process driven sales enablement
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Process-Driven Sales Enablement
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 [email protected]
or call us at 1-844-287-0950.
Contact Us
Don’t settle for a sales enablement tool that doesn’t align with your sales process. A mismatch leads to
wasted time, e�ort, and money.
Cirrus Insight is purpose-built to align with your sales process. What does that mean in practice?
Profiles and permissions
Do users have di�erent profiles and permission sets in Salesforce? Cirrus Insight will display the
right page layout for each profile, and apply the right permissions for each user in the inbox.
Record types
Do you use record types in Salesforce? They’ll automatically work in Cirrus Insight.
Required fields
Do you require users to fill specific fields in Salesforce? The same fields will be required in
Cirrus Insight.
Validation rules
Do you validate data in Salesforce so that it complies with your standards? Cirrus Insight will
enforce the same data standards.
Dependent picklists
Do you use dependent picklists in Salesforce? Cirrus Insight will utilize the same dependent
picklists in the inbox.
See how Cirrus Insight can enable your sales team to work faster and more e�ectively. Schedule a 1:1
demo at a date and time of your choice. Or contact us and one of our dozen Certified Salesforce
Administrators will be happy to answer your questions.