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It would be great if ...

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  1. Add more than 5 Sync Sets in Contact Sync.

    Right now, we are only given an option to add a max of 5 sync sets in contact sync. This becomes an inconvenience when the sales rep wants to create "distribution lists" for each of their accounts in SFDC which they use for mass emails. All, if not most, of our sales reps have more than 5 accounts so it would really help if we can input more than 5 (hopefully unlimited) sync sets.

    128 votes
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      planned  ·  9 comments  ·  Contact Sync  ·  Admin →
    • Add the email address of the track or the contact when a useful model

      Add the email address of the track or the contact in the email when a useful a Salesforce Email template

      29 votes
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      • If there was a drop down from Cirrus insight drop email to SF screen to make the email a task and assign it?

        I often email drop from Cirrus Insight to Salesforce and then separately go into Salesforce Household and change the dropped email to a task and assign it out. It would be great to eliminate all these extra steps and be able to choose to drop as email (in Activity History in SF) or drop as task (into Open Activities in SF) and assign right from Cirrus screen.

        21 votes
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        • Leads Creation from email CC

          Create leads from cc in gmail. Leads should show email address that is in email cc. company name should be the domain name.

          This would be a great feature to have

          Regards,

          Tawfiq

          4 votes
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          • 5 votes
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              1 comment  ·  Admin →
            • Cirrus support for new "Inbox by Gmail"

              Gmail has created a new inbox that actually has a really great interface, and works the way a person manages their email (leaving unread things that haven't been actioned, etc). I really like it and would like to use it but I need Cirrus to work with it. In case you're all curious: http://www.google.com/inbox/

              6 votes
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              • Automatically schedule followup emails

                Modify email so I can automatically schedule a followup email in n days. The schedule function already exists so I would like to use it to create mini email workflows.

                4 votes
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                • Create follow up task when saving an email to SF

                  When saving an email to SF it would be great to have the option to create a follow up task from within the same screen. This eliminates the need to go in to SF after you saved an email and create a follow up task.

                  4 votes
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                    started  ·  0 comments  ·  Admin →
                  • Wow the new update is radical. One comment is that in adding email activity for a Contact to SFC, I may not want to add it to the Account.

                    Wow the new update is radical.

                    One comment is that in adding email activity for a Contact to SFC, I may not want to add it to the Account. I am not sure if the old version would add to the Account by default, but the new version definitely does.

                    For example, we are using SFC for recruiting. If I have a candidate graduating from columbia university, her Account will be Columbia University but I don;t really need to have all of the dialogue with candidates getting added to the Columbia account.

                    1 vote
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                    • Edit attachment names before adding to Salesforce

                      I see this was mentioned once before and declined. This is actually a big deal for our admin users who need to attach a lot of documents. If they could edit the name of the attachment before adding it to salesforce this would be a huge time saver, so I'd like to bring forth the idea gain. As it is some of our custom objects that we attach to won't allow you to edit a file name once it's been attached and since attachments aren't always named by the sender in a manner our company wants, this presents a problem.

                      5 votes
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                      • Add email to existing Chatter thread or create a new one (on Account or Opty)

                        An email could be "added to" an existing Chatter thread or create a new one (on Account or Opty). Simply allow for Add To Chatter, and see threads where @mention = me. Select & add (like a File attachment) or Create New & pick Account/Opty

                        1 vote
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                        • Disable internal email tracking for colleagues

                          As in Yesware, disable the tracking of emails to my peers (or that they were cc'd) as it's a bit useless

                          6 votes
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                          • Add reminders to tasks

                            Make tasks have reminders by default, as Salesforce does.

                            1 vote
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                            • Email entire Salesforce list (leads & contacts) email marketing

                              I need to send marketing email's to my entire Salesforce list (leads & contacts).

                              It normal copy, templates, simple mutli template follow up automation and stopping if replaying. Similar to what Tout does.

                              3 votes
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                              • Switch Cirrus context to task "person" on click

                                When working from a task list I am able to mouse over the contact/lead associated with the task record. Ideally I'd like to be able to click on that contact and have the Cirrus context switch to that person record from salesforce so I can email, call, or do whatever the task is and update the record. Now I have to run a search to switch context from the last Gmail contact to the task contact.

                                1 vote
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                                • we could nudge or remind someone to open my email.

                                  With Docusign, we have the ability to nudge or remind someone to open an contract. In essence, it resends the contract with an email that says "you still haven't signed this agreement."

                                  It would be nice to have a similar feature with our emails. When we're looking back at our email tracking and see that someone hasn't opened or responded, we could click a button and send them a reminder to read our email. Bonus points if we could customize the text in the beginning before they see the body of the initial email.

                                  3 votes
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                                  • Autopolulate Name in salesforce tab from invitee

                                    Hi.

                                    Because Google contact and contact from salesforces are sync (So Sames informations) it would be greate to autopolulate Name in the saleforce tab from invity. It will avoid us to write 2 time the same name.

                                    6 votes
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                                    • More info under account

                                      It would be nice when you bring up an account, if you could see all the contacts associated with the account. Scroll down menu or something. Also it would be nice if it showed all the open/closed opportunities for that account. Just like the contact snapshot screen. Awesome product! Love it. Just a few little things that would be nice and allow us to not have to manually get into SF so much.

                                      1 vote
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                                      • It would be great if you could designate specific domains for the auto-logging feature to ignore.

                                        Currently the tracking blocks any email in our designated company domain but our company has multiple internal domains that we use and it would be great if we could create a list of all domains to block from auto-tracking to ensure that confidential internal emails do not get added to Salesforce which is very public.

                                        1 vote
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                                        • 3 votes
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