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What is Cirrus Insight?

Cirrus Insight is a productivity tool that integrates Salesforce with a user's email inbox and calendar. It provides seamless integration, allowing users to access and update Salesforce data directly from their email application.

Who is it for?

Cirrus Insight is designed for professionals and businesses that use Salesforce as their customer relationship management (CRM) system. It caters to sales teams, customer support teams, and anyone who relies on Salesforce to manage customer interactions and sales processes.

How does Cirrus Insight work?

Cirrus Insight works by connecting a user's email client, such as Gmail or Microsoft Outlook, with Salesforce. It syncs emails, calendar events, and contacts between the two platforms, eliminating the need for manual data entry. Users can view and edit Salesforce records, create new leads or opportunities, and track email opens and link clicks directly from their inbox.

How is Cirrus Insight used?

Cirrus Insight is used by installing the browser extension or email add-in and connecting it to the user's Salesforce account. Once connected, users can access Salesforce data within their email application, including contact details, account information, and previous interactions. They can update records, create tasks, and log emails without leaving their inbox, saving time and increasing productivity. Cirrus Insight also provides email tracking, meeting scheduling, and template features to streamline communication and improve sales effectiveness.

See a quick interactive demo about Cirrus Insight