Cirrus Insight 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.

Use Cases

Customers recommend Communication Management, Engagement Management, Contact List Management, as the business use cases that they have been most satisfied with while using Cirrus Insight.

Other use cases:

  • Meeting Management
  • Generation Of New Leads
  • Workflow Management
  • Sales Document Management
  • Lead Engagement
  • Lead Tracking
  • Campaign Management
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Business Priorities

Acquire Customers and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using Cirrus Insight.

Other priorities:

  • Increase Sales & Revenue
  • Improve Internal Communications
  • Improve ROI
  • Improve Visibility
  • Scale Best Practices
  • Improve Stakeholder Relations
  • Establish Thought Leadership
  • Enter New Markets Internationally Or Locally
  • Improve Consistency
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Cirrus Insight Use-Cases and Business Priorities: Customer Satisfaction Data

Cirrus Insight works with different mediums / channels such as E-Mail. and Phone Calls.

Cirrus Insight's features include Recording, Templates, Personalization, etc. and Cirrus Insight support capabilities include AI Powered, Email Support, Phone Support, etc. also Cirrus Insight analytics capabilities include Analytics, and Custom Reports.

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

Peer review evidence (same sources as the product rating summary)

"...I love Cirrus for email tracking, adding to Salesforce and also using different functions like Send Later...." Peer review by Emily P., Operations Manager, Financial Services
"...This allows me to follow up those that earn a follow up versus just hoping that my email had been noticed...." Peer review by Bruce V., Marketing and Advertising
"...I can add contacts, track my emails and confirm all of my proposal deliveries without having to copy/paste..." Peer review by Liz G, Business Development , Construction

Cirrus Insight, GMass, Novocall, Ebsta Revenue Intelligence, Autoklose, etc., all belong to a category of solutions that help Sales Engagement. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Cirrus Insight

Top Industries

  • Computer Software
  • Information Technology and Services
  • Internet

Popular in

  • Mid Market
  • Small Business
  • Enterprise

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

Cirrus Insight Customer wins, Customer success stories, Case studies

What makes Cirrus Insight ideal for Communication Management?

Why is Cirrus Insight the best choice for Engagement Management?

How does Cirrus Insight address your Contact List Management Challenges?

How does Cirrus Insight facilitate Meeting Management?

What benefits does Cirrus Insight offer for Generation Of New Leads?

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.

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.

RMB Capital - Financial Services - Medium

Cirrus Insight helped RMB Capital cut manual data entry and stop switching between Salesforce and Outlook. The firm needed to sync emails and calendar events with Salesforce. Their custom tool was ha...rd to maintain and lacked features. Cirrus Insight's sidebar and sync tools made it easy for all users to manage records and track email activity. Training was fast, and CRM admin work dropped.

CMIT Solutions - Information Technology And Services - Medium

Cirrus Insight helped CMIT Solutions automate email and calendar data entry into Salesforce Community Cloud. Franchisees saved time and gained mobile access, including business card scanning. This im...proved data quality and enabled better persona-based marketing. CMIT gained new insights to drive more sales opportunities and validate their value proposition. Franchisee satisfaction increased with easier scheduling and less manual work.

SecureFutures - Financial Services

Cirrus Insight helps SecureFutures set meetings with prospects and connect email conversations to Salesforce CRM. The tool makes it easy to track sales communication. SecureFutures finds Cirrus Insig...ht very helpful for managing sales processes. The integration with Salesforce improves workflow for sales teams.

 

PCBB - Banking - Medium

Walnut Creek, USA

Cirrus Insight helped PCBB boost prospect engagement by making it easy to update Salesforce from email. PCBB struggled to get sales reps to enter customer data into Salesforce, especially with many w...orking remotely. With Cirrus Insight's Sidebar and Sync, reps now update records and sync calendars without extra steps. Buyer Signals gives real-time email insights, helping reps follow up and book more meetings. One rep increased scheduled meetings from two to seven, a 250% jump. Calendar Scheduling lets customers book meetings easily, improving sales activity.

Introducing Cirrus Insight

Video Thumbnail

Frequently Asked Questions(FAQ)

for Cirrus Insight

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.
lightning

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

?

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