Competitive Matrix | Cirrus Insight

Features	Cirrus Insight
Salesforce Activity Sync
Email Sync Capture and relate all email conversations in Salesforce for relationship continuity and analytics.
Calendar Sync Capture and relate all meetings in Salesforce to know which activities are driving your pipeline conversion.
Task Sync Synchronize tasks so that users can manage lists no matter where they are.
Custom Sync Frequencies Sync activity data on your preferred intervals to optimize for data timeliness for Salesforce API consumption.
*Near-Time Sync Don't miss a beat. Rapid email and calendar sync to, and from, Salesforce. We can now provide a faster sync than our previous low (15 min sync).
*Historical Sync Missing activity history due to lack of CRM adoption, employee turnover or need to seed the new CRM with activity data? We can perform a one-time job to backfill the data you need.
Sync Filters Filters ensure you only capture the activities you want in Salesforce.
Smartlink Rules based matching of events and/or email to account and contact related objects in Salesforce such as opportunities, cases or custom objects.
Admin Control Admins maintain complete control, from allowing users to modify sync settings to globally syncing for all users in the organization.
Thread-based Link Many times email conversations need to be redirected to different Salesforce objects. Pair this feature with automation to enable manual overrides.
Thread-based Sync Get email thread continuity even when object relationships change, ownership changes, or there are multiple owners involved.
Email Blast Sync Sending emails in bulk? This feature ensures those emails are captured as well.
Sync to Custom Objects Sync records to custom objects set up in the Salesforce org
Color-Coded Calendar Sync Specifiy calendar events that you want to sync to Salesforce based on color coding
Recurring Calendar Events Syncing recurring meetings from calendar into SF
Sync to Record Types Allow sync records to be sync using record types.
Sidebar for Salesforce
Add & Edit Salesforce Records Create or update contacts, leads, opportunites, tasks, events, cases, and more. Support of all Salesforce records types
Custom & Related Objects All Salesforce objects and their related lists are supported out-of-the-box. No setup or configuration required.
File Emails & Attachment Don’t want to auto-sync? Let users decide which emails and attachments make it to Salesforce and which objects they should be related to.
Search Salesforce Search, enrich or edit any record in Salesforce without leaving your inbox on any device.
Related Lists Easily navigate, enrich or edit Salesforce related lists from an email conversation or meeting.
Activity History Easily view the account or contact activity timeline from an email conversation or meeting.
Social Lookup Easily link to Linkedin, Twitter and Facebook profiles directly from an email conversation or meeting.
Worklist One place to navigate Salesforce or Cirrus records, tasks and notification directly from your inbox.
Signature Capture Speed up contact / lead data acquisition and reduce data entry errors.
Outlook & Gmail Integration Cirrus supports Outlook and Gmail across all modalities and device types.
Mobile Contact Management Create and manage your contacts via the Cirrus Insight mobile application.
Email Response Times Want to know what sales, success or support response times are? Cirrus enables the data you need to report and dashboard.
Scheduling Automation
Personal Scheduling Pages Tired of playing email ping pong to schedule the next meeting? Share your personal scheduling page for a scheduling experience users will love.
Custom Meeting Types Create meeting types which map to your opportunity stages or customer journey. Enable rich data about pipeline health, sales velocity and overall bandwidth consumed by each individual at each step.
Advanced Availability Views Want to customize your availability by day, location or timezone? Setup special calendar windows for any circumstance.
Book Meeting Insert Want to create a stronger call-to-action in your emails? Insert specific meeting slots, beautifully designed to book the next meeting.
Team Scheduling Pages 2 or more people on your team need to meet with a customer? Share the combined availability and let the customer book seamlessly.
Workflow Groups Organize people and teams based on your customer acquisition, onboarding or retention journey
Web Enabled Smart Forms Present customers or schedulers with form data required to match them to resources based on any criteria such as size, skills or location.
Availability Matching Never have to reschedule by ensuring your customer’s and your people’s availability overlap. Enable on-demand scheduling for great CX.
Utilization Logic Ensure you always have an even distribution of bookings across the entire pool of people.
Custom Attributes Fully customizable properties you can define to use with Smart Scheduler to get the perfect User match with customers.
Automated Invites When customers book, they automatically receive an invite as if a human has scheduled the meeting.
SMS Reminders Send text based reminders to people who've booked meetings.
One Click Booking Pre-fill the attendee's information when the attendee clicks on any of the booking times you sent, and then the meeting will be immediately booked on that calendar.
Meeting Form Data Collect information from your customers dynamically by meeting type at the time of booking so that you can be better prepared for every meeting.
Tracking Parameters Attach UTM parameters to your scheduling links to track where the traffic is coming from.
Salesforce Integration Ensure all meeting and booking data is captured in Salesforce for pipeline health and velocity reporting.
Web Conferencing Integration If the meeting location is virtual, ensure your Zoom, Teams or Google Meet unique meeting link is automatically included in every meeting invite.
Scheduling API Want to extend availability or scheduling to your customer portal, community or website? Leverage the scheduling API for custom scheduling needs. *Tip: Evaluate Smart Scheduler first. That’s why we built it!
Custom Calendar Branding Place your company branding on your pesronalized scheduling pages
Buyer Signals
Email Opens Know when emails are opened, not opened to prioritize follow up accordingly.
Email Click Through Understand click engagement to contextualize follow-up.
Link Tracking Track when a contact clicks a link from your emails
Reply Tracking Get notified when prospects and customers haven’t responded to your emails within a given time.
Attachment Tracking Know when attachments were opened
Notifications Gives notifications upon open, clicks, etc
Sales Nurture Automation
Personalized Email Templates Access personal and shared email templates from your inbox, activate Salesforce merge fields to personalize with speed.
List Send Organize contacts and leads to easily send nurture emails to different segments of your customer territory or book of business.
Email Blast Easily nurture your prospect and customer opportunities with personalized content.
Smart Followup Prioritize follow up based on email engagement; opens, clicks and replies.
Scheduled Send Schedule your Email Blast to go out on a specific date and time to increase engagement rates.
Send On-Behalf Busy or don’t like fiddling with tech? Let someone else create, prep and queue your email nurture. You simply review, approve and send when ready!
Cadencing Creating a sequence of steps for reps to follow with calls, tasks, emails
Mobile Support Ability to use the mobile application
Dialer Built in dialier for quick calling
Support
Chat Support Support Hours M-F
Designated CSM Designated Customer success manager to ensure usage/training/etc
Email Support Designated Email for users to send help questions to
Knowledge Base Articles Written articles available for self learning
Considerations
Data Retention Application stores emails and events in Salesforce for as long as you have SFDC
Reporting Ability to run standard reports on data inside SFDC
Inclusive License Types Ability to work with ALL SFDC licenses types
Data Storage Data is stored directly in Salesforce

