Solutions

BY ROLE

CRM Admin

Account Executives

Sales Operations

Sales Managers

Marketing

BY INDUSTRY

Financial Services

Higher Education

Technology

USE CASES

Book More Meetings

Prospect Smarter

Sales Activity Data

Supercharge Sales Activity
Products

SALESFORCE PRODUCTIVITY

Salesforce Sidebar Manage your customer and pipeline data directly from your email inbox

Salesforce Sync Sync 100% of your meetings, tasks, and emails directly to your CRM – no more manual data entry required

Email Templates Send personalized emails using a library of high-performing Salesforce templates

Email Blast Use high-performing templates and Salesforce merge fields to send personalized emails at scale

SALES ACCELERATION

Smart Scheduler Instantly route leads to the right team member's calendar using customizable workflow logic

Calendar Scheduling Share your calendar, automate scheduling, and book more meetings – synced directly to Salesforce

Buyer Signals Track, capture, and view all customer touchpoints, including email opens, link clicks, and more

Integrations Integrate with the tools you already to experience enhanced workflows and productivity.

Meeting AI Automate prospect and customer research to ensure you are prepared to drive better outcomes.

Sales Cadences Create pre-scheduled sales sequences to effectively nurture your prospects and clients

Attachment Tracking Know what happens to your attachments after you hit send

See a Platform Overview!
Take Tour
Resources

KNOWLEDGE BASE 2024

I am using this version of Cirrus Insight today. Cirrus Insight 2024

KNOWLEDGE BASE 2019

I am using Cirrus Insight 2019 today. Cirrus Insight 2019

BLOG
Sales Automation Tools | Cirrus Insight by Kristi Campbell View all Blog Posts >

MASTERING CIRRUS INSIGHT

Get the App, Get the Sidebar, & Get Your Trial Going Here

PARTNER WITH US

Unleash limitless growth opportunities by partnering with Cirrus Insight.

CUSTOMER STORIES

See how we use our own product to streamline our scheduling workflow. View Customer Stories >
Pricing

Login

Start a Free Trial

Search Results for:

Filter By:

All topics
Sales Productivity
Sales Intelligence
Salesforce
Sales Strategy
Sales Prospecting
Book More Meetings
Best of
Company News
Product
Sales Leadership
CRM Admininstration
Team Scheduling
Sales Metrics
Supercharge Sales Activity
Admin
serious insights
Prospect Smarter
Sales Activity Data
Sales Forecasting
Scheduling Solutions
Prospect Faster
Auto-Sync Everything To Your CRM
Chrome
Financial Services
For Admins
Getting Started
IT & Security
outlook

Subscribe to our Blog for the Latest Insights

Join our blog community to stay informed and receive fresh content and actionable tips directly in your inbox.

Admin, Salesforce

How to Become a Salesforce Admin

By Amy Green | 08/11/2021

Amy Green

Marketing Director at Cirrus Insight

Start Your Free Trial and Be Free from CRM Work

Deliver on Growth

No Credit Card Required

Try for Free

Be a High Performing Organization

Get a Demo

You may also like..

How to Pass the Salesforce Administrator… | Cirrus Insight

How to Pass the Salesforce Administrator… | Cirrus Insight

January 5, 2021 | 11 minutes to read

by Maddy Osman

Admin, Salesforce

Read more

9 Must-Have Salesforce Administrator Skills | Cirrus Insight

9 Must-Have Salesforce Administrator Skills | Cirrus Insight

July 7, 2021 | 6 minutes to read

by Maddy Osman

Admin, Salesforce

Read more

What Makes a Good Salesforce Admin?

What Makes a Good Salesforce Admin?

May 24, 2022 | 4 minutes to read

by Kristi Campbell

Admin, Salesforce

Read more

Features

All Features
Salesforce Sidebar
Salesforce Sync
Smart Scheduler
Calendar Scheduling
Meeting AI
Buyer Signals
Email Blast
Sales Cadence
Email Templates
Attachment Tracking
Integrations

Solutions

Account Executives
Sales Managers
Sales Operations
CRM Admin
Marketing
Financial Services
Higher Education
Technology
Book Leads From Your Website
Sync Your Inbox With Salesforce

Resources

Pricing
Knowledge Base
Support
Product Betas
Blog
Partner Success
Customer Referral
Guide To Sales Metrics
Enterprise Guide To Salesforce Email Integrations
Schedule A Demo

Company

About
Contact
Careers
Write For Us
Terms
Trust, Privacy & Security
Cookie Settings

© Copyright 2025 Cirrus Insight® All rights reserved
Raleigh, NC a Cirruspath, Inc. company

Salesforce Partners Badge

G2 Users Love Us Badge

SOC 2 Type 1 Badge

SOC 2 Type 2 Badge

AICPA SOC Badge

×

Ready to Close More Deals?