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Cirrus Insight Analysis

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Not written by CNET Staff.

Cirrus Insight is a trial version program designed to streamline productivity for users working within the Salesforce environment. It integrates seamlessly with Gmail and Outlook, allowing users to manage Salesforce tasks directly from their email inboxes. Key features include email tracking, calendar synchronization, and the ability to log calls and events without switching between applications, which helps to minimize distractions and maximize efficiency.

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In addition to its email integration, Cirrus Insight offers customizable templates for emails and follow-ups, as well as advanced analytics that provide insights into email engagement. This tool is particularly beneficial for sales professionals and teams who rely heavily on Salesforce for customer relationship management. Overall, Cirrus Insight serves as a powerful add-on that enhances the functionality of existing email platforms, making it a valuable tool for improving workflow.

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Used Cirrus Insight for Windows?


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Full Specifications

GENERAL
Release
Latest update
Version
1.1.4
OPERATING SYSTEMS
Platform
Windows
Operating System
  • Windows 7
  • Windows Vista
  • Windows 10
  • Windows XP
Additional Requirements
None
POPULARITY
Total Downloads
51
Downloads Last Week
0

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Program available in other languages


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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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AI Assisted Content Disclosure

Content created and reviewed by Softonic with information obtained from Cirruspath, using AI.

CNET's editorial team was not involved in the creation of this content. Opinions, analysis and reviews were not provided by CNET.