Key Benefits

Productivity

Sales performance goes way up when you give users power tools they love. Cirrus Insight gives users

email open tracking, link click tracking, reply tracking, book meetings via email, smart follow up reminders,

schedule emails to send later, Salesforce templates mail merge, and more. Contact more prospects,

schedule 5x more sales meetings, and build better customer relationships. And we automatically save

everything to Salesforce.

Simplicity

Launching a CRM isn’t reason to punish your team with manual data entry and interrupted workflow. Meet

your users where they talk with customers – the inbox. Cirrus Insight enables users to create and update

any Salesforce record (leads, contacts, accounts, tasks, opportunities, cases, custom objects) from within

Outlook, Gmail, and mobile. They’ll be updating Salesforce 10x more without having to actually go into

Salesforce.

Collaboration

Working together requires everybody to have access to the right information at the right time. Cirrus

Insight puts Salesforce information at the fingertips of every user in the inbox. They’ll always know the

latest updates on every lead, contact, account, opportunity, case, etc. And they’ll be able to update records

and add activities and follow ups into Salesforce in real-time so everybody is on the same page.

Data Quality

If you’re missing data in Salesforce, you probably don’t know what you’re missing. That’s because emails

and appointments and other key information is hidden in user inboxes and calendars. Cirrus Insight makes

sure that customer communications and meetings sync to Salesforce so that it’s always up to date and

actionable.

Discipline

If users aren’t logging in to Salesforce, the CRM will fail for lack of current information. Cirrus Insight keeps

users logged in to Salesforce all day every day inside the inbox. They’ll see key information about leads and

contacts every time they open or compose an email. We’ll even prompt them to create new leads and

contacts if a record doesn’t exist yet in Salesforce. And behind the scenes, Cirrus Insight can automatically

sync emails and appointments into Salesforce which means users can focus on building relationships

instead of entering data.

Your Secret Weapon

Cirrus Insight has synced tens of millions of emails, appointments, leads, contacts, opportunities, cases,

and other records to Salesforce on behalf of thousands of customers. We’ve learned a lot working with

customers in every industry of every size around the globe. We know every organization is di�erent, which

is why we built Cirrus Insight to work with all your Salesforce customizations from record types to valida-

tion rules to Visualforce components. And we believe data should always be actionable, which is why we

save everything into Salesforce so you can measure, analyze, report, and constantly improve. Let our team

of sales operations experts and Certified Salesforce Administrators help you take your business to the next

level with Cirrus Insight, the #1 sales application on the Salesforce AppExchange.

Cirrus Insight is the #1 sales application on the

Salesforce AppExchange. Cirrus Insight helps

drive productivity and performance by

bringing Salesforce into Gmail and Outlook

and mobile where salespeople work.

About Cirrus InsightStart a free 14-day trial,

join a webinar, or schedule a 1:1 live

demonstration at www.cirrusinsight.com

Email us at sales@cirrusinsight.com

or call us at 1-844-287-0950.

Contact Us