Cirrus Insight is an inbox and Salesforce integration, meaning it allows you to access and use Salesforce in your inbox, instead of having to go into a separate system. Everyone already works in their inbox, so it makes sense to have Salesforce there too.
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How does Cirrus Insight work?
Cirrus Insight monitors reps’ inbox and automatically syncs their emails to the right contact or lead in Salesforce. It also syncs meetings between their calendar and Salesforce so managers can see their meetings directly from Salesforce.
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 tracking Cirrus Insight?
When you have email tracking turned on, Cirrus Insight can help you know who opens the email or clicks on a link in your email body or signature. These analytics show up embedded in your email conversation so that you can see the contact activity while you are reading or composing an email.
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)
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…
Where is Cirrus Insight located?
magazine ranked Cirrus Insight at #546 on the annual Inc….Cirrus Insight.IndustryCustomer relationship managementHeadquartersRaleigh, NC (HQ), Irvine, CA & Knoxville, TN , United StatesKey peopleRyan Niemann (CEO)6 more rows
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 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 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.
What is sidebar in Salesforce?
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.
Does Cirrus Insight sync with Salesforce?
Cirrus Insight monitors reps’ inbox and automatically syncs their emails to the right contact or lead in Salesforce. It also syncs meetings between their calendar and Salesforce so managers can see their meetings directly from Salesforce.
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):
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…
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.
Contacts and Leads
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Supports Contacts, Leads and Accounts including Person Accounts, Household accounts, or any other Account or Contact Record Type. Does not require contacts, accounts or leads to integrate with Salesforce. This article presumes a Salesforce customer is using contacts and/or leads. Th…
Profiles, Page Layouts & Record Types
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One of the key components to the Cirrus Insight integration with Salesforce is the ability to recognize multiple page layouts and their associated record types based on the users profile. In the Cirrus Insight side panel, each user will see any related list object that appears on either the Account or Contact page layout. If a user profile has access to multiple page layouts, then they …
Object Access, Field Level Security and Data Validation
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As discussed in the previous section, object access will be driven based on the user’s profile and page layout for read, create, edit or modify rights. Field level security is also recognized from the user’s profile. Data validation is driven from the record type. The following data validation functions are supported with Cirrus Insight. 1. All Field Types and Formats – E.g., lookups, searc…
Filing Email & Attachments
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Cirrus Insight has several ways in which you can file email and attachments. Email Filing Methods: 1. Quickfile – File the email with one click directly to the contact record 2. File Anywhere – This will allow the user to file the email and relate it to 2 objects 2.1. Any contact or lead they can access 2.2. Any Standard or Custom Object, with a direct relationship to the contact, like op…
List Display, Sorting and Search
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When viewing a contact with the Cirrus Insight task pane, related records will display vertically beneath the contact card. Opportunities, cases and open activities will be displayed at the top with other standard and custom objects. The order of objects can not be changed, but it is possible to suppress objects which are not desired in Cirrus Insight. Contact related objects will display abo…
Closing
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The Cirrus Insight integration to Salesforce is designed to be an intelligent integration which understands the underlying architecture of your Salesforce database. If you want to control or change the Cirrus Insight User Interface as a Salesforce admin, you can do so from within your Salesforce Admin and Setup options by managing user profiles, page layouts, record types and f…
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. Often, in order to be compatible with their CRMs and emails, businesses pu…
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:
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 w…
Expertly Curated Resources
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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…