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Cirrus Insight

Cirruspath  |  Applications
Cirrus Insight is the #1 solution for integrating Salesforce & Marketo with Gmail. Instantly view contextual Salesforce information in your inbox.
Marketo Integrated
See Details
Main Features
  • Integrate Marketo with Gmail
  • Instantly view Marketo info
  • Save emails to Salesforce

Your salespeople live in their inbox but all of your valuable customer data is in Salesforce and Marketo. Getting all of that invaluable information out of those silos and into the hands of your salespeople is key to making them smarter and more efficient at selling.

Cirrus Insight brings all of your contextual Salesforce and Marketo information into the inbox. Now as you open an email you immediately know who the person is and all of their interactions with your company. This includes lead data that has been gathered by Marketo such as:

  • Lead Score
  • Original Search Engine
  • Original Search Phrase
  • Original Referrer
  • Original Source Info
  • Original Source Type

Now your salespeople can instantly see how valuable a lead is, what brought them to your site, where they came from, and what they are interested in.

Marketo Integration

Cirrus Insight natively integrates Marketo with Gmail and Salesforce. Cirrus Insight automatically reads your page layout in Salesforce including the custom fields created by Marketo and displays full contextual information inside your inbox. Now as you open an email you can immediately see all of the relevant details for that person including:

  • Lead Score
  • Original Search Engine
  • Original Search Phrase
  • Original Referrer
  • Original Source Info
  • Original Source Type

Now all of the valuable data Marketo has gathered about your leads is right at the finger tips of your salespeople as they talk to customers and prospects. This gives your sales people incredible insight into what brought them to the site, what they're interested in, and how valuable the lead is. Your sales team is now smarter and more effective than ever!

Salesforce admins and users with edit layout rights have the ability to customize exactly what fields they want Cirrus Insight to bring over from Salesforce and expose to their users. To make your Marketo custom fields visible within Cirrus Insight have someone with edit layout rights follow these steps:

1. Navigate to the person tab

2. Then click the Gear icon and you will see all of the available fields including your Marketo custom fields. (Selected fields are displayed with a green check while unselected fields have a red X).

3. Simply click the Marketo custom fields you want displayed and they will be visible to your users in Cirrus Insight.

More information on customizing your Cirrus Insight layout is available here.