Yesware	Salesloft	Calendly	SF Inbox	Einstein Activity Capture	Outlook/Gmail Integration (Free Version)	Revenue Grid	Linkpoint 360	Groove	Cirrus Insight 2019	Chili Piper

Features	Cirrus Insight	Yesware	Salesloft	Calendly	SF Inbox	Einstein Activity Capture	Outlook/Gmail Integration (Free Version)	Revenue Grid	Linkpoint 360	Groove	Cirrus Insight 2019	Chili Piper
Salesforce Activity Sync ▼
Email Sync Capture and relate all email conversations in Salesforce for relationship continuity and analytics.
Calendar Sync Capture and relate all meetings in Salesforce to know which activities are driving your pipeline conversion.
Task Sync Synchronize tasks so that users can manage lists no matter where they are.
Custom Sync Frequencies Sync activity data on your preferred intervals to optimize for data timeliness for Salesforce API consumption.
*Near-Time Sync Don't miss a beat. Rapid email and calendar sync to, and from, Salesforce. We can now provide a faster sync than our previous low (15 min sync).
*Historical Sync Missing activity history due to lack of CRM adoption, employee turnover or need to seed the new CRM with activity data? We can perform a one-time job to backfill the data you need.
Sync Filters Filters ensure you only capture the activities you want in Salesforce.
Smartlink Rules based matching of events and/or email to account and contact related objects in Salesforce such as opportunities, cases or custom objects.
Admin Control Admins maintain complete control, from allowing users to modify sync settings to globally syncing for all users in the organization.
Thread-based Link Many times email conversations need to be redirected to different Salesforce objects. Pair this feature with automation to enable manual overrides.
Thread-based Sync Get email thread continuity even when object relationships change, ownership changes, or there are multiple owners involved.
Email Blast Sync Sending emails in bulk? This feature ensures those emails are captured as well.
Sync to Custom Objects Sync records to custom objects set up in the Salesforce org
Color-Coded Calendar Sync Specifiy calendar events that you want to sync to Salesforce based on color coding
Recurring Calendar Events Syncing recurring meetings from calendar into SF
Sync to Record Types Allow sync records to be sync using record types.
Sidebar for Salesforce ▼
Add & Edit Salesforce Records Create or update contacts, leads, opportunites, tasks, events, cases, and more. Support of all Salesforce records types
Custom & Related Objects All Salesforce objects and their related lists are supported out-of-the-box. No setup or configuration required.
File Emails & Attachment Don’t want to auto-sync? Let users decide which emails and attachments make it to Salesforce and which objects they should be related to.
Search Salesforce Search, enrich or edit any record in Salesforce without leaving your inbox on any device.
Related Lists Easily navigate, enrich or edit Salesforce related lists from an email conversation or meeting.
Activity History Easily view the account or contact activity timeline from an email conversation or meeting.
Social Lookup Easily link to Linkedin, Twitter and Facebook profiles directly from an email conversation or meeting.
Worklist One place to navigate Salesforce or Cirrus records, tasks and notification directly from your inbox.
Signature Capture Speed up contact / lead data acquisition and reduce data entry errors.
Outlook & Gmail Integration Cirrus supports Outlook and Gmail across all modalities and device types.
Mobile Contact Management Create and manage your contacts via the Cirrus Insight mobile application.
Email Response Times Want to know what sales, success or support response times are? Cirrus enables the data you need to report and dashboard.
Scheduling Automation ▼
Personal Scheduling Pages Tired of playing email ping pong to schedule the next meeting? Share your personal scheduling page for a scheduling experience users will love.
Custom Meeting Types Create meeting types which map to your opportunity stages or customer journey. Enable rich data about pipeline health, sales velocity and overall bandwidth consumed by each individual at each step.
Advanced Availability Views Want to customize your availability by day, location or timezone? Setup special calendar windows for any circumstance.
