Email Logging: We found Cirrus Insight useful for logging emails to Salesforce and editing records quickly from their outlook inbox
Email Campaigns: It’s superb for launching email campaigns, especially for sales teams.
Contact Management: It helps manage contacts efficiently, making it valuable for sales teams
Salesforce Integration: The seamless integration with mail services streamlines workflows.
Efficient Inbox Interaction: We were able to create leads in Salesforce and interact with Salesforce data directly from their Outlook inboxes
Overall, the tool works well for syncing & logging activities (e.g., emails and calls) and has nice basic scheduling features as well. We previously used 2 tools for this so consolidating to one makes it easy from a provisioning and internal onboarding perspective.
Our team has saved time from the auto-logging functionality so this has been a big win.
Cirrus Insight provides Salesforce integration tools, allowing businesses to seamlessly integrate their email and calendar systems with Salesforce for improved sales productivity.
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