Cirrus insight coupon

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Lunch & Learn: Cirrus Insight 5.0

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  • The video is approximately 15 minutes long, shot in HD. You must be a nonprofit to take advantage of the discount offered by Cirrus. If your EIN is present on that current list it will validate and give you your coupon code immediately, and a link to get a free trial and discount with Cirrus. When viewing an email from a contact inside Salesforce, Cirrus shows you the contact information for that person inside the Cirrus Insight window.

    That will open event specific field to fill out.

    What’s wrong with Cirrus pilots?

    The event editing screen in Salesforce looks like the image shown below. This alone cuts some time off your workflow. This is because for this particular contact we did not include her Account or company name. Had that information been inside Salesforce or Cirrus it would attach automatically too. In this case, we did this on purpose to illustrate another cool feature of the new cirrus calendar integration — the ability to link the event to other objects in Salesforce.

    Salesforce Commerce Cloud vs Cirrus Insight Comparison | FinancesOnline

    We do that by editing the event directly in Google Calendar event edit screen using the new Cirrus Salesforce tab. Now, Cirrus gives you the ability to edit the event directly using the Salesforce Tab in the Google Calendar event edit screen. You can see in the image below Cirrus adds a new tab to your event edit screen that allows us to add custom fields and object relationships to the events in our Google Calendar and then sync them directly with Salesforce automatically.

    By default, it will allow you to add an opportunity or account relationship and a contact or lead relationship in those respective drop downs. Clicking in those drop downs offers you the ability to link the event to any custom object.

    Cirrus Insight Coupon Codes

    In our case, I chose to link my new event to a Campaign, so that I could track events related to that campaign in Salesforce and therefore have an easier time moving people through the campaign process into actual results inside my CRM. That is located at the bottom of the image shown below. If after the event I determine this person should be added to the campaign list or her record modified in some way, I can do that directly inside the campaign screen and update my workflow there.

    This makes sure my campaigns are always up to date with the latest information and opportunities. This all gives you the ability to edit in Google apps or Google Calendar as opposed to Salesforce, where editing these fields is slightly more cumbersome.