by Mike Walsh | Jul 10, 2014 | Blog, Salesforce-Apps-AppExchange
With its fantastic tools and ease of use, Gmail has become one of the leading email providers for businesses worldwide, and Cirrus Insight has been working for years to make it an even more powerful engine for companies who use Salesforce. We at CloudMyBiz are big fans! I’ve written about some of their cool features in the past, and we even co-hosted a webinar with them. So when I got the email that they’ve finally released an iPhone app, I knew I had to share it with you right away! With the new Cirrus Insight Mobile app, you can experience the power of Salesforce in your mobile inbox!
- See customer context in the inbox
- See who opens your emails with real-time notifications
- Save emails to Salesforce
- Create new leads, contacts & accounts
- Set reminders to follow up
- Schedule meetings and events
- Log calls to Salesforce
- Create & update opportunities & cases
Check out Cirrus Insight Mobile and bring the power of Salesforce to your iPhone today!
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.
by Mike Walsh | Mar 14, 2014 | Blog, Salesforce-Apps-AppExchange
We featured the Gmail-to-Salesforce integration tool Cirrus Insight back in December, but they’ve recently partnered with RingLead to bring you a fantastic new feature we didn’t want you to miss! Now, when you want to create a new contact in Salesforce from Gmail with Cirrus Insight, the system will look for the contact’s email signature to auto populate name, company, phone, and more. It’s super cool, and you should check out their demo video today!
If you’re not familiar with Cirrus Insight, don’t miss our last blog post on this great tool. Also, you won’t want to miss our live webinar with Cirrus Insight Tuesday, March 25, 2014 10:00 AM – 11:00 AM PDT!
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.
by Mike Walsh | Dec 13, 2013 | Blog, Salesforce-Apps-AppExchange
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.
