Cirrus insight for gmail
Cirrus Insight is a popular add-on for Gmail that integrates your email inbox with your Salesforce CRM (Customer Relationship Management) account. Here are some of its key features:
Key Features:
- Email-to-Salesforce: Automatically send emails from your Gmail inbox to Salesforce, creating new leads, contacts, and accounts.
- Salesforce Integration: Seamlessly integrate your Gmail inbox with your Salesforce CRM, allowing you to access and update Salesforce records directly from your email.
- Lead and Contact Management: Automatically create new leads and contacts in Salesforce from your Gmail inbox, and update existing records with new information.
- Account Management: Create new accounts in Salesforce from your Gmail inbox, and update existing accounts with new information.
- Task and Event Management: Create new tasks and events in Salesforce from your Gmail inbox, and update existing tasks and events with new information.
- Customizable: Cirrus Insight allows you to customize the integration to fit your specific business needs, including custom fields, objects, and workflows.
- Mobile Access: Access Cirrus Insight from your mobile device, allowing you to stay connected and productive on-the-go.
Benefits:
- Increased Productivity: Automate repetitive tasks and streamline your workflow, freeing up more time for high-value activities.
- Improved Data Accuracy: Ensure that your Salesforce data is up-to-date and accurate, reducing errors and improving decision-making.
- Enhanced Collaboration: Share information and collaborate more effectively with your team, using Cirrus Insight to integrate your email and Salesforce workflows.
- Better Customer Insights: Gain a deeper understanding of your customers and their needs, using Cirrus Insight to integrate your email and Salesforce data.
Pricing:
Cirrus Insight offers a free trial, as well as several pricing plans to fit your business needs:
- Starter: $25/user/month (billed annually) - includes basic features and 500 email credits per user.
- Growth: $49/user/month (billed annually) - includes advanced features and 2,000 email credits per user.
- Enterprise: Custom pricing for large enterprises and complex integrations.
Overall, Cirrus Insight is a powerful tool for businesses that use Salesforce and Gmail, helping to streamline workflows, improve data accuracy, and enhance collaboration.