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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
Email Blast
Use high-performing templates and Salesforce merge fields to send personalized emails at scale
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 replies
Integrations
Integrate with the tools you already to experience enhanced workflows and productivity.
Meeting AI
Automate prospect and customer research to ensure you are prepared to drive better outcomes.
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
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KNOWLEDGE BASE 2024
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KNOWLEDGE BASE 2019
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Sales Automation Tools | Cirrus Insight
by Kristi Campbell
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MASTERING CIRRUS INSIGHT
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