CMIT needed better customer data to drive more effective marketing for their franchisees. Franchisees needed better functionality to serve their clients. Cirrus Insight helped them get both.
Over 5000 Advisors rely on Cirrus Insight to Deliver an excellent client experience, lasting relationships, and Advisor productivity.
Prospect meetings are central to acquiring customers and building lasting relationships. Removing the friction of scheduling and booking meetings results in more meetings and more customers.
Barber financial centers their business on creating an excellent client experience while reducing operational overhead. Cirrus Insight is the technology they use to make this a reality.
The path to bringing critical customer data into Salesforce is simple and seamless for RMB with Cirrus Insight.
Learn how Cirrus Insight helped One Medical Passport route cases for a better customer experience, book meetings with ease and keep their CRM up-to-date.
Wenger, a leading manufacturer of performing arts equipment, achieves a 1-click user experience between email, Salesforce, & Sharepoint. Users can now live in their email inbox without toggling across multiple applications.