See meetings details in Salesforce, then see the results.
Cirrus Insight automatically collects all sales activity in Salesforce, without manual data entry. It frees advisors from scheduling back-and-forth and allows agents to spend more time meeting and growing clients.
- Track Every Meeting
- Stay Compliant
- Delight Advisors and Customers
Four ways successful wealth management firms create a superior client experience.
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Save advisors’ time
Cirrus Insight keeps advisors and support staff out of Salesforce. It frees their time to nurture clients while keeping sales data going into Salesforce. Sync meetings, emails, contacts, tasks, calls with notes, and custom objects automatically.
Track every single meeting
Staff can book meetings by sharing a single link. All meetings are synced into Salesforce. Everyone can stay in sync and see who’s engaging with customers and how many times they are meeting.
Your meetings in full color
Cirrus Insight keeps track of meetings by type and updates calendars using different colors. A quick glance at a calendar gives you a crystal clear idea of what’s happening across the board.
Increase compliance with data
Reduce regulatory risk by recording all sales and customer interaction in Salesforce. Compliance is easier to fulfill when you don’t have to rely on staff to handle manual data entry.
Track every meeting
Sync meetings between phone, email, and in Salesforce. No more missed appointments or double bookings. Cirrus Insight helps agents stay productive by tracking sales activity in Salesforce for them. Management can see who’s hitting their predefined goals of weekly customer meetings, phone calls, and emails, with accurate records.
Zero data loss
Cirrus Insight offers a centralized configuration. Your design and configuration work should happen in one place (Salesforce). It also offers rapid deployment. Without the need for system design and mapping, the Inbox integration can be deployed in minutes instead of days or weeks. If your user base knows how to use Salesforce already, then there is little to no training required to use Cirrus Insight.
Most of all it’s low maintenance. Your Salesforce configuration and deployment will evolve and change over time – integration with Gmail, Outlook or Office 365 should dynamically refresh and sync with published Salesforce changes instantly.
Built with sensitive information in mind
Cirrus Insight takes data security very seriously and implements the industry’s best practices and policies. We take all reasonable measures to protect your information and to prevent any kind of unauthorized access, misuse, loss, or disclosure.
Cirrus Insight is built on the Microsoft Azure platform and deploys some of the highest security measures to ensure data security; 256 Bit encryption for data in transit, TDE for encrypting data at rest, and automated data masking to protect personally identifiable information.
Cirrus Insight does not store your CRM proprietary information, but when sync or analytics services are activated, does store unique record ID’s in order to provide the service.
How Cirrus Insight helps Barber Financial Group book one-touch meetings
Before Cirrus Insight, the firm required an average of five touches to schedule a single meeting. With Cirrus Insight’s calendar scheduling tool it now takes them an average of just one touch.
1. Client Operations books meetings for their Advisors following their recommended cadence and frequency
2. A relationship team reviews data from past meetings to ensure Advisors are aligned with their client's goals
3. Wealth Advisors spend less time on administrative overhead and more time with clients
Cirrus Insight Frees Teams from CRM Friction and Wasted Opportunities
Salesforce Sidebar
Bring your customer and pipeline data to your email inbox.
Smart Scheduler
Intelligently route leads to the right team member's calendar using customizable workflow logic.
Salesforce Sync
Sync 100% of your meetings, tasks, and emails - no manual data entry.
Analytics
Collect sales activity and turn it into actionable insights to increase sales.
Attachment Tracking
Know what happens to your attachments after you hit send.
Buyer Signals
See who opens your emails and clicks your links for timely, focused follow up.
Calendar Scheduling
Share your calendar, book more meetings, and automatically add them in Salesforce.
Email Blast
Communicate with prospects and customers at scale.