Cirrus Insight Legacy

Description

** This is the "legacy" version of Cirrus Insight. While still supported, users are encouraged to install the new extension from the Chrome Store:
https://chrome.google.com/webstore/detail/cirrus-insight-beta/kohihleiencpadoaakajafdlmcimglea

Highlights

✔ Save emails and attachments to Salesforce
✔ Track email opens with real-time notifications
✔ Use Salesforce templates in Gmail
✔ Create new leads and contacts right from Gmail
✔ Sync Google Calendar with Salesforce
✔ Add Google Contacts to Salesforce
✔ Sync Salesforce contacts to Google Contacts
✔ FREE 14-day trial; no credit card
✔ Installs in seconds; no IT required

Connect Gmail to Salesforce

Cirrus Insight is designed to enhance Salesforce by allowing users to keep track of and manage customer info directly from Gmail. You can log emails from Gmail and manage Tasks, Events, Opportunities and Cases related to customers with ease. You can save email to Salesforce with a single click without having to remember to enter a BCC to Salesforce address.

Sync Google Calendar & Salesforce

Complete two-way sync of events between Salesforce and Google Calendar. Cirrus Insight is the only app that automatically relates events to matching contacts in Salesforce. In other words, Cirrus Insight syncs attendees, which is critical for keeping track of activities with prospects and customers in Salesforce.

Keep Track of Information

Cirrus Insight shows Gmail users a complete customer profile immediately upon opening an email from the customer. Instantly view customers’ contact information, upcoming and recent activities, and open Opportunities and Cases without opening Salesforce. You can view communication history, create new Contacts and Leads, and log emails, allowing you to keep better track of prospective clients, partners, and customers.

Get The Most out of Your Salesforce Investment

With more accurate and timely sales information logged, users and management get a better picture of the sales floor and support desk, improve training, collaborate with colleagues, and never let new leads fall through the cracks.