Overview
Be free from CRM friction and wasted opportunities
✓Salesforce Sidebar for Gmail and Outlook ✓Calendar Scheduling with Personal Scheduling Pages ✓Salesforce Sync - Calendar Events, Emails, and Tasks ✓Buyer Signals - Track Email Opens, Link Clicks, and Website Visits ✓Sales Cadence - Multi-touch Outreach with a Sequence of Activities ✓Email Templates - Personalize and Send Emails To Prospect Faster ✓Plus, everything you typically do in Salesforce, all inside your inbox Free teams from trivial CRM tasks and activities. Constantly entering data, copying and pasting, and toggling between applications is cumbersome. Reclaim time for actions that provide value, not busy work. A seamless experience across all devices, for all users. 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, managing your sync settings or sharing your calendar, we’re here to optimize your pipeline. Sync for Calendar and Email Automate scheduling and let Cirrus Insight sync everything. Capture smart insights on your customer meeting data so you can keep your pipeline healthy. Cirrus Insight supports the most diverse mix of email services connected to many Salesforce instances, including Gmail and Outlook. Be a Performer: Increase your conversion rate. Reduce wasted opportunities by executing the right activity with the right people. From buyer signals to drip campaigns, automated tools can help you close deals. For IT: Support for all versions of Salesforce including Community Cloud Managed deployments and Admin controls Automatic or Managed Updates Enterprise Analytics, Cloud Data Warehousing, Data Warehousing, Dashboards, and Business Intelligence
Brent DowneyMay 17, 2021
A very confusing transition from the original Cirrus Insight. I was excited about the acquisition of Zynbit but the new app seems to have stripped or majorly changed features which makes it confusing and hard to use. I'll keep using Salesforce for Gmail.
Jeff WeeksJun 12, 2018
I can't get it to work reliably. It breaks connections frequently and due to lag time on syncs, you can't confirm that emails are being saved in Salesforce. As best, you should only count on it if you plan to manually save every email you send/receive on the sometimes available "sidecar".
Brijender KumarMar 21, 2018
great
Details
- Version2024.215.60
- UpdatedFebruary 15, 2024
- Size452KiB
- LanguagesEnglish (United States)
- Developer
- TraderThis developer has identified itself as a trader per the definition from the European Union.
Privacy
This developer declares that your data is
- Not being sold to third parties, outside of the approved use cases
- Not being used or transferred for purposes that are unrelated to the item's core functionality
- Not being used or transferred to determine creditworthiness or for lending purposes
Support
For help with questions, suggestions, or problems, visit the developer's support site
