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Know what happens to your attachments after you hit send.

With Cirrus Insight, understand what prospects really want with detailed document analytics.

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Monitor sales collateral usage, track how prospects engage with it to understand which collateral closes the deal.

Follow your prospect as they engage with the attachments you send. You’ll know exactly who opens your documents, what pages they read, and who they forward it to so you can gauge their interest.

Understand your prospects real engagement

Reduce deal friction when you know who opens your documents, what pages they read, and who they forward it to so you can gauge their interest

Know who’s interested and who’s going cold

Be smarter with your time, focus on prospects in your pipeline who engage with your content, and nudge the ones who don’t

Intelligently engage your customers and close deals

Know when to reach out and what to talk about, so you can take the right action and keep your deals moving forward

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Reduce wasted opportunities by focusing on the right prospects based on how they engage.

You can see exactly who opened an attachment—and who didn’t. Cirrus Insight helps you know when to reach out and what to say next, so you take the right action and stay on top of the best opportunities.

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Update documents and attachments, even after you’ve hit send.

Cirrus Insight helps you check that every detail is correct. Send the wrong file? Don’t worry, make changes or swap it with a new version even after you’ve hit send. Password protect, set an expiration date, or revoke access to make sure important information stays secure.

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Send marketing and sales collateral that converts.

With Cirrus Insight, you can have a library of high-performing content to share. It’s easy to ensure you’re sharing the latest version. You can even analyze the effectiveness of each piece of content across your team, then optimize it to build winning sales collateral.

Josh Bean
“Cirrus Insight allows us to optimize our sales collateral and have real-time visibility into content distribution. In the old days we’d have no idea which content was even being sent let alone viewed.”
Josh Bean, Product Marketing Manager
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Cirrus Insight frees teams from CRM friction and wasted opportunities.

Salesforce Sidebar

Bring your customer and pipeline data to your email inbox.

Calendar Scheduling

Share your calendar, book more meetings, and automatically add them in Salesforce.

Salesforce Sync

Sync 100% of your meetings, tasks, and emails - no manual data entry.

Analytics

Collect sales activity and turn it into actionable insights to increase sales.

Attachment Tracking

Know what happens to your attachments after you hit send.

Buyer Signals

See who opens your emails, link clicks and which web pages they visit for timely, focused follow up.

Sales Cadence

Multi-touch outreach with a sequence of emails, phone calls, and follow ups.

Email Blast

Communicate with prospects and customers at scale.

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