Streamline your workflow, boost productivity, and gain better visibility into your sales pipeline with Cirrus Insight.

What is Cirrus Insight?

Cirrus Insight is a powerful sales productivity platform that integrates Salesforce data directly into your email inbox. Designed to help sales teams manage customer data, it eliminates the constant switching between Salesforce and email applications. With features like automated data syncing, email tracking, and meeting scheduling, Cirrus Insight aims to reduce CRM friction and maximize sales efficiency.

This tool allows sales reps to update Salesforce records, log emails, and schedule meetings without leaving their email client. By integrating deeply with Salesforce, it ensures that all activities are tracked and logged accurately, providing sales teams with better insights and more control over their workflow.

The Go-to-Market Challenges Cirrus Insight Solves

Cirrus Insight addresses several key challenges faced by sales teams when it comes to managing customer data, maximizing productivity, and driving pipeline visibility:

1. Reduces CRM Friction and Data Entry Burden
   • Brings Salesforce data directly into the email inbox for easy record viewing and updating.
   • Automatically syncs emails, meetings, and tasks between inbox/calendar and Salesforce to eliminate manual data entry.
2. Streamlines Scheduling and Lead Routing
   • Enables reps to book meetings that sync to Salesforce and share availability.
   • Routes leads intelligently to the right rep's calendar based on customizable assignment rules and workflows.
3. Improves Sales Outreach and Follow-Up
   • Provides email templates and pre-scheduled sequences to scale personalized outreach.
   • Tracks buyer signals like email opens and link clicks to prompt timely rep follow-up.
   • Gives visibility into whether prospects have viewed email attachments.
4. Drives Better Pipeline Visibility for Management
   • Syncs sales activities to Salesforce automatically for more accurate pipeline tracking and forecasting.
   • Provides analytics on sales productivity and performance metrics.
   • Helps identify risk areas and coaching opportunities in the pipeline.

In summary, Cirrus Insight tackles CRM adoption, sales productivity, and pipeline management by integrating CRM into the inbox, automating data entry, and providing tools to streamline scheduling, outreach, and deal visibility.

The Benefits of Cirrus Insight

Seamless Salesforce Integration

• Deep integration with Salesforce lets you access and update data directly from your inbox.
• Log emails, create leads and contacts, and sync calendar events to Salesforce without leaving your email client.
• Automated data syncing ensures Salesforce records are always up-to-date.

Improved Sales Productivity

• View contextual Salesforce information about leads and contacts as you communicate via email.
• Use email templates and bulk email sending to scale personalized outreach.
• Receive real-time email tracking alerts for email opens, link clicks, or attachments viewed.

Calendar Scheduling & Meeting Management

• Prospects can book meetings through a personalized scheduling page that syncs to your calendar.
• Schedule meetings from your inbox and have them automatically added to Salesforce.
• Receive daily morning email digests with info about the day's meetings pulled from Salesforce.

Insightful Email & Activity Reporting

• Track all sales activities and email metrics in Salesforce reports to measure performance.
• Gain visibility into team email activity, template usage, and calendar booking metrics.
• Use email engagement data to optimize campaigns and focus efforts on interested prospects.

Mobile Productivity

• Full-featured mobile apps for iOS and Android.
• Access Salesforce data, track emails, and schedule meetings from your smartphone.
• Receive mobile push notifications whenever prospects engage with your tracked emails.

User Reviews of Cirrus Insight

G2 Reviews - Overall Rating: 4.2/5

Top 3 Competitors: Outreach, SalesLoft, HubSpot Sales Hub

Positive Quotes:

1. "A Daily Lifesaver" - Daniel N. ⭐⭐⭐⭐⭐
2. "Cirrus Insight saves so much time getting my emails into Salesforce" - Jesse P. ⭐⭐⭐⭐⭐
3. "Why I like Using Cirrus" - Ken L. ⭐⭐⭐⭐

Concerns:

• Email Integration
• Sync Issues
• Email Issues
• Technical Issues
• Learning Curve

General Sentiment: The general sentiment on G2 is positive, with users appreciating the time-saving aspects and seamless Salesforce integration. However, some users have raised concerns about email integration issues and a steep learning curve.

Positive Reviews:

• Saves time on data entry.
• Seamless integration with Salesforce.
• Great email tracking and follow-up features.

Negative Reviews:

• Technical issues with email syncing.
• Initial setup can be complex.
• Occasional bugs and glitches.

Read more user reviews on G2.

Reddit Reviews

Overall Sentiment: The sentiment on Reddit is generally positive, with users appreciating the tool's functionality but noting some technical challenges.

Relevant Resource: Einstein Activity Capture - What has been your experience?

LinkedIn Activity

Top 5 URLs:

1. Outreach Automation Tools
2. XTIVIA Working with The Assistance Fund
3. Cirrus Acquired by Veeam Software
4. Cirrus Group Consulting LLC
5. Impact and Adoption of SaaS Software

Analysis: The top posts and articles on LinkedIn cover outreach automation tools, company/product updates, the impact of SaaS software, market analysis, and job postings related to SaaS platforms.

Visit Cirrus Insight on LinkedIn

Integrations and Compatibility

Cirrus Insight integrates with:

• Gmail
• Outlook
• Office 365
• Marketing automation platforms like Pardot and Marketo
• Sales tools like Zoom and DocuSign
• Custom integrations via a robust API

What to use Cirrus Insight with

1. Copy.ai
   • Supercharges content creation, personalization, and workflow automation.
2. Salesforce
   • Central hub for all customer data.
3. ZoomInfo
   • Enriches prospect data in Salesforce.
4. LinkedIn Sales Navigator
   • Provides valuable context about leads.
5. Gong
   • Analyzes sales calls and provides insights.
6. Outreach
   • Enables personalized, multi-channel outreach at scale.
7. Highspot
   • Helps find and share the most effective content.
8. Clari
   • Provides real-time visibility into pipeline health and forecasting.
9. Drift
   • Enables real-time engagement with website visitors.
10. Sendoso
    • Delivers personalized gifts and direct mail at scale.

Cirrus Insights FAQ

What does Cirrus Insight do?

Cirrus Insight integrates Salesforce data into your email inbox. It allows you to view and update Salesforce records, log emails, schedule meetings, and track email engagement, all within your email client.

How easy is it to set up Cirrus Insight?

Setting up Cirrus Insight is straightforward and doesn't require extensive technical expertise. Step-by-step guides and video tutorials are available to assist. Most users can go live within a day or two.

What makes Cirrus Insight different from other similar tools?

Cirrus Insight stands out for its deep, native integration with Salesforce, real-time data syncing, and a comprehensive set of features beyond just email tracking.

Can Cirrus Insight integrate with other tools and platforms?

Yes, Cirrus Insight integrates with Gmail, Outlook, Office 365, Pardot, Marketo, Zoom, DocuSign, and more. It also offers a robust API for custom integrations.

Does Cirrus Insight offer customer support?

Yes, through email, live chat, and phone, Monday to Friday, 9am-8pm EST. Premium support is available for Enterprise plan customers.

Who is Cirrus Insight ideally suited for?

Cirrus Insight is ideal for B2B sales teams using Salesforce. It's valuable for teams needing to improve Salesforce adoption, streamline data entry, and gain visibility into email engagement.