You Work in Your Inbox, Not in Salesforce.

Eliminate Data EntryData entry is cumbersome, time consuming, and the #1 reason for poor Salesforce adoption.

Instead of Salesforce separating you from your daily workflow, we bring it right into your inbox. Now

you can easily log accurate, useful data into Salesforce from Gmail or Outlook without flipping

between tabs or copy/pasting. No more wasted time.

Sync All of Your Emails to Salesforce

Everything for the sync happens in

the cloud. Each and every email you

send and receive will be logged to the

appropriate lead or contact record in

Salesforce. All you need to do is turn

it on, and then sit back and know with

confidence that everything you and

your team need to succeed will be in

Salesforce.

Instantly Create New or Edit Records

Instantly create new Salesforce

records from your inbox. Avoid

logging into Salesforce whenever you

need to add a new Lead, assign a

Task, or update an Opportunity. We’ll

even automatically read the email

signature and pre-fill the Salesforce

fields in Cirrus Insight to make it fast

and easy to build your prospect

pipeline.

Log Calls to Salesforce

Using Cirrus Insight, you can log a call

to Salesforce, and relate it to the

appropriate lead or contact without

leaving your inbox, or while you’re on

your mobile device.

One-Click to Save Emails & Attachments to Salesforce

Manual data entry wastes time. You

don’t adopt Salesforce when you feel

like you have better things to do.

Remove the tediousness by saving

emails and attachments into

Salesforce with a single click. And

you can relate emails to standard and

custom objects.

Sync All of Your Calendar Events with Salesforce

With Cirrus Insight’s Calendar Sync, all

your events are automatically synced

between Salesforce and your Gmail,

Outlook, and mobile calendars.

Change one and the others will

match. And events are automatically

related to the right contacts in

Salesforce. Never again forget to

save an event to Salesforce.

Gain Actionable InsightWe want to do more than provide you with information. We want to make sure you have exactly

what you need to take action. Whether it’s closing a deal or handling a support ticket, the data you

need should always be at your fingertips. We bring actionable insights directly to your inbox.

Instantly View All Customer Info from Salesforce

Instantly see the customer data you

need in your inbox, including a

complete activity history, cases,

opportunities, custom objects, and

even Visualforce components. No

more searching Salesforce and

switching back and forth as you work.

Fully Customize Your Salesforce Experience

Salesforce is deeply customizable.

Your inbox integration should be,

too. With Cirrus Insight, you have full

control over how users interact with

Salesforce from the inbox. And

Cirrus Insight works out of the box

with your profiles, permission sets,

required fields, validation rules, pick

lists, record types, and validation

rules.

Complete Tracking of Email & Links

These aren’t your grandfather’s read

receipts. You need the full picture.

Email and Link Tracking tell you when

customers and prospects open your

emails and when they click hyperlinks

inside the messages. That way, you

can tailor your follow-ups to

individual customers and close more

deals faster.

Find Anything in ‘My Lists’

Instantly find the Salesforce

Information you want in your inbox.

Next to the snapshot tab in the Cirrus

Insight side panel, you also have the

My Lists tab. See anything from your

Opportunity pipeline to your follow

up Tasks to your assigned Tasks.

Upgrade Your InboxWhen was the last time your inbox got a noticeable update? Or are you still using the email the same

as you did 10 years ago? There are lots of tools and add-ons out there trying to help you be more

productive, but we thought it would be easier to bring you everything you need to upgrade your

inbox with just one app. Welcome to the modern inbox.

Share Your Calendar and Easily Book Meetings

Scheduling a meeting should be

simple. With Cirrus Insight, you can

book a meeting with a single email.

You can also share a link to a

personalized online version of your

calendar to enable your customers

and prospects to quickly see your

free/busy availability and instantly

schedule appointments with you.

Send and Analyze Email Campaigns

Personalized emails work better.

Email Campaigns allow you to send

up to 500 personalized emails at a

time from your inbox using

Salesforce templates. Or create your

own template with merge tags right

from Gmail or Outlook.

Create an Intelligent Email Flow

OUr new, intelligent email flow allows

you to easily start with a template,

schedule the best time to send it,

track your email opens, and set smart

reminders for following up.

Get the Best of the AppExchange in Your Inbox

If you want to use an app from the

AppExchange, you want to use it

where you’re working: the inbox.

We’ve brought the best applications

on the Salesforce AppExchange into

Cirrus Insight.