Cirrus Insight for Salesforce and Salesforce1 with Gmail and Outlook email inbox, email tracking, Sa
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Cirrus Insight for Salesforce and Salesforce1 with Gmail and Outlook email inbox, email tracking, Sa Ranking & Summary

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Cirrus Insight for Salesforce and Salesforce1 with Gmail and Outlook email inbox, email tracking, Sa Description

Looking for a way to easily do work in Salesforce while you’re on the road? "I get to interact with critical Salesforce data and make the updates my manager/me need from where I live...my email inbox (where my customers and prospects talk with me). Great app!" - Lauren K. Cirrus Insight is the #1 solution for integrating Salesforce with email. Instantly view Salesforce information inside your inbox, save emails to Salesforce, create & update records, log calls, & set reminders. Cirrus Insight is the only mobile inbox that integrates with Salesforce1. Tap any Salesforce record in Cirrus Insight to open the record right in Salesforce1. With Cirrus Insight Mobile you can: # See who opens your emails -- Create and send unlimited tracked email messages and get notified in real-time when your recipients open them. # Easily save emails to Salesforce and relate to any record -- Cirrus Insight allows you to instantly save important emails to Salesforce with a click. Now you’ll never miss a deal because you lost an important conversation again. #Instantly access all prospect and customer contact info from any email -- Cirrus Insight gives you instant access to your customers Salesforce information as you’re talking with them. When your salespeople know who they’re talking with they close more deals. # Create new leads, contacts, and accounts -- The first time you talk with new leads and contacts is in your inbox. With Cirrus Insight you can quickly create new leads, contacts, & accounts right from your inbox. # Create and update opportunities and cases -- Track deals and support cases even while you’re on the road. Create new opportunities & cases as well as update existing records on the fly. # Set reminders to follow up -- Create tasks in Salesforce with just a few clicks and never forget to follow up again. # Schedule meetings and events -- You use email to figure out when your customers are available to meet. Now you can easily schedule that meeting in Salesforce without having to leave your inbox. # Log calls to Salesforce --Immediately access contact information from Salesforce and launch calls right from your inbox. When you’re done, logging the call is as simple as a button click. ## Cirrus Insight works with Gmail, Outlook, Lotus, Yahoo, as well as any other Exchange ActiveSync or IMAP inbox. ## To use Cirrus Insight Mobile’s Salesforce functionality you must have an active Salesforce license and subscribe to the Team Plan of Cirrus Insight. You may begin a 14-day Free Trial of the Team Plan of Cirrus Insight any time.

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