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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
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 more
Inbox Sidebar
View Salesforce, your email, and your calendars all from the same place: your inbox
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
Attachment Tracking
Know what happens to your attachments after you hit send
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Resources
KNOWLEDGE BASE 2024
I am using this version of Cirrus Insight today.
Cirrus Insight 2024
KNOWLEDGE BASE 2019
I am using Cirrus Insight 2019 today.
Cirrus Insight 2019
BLOG
Top Meeting Automation Platforms for 2024 | Cirrus Insight
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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