Case Study: RMB Capital achieves seamless Outlook-Salesforce sync with Cirrus Insight

RMB Capital Bridges the Gap Between Salesforce and Email

RMB Capital had used Salesforce as its primary CRM since 2012, but the firm needed a better way to reduce manual data entry and connect Outlook with Salesforce. Employees spent much of their day in email, so RMB Capital looked for a solution that would let them capture client communications and calendar activity without constantly switching between systems; their own custom tool from earlier efforts lacked key features and created too much noise in client records.

Cirrus Insight provided the sync automation RMB Capital needed, bridging Salesforce and Outlook and giving users direct access to Salesforce from their inbox. With Cirrus Insight, RMB Capital was able to capture client email communication and sync calendar events and related details to Salesforce records, eliminating manual entry and streamlining workflow for users.

RMB Capital

Mary Tagler

IT Systems Analyst