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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
List/CC Send
Leverage Salesforce list views to send mass emails to your contacts or leads – up to 500 recipients
SALES ACCELERATION
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 more
Inbox Sidebar
View Salesforce, your email, and your calendars all from the same place: your inbox
Attachment Tracking
Know what happens to your attachments after you hit send
Email Blast
Use high-performing templates and Salesforce merge fields to send personalized emails at scale
Sales Cadences
Create pre-scheduled sales sequences to effectively nurture your prospects and clients
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Resources
KNOWLEDGE BASE 2022
I am using this version of Cirrus Insight today.
Cirrus Insight 2022
KNOWLEDGE BASE 2019
I am using Cirrus Insight 2019 today.
Cirrus Insight 2019
BLOG
Boosting Productivity & Revenue: Navigating Team Calendar Scheduling
by Ryan O'Connor
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MASTERING CIRRUS INSIGHT
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CUSTOMER STORIES
Learn how various customers used Cirrus Insight’s marquee features to capture critical sales data
SERIOUS INSIGHT PODCAST
Episode 8: Getting to Know Tableau, Admins & Analytics
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