Solutions

BY ROLE

CRM Admin

Sales Operations

Account Executive

Sales Leader

Financial Advisor

SALESFORCE PRODUCTIVITY

Book More Meetings

Prospect Smarter

Sales Activity Data

Supercharge Sales Activity
Products

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 *Now with Team Scheduling!

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

Be a High Performing Organization.
Schedule a demo
Resources

KNOWLEDGE BASE 2023

I am using this version of Cirrus Insight today. Cirrus Insight 2023

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 View all Blog Posts >

Get the Most Out of Cirrus Insight

Get the App, Get the Sidebar, & Get Going Here

CUSTOMER STORIES

Cirrus Insight Customers use smart, simple, and seamless solutions that allow them to grow

SERIOUS INSIGHT PODCAST

Should I Build my Component/App or Should I Buy it? (Part 1) View all Episodes >
Pricing

Login

Start a Free Trial

Search Results for:

Take a look at Cirrus Insight use cases, and see how it helps boost your business growth by reducing the sales team's burden & enables them to focus on the prospects.

Filter by: Auto-Sync Everything To Your CRM

All Features
Prospect Smarter
Book More Meetings
Sales Activity Data
Auto-Sync Everything To Your CRM
Prospect Faster
Supercharge Sales Activity

Auto-Sync Everything To Your CRM

Update Custom Objects

Easily Create New Lead

More Meetings, Less Hassle

Sync Your Inbox With Salesforce

Features

All Features
Salesforce Sidebar
Salesforce Sync
Scheduling
Buyer Signals
Sales Cadence
Email Templates
Attachment Tracking

Solutions

Customer Service Reps
Account Executive
Sales Manager
Sales Ops
CRM Admin
Book Leads From Your Website
Book Meetings From Marketing Emails
Sync Your Inbox With Salesforce
Forget Data Entry In Salesforce

Resources

Pricing
Knowledge Base
Support
Blog
Partner Success
Guide To Sales Metrics
Enterprise Guide To Salesforce Email Integrations
Schedule A Demo

Company

About
Contact
Careers
Write For Us
Terms
Trust, Privacy & Security
Cookie Settings

© Copyright 2023 Cirrus Insight® All rights reserved
Raleigh, NC a Cirruspath, Inc. company

snapengage-temp-btn-img

×

Ready to Close More Deals?

×

Ready to Close More Deals?