![]() ![]() Cirrus Insight email sync runs in the cloud to sync emails from Google for Work (aka Google Apps) to Salesforce, so it doesn’t matter what browser or email client you use to check your email. Support for any email clientĭo you use Chrome or Firefox or Safari or Internet Explorer or Mac Mail or Outlook? No matter where you receive and send your email, you’ll never have to worry about adding an email to Salesforce again. Cirrus Insight can satisfy that requirement while simultaneously providing a backup of these important communications in Salesforce. ![]() We’ve talked with a number of customers who have compliance requirements for saving customer history (emails and appointments) into Salesforce. In addition to seeing the latest conversations and meetings with customers, sync is vital for maintaining institutional memory of customer relationships.įor example, when an employee leaves or a customer is transferred to a different region or division, the email and calendar data that Cirrus Insight has synced to Salesforce remains there to ensure continuous collaboration in service of your customers. And we have 9 Certified Salesforce Administrators on staff to help you get set up with the right reports and dashboards to measure and improve your KPIs. “You can’t improve what you don’t measure.”ĭo you know how many activities (emails and appointments) are typically required for your sales reps to win a deal? Do you know if having 3 meetings with a prospect is better or worse than having 5 meetings?Ĭirrus Insight email and calendar sync gets all your sales activities into Salesforce where you can track, measure, and report on the results. Sync makes collaboration across teams possible so that your customers get the red carpet treatment. Cirrus Insight automatically attaches the emails and appointments to the right Lead and Contact records in Salesforce so that they’re easy for everybody to find and review. Cirrus Insight email sync saves busy salespeople hours every week and keeps Salesforce automatically up to date.īy syncing emails and appointments into Salesforce, everybody in your organization can see the status of the relationship with the customer. It’s not unusual for salespeople to send and receive hundreds of emails a day. Cirrus Insight offers email sync and calendar sync to make sure that every conversation and every appointment with prospects and customers is saved into Salesforce.Īccording to CSO Insights, salespeople waste 65% of their day doing administrative tasks like manually saving emails from Gmail into Salesforce. It’s popular saying in many sales organizations. “If it’s not in Salesforce, then it didn’t happen.” ![]() If you use Gmail as your email server, Cirrus Insight can automatically sync your emails to Salesforce. What does that mean? Cirrus Insight syncs your emails from Google to Salesforce, so it doesn’t matter what browser, client, or device you’re using. Today we are excited to announce automatic cloud Email Sync for Cirrus Insight, so you can eliminate data entry and always have the emails you need in Salesforce.Įmail sync is a cloud service. If you received an email with the subject "Cirrus Insight Calendar Sync Problem," that means Calendar Sync wasn't able to access your calendar and you'll need to grant authorization.Struggle to keep Salesforce up to date or tired of spending time logging emails? How do I authorize my Office 365 account when Calendar Sync encounters a problem? Learn how to install the Cirrus Insight for Outlook (MSI) on the Outlook desktop client. ![]() How do I install Cirrus Insight for Outlook? If you use Outlook for Windows and experience performance or access issues when using Cirrus Insight (such as a blank pop-up screen or repeated login loop), you can clear the Cirrus Insight for Outlook cache that's stored locally on your PC. The new Cirrus Insight brings all the best features from Cirrus Insight 2019 into a more refined, reliable, and easy-to-use offering that reduces CRM friction and helps close deals.įor Admins: How do I upgrade my org to the new Cirrus Insight? Similarly to step 2, open an email and click the three horizontal dots in the top right of the email. Then select Cirrus Insight and Open Sidebar.ġ0. You can then close the Add-ins window by clicking the X in the top right.ĩ. Below Custom Add-ins, you'll see Cirrus Insight has been added. Paste the URL into the Add private add-in from a URL window and then press OK.Ĩ. Scroll down to the Custom a dd-ins section and click + A dd custom add-in. From the resulting menu, select Get Add-ins.Ĥ. From the lefthand menu, select My add-ins. Open an email and select the three horizontal dots in the top right of the email.ģ. ![]()
0 Comments
Leave a Reply. |