Cirrus Insight — Email Sidebar & Sync to Salesforce
作者 Cirruspath, Inc
Be free from CRM friction and wasted opportunities.
✓Salesforce Sidebar for Gmail and Outlook
✓Calendar Scheduling with Personal Scheduling Pages
✓Salesforce Sync- Calendar Events, Emails, and Tasks
✓Buyer Signals- Track Email Opens, Link Clicks, and Website Visits
✓Sales Cadence- Multi-touch Outreach with a Sequence of Activities
✓Email Templates- Personalize and Send Emails To Prospect Faster
✓Plus, everything you typically do in Salesforce, all inside your inbox.
Free teams from trivial CRM tasks and activities.
Constantly entering data, copying, and pasting, and toggling between applications is cumbersome. Reclaim time for actions that provide value, not busy work.
A seamless experience across all devices, for all users.
The sidebar and mobile interface ensures you’re no more than 1-click away from your next customer workflow. Whether it’s logging an email, task, or call in Salesforce, managing your sync settings, or sharing your calendar, we’re here to optimize your pipeline.
Salesforce Sync for Calendar and Email
Automate scheduling and let Cirrus Insight sync everything with Salesforce. Capture smart insights on your customer meeting data so you can keep your pipeline healthy. Cirrus Insight supports the most diverse mix of email services connected to one or many Salesforce instances; Gmail, G Suite, Exchange, Outlook, O365, Outlook.com.
Be a Performer: Increase your conversion rate.
Reduce wasted opportunities by executing the right activity with the right people. From buyer signals to drip campaigns, automated tools can help you close deals.
Works wherever you work—on desktop and mobile.
Put Salesforce data into your mobile inbox. Manage follow-up, log calls, and receive buyer tracking information to let you know when your customer is considering your proposal. That’s true freedom.
*Edit, Create New, Log, and Sync with Accounts, Contacts, Leads, Opportunities, Activities
*Automatically File Email activities and attachments
*Website Visitor Tracking
*Automated Analytics & Reporting connecting Salesforce, Email Communications, and Website Traffic
Compared to Yesware, Toutapp, LinkPoint360, Groove, Revenue Grid
Support for all versions of Salesforce including Community Cloud
Managed deployments and Admin controls
Automatic or Managed Updates
Enterprise Analytics, Cloud Data Warehousing, Data Warehousing, Dashboards, and Business Intelligence
Requires a paid subscription to Cirrus Insight. Some features also require an active Salesforce CRM license
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