Flight Plans

Drip Campaigns for Salespeople (No Technical Experience Necessary)

Do more with less time and effort by setting up a timeline of activities to nurture your sales relationships.

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Email Templates and Campaigns

Not sure what to say next? Access your Email Templates in your inbox to make the follow up process as painless as possible. Personalized emails work better. Email Campaigns allow you to send up to 500 unique emails at a time from your inbox using Salesforce templates, or by creating your own template with merge tags right from Gmail or Outlook.

Salesforce templates integration and template effectiveness is included in our Salesforce Pro integration.

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Drip Campaigns for Salespeople

Create more time in your day by automatically triggering personalized emails and calendar reminders to nurture every important client relationship.

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Email Analytics

Like any great marketing tool, Flight Plans include reporting on important metrics including opens and click-through rates. Our proprietary outcomes algorithm helps tie sales activity to revenue.

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Mass emails do not work, which is why we make it easy to incorporate merge tags and other elements for personalization.

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Click to Call

Click any phone number in the Cirrus Insight side panel in your inbox to call your prospects and customers from your favorite dialing platform like Google Voice or Skype. You can also include a Call Step in a Flight Plan drip campaign. When it's time to call, you'll be prompted with your personalized call script and then you can easily log the call details and notes to Salesforce.

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List Building

You just received an email from a new prospect. Now what?! Check the Cirrus Insight side panel for contact and company information to give you context. Then click to add the new prospect to a Flight Plan. Why? So that you can make sure to follow up with a cadence of personalized emails, phone calls, and social outreach. By following the sequence of your proven sales playbook, you'll advance more conversations and close more deals.

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Flight Plans helps you create new sales relationships from your inbox.

People buy from people, and we want to put your personality front and center. Work directly from your inbox to have personal conversations at scale.

Build a timeline of emails, calls, and to-do items for your Flight Plan, and then you add prospects to the campaign that’s the best fit for them. As they travel on their customer journey, you respond to their emails, make real calls, and create a relationship.

Features Checklist // Product Sheet // Key Benefits Deck

Marketing Automation Rules

Marketing Automation for Sales Reps

Accelerate sales pipeline with a library of marketing-approved email templates. Set up one-to-many drip campaigns of emails and phone calls.

Right Message

The Right Message at the Right Time

Know when to reach out with real-time alerts on prospect engagement. Send personalized messages in one click.


Advanced Analytics that Drive Revenue

See which campaigns perform best with key engagement metrics like opens and click-through rates. And use our proprietary outcomes algorithm to tie sales activities to revenue.

Sell Smarter

Sell Smarter from the Inbox

Surface key customer data when and where you need it most – inside Outlook, Gmail, and mobile. Take action while Cirrus Insight automatically and continuously updates your CRM.

The majority of sales requires 5 follow ups, but many salespeople give up after just one.

Flight Plans automates follow ups, enabling sales teams to reach 8x more prospects.

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So What Can Flight Plans Do?

Flight Plans is how you create a winning sales process for your sales team.

Features Slide Deck // Product Sheet // Key Benefits Deck

Build Powerful Sales Campaigns

Build a timeline of emails, calls, and to-do items, then you add prospects to your campaign. As they travel on their customer journey, you respond to their emails, make real calls, and create a relationship.

Create a winning sales process for your sales team with Flight Plans.

Take Immediate Action on Your To-Dos

Immediately see what you need to do for each prospect and take action right from your inbox. Personalize an email or hop on a call. You’ll never miss a follow-up or a task.

Track What Works and Optimize for More Wins

You’ll track every email, open, link click, reply, and outcome to measure the success of your templates and strategies. See what works and change what doesn’t, so you can continually improve your sales playbook.

Flight Plans Flow

Don’t Fear the Phone

Pull up call scripts, ring prospects, and save call notes all without leaving your workflow. All your call notes will flow straight in Salesforce.

Take Your Sales System on the Go

Access the full power of Flight Plans from your phone. View performance, add prospects to a Flight, and engage with customers from anywhere with your iPhone, iPad, or Android device.

View Team Leaderboards for Rankings

Identify leaders and create healthy competition between teams. Who has the most activities? Who has the best outcomes? Reward your team for success across the board.

See Step-by-Step Performance

Evaluate the prospect at every step of the process and compare the performance of each step so you know exactly where to make the biggest improvements.

Vanity metrics can make you feel good, but they don't offer actionable guidance.

Flight Plans connects sales activities with outcomes so you know what works and can hit your revenue targets.

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Become a Captain with Flight Academy

What to learn everything that Flight Plans has to offer? Take one of our Academy courses!

Flight Plans User

Flight Plans User Certification

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Flight Plans User

Flight Plans Admin Certification

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