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It would be great if ...

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  1. Multiple public calendar links

    Can I have multiple public calendars? Example, next week I am in Denver and then the week after I am in Houston. Can I set up the calendar for specific dates and share with one people in the cities I am traveling to and ask for an appointment? Thanks!

    32 votes
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    • Outlook and Outlook 365 contacts could sync with Salesforce

      We're using Outlook and Office 365 and need the ability to sync Salesforce and Outlook contacts and send emails to a Salesforce lists from Outlook. I believe this functionality already exists for Gmail, but it would be great if Outlook were included too.

      6 votes
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        1 comment  ·  Contact Sync  ·  Admin →

        Thanks Meico. I’d like to get some clarification:

        Do you need contact sync so you can send individual salesforce contacts emails?

        OR

        Do you want to send an email blast to lists of contacts?

        We have both features in Gmail. We have plans to add Email Campaigns to Office 365, but haven’t heard a lot of demand for Contact Sync.

      • Contact sync set sould be related to Contact Views oder CampaignMembers

        There is no Field on a Contact where I can define a Statement using equal oder starts with to define a relevant Sync list for me. I can define Views in Salesforce oder Campaigns with all relevant Contacts for me.
        Please add either a Operation like "Contains" or a Feature like: Take Campaign as Sync List or take Contact-View as Synclist

        51 votes
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          1 comment  ·  Contact Sync  ·  Admin →
        • Cirrus Insight supported filtered lookups

          We currently have a lookup field that filters out specific records (ie. we have a field in Salesforce that filters out Closed Opportunities, but in the Cirrus Insight calendar, the field still returns Open and Closed Opportunities). Would be beneficial for fields in Cirrus Insight to function the same as it does in Salesforce.com.

          4 votes
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          • follow up notification

            Follow Up Notifications - for the ability for it to clear the task it creates in SalesForce if it references that the email has been replied to again.

            4 votes
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            • associate tasks current email contact

              As i've sent a message to a contact... or am generating a email (in either case having the right hand pane display the contacts info from sfdc), I'd like to see what tasks and/or appointments are specifically tied to that contact. So...if i send an follow up email to john smith, i'd like to be able to quickly see the task i had set for that follow up, update it, and reset another should i desire to do that... but all from the same pane. Right now, if John Smith is the highlighted contact and displayed in the pane, My…

              1 vote
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                Hi Greg. I know what you’re asking for, and we’re working on some ideas to streamline some things even more.

                But, you CAN get about 90% there by going to the Activities History for that Contact — all the related tasks and events are organized there.

              • Customize the Book a Meeting Form - Customizable Questions

                It would be fantastic if you could customize the Book a Meeting form to include customized questions.

                Example:

                When are you looking to purchase the product?
                Have you spoken to any here previously?
                What is you maximum budget?

                4 votes
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                • Track Bounces like Opens and Clicks

                  I'd like to be able to track bounces in SF. So if it isn't able to be delivered, it should be tracked in Cirrus.

                  39 votes
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                  • Buffer Times

                    I am often driving in between meetings. it would be great to set an amount of time (10, 15, 30, 60 min) between meetings (on one or both ends) that would prevent someone to book a meeting back to back with one that is currently scheduled.

                    6 votes
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                    • Table feature or custom email templates

                      Send HTML versions of Salesforce email Template e-mails from Outlook. Specifically,can you Add features like color, table insertion etc.

                      Thanks
                      Ankit

                      1 vote
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                      • The book meeting and task/event/log a call features would be able to display in 24hr time format

                        We have a global sales team and many team members and customers outside of US use 24hr time format. It would be really helpful to be able to schedule meetings and create activities in the local users preferred time format.

                        4 votes
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                          1 comment  ·  Book Meeting  ·  Admin →
                        • Create filters for different types of account records

                          We currently run a B2B (business account) business and a B2C (consumer account) business, all of which lives within Salesforce. We only use Cirrus for B2B communications. Our B2B and B2C use different account types. Currently when they are trying to upload communications with Cirrus, we only upload them to business accounts, but all of the consumer accounts show up as possibilities to attach to. The worst case scenario would be uploading communications we had with a business, on to a consumer account by accident, which the probability of is very high. Is there any way of being able to…

                          3 votes
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                          • Group Calendaring for Book Meeting

                            The ability to check multiple gmail calendars for conflicts in the event that multiple people need to be available for one meeting. This would ensure that only slots where both people have openings will show availability.

                            1 vote
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                            • the ability to set a minimum notice required

                              The ability to set a minimum notice required so people cant access my calendar and book a meeting within 1 minute. If I could ensure meetings had to be booked a set time out that would be fantastic.

                              1 vote
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                              • Ability to have different available calendars and links for different events

                                It would be great if I could set specific time aside for different types of meetings and only share the link to the people who need access to those meeting types.

                                1 vote
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                                • Cirrus Insight to insert line breaks by using <br> tags on Outlook

                                  The <br> tag is generated from a Salesforce function named "BR()" to insert break lines so that billing address will have format:

                                  Billing Street

                                  Billing City

                                  Billing State

                                  Billing Postal Code

                                  Billing Country

                                  But on Outlook just displays <br> tags and not insert line break which works fine on Salesforce.
                                  Please can you add this function to Cirrus Insight

                                  3 votes
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                                  • 1 vote
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                                    • Personal Calendar Appointment Buffer Setting and Editable Time Zone Setting

                                      There should be a customizable time buffer to prevent a customer from setting immediate appointments and also add cushion between appointments to ensure a rep has plenty of notice to prepare for the appointment. Additionally, I have a number reps on the East Coast, but Cirrus is reading their time zone as Columbian Time. Can the Time Zone preference be editable for each Rep?

                                      3 votes
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                                        planned  ·  0 comments  ·  Book Meeting  ·  Admin →
                                      • Filter and Search on Tracking Stats

                                        I'd love to be able to dig a few layers deeper into the tracking stats.

                                        For example, if I'm trying to assess the historical engagement of a prospect (Acme Co), the macro-level metrics don't mean much. Rather, I'd like to filter open/reply stats and emails to just the people from @acme.com. Then, the graphs and metrics would show me a trend for that company/customer that I can use to make a decision on (i.e., which people at Acme are potential advocates, who might I try to meet with, is it worth pursuing the customer, etc).

                                        This would be a great…

                                        1 vote
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                                        • Delete Tasks associated with Outlook

                                          Currently you can only add or edit tasks in Outlook - we need the ability to delete the tasks too, otherwise it does not make sense to stay in Outlook with Cirrus when doing any type of tasks if you can only mark as completed or edit them.

                                          6 votes
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