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Improve Data in Salesforce

See an increase in meetings, reliable buyer signals, and clean data in Salesforce with Cirrus Insight.
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Cirrus Insight Frees Your Team from CRM Friction and Pipeline Risk

Cirrus Insight improves data in Salesforce with a sophisticated, yet accessible API that syncs data from user’s inbox to Salesforce custom fields. It’s secure and flexible to any Salesforce or Community Cloud instance. It’s easy to implement and impactful at every level of the organization.

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Cirrus Insight surfaces all of the customer data from Salesforce right from the teams inbox.

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Salesforce Sync

Relate emails and events to Salesforce accounts and opportunities from data in team inboxes—freeing teams from CRM friction.

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Calendar Scheduling

Meeting records are automatically logged in Salesforce allowing managers to have clear visibility on team’s accounts and productivity.

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Buyer Signals

Cirrus Insight scores interactions with clients for email opens, attachment tracking, and web visits allowing teams to know which prospect is serious.

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Sales Operations Teams Look for Easy Solutions with High Impact

Salesforce integrations from Cirrus Insight impact revenue forecasting abilities by offering a seamless import of customer data from team inboxes without manual data entry. This allows managers and C-level executives to have reliable reports and curate forecasts based on real data. Reduce risk to departments by having confidence in Salesforce data.
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Cirrus Insight Offers a Tool for Advanced Account Executives Teams

Optimize your process with automation and deal insights with smart tools for smart teams. Buyer signals and sales cadences allow teams to act on real prospects with data on open rates, page views, and website views. Work Smarter with context from sales activity and customer engagement.
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Increase Pipeline Conversions and Mitigate Risk

Illuminate blind spots related to revenue performance during pipeline reviews with ample data in Salesforce. Analyze activity trends and KPIs to optimize pipeline performance when team activity and data are readily available.
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Courtney Roberts
" With Cirrus Insight, we can maintain a high level of operational efficiency that serves our clients with the best experience. We also have more data to understand how many times we are meeting with clients and making sure they are getting the attention they need so we can retain and build our client base."
Courtney Roberts, Chief Operations Officer
Barber Financial Group

Cirrus Insight Frees Teams from CRM Friction and Wasted Opportunities

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Bring your customer and pipeline data right to your email inbox.
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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.
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Meeting AI

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

Attachment Tracking

Know exactly 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.

Accurate Data. All the Time

View Our Solution for CRM Admins

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Deliver on Growth

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Be a High Performing Organization

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