Charity: water was looking for a tool to better track donor engagement and log notes after switching to Salesforce. They selected Cirrus Insight due to its Book Meeting feature, deep Salesforce integration, presentation of information, mobile app, and reputation. Historical sync of past emails into Salesforce and the ability to edit Salesforce from the inbox were also important. Cirrus Insight's automation of tracking donor activity provides efficiency and transparency. The campaigns feature allows personalized emails to be sent to large lists using Salesforce templates, improving donor communication while maintaining a small team.