Take advantage of a free trial.

Identify a group of users who will participate in the trial.

We recommend a representative sample of user types across functions, departments, and locations.

Agree on the key features and functionality on which to evaluate the trial.

We recommend our key features checklist to kickstart the process, and then we’ll work together to

add the KPIs specific to your organization.

Set a timeline for the trial.

We recommend a 14-day trial and we can extend to a 30-day trial upon request.

Create a questionnaire for users to provide feedback.

We can provide a questionnaire customized for your organization.

Present a rock-solid business case to the C-Suite.

Report on the results of the trial.

We can assemble the user feedback and key data points around sales productivity, time and cost

savings, and Salesforce adoption.

Show how the tool helps solve a key business problem and/or seize a key business opportunity.

We will align the results of the trial with your KPIs and business objectives.

Provide references to show how other similar organizations have achieved results with the tool.

We have a database of over 3,500 customers in every industry, of every size, in dozens of countries.

Getting Company Buy-In for a New Sales Tool

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

Work with IT.

Invite your Salesforce administrator to partner in the evaluation and buying process.

We have a comprehensive integration with Salesforce and we have 10+ Certified Salesforce

Administrators on sta� to answer any questions.

Coordinate the trial with IT.

We recommend coordinating with IT from the start since the trial may require cloud configuration

as well as installation of a browser extension, Outlook plugin, and/or mobile apps.

Complete a security review.

Request documentation of policies and procedures (e.g. access controls, roles and permissions,

encryption, disaster recovery, business continuity, etc.), results of third-party security audits, and

answers to security questions via a standard or custom questionnaire.

We can provide all of the above to your security operations team or CISO.

Get legal approval.

Request that legal review the contract.

We can typically process markups and answer legal questions same day.

Satisfy procurement.

Request a list of relevant reference customers.

We can generally provide reference customers for any industry, size, and/or geography.

Ask for corporate and financial information.

We can provide key data points around number of employees, paying customers, and overall

financial health to give assurance of continued viability.

Set up the vendor in the purchasing system.

We can provide all the details necessary to get set up in Ariba or similar purchasing systems.