Book Meeting Insert Want to create a stronger call-to-action in your emails? Insert specific meeting slots, beautifully designed to book the next meeting.
Team Scheduling Pages 2 or more people on your team need to meet with a customer? Share the combined availability and let the customer book seamlessly.
Workflow Groups Organize people and teams based on your customer acquisition, onboarding or retention journey
Web Enabled Smart Forms Present customers or schedulers with form data required to match them to resources based on any criteria such as size, skills or location.
Availability Matching Never have to reschedule by ensuring your customer’s and your people’s availability overlap. Enable on-demand scheduling for great CX.
Utilization Logic Ensure you always have an even distribution of bookings across the entire pool of people.
Custom Attributes Fully customizable properties you can define to use with Smart Scheduler to get the perfect User match with customers.
Automated Invites When customers book, they automatically receive an invite as if a human has scheduled the meeting.
SMS Reminders Send text based reminders to people who've booked meetings.
One Click Booking Pre-fill the attendee's information when the attendee clicks on any of the booking times you sent, and then the meeting will be immediately booked on that calendar.
Meeting Form Data Collect information from your customers dynamically by meeting type at the time of booking so that you can be better prepared for every meeting.
Tracking Parameters Attach UTM parameters to your scheduling links to track where the traffic is coming from.
Salesforce Integration Ensure all meeting and booking data is captured in Salesforce for pipeline health and velocity reporting.
Web Conferencing Integration If the meeting location is virtual, ensure your Zoom, Teams or Google Meet unique meeting link is automatically included in every meeting invite.
Scheduling API Want to extend availability or scheduling to your customer portal, community or website? Leverage the scheduling API for custom scheduling needs. *Tip: Evaluate Smart Scheduler first. That’s why we built it!
Custom Calendar Branding Place your company branding on your pesronalized scheduling pages
Buyer Signals ▼
Email Opens Know when emails are opened, not opened to prioritize follow up accordingly.
Email Click Through Understand click engagement to contextualize follow-up.
Link Tracking Track when a contact clicks a link from your emails
Reply Tracking Get notified when prospects and customers haven’t responded to your emails within a given time.
Attachment Tracking Know when attachments were opened
Notifications Gives notifications upon open, clicks, etc
Sales Nurture Automation ▼
Personalized Email Templates Access personal and shared email templates from your inbox, activate Salesforce merge fields to personalize with speed.
List Send Organize contacts and leads to easily send nurture emails to different segments of your customer territory or book of business.
Email Blast Easily nurture your prospect and customer opportunities with personalized content.
Smart Followup Prioritize follow up based on email engagement; opens, clicks and replies.
Scheduled Send Schedule your Email Blast to go out on a specific date and time to increase engagement rates.
Send On-Behalf Busy or don’t like fiddling with tech? Let someone else create, prep and queue your email nurture. You simply review, approve and send when ready!
Cadencing Creating a sequence of steps for reps to follow with calls, tasks, emails
Mobile Support Ability to use the mobile application
Dialer Built in dialier for quick calling
Support ▼
Chat Support Support Hours M-F
Designated CSM Designated Customer success manager to ensure usage/training/etc
Email Support Designated Email for users to send help questions to
Knowledge Base Articles Written articles available for self learning
Considerations ▼
Data Retention Application stores emails and events in Salesforce for as long as you have SFDC
Reporting Ability to run standard reports on data inside SFDC
Inclusive License Types Ability to work with ALL SFDC licenses types
Data Storage Data is stored directly in Salesforce

Cirrus Insight Compared to it's Competitors

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