Cirrus Insight Features Deck
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The document promotes Cirrus Insight, an integration tool that enhances productivity by allowing users to manage Salesforce directly from their email inboxes. It eliminates cumbersome data entry, enables syncing of emails and calendar events, and provides actionable insights without switching between applications. Additionally, it offers features like email and link tracking, personalized email campaigns, and seamless meeting scheduling to elevate the user experience.
Cirrus Insight Features Deck
- 1. You Work in Your Inbox, Not in Salesforce.
- 2. Eliminate Data Entry Data entry is cumbersome, time consuming, and the #1 reason for poor Salesforce adoption. Instead of Salesforce separating you from your daily workflow, we bring it right into your inbox. Now you can easily log accurate, useful data into Salesforce from Gmail or Outlook without flipping between tabs or copy/pasting. No more wasted time.
- 3. Sync All of Your Emails to Salesforce Everything for the sync happens in the cloud. Each and every email you send and receive will be logged to the appropriate lead or contact record in Salesforce. All you need to do is turn it on, and then sit back and know with confidence that everything you and your team need to succeed will be in Salesforce.
- 4. Instantly Create New or Edit Records 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.
- 5. Log Calls to Salesforce Using Cirrus Insight, you can log a call to Salesforce, and relate it to the appropriate lead or contact without leaving your inbox, or while you’re on your mobile device.
- 6. One-Click to Save Emails & Attachments to Salesforce Manual data entry wastes time. You don’t adopt Salesforce when you feel like you have better things to do. Remove the tediousness by saving emails and attachments into Salesforce with a single click. And you can relate emails to standard and custom objects.
- 7. Sync All of Your Calendar Events with Salesforce With Cirrus Insight’s Calendar Sync, all your events are automatically synced between Salesforce and your Gmail, Outlook, and mobile calendars. Change one and the others will match. And events are automatically related to the right contacts in Salesforce. Never again forget to save an event to Salesforce.
- 8. Gain Actionable Insight We want to do more than provide you with information. We want to make sure you have exactly what you need to take action. Whether it’s closing a deal or handling a support ticket, the data you need should always be at your fingertips. We bring actionable insights directly to your inbox.
- 9. Instantly View All Customer Info from Salesforce Instantly see the customer data you need in your inbox, including a complete activity history, cases, opportunities, custom objects, and even Visualforce components. No more searching Salesforce and switching back and forth as you work.
- 10. Fully Customize Your Salesforce Experience Salesforce is deeply customizable. Your inbox integration should be, too. With Cirrus Insight, you have full control over how users interact with Salesforce from the inbox. And Cirrus Insight works out of the box with your profiles, permission sets, required fields, validation rules, pick lists, record types, and validation rules.
- 11. Complete Tracking of Email & Links These aren’t your grandfather’s read receipts. You need the full picture. Email and Link Tracking tell you when customers and prospects open your emails and when they click hyperlinks inside the messages. That way, you can tailor your follow-ups to individual customers and close more deals faster.
- 12. Find Anything in ‘My Lists’ Instantly find the Salesforce Information you want in your inbox. Next to the snapshot tab in the Cirrus Insight side panel, you also have the My Lists tab. See anything from your Opportunity pipeline to your follow up Tasks to your assigned Tasks.
- 13. Upgrade Your Inbox When was the last time your inbox got a noticeable update? Or are you still using the email the same as you did 10 years ago? There are lots of tools and add-ons out there trying to help you be more productive, but we thought it would be easier to bring you everything you need to upgrade your inbox with just one app. Welcome to the modern inbox.
- 14. Share Your Calendar and Easily Book Meetings Scheduling a meeting should be simple. With Cirrus Insight, you can book a meeting with a single email. You can also share a link to a personalized online version of your calendar to enable your customers and prospects to quickly see your free/busy availability and instantly schedule appointments with you.
- 15. Send and Analyze Email Campaigns Personalized emails work better. Email Campaigns allow you to send up to 500 personalized emails at a time from your inbox using Salesforce templates. Or create your own template with merge tags right from Gmail or Outlook.
- 16. Create an Intelligent Email Flow OUr new, intelligent email flow allows you to easily start with a template, schedule the best time to send it, track your email opens, and set smart reminders for following up.
- 17. Get the Best of the AppExchange in Your Inbox If you want to use an app from the AppExchange, you want to use it where you’re working: the inbox. We’ve brought the best applications on the Salesforce AppExchange into Cirrus Insight.