Does cirrus insight only work with salesforce

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Cirrus Insight supports all editions of Salesforce including Unlimited, Enterprise, Professional, Group, Contact Manager, and Developer. Cirrus Insight supports Gmail; Outlook 2010, 2013, 2016; Office 365; iOS; Android; and Citrix. We’d love to hear from you! Contact us at sales@cirrusinsight.com.


Does Cirrus Insight work with Outlook?

Cirrus Insight offers two separate applications for Microsoft products: one for people using Outlook on their Windows desktop and Office 365 for users who are connecting to Outlook on the web.


What is Cirrus Insight used for?

Cirrus Insight is a plugin for Gmail and Outlook for salespeople. The vendor says it’s an all-in-one sales productivity platform with world-class Salesforce integration. 250,000 people use Cirrus Insight and its sister products Attach.io and Assistant.to to work faster and smarter from the inbox and calendar.


How do I add Cirrus Insight to Gmail?

StepsNavigate to the Cirrus Insight Dashboard and sign in: … Select Gmail Chrome Ext from the Downloads section, which will open the Chrome Web Store in a new tab.Click Add to Chrome. … Select Add extension from the confirmation window.More items…


What is the replacement for Salesforce for Outlook?

Outlook IntegrationSalesforce offers the following products to replace Salesforce for Outlook functionality: Outlook Integration (replaces the Salesforce side panel experience, where reps can see Salesforce records and use some Salesforce features directly from Outlook) Einstein Activity Capture (replaces contact and event sync)


Who owns Cirrus Insight?

Cirrus Insight is a customer relationship management (CRM) platform that integrates Salesforce with third party services, including Gmail and Microsoft’s Office 365….Cirrus Insight.IndustryCustomer relationship managementKey peopleRyan Niemann (CEO)ProductsWeb applicationsNumber of employees57ParentCirruspath4 more rows


What is Cirrus for Outlook?

Cirrus Insight is a plugin for Gmail and Outlook for salespeople. Founded in 2011, Cirrus Insight sales enablement platform for Gmail and Outlook offers an all-in-one sales productivity platform with world-class Salesforce integration. We get it. You work in your inbox to connect with customers.


Is Salesforce for Outlook going away?

Salesforce for Outlook is retiring in June 2023. We recommend that as a long-term plan, Salesforce administrators move users to our next-generation replacement products, Outlook Integration and Einstein Activity Capture.


Is Salesforce inbox being retired?

In March 2021, we are planning to retire the legacy versions of the Inbox add-in for Outlook and Chrome extension for Gmail. Since your organization may use this older version, we wanted to let you know to move to the new version.


Is Salesforce Classic being retired?

All Salesforce Classic users will be automatically moved to Lightning experience on January 7, 2020. You will still be able to switch back to Classic, but it is a signal for all companies to hurry up with Salesforce Lightning migration.


1. For Every Instance and Email

Even though there were only three noble adventurers in Alexandre Dumas’s French classic, there is an extensive amount of Salesforce instances and email environments in use today. With so many options and combinations, teams have long faced roadblocks in finding CRM integration solutions for their businesses.


2. Optimizing the Sales Experience

Created to maximize sales and reduce CRM friction, it is only fitting that Cirrus Insight has features specially designed for sales representatives. Immediately after installing their sales management tool, reps can begin optimizing their pipelines with tools like:


3. Modernizing the Sales Process

While the sales representatives provide the labor and leg work needed to drive a company forward, the leadership and management team provides the insight to offer direction. Opposite of the needs of their representatives, sales managers largely rely on sales activity to make data-driven decisions.


4. Expertly Curated Resources

Bear with me as I try to bookend my Musketeers reference by pointing out that the three adventurers were not alone in their successes (the original story was also literally co-authored):


Why use Cirrus Insight?

Instead of wasting precious time, use Cirrus Insight to reduce your sales teams’ admin burden. From organizing meeting times to automatically syncing data to Salesforce; Cirrus Insight streamlines the finer details – leaving you to focus on prospects.


Does Cirrus Insight update Salesforce?

Cirrus Insight does all the heavy-lifting for you. It reads your inbox for sales activity and updates Salesforce on its own, without any manual work. And if you want to update some fields manually, you do it from your inbox instead of opening Salesforce.


What is Cirrus Insight?

Go mobile Put Salesforce data into your mobile inbox. Cirrus Insight works on mobile to capture contacts and email correspondence. Plus you can manage follow-up, log calls, attract and delight your customers when you’re on the go. Calendar scheduling automation


Does Cirrus Insight work with Outlook?

If your team uses any version of Microsoft® Outlook®, Gmail or Office365, Cirrus Insight will help them manage their sales more efficiently. Your sales reps can view, edit, and add Salesforce records directly from their email client, associate emails and events to Salesforce records, track email opens, attachments, and more…


Is Google Salesforce integration good?

It is the best google to salesforce integration on the market.support is incredibly responsive and very helpful.They are constantly adding new features, and the current feature set is well beyond anything else that is currently offered in the market


Is Salesforce a perfect solution?

While it’s not perfect and can be overly complicated at times, there is not another solution out there that can do what it does. To get the same functionality you would need numerous disparate tools to match the amount of functionality Salesforce has. Having it all aggregated on one platform makes the complicated parts far more bearable


Is Salesforce available on any device?

Salesforce is always available securely from any internet-capable device anywhere in the world, UNLESS you choose to set security measures so that ONLY trusted IP ranges may access the system at certain times of the day. It’s all about choice and flexibility with Salesforce products.


Feature Rich Configuration

Our favorite Cirrus Insight feature is the ability to relate any email or attachment that you receive to any object in Salesforce without leaving your inbox. For example, if you receive an email from a new prospect, you can create a new company in Salesforce without ever leaving your inbox.


Multi-User Capabilities

Each Cirrus Insight user requires their own license (see their tiered pricing plan for pricing per user).


Strong Community Value

Although there’s no formal community, they’ve integrated a knowledge base into their website. Therefore, users can search support topics to find answers based on other users’ questions.


Responsive Customer Support

We’ve experienced stellar customer support from Cirrus Insight. Most noteworthy, you can submit a request from within the app (as well as by phone or email). Either way, the rapid response is impressive. They company shows a genuine interest in what customers want, as well. There’s even a system set up to submit new feature requests!

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For Every Instance and Email


Optimizing The Sales Experience

  • Created to maximize sales and reduce CRM friction, it is only fitting that Cirrus Insight has features specially designed for sales representatives. Immediately after installing their sales management tool, reps can begin optimizing their pipelines with tools like:

See more on cirrusinsight.com


Modernizing The Sales Process

  • While the sales representatives provide the labor and leg work needed to drive a company forward, the leadership and management team provides the insight to offer direction. Opposite of the needs of their representatives, sales managers largely rely on sales activity to make data-driven decisions. To assist, Cirrus Insight provides sales managers with specific tools that mode…

See more on cirrusinsight.com


Expertly Curated Resources

  • Bear with me as I try to bookend my Musketeers reference by pointing out that the three adventurers were not alone in their successes (the original story was also literally co-authored): Similar to how the swordsmen, and even the author, wouldn’t be great without some help, even the best salespeople need support and resources too. While Cirrus Insight is an incredible solution b…

See more on cirrusinsight.com

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