Cirrus Insight for Gmail
Cirrus Insight is the seller-led, AI-orchestrated Sales Operating System that runs natively alongside Salesforce. For over a decade, we’ve captured and cleaned the relationship history you depends on; automatically logging emails, calendar events, and tasks from Gmail straight into Salesforce, across one or many orgs. The result is trustworthy data that powers real pipeline growth, tighter deal management, and forecasts you can stand behind. Inside the inbox, reps get scheduling, meeting prep briefs, live coaching, and automated follow-ups that keep momentum high. Inside Salesforce, admins and leaders get pristine activity data, configurable capture policies, and native reporting that surfaces what truly drives wins. Cirrus turns everyday GTM activity into a clean, continuous signal, so your Salesforce instance becomes the engine of your revenue, not just a system of record. Cirrus Insight supports all editions of Salesforce including Unlimited, Enterprise, Professional, Group, Contact Manager, and Developer. Cirrus Insight supports Gmail; Outlook 2010, 2013, 2016; Office 365; iOS; Android; and Citrix. Compare to: Revenue Grid Match My Email Gong Chili Piper
Top keywords
- salesforce5×2.94%
- cirrus4×2.35%
- cirrus insight3×1.76%
- insight3×1.76%
- activity2×1.18%
- cirrus insight supports2×1.18%
- data2×1.18%
- gmail2×1.18%
- inside2×1.18%
- insight supports2×1.18%
- revenue2×1.18%
- supports2×1.18%
In-App Guidance Walkthroughs
In Summer ‘20, Salesforce made walkthroughs available. This package uses that feature to create example walkthroughs. To see walkthroughs, users need a license from the myTrailhead subscription. For pricing details, contact your Salesforce account executive. See the Start Walkthrough Trial button on the In-App Guidance Setup page to start a 30-day free trial. Whether you’re transitioning your sales team from Salesforce Classic to Lightning Experience or onboarding users for the first time, this set of walkthroughs helps users identify key features to help them get up and running quickly. Introduce users to the basics: the Help Menu, profile and personal settings, and favorites Help users quickly get to the records that matter the most to them with the App Launcher and navigation bar Guide users through creating, editing, and consuming data from lists Train users on the most efficient way to work with records See the Customization Guides section for links to product documentation, including how to clone and customize walkthroughs. Look for a PDF of all the walkthrough copy and tips for customization on this listing page.
Top keywords
- users7×3.91%
- walkthroughs5×2.79%
- salesforce3×1.68%
- see3×1.68%
- customization2×1.12%
- page2×1.12%
- quickly2×1.12%
- records2×1.12%