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
CUSTOMER STORIES
Learn how various customers used Cirrus Insight’s marquee features to capture critical sales data
SERIOUS INSIGHT PODCAST
Episode 8: Getting to Know Tableau, Admins & Analytics
View all Episodes >
Pricing
Login
Start a Free Trial
Search Results for:
Search
Search
Content Title
Description
Knowledge Base
Filter Knowledge Base by:
All topics
Archive
Release Notes
Individual Users
Admin
Getting Started
IT & Security
Book More Meetings
For Admins
Scheduling Solutions
Auto-Sync Everything To Your CRM
Sales Leadership
Product
Sales Activity Data
Salesforce
office 365
outlook
Search in:
All topics
Getting Started
IT & Security
Admin
Individual Users
Search Results for:
Search in:
All topics
Getting Started
IT & Security
Admin
Individual Users
Content Title
Description
Tags
Book More Meetings
Introducing One Click Booking
Cirrus Insight has introduced One Click Booking to simplify your day-to-day scheduling workflows by eliminating friction during the booking process.
Customize scheduling availability for each day of the week
Cirrus Insight's scheduling features now give users the ability to customize their availability for each day of the week.
SMS Meeting Reminders Configuration
Cirrus Insight's scheduling features now support SMS meeting confirmation and reminders, designed to automate the reminder experience.
Prevent Double Bookings with New User Settings
Cirrus Insight's scheduling features now have a dedicated settings page in the User Dashboard, along with a new setting that prevents double bookings.
Sales Managers & Admins | Smart Scheduler Custom Attributes & Forms
This Knowledge Base article provides a detailed overview of custom attributes and forms within Smart Scheduler. Best for sales managers and admins.
Sales Managers & Admins | Smart Scheduler Overview and Set Up
This Knowledge Base article provides an in-depth overview and set up guide of Smart Scheduler for sales managers and admins.
How do I use Scheduling from the Sidebar?
Use Scheduling from the Sidebar to share a personalized scheduling experience so prospects can easily choose a meeting time that works for both of you.
How do I set up and use Team Scheduling?
Use Team Scheduling to create a calendar that shows your shared availability with one or more colleagues.
How do I set up Calendar Scheduling?
Customize your Meeting Types and Calendar Views to get the most out of Calendar Scheduling
×
Ready to Close More Deals?