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  1. Increase automated outcome functionality

    I have an "outreach" flight plan that consists of a number of emails spread out over two weeks. The aim of this flight plan, is to make contact with a customer. Once I receive a response, currently the plan is paused and I have to manually change each customer onto a different "in conversation" flight plan.

    Much like the feature of, if no response do "x" - it would be a great advantage in regards to automation, if it was possible to add an "If response received" rule.

    4 votes
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      0 comments  ·  Flight Plans  ·  Flag idea as inappropriate…  ·  Admin →
    • we could get historical data past 30 days

      I would love the ability to pull historical flight data beyond 30 days, preferably for a full year

      3 votes
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        0 comments  ·  Flight Plans  ·  Flag idea as inappropriate…  ·  Admin →
      • CI Analytics provided a specific field on the Activity indicating whether an email was inbound or outbound.

        Inbound/outbound arrows on the activity name could then be an optional preference for organizations that have CI Analytics installed into their ORG.

        6 votes
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          0 comments  ·  Email Tracking  ·  Flag idea as inappropriate…  ·  Admin →
        • Cirrus would be supported with delegated Gmail inboxes

          We use delegated mailboxes at our company - ie, several people are able to go in and reply to emails in one gmail box - and we'd love to be able to log those emails with Cirrus into Salesforce.

          1 vote
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            0 comments  ·  Gmail Integration  ·  Flag idea as inappropriate…  ·  Admin →
          • admins did need a salesforce account

            It would be great if to be an admin within the Cirrus dashboard, you did not need a Salesforce account. This is particularly useful to allow the help desk to access without require an expensive license.

            1 vote
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              0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
            • 2 votes
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                0 comments  ·  Gmail Integration  ·  Flag idea as inappropriate…  ·  Admin →
              • book meeting could have a setting to require a phone number to book a meeting.

                Add a field that can be made optional or required where the user can enter a phone number to be contacted at, rather than giving out our phone number.

                2 votes
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                  0 comments  ·  Book Meeting  ·  Flag idea as inappropriate…  ·  Admin →
                • task

                  Ability to manually enter SFDC follow-up task "Subject".

                  Instead of the standard "Follow up with {contact name}" for all follow-up SFDC tasks when sending a mail, allow the ability to customize the "Subject" to whatever you want, just as you have the option to do when logging and email to SFDC. e.g. "Prospecting 2nd Touch - Send InMail".

                  1 vote
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                    0 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
                  • Assistant.to should automatically generate calendar event without requiring additional steps

                    When I send a calendar invite via Assistant.to and the recipient selects a time, it should automatically be put on their calendar rather than the user having to then accept the meeting time manually again via their Google Calendar. This extra step can cause confusion and missed meetings.

                    1 vote
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                      0 comments  ·  Scheduling Pages  ·  Flag idea as inappropriate…  ·  Admin →
                    • 1 vote
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                        0 comments  ·  Outlook Integration  ·  Flag idea as inappropriate…  ·  Admin →
                      • 1 vote
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                          0 comments  ·  Contact Sync  ·  Flag idea as inappropriate…  ·  Admin →
                        • you could get a downloadable csv file of the reported errors when trying to create a campaign from a CSV file.

                          Having a way to get information on what emails couldn't be read would go a long way to getting the email campaign to work smoothly and towards quality data entry.

                          2 votes
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                            0 comments  ·  Gmail Integration  ·  Flag idea as inappropriate…  ·  Admin →
                          • You could customize the email text of the "book meeting" function.

                            Currently, I manually edit it each time to be a bit more chatty/less stilted, but I would love to create my own customized message and save it in the settings.

                            3 votes
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                              0 comments  ·  Book Meeting  ·  Flag idea as inappropriate…  ·  Admin →
                            • Never block inbox/email functionality, even if there are Cirrus Insight errors.

                              Cirrus Insight will present a message ("error preparing to send or send later") if Salesforce API limit is hit. This error prevents emails from being sent via Gmail.

                              The solution would either be to allow the Gmail behavior regardless of Cirrus Insight errors, or to provide very specific error messaging that explains the API limit being hit and that Cirrus Insight features should be disabled until the API issue is resolved.

                              2 votes
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                                0 comments  ·  Email Sync  ·  Flag idea as inappropriate…  ·  Admin →
                              • You can add 1 person as a copy on all the emails in a campaign

                                I need to send a campaign and copy a co-worker on all the emails.

                                1 vote
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                                  0 comments  ·  Gmail Integration  ·  Flag idea as inappropriate…  ·  Admin →
                                • Associate Email with open task, and mark it complete.

                                  If I set a task for myself to email my customer on Monday
                                  morning. I'd like the email that I send to update that original task, and market it as complete. Right now I will create a new activity by sending the email, then need to go
                                  close that task separately.

                                  1 vote
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                                    1 comment  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Assistant.to Scheduling in European Date Format

                                    Book Meeting and Assistant.to should display European date formats (DD/MM/YYYY) for recipients outside of the US. Language, location and time zone settings do not seem to remedy this. Perhaps a switch?

                                    1 vote
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                                      0 comments  ·  Book Meeting  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Sync attachments on Events.

                                      Sync attachments which are added to Events. Use Case: User creates an event in Google but uploads an attachment of meeting notes. This event syncs to Salesforce but the attachment dose not. Ideally, it would. Better yet, the sync would be bidirectional so that if an attachment was added to an event in Salesforce, it would sync to the Google Calendar.

                                      1 vote
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                                        0 comments  ·  Calendar Sync  ·  Flag idea as inappropriate…  ·  Admin →
                                      • View In Salesforce broken with Email Message Object Enabled

                                        When you have "Email Message Object" Enabled in the Organization Settings, and you Add an email to Salesforce, the Green Pop-up that momentarily provides you a link to Salesforce does not link to the correct object. It links to a "Task" object and it should link to the "Email Message" object. The reason this is important is because if you have attachments in the email, when you click "View In Salesforce" it takes you to a task with no attachments. You have to navigate to the linked object and back to the "Email Message" object in the Activity History to…

                                        1 vote
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                                          0 comments  ·  Gmail Integration  ·  Flag idea as inappropriate…  ·  Admin →
                                        • you could easily add a contact to an opportunity

                                          It is pretty frustrating that it is so hard to add a contact to an opportunity using Cirrus inside of Gmail??? You over one of 5 email addresses and the contact comes up. Awesome! then, you try to see if the person is added to an opportunity by clicking on "Related", they are not and so you think hang on, I know this person is involved in opportunity "x". You would think then it would be as easy as perhaps having 2 options. "Add to - New opportunity" and "Add to existing opportunity". However.... nope You have to go out…

                                          1 vote
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                                            0 comments  ·  Gmail Integration  ·  Flag idea as inappropriate…  ·  Admin →
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