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SALESFORCE PRODUCTIVITY

Book More Meetings

Prospect Smarter

Sales Activity Data

Supercharge Sales Activity
Products

SALESFORCE PRODUCTIVITY

Salesforce Sidebar Manage your customer and pipeline data directly from your email inbox

Salesforce Sync Sync 100% of your meetings, tasks, and emails directly to your CRM – no more manual data entry required

Email Templates Send personalized emails using a library of high-performing Salesforce templates

List/CC Send Leverage Salesforce list views to send mass emails to your contacts or leads – up to 500 recipients

SALES ACCELERATION

Smart Scheduler Instantly route leads to the right team member's calendar using customizable workflow logic

Calendar Scheduling Share your calendar, automate scheduling, and book more meetings – synced directly to Salesforce

Buyer Signals Track, capture, and view all customer touchpoints, including email opens, link clicks, and more

Inbox Sidebar View Salesforce, your email, and your calendars all from the same place: your inbox

Email Blast Use high-performing templates and Salesforce merge fields to send personalized emails at scale

Sales Cadences Create pre-scheduled sales sequences to effectively nurture your prospects and clients

Attachment Tracking Know what happens to your attachments after you hit send

Be a High Performing Organization.
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KNOWLEDGE BASE 2024

I am using this version of Cirrus Insight today. Cirrus Insight 2024

KNOWLEDGE BASE 2019

I am using Cirrus Insight 2019 today. Cirrus Insight 2019

BLOG
Top Meeting Automation Platforms for 2024 | Cirrus Insight by Ryan O'Connor View all Blog Posts >

MASTERING CIRRUS INSIGHT

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CUSTOMER STORIES

Learn how various customers used Cirrus Insight’s marquee features to capture critical sales data

SERIOUS INSIGHT PODCAST

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