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.
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.
Hospitality Case Studies and Customer Success Stories with attach.io
OpenTable
- Hospitality
OpenTable used Cirrus Insight to track sales activities and launch campaigns. They tracked hundreds of thousands of sales activities. They launched hundreds of successful campaigns. OpenTable improve...d sales efficiency by reducing redundancies.
Banking Case Studies and Customer Success Stories with attach.io
PCBB
- Banking
PCBB uses Cirrus Insight to update Salesforce from email and calendar. This helps them book more prospect engagements. PCBB is a financial institution founded in 1997. They offer banking solutions an...d personalized service. They use Sidebar, Calendar Scheduling, Sync, and Buyer Signals products.
Computer Software Case Studies and Customer Success Stories with attach.io
Cirrus Insight
- Computer Software
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.
CMIT Solutions
- Information Technology And Services
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.
Manufacturing Case Studies and Customer Success Stories with attach.io
Wenger Corporation
- Manufacturing
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.
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.
Other Industry Case Studies and Success Stories with attach.io
Youth With A Mission
- Non Profit
Youth With A Mission (YWAM) uses Cirrus Insight to improve data accuracy and free up time. They started using it in 2016. YWAM tracks 5,000 email records and has 60 users. Cirrus Insight helps them i...ntegrate Gmail with Salesforce, making team decisions more effective.
