Instead of trying to train people on and convince them to use Salesforce, you can use Cirrus Insight. Cirrus Insight is an inbox and Salesforce integration, meaning it allows you to access and use Salesforce in your inbox, instead of having to go into a separate system.
Full Answer
Why Cirrus Insight for Salesforce?
“After performing more than 100 Salesforce implementations, Cirrus Insight is simply the first app I install when starting a new project. It gets me quick wins with the users and rapidly increases adoption before I do anything complicated. It’s proof that the best solutions are always the simplest to achieve.”.
What can Cirrus Insight do for You?
Automate scheduling and let Cirrus Insight sync everything with Salesforce. Capture smart insights on your customer meeting data so you can keep your pipeline healthy. A seamless Sidebar experience across all devices, for all users. The sidebar and mobile interface ensures you’re no more than 1-click away from your next customer workflow.
What are the benefits of Salesforce email integration?
Bring your customer and pipeline data to your email inbox. Share your calendar, book more meetings, and automatically add them in Salesforce. Sync 100% of your meetings, tasks and emails - no manual data entry.
How can you optimize your Salesforce pipeline?
Constantly entering data, copying and pasting, and toggling between applications is cumbersome. Reclaim time for actions that provide value, not busy work. Work smarter with context to optimize your pipeline. Busy, traditional… Updating activities in Salesforce is time-consuming. Following up with prospects that are not ready to buy.
How do you use Cirrus Insight?
0:021:13Cirrus Insight for Gmail! - YouTubeYouTubeStart of suggested clipEnd of suggested clipInformation. Create a new lead or contact records. Save emails to salesforce sync calendar eventsMoreInformation. Create a new lead or contact records. Save emails to salesforce sync calendar events update opportunities and cases effortlessly book meetings and more.
Do you need Salesforce to use Cirrus Insight?
“It's an essential app if you use Gmail and Salesforce.” Maximize your sales productivity and sales performance with Cirrus Insight. Cirrus Insight supports all editions of Salesforce including Unlimited, Enterprise, Professional, Group, Contact Manager, and Developer.
Does Cirrus Insight work with Outlook?
Cirrus Insight offers two separate applications for Microsoft products: one for people using Outlook on their Windows desktop and Office 365 for users who are connecting to Outlook on the web.
What does Cirrus Insight do?
Cirrus Insight syncs emails, tasks, and calendars directly to Salesforce. Removing the need for manual entry, our sync solution automatically enters all email and calendar activity, as well as sales activities and extensive customer engagement data.
How do I add Cirrus Insight to Gmail?
StepsNavigate to the Cirrus Insight Dashboard and sign in: ... Select Gmail Chrome Ext from the Downloads section, which will open the Chrome Web Store in a new tab.Click Add to Chrome. ... Select Add extension from the confirmation window.More items...
Is Salesforce inbox free?
Salesforce Inbox is a productivity tool to integrate Salesforce with emails, such as Outlook and Gmail. It is available with additional cost, except your company already purchased additional products that include Inbox. Inbox work in Core Salesforce platform which is Sales Cloud, Service Cloud, and Lightning Platform.
What is the replacement for Salesforce for Outlook?
Outlook IntegrationSalesforce offers the following products to replace Salesforce for Outlook functionality: Outlook Integration (replaces the Salesforce side panel experience, where reps can see Salesforce records and use some Salesforce features directly from Outlook) Einstein Activity Capture (replaces contact and event sync)
How do I install Cirrus Insight in Outlook?
StepsNavigate to the Cirrus Insight Dashboard and sign in: ... From the Email sidebar box (under Downloads), select either: ... Click the blue Get it now button from the Microsoft add-in page.Proceed through the installation prompts and allow permissions.More items...
How do I add insights to Outlook?
To opt inOpen your dashboard.Select the Settings (gear) icon at top right.Under Viva Insights, select Settings.For Viva Insights Outlook add-in, set the control to On.Select Save to save your changes.
Who owns Cirrus Insight?
Cirrus Insight is a customer relationship management (CRM) platform that integrates Salesforce with third party services, including Gmail and Microsoft's Office 365....Cirrus Insight.IndustryCustomer relationship managementKey peopleRyan Niemann (CEO)ProductsWeb applicationsNumber of employees57ParentCirruspath4 more rows
What is tracking Cirrus Insight?
When you have email tracking turned on, Cirrus Insight can help you know who opens the email or clicks on a link in your email body or signature. These analytics show up embedded in your email conversation so that you can see the contact activity while you are reading or composing an email.
How do I install Zynbit?
