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  1. Follow-Ups on Mobile

    You can configure a follow-up from the web app but not the mobile app. This is an area where our Sales team would really like to see feature parity.

    4 votes
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    • Email Campaigns in Outlook/Office 365

      Our Sales Reps want to be able to send out mass email campaigns to 500 customers at a time to boost productivity, though this feature is available for Gmail we use Outlook and Office 365

      4 votes
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      • 4 votes
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          1 comment  ·  Flight Plans  ·  Admin →
        • Book Meeting: Alerts/Notifications

          I'd like for there to be an option for alert (either email or pop-up) added to a meeting that someone signs up for. See attached for a screenshot of the functionality that exists inside of Apple's Calendar app.

          2 votes
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          • Ability to delete someone from a Flight Plan from Action Items

            There are cases when I would like to remove people from a flight on the Action Items tab.

            2 votes
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              1 comment  ·  Flight Plans  ·  Admin →
            • Reassign Active Flight Plans To Other Users

              We recently needed to term a rep. The problem is that she has 50+ contacts in active flight plans. I guess we'll need to have someone monitor & manage the prior reps inbox until those complete. It would be much better if we could send an email to those in active flight plans announcing the change and reassign active flight plans to a new rep.

              1 vote
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                planned  ·  0 comments  ·  Flight Plans  ·  Admin →
              • Cirrus Insight Analytics included Flight Plans

                I love the CI Analytics and feeding into Salesforce to run Reports or view Dashboards. However, it would be great to also have Analytics feed performance data from flight plans into Salesforce as well.

                1 vote
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                  planned  ·  0 comments  ·  Flight Plans  ·  Admin →
                • the meeting length could be changed to anything

                  it seems silly that I can't set the meeting length to 45 minutes

                  2 votes
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                    planned  ·  0 comments  ·  Book Meeting  ·  Admin →
                  • Call Step in Flight Plan Needs to Record Status Based on Outcome

                    Currently, when we use the Call step in Flight plans, we have a Call Script and If we do not get the person live (Get Connected) on the phone, we either select No Answer or Left Voicemail in Outcome and Close that step.

                    It should record the Call in Activity history in Salesforce with the status matching the Outcome. Right now regardless of outcome, the call is recorded as completed. If the Status drop-down field in Salesforce cannot select the Outcome, then the Subject line recorded for that step out to include the outcome similar to this: "Call with Scott…

                    1 vote
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                    • Salesforce Report Needed for Contacts in a Flight Plan

                      I need to be able to run a Salesforce report that would give me a list of contacts currently in a flight plan.

                      1 vote
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                        planned  ·  0 comments  ·  Flight Plans  ·  Admin →
                      • The "Details" tab is the default tab.

                        Instead of the "Snapshot Tab" being the default tab, make the "Details" tab the default.

                        22 votes
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                        • Admins could reset user profiles when Email/Calendar Sync breaks

                          The administrator should be able to reset subordinate(non-admin users) profile settings for email synchronization. I presently have 8-9 people that are going through IT required Windows password resets and have to have tech support blow out their profile everytime. This is not expedient nor efficient. Additionally, now that my company is switching from an Outlook Exchange Server to Outlook 365, we have to fully redo all user account, so the Admin should be able to do the initial setup for all users so that the only process that has to be done remotely is the actual exchange server set up.

                          4 votes
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                            planned  ·  1 comment  ·  Calendar Sync  ·  Admin →
                          • Incorporate custom objects in list views

                            It would be great great to have the ability to add custom objects to the list view (second tab next to salesforce in the sidebar). Some of us might now use cases, opportunities, etc... but we do have other objects that would be great to be able to access there.

                            4 votes
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                              planned  ·  0 comments  ·  Dashboard  ·  Admin →
                            • Allow "Related to" object in Cirrus Campaign mails

                              When sending a Cirrus Campaign email it would be great to be able to include the related to object. This of course would not be possible using List generated emails, but I imagine if it is a report based campaign you could use the record ID of the "related to" object from the report to generate the letters. Currently, I can use Apsona to do this but it would be great to include in Cirrus.

                              2 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.

                                5 votes
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                                  1 comment  ·  Book Meeting  ·  Admin →
                                • Campaign via Gmail Contacts or CVS file (not in Salesforce)

                                  I'd like the ability to run campaigns against contacts that I have in Gmail or contacts that I can import from a cvs/xls file.

                                  At my company, we only put contacts into salesforce as leads or contacts if they have engaged with us. So, in cases where I'm running campaigns on cold contacts, I'd like to be able to select contacts from my Google Contacts or by importing a contact list from a cvs file. Then, if the prospect responds, I would want the ability to convert that contact into a salesforce lead.

                                  Let me know if you need more…

                                  3 votes
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                                  • 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…

                                    3 votes
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                                    • Track date of last contact and prompt for follow up if no contact has been made in X days

                                      I want to know if I've not spoken to a prospect/client within 14 or (x) days and would like a task or notification to follow up.

                                      1 vote
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                                      • From Office 365 web calender invite and open stratight into Salesforce

                                        In Google you could get from a calender invite and open stratight into Salesforce and Edit the meeting - from the button "Open In Salesforce".

                                        It would be great to have the same feature from Office 365 Calander.

                                        1 vote
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                                          planned  ·  0 comments  ·  Admin →
                                        • Set Follow-up reminders/tasks for Outlook

                                          You have a great feature to add reminder emails/taks for gmail, but it would be fantastic if you could also add this feature for Outlook!

                                          8 votes
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