Cirrus Insight is a customer relationship management application. It helps users track and sync emails, create and edit Salesforce records, log calls and create email campaigns.

Twopir has successfully implemented Cirrus Insight on the Salesforce Platform.It provides multiple functionality and best features which help your organization.

Cirrus Insight and Salesforce Integration :

Integrating Salesforce with Cirrus Insight will benefit you in many ways.Some are mentioned below :

  • Instantly create new Salesforce records from your inbox. 
  • Avoid logging into Salesforce whenever you need to add a new Lead, assign a Task, or update an Opportunity. 
  • Automatically read the email signature and pre-fill the Salesforce fields in Cirrus Insight to make it fast and easy to build your prospect pipeline.
  • Using Cirrus Insight, you can log a call to Salesforce, and relate it to the appropriate lead or contact without leaving your inbox or while on your mobile device.
  • Eliminate the tediousness by saving emails and attachments from Gmail or Outlook to Salesforce.

Features :

  • Sales Productivity
  • Enterprise Scheduling
  • Flight Plans
  • Email Tracking
  • Follow-up reminders
  • Salesforce Sync
  • Drip Campaigns
  • Attachment Tracking
  • Email Templates

How Can We Help :

  • Consult how we can use the features Which Cirrus insight Provides.
  • Cirrus Insight Implementation/Integration with Salesforce
  • We ensure that you use the full extent of what Cirrus Insight has to offer
  • User Training – To utilize Cirrus Insight for Day to day Activities

RESULTS :

  • Cirrus Insight gives users email open tracking, link click tracking, reply tracking, book meetings via email, smart follow up reminders, schedule emails to send later
  • Cirrus Insight enables users to create and update any Salesforce record (leads, contacts, accounts, tasks, opportunities, cases, custom objects) from within Outlook, Gmail, and mobile. 
  • Cirrus Insight can automatically sync emails and appointments into Salesforce which means users can focus on building relationships instead of entering data.
  • Cirrus Insight works with all your Salesforce customizations from record types to validation rules to Visualforce components