Icon of program: Cirrus Insight

Cirrus Insight for Windows

By CirruspathTrial versionUser Rating

Key Details of Cirrus Insight

  • Integrate Salesforce and Gmail.
  • Last updated on February 29, 2024
  • There have been 6 updates
  • Virus scan status:

    Clean (it's extremely likely that this software program is clean)

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Enlarged image for Cirrus Insight

Developer's Description

Integrate Salesforce and Gmail.
Cirrus Insight puts the power of your Salesforce CRM right inside your Gmail inbox. Immediately see everything about your Salesforce Leads and Contacts right in Gmail. Instant lookups of Salesforce profiles in Gmail. Create new Leads and Contacts right from Gmail. Log e-mails to Salesforce; create Tasks & Events.Whether you're in marketing, sales, service, or support, valuable information flows in and out of Gmail with no connection to the history and intelligence available within Salesforce.com. Cirrus Insight makes the connection by allowing Salesforce users to keep track of and manage customer information directly from Gmail. Cirrus Insight installs in just 30 seconds and automatically pulls CRM intelligence into your Gmail inbox whenever you open an email. You can see contact information, activities, opportunities, and cases all with direct links for more detail. The most important next steps such as creating leads (a common sales rep headache), creating activities, opportunities, and cases, and logging emails, are fast and convenient in Gmail. As a result, Cirrus Insight increases the value of your Salesforce CRM asset while improving sales and service rep effectiveness and compliance. Real-time Salesforce Information in Gmail * See contact information * See Email, Call, and Meeting history * See Related Opportunities and Cases Manage Leads and Contacts in Gmail �¢?�¨* Log emails from Gmail * Relate emails to specific Cases and Opportunities * Create reminders and schedule events * Create new Opportunities and Cases * Create new Leads and Contacts from emails * Link New Contacts to Existing Accounts, or Create a New Account �¢?�¨* Create Opportunities when new customers inform you of new deals * Create Cases when customers email you with issuesCirrus Insight moves data from Gmail to Salesforce and Salesforce to Gmail to boost productivity and increase sales.

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