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Track and see who opens your emails with 
real-time notifications. 
Save emails and attachments to 
Salesforce with a click. 
Create and edit Salesforce records. 
Use and track the most effective messaging 
with Salesforce templates integration. 
11 
Cirrus Insight: Integrating 
Office 365 with Salesforce 
Bridging the gap between 
Office 365 and Salesforce, 
Cirrus Insight brings the 
power of your CRM to 
the place where you meet 
and interact with your 
customers: the inbox. 
Customize your Salesforce 
experience within Office 365. 
One platform: Microsoft’s Office 365 
innovative and game-changing “one app for 
all devices” development platform means that 
Cirrus Insight is available everywhere, with one 
seamless user experience across all devices. 
Activate the Cirrus Insight 
for Office 365 app for 
instant availability across all 
devices. It works online with 
Outlook Web Access, as 
well as on iPhone, iPad, 
and Android OWA apps 
and on Outlook 2013 
(with Exchange 2013 
hosted or on premise). 
Source: Cirrus Insight

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Bridging the Gap from Salesforce to Office 365

  • 1. Track and see who opens your emails with real-time notifications. Save emails and attachments to Salesforce with a click. Create and edit Salesforce records. Use and track the most effective messaging with Salesforce templates integration. 11 Cirrus Insight: Integrating Office 365 with Salesforce Bridging the gap between Office 365 and Salesforce, Cirrus Insight brings the power of your CRM to the place where you meet and interact with your customers: the inbox. Customize your Salesforce experience within Office 365. One platform: Microsoft’s Office 365 innovative and game-changing “one app for all devices” development platform means that Cirrus Insight is available everywhere, with one seamless user experience across all devices. Activate the Cirrus Insight for Office 365 app for instant availability across all devices. It works online with Outlook Web Access, as well as on iPhone, iPad, and Android OWA apps and on Outlook 2013 (with Exchange 2013 hosted or on premise). Source: Cirrus Insight