Learn how Cirrus Insight can eliminate your data entry, sync all of your emails to Salesforce, and more.

1. You Work in Your Inbox,
Not in Salesforce.

2. Eliminate Data Entry
Data entry is cumbersome, time consuming, and the #1 reason for poor Salesforce adoption. Instead
of Salesforce separating you from your daily workflow, we bring it right into your inbox. Now you can
easily log accurate, useful data into Salesforce from Gmail or Outlook without flipping between tabs
or copy/pasting. No more wasted time.

3. Sync All of Your Emails to Salesforce
Everything for the sync happens in
the cloud. Each and every email you
send and receive will be logged to the
appropriate lead or contact record in
Salesforce. All you need to do is turn
it on, and then sit back and know with
confidence that everything you and
your team need to succeed will be in
Salesforce.

4. Instantly Create New or Edit Records
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. We’ll
even 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.

5. Log Calls to Salesforce
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 you’re on
your mobile device.

6. One-Click to Save Emails & Attachments to Salesforce
Manual data entry wastes time. You
don’t adopt Salesforce when you feel
like you have better things to do.
Remove the tediousness by saving
emails and attachments into
Salesforce with a single click. And you
can relate emails to standard and
custom objects.

7. Sync All of Your Calendar Events with Salesforce
With Cirrus Insight’s Calendar Sync, all
your events are automatically synced
between Salesforce and your Gmail,
Outlook, and mobile calendars.
Change one and the others will
match. And events are automatically
related to the right contacts in
Salesforce. Never again forget to
save an event to Salesforce.

8. Gain Actionable Insight
We want to do more than provide you with information. We want to make sure you have exactly
what you need to take action. Whether it’s closing a deal or handling a support ticket, the data you
need should always be at your fingertips. We bring actionable insights directly to your inbox.

9. Instantly View All Customer Info from Salesforce
Instantly see the customer data you
need in your inbox, including a
complete activity history, cases,
opportunities, custom objects, and
even Visualforce components. No
more searching Salesforce and
switching back and forth as you work.

10. Fully Customize Your Salesforce Experience
Salesforce is deeply customizable.
Your inbox integration should be, too.
With Cirrus Insight, you have full
control over how users interact with
Salesforce from the inbox. And Cirrus
Insight works out of the box with your
profiles, permission sets, required
fields, validation rules, pick lists,
record types, and validation rules.

11. Complete Tracking of Email & Links
These aren’t your grandfather’s read
receipts. You need the full picture.
Email and Link Tracking tell you when
customers and prospects open your
emails and when they click hyperlinks
inside the messages. That way, you
can tailor your follow-ups to
individual customers and close more
deals faster.

12. Find Anything in ‘My Lists’
Instantly find the Salesforce
Information you want in your inbox.
Next to the snapshot tab in the Cirrus
Insight side panel, you also have the
My Lists tab. See anything from your
Opportunity pipeline to your follow
up Tasks to your assigned Tasks.

13. Upgrade Your Inbox
When was the last time your inbox got a noticeable update? Or are you still using the email the same
as you did 10 years ago? There are lots of tools and add-ons out there trying to help you be more
productive, but we thought it would be easier to bring you everything you need to upgrade your
inbox with just one app. Welcome to the modern inbox.

14. Share Your Calendar and Easily Book Meetings
Scheduling a meeting should be
simple. With Cirrus Insight, you can
book a meeting with a single email.
You can also share a link to a
personalized online version of your
calendar to enable your customers
and prospects to quickly see your
free/busy availability and instantly
schedule appointments with you.

15. Send and Analyze Email Campaigns
Personalized emails work better.
Email Campaigns allow you to send
up to 500 personalized emails at a
time from your inbox using Salesforce
templates. Or create your own
template with merge tags right from
Gmail or Outlook.

16. Create an Intelligent Email Flow
OUr new, intelligent email flow allows
you to easily start with a template,
schedule the best time to send it,
track your email opens, and set smart
reminders for following up.

17. Get the Best of the AppExchange in Your Inbox
If you want to use an app from the
AppExchange, you want to use it
where you’re working: the inbox.
We’ve brought the best applications
on the Salesforce AppExchange into
Cirrus Insight.