Cirrus Insight Product Overview

Cirrus Insight integrates sales activities with your inbox, allowing for seamless creation, editing, and tracking. Customer and prospect data is kept accessible to maintain focus on goals.

Key Insights

Cirrus Insight streamlines communication management by providing email tracking, logging, and syncing capabilities. This tool allows users to track email opens, clicks, and attachments and seamlessly integrate email activity with Salesforce records. Cirrus Insight's functionality is limited by its inability to log entire email chains into Salesforce.

Cirrus Insight provides capabilities for tracking email engagement, scheduling follow-up reminders, and syncing email activities with Salesforce. It enables users to create salesforce records from Gmail and gain prospect insights from document analytics. Cirrus Insight includes predefined email templates and allows users to set up individual and group cadences. The system occasionally displays incorrect follow-up dates, and the follow-up intervals may not be customizable enough for all users.

Customer stories

Product Business Settings

Cirrus Insight is popular in Computer Software, Information Technology And Services, and Internet industries and is widely used by Mid Market, Small Business, and Enterprise.

How satisfied the customers are with Cirrus Insight use-cases

Reviews

"Cirrus is a must have for any organization using Gmail. Beyond creating contacts in Salesforce directly from Gmail and relating emails with one click, being able to look into Salesforce directly from my inbox has changed the way I collaborate with c...oworkers for the better." - Matt Mechenbier
"My office loves this app! Works with Salesforce with ease and makes everyones' lives easier and more streamlined within our daily work!" - Suzanne Lutz

Cirrus Insight Customer Insights, Testimonials and Case Studies

How does Cirrus Insight facilitate Communication Management?

How can Cirrus Insight enhance your Engagement Management process?

How efficiently Does Cirrus Insight manage your Contact List Management?

What solutions does Cirrus Insight provide for Meeting Management?

What makes Cirrus Insight ideal for Generation Of New Leads?

What is Cirrus Insight?

Cirrus Insight is a CRM application used for email tracking, email templates, drip campaigns, enterprise scheduling, follow up reminders, attachment tracking and Salesforce integration. It is used for sales team to increase productivity and maintain customer relationship by integrating their inbox and calendars.

It features Sales Productivity, Salesforce Integration, Enterprise Scheduling, Flight Plans and Attachment Tracking that helps the users to increase productivity and understand prospects.

The Sales productivity tools allows to track when customers open your email, set follow-up reminders, save templates, scheduling meetings, schedule emails for delivery and instant customer & company information. Enterprise Scheduling allows customers to choose the meeting time, send drip campaigns and schedule customer meeting at events and conferences. Flight plans features to call customer from your inbox, analyze emails to find out what works and what needs improvement and to build prospects list for drip campaigns. The Attachment tracking allows to engage and analyze the attachment once sent and to identify hot and cold prospects on engagement with attachment.

What is Cirrus Insight used for?

Cirrus Insight is a Sales Engagement Software mainly used by its customers to Acquire Customers and Enhance Customer Relationships by Communication Management, Engagement Management and Contact List Management .

What are the top features of Cirrus Insight?

Recording, Templates and Personalization are some of the top features of Cirrus Insight.

Who uses Cirrus Insight?

Cirrus Insight is used by Computer Software, Information Technology And Services and Internet among other industries.

What are Cirrus Insight alternatives?

GMass, Novocall, Ebsta Revenue Intelligence and Autoklose are popular alternatives for Cirrus Insight.

Where is Cirrus Insight located?

Cirrus Insight is headquartered at Irvine, California, United States.

10 buyers and buying teams have used Cuspera to assess how well Cirrus Insight solved their Sales Engagement needs. Cuspera uses 7715 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Sales Engagement needs.

