This review was last updated
This CRM Review examines Cirrus Insight.
In-Depth CRM Review
23046 Avenida De La Carlota
Laguna Hills, CA 92653-1537
CRM Category: Field Sales Support – Cloud
Addon Solution: Salesforce
Seats: Small Enterprise
About the Company:
We love Salesforce and Gmail.
We rely on Salesforce for best-in-class customer relationship management and we depend on Gmail for robust, reliable email.
We built Cirrus Insight to bring these two essential cloud applications together. You can start a 14-day free trial with a single click. Give it a try!
We also welcome your ideas and feature requests.
We hope you love using Cirrus Insight as much as we love building it for you.
About the Product:
Instantly View Contextual Salesforce Information in Your Inbox
You communicate with your customers in Gmail but you manage them in Salesforce. Now all of your contextual Salesforce information is in your inbox. As you open an email you’ll immediately see a snapshot of the sender’s records in Salesforce, including a summary of open and closed Opportunities and Cases. Know exactly where your relationship is with your customer and you’ll close more deals faster.
Save Emails & Attachments to Salesforce with a Click
Have an important email conversation with a customer? Now you can save emails from Gmail into Salesforce with a click. Automatically relate emails to contact and account records using the Quick Add button. Or use the Add to Salesforce button to specify exactly how you want the email to relate in Salesforce, even relating emails to custom fields and objects. You can even save attachments along with your emails including Google Drive Docs.
Effortlessly Sync Your Google & Salesforce Calendars
You schedule and manage your events with Google but you need a record of them in Salesforce. Now all of your events are automatically synced between Salesforce and Google. And with Cirrus Insight you have the only solution that relates events to attendees’ records in Salesforce. So now you not only have a record of your meetings but they are related to the people you’ve invited to them as well.
Create & Edit Salesforce Records on the Fly
Often the first time you encounter a new lead or opportunity is in Gmail. With Cirrus Insight you can immediately create new records in Salesforce as they come into your inbox. Salesforce is always up to date so you don’t have to worry about going back and updating records later. Even better, with inline editing of existing records you can manage Salesforce right from Gmail. It’s your new Salesforce front end.
Customize Your Salesforce Experience in Gmail
With Cirrus Insight we’ve given you the ability to customize exactly what you want brought over from Salesforce. Admins can configure layouts to display the important fields while leaving out the unimportant ones. Best of all, we give you the ability to expose your custom fields and objects. So all of the things you’ve taken the time to customize in Salesforce can be viewed, created, and edited right from Gmail.
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Rich’s View of Cirrus Insight:
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