TECHNOLOGIEN – Cirrus Insight

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Cirrus Insight

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Say Hello to Better Insights.

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And goodbye to CRM friction and wasted opportunities with Cirrus Insight.

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Manage all of your relationships from your inbox

Cirrus Insight lets you create, edit, and track your sales activities from your inbox. Stay focused on your goals with customer and prospect data at your fingertips. There’s no need to open Salesforce. Ever.

Cirrus Insight enters data for you – never copy and paste again.

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Your sales activity data. Always accurate. Always up-to-date.

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Cirrus Insight monitors your inbox and automatically syncs emails to the appropriate contact or lead in Salesforce. With Calendar sync, team members’ schedules are automatically synced to and from Salesforce, allowing managers convenient access to their organization’s calendars. Sales teams will never open Salesforce again and key meeting events, customer emails, and tasks will be readily available in Salesforce.

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#1 Reportable Data in Salesforce

SF Inbox must be coupled with Einstein Activity Capture for syncing and logging data. EAC syncs and stores all data in a 3rd party Amazon server. Therefore, the data is not reportable within Salesforce and all data is lost in 6 (free) or 24 (paid) months. ⇒ Cirrus Insight syncs/stores all data directly to SF, making it reportable in SF.

SF Inbox & EAC do not support custom objects and can relate an email/event to only one record, thus not supporting multiple records.

Cirrus captures Attachments on email when you send them, not available in SF Inbox.

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IHRE TRANSFORMATION JETZT STARTEN!

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