Learn how to move to the latest version of Cirrus Insight.

1. 5.0 Transition Guide

2. ● Universal App Experience
● Better access to CRM data
● Powerful Analytics
● Easier onboarding process
● New features and more on the way!
Why we’ve changed
Sales and Support professionals have a
difficult job. In the last few years, organizations
have adopted more tools to try to help simplify
our lives. But having more apps doesn’t
always lead to a simpler experience.
We want to truly make CRM a one-screen
experience: Email + CRM together.
With that in mind, we set out to build a new
app that would be more powerful and easier to
learn and to use.

3. Universal Experience
● Cirrus Insight shares a single user
experience across all platforms: Gmail,
Outlook, iOS, and Android.
● Navigate to any Salesforce record and view
that record’s related lists.

4. Powerful Analytics
● Full-screen experience allows users
to take advantage of tracking data.
● Detailed Email Tracking reporting
makes prospect activity (or
inactivity) immediately actionable.

5. Easier Onboarding
● Cirrus Insight 5.0 requires a separate browser
extension.
● The new extension includes all of the
permissions that users on 4.x have to grant
individually, improving adoption and reducing
opportunity for user error.
● A separate browser extension allows
organizations to plan their transition to 5.0.

6. New Features
My Lists
Access any list view from Salesforce tabs in
order to streamline your workflow.
New Record from Anywhere
Create any kind of record at any time -- not just
a lead or a contact when you open an email.
Inbox Apps
Inbox Apps available on every type of object
AND on Cirrus Insight Mobile!

7. Getting Ready for the new

8. Cirrus used to have icons on the left side of the
sidebar. Users would click the Opportunities tab, for
example, to see the Opportunities related to the
Contact in the sidebar.
Now, there are four tabs for EVERY record you see in
the sidebar: Snapshot, Details, Related, and Inbox
Apps.
Orgs that work heavily with accounts, opportunities,
and custom objects will see huge productivity
increases from the ability to navigate through
Salesforce more easily.
Sidebar Navigation
Getting Ready
Old New

9. Add to Salesforce
Getting Ready
In the top right corner of every email, Cirrus used to
have a ‘swoosh button’ to add an inbound email to
Salesforce and a radar button to see email tracking
information.
Now, the email tracking information is front and
center and the ‘swoosh button’ has been replaced
by an “Add to Salesforce” button. This will reduce
the number of clicks to engage with these features.
Old
New

10. Email Tracking
Getting Ready
Your Email Tracking statistics used to be in the
sidebar.
Now, there’s a separate tab with your email tracking
analytics.
This will give you detailed full-screen statistics
around your open rate, click rate, reply rate, and
performance of individual emails.
Old
New

11. Settings
Getting Ready
The settings themselves haven’t changed, but
we’ve made it easier to find what you’re looking for
- and possibly discover features you didn’t know
about!
You’ll now open settings by clicking the gear icon in
our toolbar.

12. New Features

13. My Lists
New Features
Previously, you could see all the tasks assigned to
you in the My Tasks tab. They’re still there, and
we’ve added more!
Now, you can see the list views you have set up for
Tasks, Contacts, Leads, Opportunities, and
Accounts in the My Lists tab. You won’t have to
jump to Salesforce to work through your lists.

14. Cirrus Insight has always made it easy to create
Leads, Contacts, and Accounts related to an email.
Now you can also create a record from anywhere
by hitting the orange + button. Admins can choose
which records they want their users to be able to
create.
New Record
New Features

15. Enhanced Email Campaigns
New Features
Get more visibility into the performance of your
email campaigns with more advanced reporting and
charts.
See the historical performance of your past
campaigns.

16. Release Plans
The new Cirrus Insight 5.0 experience will be released in September
Cirrus Insight 5.0 will require a new extension for users
If you’re in the beta, you already have the new extension.
New users will be able to install from our website.
There will not be issues for users who have both extensions.
The current Cirrus Insight experience will be supported and will continue to operate until
December 1, 2016
Several notices, including within the app, will be sent in order to provide ample time to switch.

17. Feedback
We want to hear what you have to say
about the new changes to Cirrus Insight.
There’s a lot that’s changed, and we think
it’ll make you more productive!
Beta Feedback
fiveo-feedback@cirruspath.com
Or feel free to reach out to our
Sales, Support, and Success teams.