If you are using Google Apps for your business, then Cirrus Insight is a Salesforce tool is something to look into for your business or non-profit. Cirrus Insight works with Gmail and Salesforce to integrate your data. It shows you the details you need to know about your leads and your contacts, within your Gmail account.
Whether you’re in marketing, sales, service, or support, valuable information flows in and out of Gmail with no connection to the history and intelligence available within Salesforce.com.
Cirrus Insight makes the connection by allowing Salesforce users to keep track of and manage customer information directly from Gmail.
Cirrus automatically pulls CRM intelligence into your Gmail inbox whenever you open an email. You can see contact information, activities, opportunities, and cases all with direct links for more detail.
The most important next steps such as creating leads (a common sales rep headache), creating activities, opportunities, and cases, and logging emails, are fast and convenient in Gmail.
As a result, Cirrus Insight increases the value of your Salesforce CRM asset while improving sales and service rep effectiveness and compliance.
Real-time Salesforce Information in Gmail
* See contact information
* See Email, Call, and Meeting history
* See Related Opportunities and Cases
Manage Leads and Contacts in Gmail
* Log emails from Gmail
* Relate emails to specific Cases and Opportunities
* Create reminders and schedule events
* Create new Opportunities and Cases
* Create new Leads and Contacts from emails
* Link New Contacts to Existing Accounts, or Create a New Account
* Create Opportunities or Cases when customers inform you of new deals or issues
Unlimited, Enterprise, Professional, Group, and Dev.
Many of us are looking at the adoption of cloud as just another technology, and
are leaving the decisions on how to adopt, own, and manage the cloud up to
engineers. But acquiring a cloud management platform is not an engineering
decision — it’s a strategic one. Read on.....
As the founder of Incarni Partners, Ashley Porath, shares practical tips, trends, thoughts, links, ideas and tools for successful Cloud based CRM solutions.