0:010:52How To Add ZynBit From Outlook - YouTubeYouTubeStart of suggested clipEnd of suggested clipInto the microsoft. Store at the top you can simply search zenbit this will then display the resultMoreInto the microsoft. Store at the top you can simply search zenbit this will then display the result set for the new zenbit 2020 sidebar select the listing. And then you can select to install.
What is sidebar in Salesforce?
The sidebar and mobile interface ensures you’re no more than 1-click away from your next customer workflow. Whether it’s logging an email, task or call in Salesforce, managing your sync settings or sharing your calendar, we’re here to optimize your pipeline.
Can you share a calendar in Salesforce?
Share your calendar, book more meetings, and automatically add them in Salesforce.
Does Cirrus Insight sync with Salesforce?
Cirrus Insight monitors reps’ inbox and automatically syncs their emails to the right contact or lead in Salesforce. It also syncs meetings between their calendar and Salesforce so managers can see their meetings directly from Salesforce.
Why use Cirrus Insight?
Instead of wasting precious time, use Cirrus Insight to reduce your sales teams’ admin burden. From organizing meeting times to automatically syncing data to Salesforce; Cirrus Insight streamlines the finer details – leaving you to focus on prospects.
What is the number one feedback we get from customers?
The number #1 feedback we get from customers is that we are making their lives easier. You won’t have to learn complex CRM dashboards or feed extra information to Salesforce. It’s all done for you with simple tools that work from your inbox.
Is Cirrus Insight real time?
Instantly. You open an email, Cirrus Insight gets the data and is already on its way to Salesforce. It’s so fast it’s nearly real-time.
Does Cirrus Insight update Salesforce?
Cirrus Insight does all the heavy-lifting for you. It reads your inbox for sales activity and updates Salesforce on its own, without any manual work. And if you want to update some fields manually, you do it from your inbox instead of opening Salesforce.
What is Cirrus Insight integration?
The Cirrus Insight integration to Salesforce is designed to be an intelligent integration which understands the underlying architecture of your Salesforce database. If you want to control or change the Cirrus Insight User Interface as a Salesforce admin, you can do so from within your Salesforce Admin and Setup options by managing user profiles, page layouts, record types and field validation. The product is driven by 1000’s of Salesforce admins like you and we seek to be very collaborative in our development and roadmap. If there is something we have missed or you believe we can make it better, we want to know it! Please visit, /knowledgebase/ or email us at [email protected].
Does Cirrus Insight work with Salesforce?
One of the key components to the Cirrus Insight integration with Salesforce is the ability to recognize multiple page layouts and their associated record types based on the users profile.
Introduction
- This document is designed to help Salesforce Administrators understand how Cirrus Insight and Salesforce come together with little to no configuration required on behalf of the System Administrator. Cirrus Insight is designed to emulate your Salesforce configuration whereas user permissions, standard objects, custom objects, record types, page layo...
Contacts and Leads
- Supports Contacts, Leads and Accounts including Person Accounts, Household accounts, or any other Account or Contact Record Type. Does not require contacts, accounts or leads to integrate with Salesforce. This article presumes a Salesforce customer is using contacts and/or leads. There is a small minority of companies which do not use one or the other, whereas they only inte…
Profiles, Page Layouts & Record Types
- One of the key components to the Cirrus Insight integration with Salesforce is the ability to recognize multiple page layouts and their associated record types based on the users profile. In the Cirrus Insight side panel, each user will see any related list object that appears on either the Account or Contact page layout. If a user profile has access to multiple page layouts, then they …
Object Access, Field Level Security and Data Validation
- As discussed in the previous section, object access will be driven based on the user’s profile and page layout for read, create, edit or modify rights. Field level security is also recognized from the user’s profile. Data validation is driven from the record type. The following data validation functions are supported with Cirrus Insight. 1. All Field Types and Formats – E.g., lookups, searc…
Filing Email & Attachments
- Cirrus Insight has several ways in which you can file email and attachments. Email Filing Methods: 1. Quickfile – File the email with one click directly to the contact record 2. File Anywhere – This will allow the user to file the email and relate it to 2 objects 2.1. Any contact or lead they can access 2.2. Any Standard or Custom Object, with a direct relationship to the contact, like op…
List Display, Sorting and Search
- When viewing a contact with the Cirrus Insight task pane, related records will display vertically beneath the contact card. Opportunities, cases and open activities will be displayed at the top with other standard and custom objects. The order of objects can not be changed, but it is possible to suppress objects which are not desired in Cirrus Insight. Contact related objects will display abo…
Closing
- The Cirrus Insight integration to Salesforce is designed to be an intelligent integration which understands the underlying architecture of your Salesforce database. If you want to control or change the Cirrus Insight User Interface as a Salesforce admin, you can do so from within your Salesforce Admin and Setup options by managing user profiles, page layouts, record types and f…