If your company is anything like mine, your life revolves around Gmail…and Salesforce. You get an email from a client, respond, then pop over to Salesforce to log the communication. A lead wants to schedule a demo, and after you put it on your calendar, you jump back to Salesforce to make sure your team sees the progress. You just got a signed contract back, and now you need to download it just to reupload it in your system. I don’t know about you, but we don’t have time to double our work logging everything in two places. That’s where Cirrus Insight comes in.
Cirrus Insight is a code-free integration between your Gmail and Salesforce accounts. Once you’ve linked them, you can view open tasks, cases, and opportunities related to a contact while you’re reading an email from them. You can instantly add your response to their Salesforce record, create a follow-up task, open a new case, and create an opportunity without ever leaving your inbox. You can add an attachment to a record right from Gmail. It even syncs your Google Calendar with your Salesforce events!
To name a few Cirrus features:
- Sync emails to Salesforce
- Add leads and contacts to Salesforce
- Create and assign Salesforce tasks
- Create opportunities and cases right from Gmail
- Use Salesforce templates in Gmail with merge fields
Check out Cirrus Insight today and bring all the power of your Salesforce account to your Gmail inbox!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.