Cirrus Insight improves data in Salesforce with a sophisticated, yet accessible API that sync data from user’s inboxes to Salesforce custom fields. It’s secure and flexible to any Salesforce or Community Cloud instance. It’s easy to implement for enterprise accounts and impactful at every level of the organization.
Cirrus Insight surfaces all of the customer data from Salesforce right from the teams inbox.
Relate emails and events to Salesforce accounts and opportunities from data in team inboxes—freeing teams from CRM friction.
Meeting records are automatically logged in Salesforce allowing managers to have clear visibility on team’s accounts and productivity.
Cirrus Insight scores interactions with clients for email opens, attachment tracking, and web visits allowing teams to know which prospect is serious.
Bring your customer and pipeline data to your email inbox.
Share your calendar, book more meetings, and automatically add them in Salesforce.
Sync 100% of your meetings, tasks and emails - no manual data entry.
Collect sales activity and turn it into actionable insights to increase sales.
Know what happens to your attachments after you hit send.
See who opens your emails, link clicks and which web pages they visit for timely, focused follow up.
Multi-touch outreach with a sequence of emails, phone calls, and follow ups.
Personalize and send invites to prospect faster.