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%
Toolbox EDRMS - Data Retention & Compliance | Foundation Edition
100% native Toolbox EDRMS brings enterprise-grade Document & Records Management directly into your Salesforce org. AVOID FINANCIAL PENALTIES: Adhere to regulations and only keep data for as long as needed and no longer REDUCE STORAGE COSTS: Free up space by deleting records you don’t have to keep COMPLIANCE & SECURITY: Automate retention policies for GDPR, FINRA or HIPAA EASE OF USE: 2-clicks to add record into File Plan RECORDS MANAGEMENT: Classify, store and manage records directly within Salesforce SECURE AUDITING: Maintain a complete, tamper-proof audit trail for every record IDEAL FOR: Organisations in regulated industries such as government, finance, healthcare and utilities that require robust records and retention management within Salesforce. Strengthen compliance with internal and external regulations; reduce risk through automated retention and audit controls; save time by managing records where your data already lives - in Salesforce and gain full visibility and accountability across your organisation. As best practice, test all retention policies in a Sandbox environment before deploying to Production to ensure the outcome is as desired.
Top keywords
- records6×3.55%
- retention4×2.37%
- salesforce4×2.37%
- management3×1.78%
- audit2×1.18%
- compliance2×1.18%
- data2×1.18%
- directly2×
