attach.io: Use-Cases, Insights and Reviews | 2025 Cuspera

Barber Financial Group uses Cirrus Insight to capture client meeting data in Salesforce. This helps improve client experience. They have 2400 client meetings a year. Before, it took 5 touches to book... a meeting. Now, it takes 1-2 touches.
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One Medical Passport uses Cirrus Insight to improve customer experience. They serve over 700 medical facilities and 20,000 doctors. They needed a way to keep customer data up-to-date. Cirrus Insight ...helps them manage data efficiently. It reduces time spent on data entry.
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RMB Capital used Salesforce as their CRM since 2012. They needed a way to sync Outlook and Salesforce to make data input easier. Cirrus Insight helped them by providing access to Salesforce from the ...email inbox. This eliminated the need for manual data entry and toggling between platforms.
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Wenger Corporation saves 40 hours every day using Cirrus Insight. They wanted to simplify email and document management. Before, they spent hours searching for content. Now, they use Cirrus Insight t...o streamline processes. This helps them manage customer relationships better.
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Cirrus Insight improved their scheduling process. They used their own Smart Scheduler tool. This helped book more meetings. It also freed up time for important tasks. They increased visibility with r...eal-time reporting.
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CMIT Solutions used Cirrus Insight to improve customer insights and sales opportunities. They support franchisees with IT services for small and medium businesses. Cirrus Insight helped increase fran...chise satisfaction and free up time for client activities. It also improved marketing to drive revenue.
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