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Benefits and Insights

Why use Cirrus Insight?

Key differentiators & advantages of Cirrus Insight

  • Quickly Save Emails to Salesforce - Automatically relate emails to records or use specify exactly how you want it to relate in Salesforce, even to custom fields and objects. 
  • Track Email Opens and Links - See when, where and on what device customers read your emails as well as how often they click your links. 
  • Send Emails Later and Set Follow-Up Reminders - Write emails and schedule them to go out at a desired time. Have reminders sent to you in both Salesforce and your inbox. 
  • See Customer Snapshots - Instantly know who you’re talking with and the status of your customer relationship. As you open an email you'll immediately see a snapshot summary of the sender's records in Salesforce. 
  • Sync Your Google & Salesforce Calendars - Have a record of your meetings and how they are related to the people you've invited to them.
  • Use Your Salesforce Templates - Access your Salesforce templates, merge fields, edit and send them right from the inbox.
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