CUSTOMERS TESTIMONIALS
Cirrus Insight testimonial

Matt Mechenbier

Salesforce Admin

Grameen Foundation

Cirrus is a must have for any organization using Gmail. Beyond creating contacts in Salesforce directly from Gmail and relating emails with one click, being able to look into Salesforce directly from my inbox has changed the way I collaborate with coworkers for the better. Testimonial By Matt Mechenbier
Cirrus Insight testimonial

Suzanne Lutz

Associate Development Director

Robert F. Kennedy Center for Justice and Human Rights

My office loves this app! Works with Salesforce with ease and makes everyones' lives easier and more streamlined within our daily work! Testimonial By Suzanne Lutz
CUSTOMERS TESTIMONIALS
Cirrus Insight testimonial

Matt Mechenbier

Salesforce Admin

Grameen Foundation

Cirrus is a must have for any organization using Gmail. Beyond creating contacts in Salesforce directly from Gmail and relating emails with one click, being able to look into Salesforce directly from my inbox has changed the way I collaborate with coworkers for the better. Testimonial By Matt Mechenbier
Cirrus Insight testimonial

Suzanne Lutz

Associate Development Director

Robert F. Kennedy Center for Justice and Human Rights

My office loves this app! Works with Salesforce with ease and makes everyones' lives easier and more streamlined within our daily work! Testimonial By Suzanne Lutz

PCBB - Banking - Medium

Cirrus Insight helped PCBB boost prospect engagement by integrating Salesforce with Outlook and email tracking. PCBB struggled to get sales reps to enter data into Salesforce and needed better custom...er insights. With Cirrus Insight's sidebar, sync, and buyer signals, reps now update Salesforce directly from email and track customer engagement. One rep increased scheduled meetings from two to seven, a 250% jump. Calendar scheduling lets customers book meetings easily, improving sales productivity.

Read on →

Barber Financial Group - Financial Services - Small

Cirrus Insight helped Barber Financial Group cut meeting scheduling touches from 5 to 1-2 per client meeting. The platform syncs client interactions between Salesforce and Outlook, removing manual wo...rk. Advisors now spend more time with clients and less on admin tasks. Barber Financial gains a full view of client activity, improving compliance and reporting. Clients easily book meetings, boosting satisfaction and retention.

Read on →

Barber Financial Group - Financial Services

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.

Read on →

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.

Read on →

CMIT Solutions - Information Technology And Services - Medium

Cirrus Insight helped CMIT Solutions improve customer data quality and drive more sales opportunities. CMIT franchisees needed better email integration with Salesforce Community Cloud to capture lead... sources and client activity. Cirrus Insight enabled seamless integration across Outlook, Gmail, and Office 365, supporting over 900 franchisees. This freed up time for client work, increased franchise satisfaction, and enabled more effective marketing. CMIT saw improved data accuracy and more impactful marketing campaigns.

Read on →

OpenTable - Hospitality - Large

Cirrus Insight helped OpenTable capture more sales activity data and boost sales velocity. Before, OpenTable struggled with manual email campaigns and tracking sales activities. Cirrus Insight automa...ted data sync from email and calendar to Salesforce, ending manual entry. OpenTable tracked hundreds of thousands of sales activities and launched hundreds of campaigns. The Sales Cadence feature made campaigns easier and more effective.

Read on →

Introducing Cirrus Insight

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Peers used Cirrus Insight for communication management and engagement management

Cirrus Insight Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

4.87/5

Read Reviews (38)
Analytics

4.46/5

Read Reviews (747)
Custom Reports

4.03/5

Read Reviews (538)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

4.87/5

Read Reviews (38)
Analytics

4.46/5

Read Reviews (747)
Custom Reports

4.03/5

Read Reviews (538)

Software Failure Risk Guidance

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for Cirrus Insight

Overall Risk Meter

Low Medium High

Top Failure Risks for Cirrus Insight

Cirrus Insight News

Product
 

Cirrus Insight Unveils Powerful Buyer Signals Tools to Accelerate Sales and Engagement - PR Newswire

Cirrus Insight has launched new buyer signals tools designed to help sales teams identify and act on key customer engagement indicators within their CRM workflows. These AI-powered features aim to accelerate sales cycles and improve engagement by surfacing actionable insights directly in the sales process.

Product
 

Cirrus Insight Launches Meeting AI: Revolutionizing Sales Prep and Enhancing Client Meetings - PR Newswire

Cirrus Insight has introduced Meeting AI to improve sales preparation and enhance client meetings.

Cirrus Insight Profile

Company Name

Cirrus Insight

Year Founded

2011

HQ Location

Irvine, California, United States

Employees

51-100

Social

Financials

SEED