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cirrus-insight-next-gen-crm

CRM is was Broken

We are redefining the customer relationship management experience with AI-driven tools to help you book more qualified meetings, execute better meetings, all while capturing your sales activity without manual data entry.

Works with:

Proudly Supporting Over 50,000 Customer-Facing Teams Across the Globe

Accelerating Sales Requires More Than Ever Before

From basic sidebar and sync tools to Salesforce in the early 2010s to advanced AI workflows today, you’ve likely tried it all. And where has that got you? Or is your team, like most sales teams today, struggling to hit quota attainment numbers? It’s time you transformed your sales motion with a thoughtful, buyer-first approach.
 
Imagine a world where sales reps can orchestrate the entire sales process with one tool to book more qualified meetings, execute better meetings, and remove manual data while capturing key customer activity data into the CRM without leaving their inbox.
smart-scheduler

Book More Qualified Meetings

Problem

Traditionally, prospects and customers have to fill out multi-field forms and then wait for someone to follow up to book a meeting. This causes form abandonment and decreased form to meeting conversion rates.

✨ Solution

Intelligently match prospects and customers with resources in real time based on personalization criteria, availability, and utilization. Increase speed to lead and eliminate scheduling friction.

meeting-ai

Execute Better Meetings

Problem

Traditionally, sales reps and analysts spent hours scouring Google, LinkedIn, Salesforce, client websites, email, CRMs, and other tools to gather crucial information to prep for sales meetings.

✨ Solution

With Meeting AI, sales representatives can save hours per day on research and preparation tasks, leading to increased closing rates, improved efficiency of meeting agendas, and streamlined workflows.

salesforce-sync

Sync Customer Activity Data

Problem

Research tells us that 64% of a sales professional’s time is spent on non selling tasks. Some of the biggest time sucks include constantly entering data into the CRM, copying and pasting, and toggling between applications. 

✨ Solution

Reclaim time for actions that provide value, not busy work. Cirrus Insight automatically syncs your valuable customer data into the CRM to remove manual data entry and provide critical insights. Also providing sales leadership with better insights for performance coaching, decision-marking and revenue forecasting.

Instantly Elevating Every Experience

customer-experience

Seamless Customer Experience

Overlay meeting availability across the team to make it simple to book key activities like customer training and onboarding meetings.
seller-experience

Top Notch Seller Experience

Automate tasks that do not accelerate the sales process. Remove manual data entry and provide sellers with the customer and prospect data they need.
mobile-experience

Powerful Mobile Experience

Manage all of your customer data, contacts, and opportunities while on the go. Bring the full power of Salesforce to your mobile device.

Solutions for Every Role

crm-admins

CRM Admins

Free up customer-facing teams by automatically syncing their activity data to Salesforce.

sales-leaders

Sales Leaders

Eliminate busy work for your team and increase pipeline conversions while mitigating friction and risk.

account-executives

Account Executives

Overcome CRM friction so you can focus on having quality meetings, closing deals, and hitting your KPI's.

sales-operations

Sales Operations

Optimize the way you get data into Salesforce to better uncover activity trends and increase pipeline revenue.

Key Statistics to Unlocking Growth & Success

87%

increase in conversion rate when an automated lead distribution method is used to book meetings.

82%

of B2B decision-makers perceive sales representatives as unprepared.

40%

of sales activity updates are ever entered into the CRM.
Patrick Armstrong
"Cirrus helps with setting meetings with prospects and connecting all our email conversations into our CRM (Salesforce). It's very helpful with those processes."
Patrick Armstrong , Success Manager
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