Why Cirrus Insight for Salesforce?
“After performing more than 100 Salesforce implementations, Cirrus Insight is simply the first app I install when starting a new project. It gets me quick wins with the users and rapidly increases adoption before I do anything complicated. It’s proof that the best solutions are always the simplest to achieve.”.
How can Cirrus Insight help you optimize your pipeline?
Whether it’s logging an email, task or call in Salesforce, managing your sync settings or sharing your calendar, we’re here to optimize your pipeline. Cirrus Insight frees teams from CRM friction and wasted opportunities. Bring your customer and pipeline data to your email inbox.
How can you optimize your Salesforce pipeline?
Constantly entering data, copying and pasting, and toggling between applications is cumbersome. Reclaim time for actions that provide value, not busy work. Work smarter with context to optimize your pipeline. Busy, traditional… Updating activities in Salesforce is time-consuming. Following up with prospects that are not ready to buy.
Send a sequence of pre-scheduled actions to prospects and customers
Free up more time in your day by using Cirrus Insight to automatically trigger personalized emails, calls, and calendar reminders to nurture your important customer relationships.
Build prospect lists for your Sales Cadence right from your inbox
Add contacts and leads to a Sales Cadence to automatically set up personalized emails, phone calls, social outreach and important prospect touchpoints.
Analyze your emails to see what works and what needs improvement
Sales Cadence helps you work smarter by reporting on important metrics including email opens and click-through rates.
Use a Sales Cadence to book meetings
Make it easy to propose times and share your availability with personalized Calendar Scheduling built into your Sales cadence.
What is sidebar in Salesforce?
The sidebar and mobile interface ensures you’re no more than 1-click away from your next customer workflow. Whether it’s logging an email, task or call in Salesforce, managing your sync settings or sharing your calendar, we’re here to optimize your pipeline.
Does Cirrus Insight sync with Salesforce?
Cirrus Insight monitors reps’ inbox and automatically syncs their emails to the right contact or lead in Salesforce. It also syncs meetings between their calendar and Salesforce so managers can see their meetings directly from Salesforce.
Why use Cirrus Insight?
Instead of wasting precious time, use Cirrus Insight to reduce your sales teams’ admin burden. From organizing meeting times to automatically syncing data to Salesforce; Cirrus Insight streamlines the finer details – leaving you to focus on prospects.
Does Cirrus Insight update Salesforce?
Cirrus Insight does all the heavy-lifting for you. It reads your inbox for sales activity and updates Salesforce on its own, without any manual work. And if you want to update some fields manually, you do it from your inbox instead of opening Salesforce.
What is Cirrus Insight?
Cirrus Insight helps ensure there are no gaps in activity or communication with key accounts. Everything is captured with up-to-date information on account coverage and contact frequency across the organization so everyone gets the customer 360 degree view.
What does "complete data" mean in Salesforce?
Complete data means better conversations between managers and their teams. When all of your sales activity is captured, recorded and stored in Salesforce, your sales team is free of CRM friction and managers have all of the sales activity data they need for accurate forecasts.
Does Cirrus Insight sync with Salesforce?
Cirrus Insight monitors reps’ inbox and automatically syncs calendars, emails and tasks to the right contact or lead in Salesforce. It also syncs meetings between their calendar and Salesforce so managers can see their meetings directly from Salesforce. For the sales team, there’s never a reason to open Salesforce, ever again.