Cirrus Insight

Perfectly Integrate your inbox with Salesforce! 
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Cirrus Insight enables you to access and update Salesforce from Gmail / Outlook, and from your mobile devices.

Combined with an online interface, cloud solutions like Salesforce, Google Apps, Office 365, and Cirrus Insight can provide government agencies access to a secure and powerful data management database from any device. Cirrus Insight operates completely in the cloud, connecting Salesforce to your email inbox.  

▪ Save Emails to Salesforce: Automatically relate emails to any of your Salesforce records.
▪ Book Meetings from Your Inbox: Choose the meeting times that work for you and let your customer book the meeting in one click.
▪ Track Email Opens and Links: See when, where and on what device customers read your emails as well as when they click your links.
▪ See Customer Snapshots: Instantly see a customer snapshot every time you read or write an email. Access contact information, activities, opportunities, cases, and more.
▪ Send Emails Later and Set Follow-Up Reminders: Write emails and schedule them to go out on a specific date and time. Get reminders in your inbox and in Salesforce.
▪ Mail Merge with Salesforce Templates: Use a Salesforce template right from Gmail, Outlook, or your mobile device. Simply choose a template, automatically merge fields, and send.
▪ Sync Your Calendar with Salesforce: Sync your meetings between Google Calendar or Office 365 with Salesforce. Includes invitee/attendee sync so you can track meetings with prospects and customers.
 
Read case study here on how the Colorado Department of Transportation saves staff time and easily collects important information from emails. 

 
If you have an application or work process that needs updating or creation, please reach out to Beth Justice at, beth@cosipa.gov.
 
Already know it's for you? Fill out the Service Request Form!
 
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