With Cirrus Insight, Grant was able to sync all events between Salesforce and Gmail so he’ll never forget to join or document a call again! In addition, he can now set follow-up reminders that will only appear if the other party hasn’t responded to his email yet. Never miss another meeting/call again: Grant is notorious for missing meetings and forgetting to follow-up with leads. Not only that, Colin’s newfound ability to track opened-emails and clicked-links allows him to sell smarter.įeature: Salesforce Inbox Integration and Email/Link Trackingģ. After switching to Cirrus Insight, he can now see and edit information in Salesforce without opening a new tab or leaving the inbox. Even when he’s on the phone though, Colin has the most recent email correspondence open. Sell smarter by having all the necessary information at your fingertips: Colin, another sales rep, communicates with leads and customers either via email or on the phone. If Zach had been using Cirrus Insight, all of this information could be logged to Salesforce in real-time from the inbox.įeature: Salesforce and Inbox IntegrationĢ. Zach realizes none of the emails, calls, contacts, leads, opportunities, or meetings he’s been working on have been logged to Salesforce. When the end of the week rolls around, something known as the ”Friday Fire Drill” occurs. Access and edit Salesforce without leaving your inbox: Zach, a sales development rep, spends most of his week in the inbox or on the phone selling. You can also have the follow-up reminder-only trigger if there is no response to your initial email. With follow-up reminders from Cirrus Insight, you can easily set a time and date to receive a notification when it’s time to follow up on a sales call. We’re all busy throughout the day, and follow-up emails get forgotten. Any time a recipient clicks a link in your email, you’ll receive an immediate notification to keep you in the know. With “Link Tracking”, you now have a better idea of how engaged the reader is. While open rates provide compelling data, it’s only half the battle. “Email Tracking” lets you know who opens your emails, what time they open them, and where in the world they are when they’re opened. Working on cleaning your inbox out late at night or on the weekend but don’t want to send emails out right away? No worries, Cirrus Insight has you covered! With the apps “Send Later” feature, you can schedule emails to go out whenever you’ve seen the highest open rates. Not only do you have a record of your meetings, but they’re related to the people you’ve invited as well! Cirrus Insight is a solution that relates events to attendees and records in Salesforce. You can now effortlessly keep track of every meeting scheduled in Google or Outlook in Salesforce. However, just like information in emails, those events rarely get captured in Salesforce.
Most people schedule meetings in Outlook or Google Calendar. For Gmail and Outlook on Windows, Mac, iOS and Android. Cirrus Insight allows salespeople to view, add, update, and edit Salesforce information where they work: the inbox. Cirrus Insight's sales enablement platform will sync your calendar and email with Salesforce, track emails, schedule appointments, and more. That’s all valuable sales information which rarely gets documented in a CRM platform.
It’s where they send emails to customers, receive proposals and contracts, schedule meetings, and much more.
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