Ventas Partner Cirrus Insight
Create new leads and contacts. Save emails to Salesforce. And much more. All right inside Gmail.
Cirrus Insight displays relevant Salesforce lead and contact information alongside emails in Gmail, and it allows users to create leads and contacts, schedule tasks and events, and manage cases and opportunities right from Gmail.
Cirrus Insight solves two major problems:
Problem #1: Customer information and history from Salesforce is not available in Gmail at the point of customer communication.
Solution: Instantly view customer contact information, activity history, cases, and opportunities from Salesforce inside Gmail.
Problem #2: Customer interactions and new leads from Gmail are not being captured in Salesforce.
Solution: Save emails, create leads and contacts, create tasks and events, log calls, and manage cases and opportunities in Salesforce from Gmail.