce
  • Salesforce Tasks Integration
  • Salesforce Templates Integration
  • Custom Buttons Inside Gmail
  • Cirrus Insight for Google Calendar
  • Unlimited Email Tracking with Real-Time Notifications
  • Instantly Create Leads/Contacts with Contact Capture™*
  • Save emails and attachments to any records in Salesforce.
  • Sync Google Calendar with Salesforce
  • Access your Salesforce Templates from your inbox
  • Track Salesforce usage and adoption rates with Cirrus Analytics
  • Integrates with all your favorite Salesforce apps















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