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 App 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.
Pearson Search – You can search for any contact or lead in your Salesforce org by clicking the blue magnifying glass icon in the top right corner of Cirrus Insight. Get instant information on any lead or contact without leaving Gmail!
Save important emails to Salesforce – Save important emails to corresponding Leads and Contacts in Salesforce by clicking “Add to Salesforce” from any email in Gmail. You can even relate emails to specific Opportunities and Cases. And say goodbye to Email to Salesforce (aka BCC to Salesforce or Gmail to Salesforce). You don’t have to remember to enter a BCC address to log emails to Salesforce.
There are buttons right to the Gmail interface. You can Send & Add an email from Gmail and relate to a case or opportunity in Salesforce. Or you can use Quick Send! to relate the email to the relevant lead or contact displayed in Cirrus Insight.
Create Leads from Gmail – Don’t let promising Leads get lost in your inbox – create new Leads in Salesforce in seconds from your inbox. New Contacts are easily related to existing Accounts so you don’t have to worry about duplicate Accounts.
A Win-Win-Win Proposition
Win more Leads. Generate Leads in Salesforce right from your inbox.
Win more sales. Build rapport with Leads based on your CRM data. You’ll know if there is a big Opportunity pending so you can act to close the deal.
Win at support. It’s easier to keep a customer than to get a new one. And it’s much easier to reply to a support email in Gmail when all the relevant information from Salesforce is right at your fingertips.
Do CRM in less time – It takes less time to do CRM when you can create Tasks, schedule Events, and Log Calls in Salesforce without leaving Gmail. Cirrus Insight makes it easy to keep your Salesforce CRM up-to-date with important information
Do CRM in less time
It takes less time to do CRM when you can create Tasks, schedule Events, and Log Calls in Salesforce without leaving Gmail. Cirrus Insight makes it easy to keep your Salesforce CRM up-to-date with important information.
Maximize your Salesforce investment – Cirrus Insight users get hooked on Salesforce when it’s combined with the convenience and ease-of-use of Gmail.
** More about this is app on the way. How to download, how to integrate, pricing and discount… wait for the next post
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