Customer stories

Product Business Settings

Cirrus Insight is popular in Computer Software, Information Technology And Services, and Internet industries and is widely used by Mid Market, Small Business, and Enterprise.

Cirrus Insight Product Overview

Cirrus Insight integrates sales activities with your inbox, allowing for seamless creation, editing, and tracking. Customer and prospect data is kept accessible to maintain focus on goals.

How satisfied the customers are with Cirrus Insight use-cases

Reviews

"Cirrus is a must have for any organization using Gmail. Beyond creating contacts in Salesforce directly from Gmail and relating emails with one click, being able to look into Salesforce directly from my inbox has changed the way I collaborate with c...oworkers for the better." - Matt Mechenbier
"My office loves this app! Works with Salesforce with ease and makes everyones' lives easier and more streamlined within our daily work!" - Suzanne Lutz

Cirrus Insight Customer Insights, Testimonials and Case Studies

How does Cirrus Insight facilitate Communication Management?

How can Cirrus Insight optimize your Engagement Management Workflow?

What solutions does Cirrus Insight provide for Contact List Management?

What Are the key features of Cirrus Insight for Meeting Management?

What Are the key features of Cirrus Insight for Generation Of New Leads?

What is Cirrus Insight?

Cirrus Insight is a CRM application used for email tracking, email templates, drip campaigns, enterprise scheduling, follow up reminders, attachment tracking and Salesforce integration. It is used for sales team to increase productivity and maintain customer relationship by integrating their inbox and calendars.

It features Sales Productivity, Salesforce Integration, Enterprise Scheduling, Flight Plans and Attachment Tracking that helps the users to increase productivity and understand prospects.

The Sales productivity tools allows to track when customers open your email, set follow-up reminders, save templates, scheduling meetings, schedule emails for delivery and instant customer & company information. Enterprise Scheduling allows customers to choose the meeting time, send drip campaigns and schedule customer meeting at events and conferences. Flight plans features to call customer from your inbox, analyze emails to find out what works and what needs improvement and to build prospects list for drip campaigns. The Attachment tracking allows to engage and analyze the attachment once sent and to identify hot and cold prospects on engagement with attachment.

What is Cirrus Insight used for?

Cirrus Insight is a Sales Engagement Software mainly used by its customers to Acquire Customers and Enhance Customer Relationships by Communication Management, Engagement Management and Contact List Management .

What are the top features of Cirrus Insight?

Recording, Templates and Personalization are some of the top features of Cirrus Insight.

Who uses Cirrus Insight?

Cirrus Insight is used by Computer Software, Information Technology And Services and Internet among other industries.

What are Cirrus Insight alternatives?

GMass, Novocall, Ebsta Revenue Intelligence and Autoklose are popular alternatives for Cirrus Insight.

Where is Cirrus Insight located?

Cirrus Insight is headquartered at Irvine, California, United States.

10 buyers and buying teams have used Cuspera to assess how well Cirrus Insight solved their Sales Engagement needs. Cuspera uses 7715 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Sales Engagement needs.

CUSTOMERS TESTIMONIALS
Cirrus Insight testimonial

Matt Mechenbier

Salesforce Admin

Grameen Foundation

Cirrus is a must have for any organization using Gmail. Beyond creating contacts in Salesforce directly from Gmail and relating emails with one click, being able to look into Salesforce directly from my inbox has changed the way I collaborate with coworkers for the better. Testimonial By Matt Mechenbier
Cirrus Insight testimonial

Suzanne Lutz

Associate Development Director

Robert F. Kennedy Center for Justice and Human Rights

My office loves this app! Works with Salesforce with ease and makes everyones' lives easier and more streamlined within our daily work! Testimonial By Suzanne Lutz
CUSTOMERS TESTIMONIALS
Cirrus Insight testimonial

Matt Mechenbier

Salesforce Admin

Grameen Foundation

Cirrus is a must have for any organization using Gmail. Beyond creating contacts in Salesforce directly from Gmail and relating emails with one click, being able to look into Salesforce directly from my inbox has changed the way I collaborate with coworkers for the better. Testimonial By Matt Mechenbier
Cirrus Insight testimonial

Suzanne Lutz

Associate Development Director

Robert F. Kennedy Center for Justice and Human Rights

My office loves this app! Works with Salesforce with ease and makes everyones' lives easier and more streamlined within our daily work! Testimonial By Suzanne Lutz

Youth With A Mission (YWAM) - Non Profit Organization Management - Medium

Cirrus Insight helps Youth With A Mission (YWAM) track 75,000+ emails and improve data accuracy. YWAM uses Salesforce to manage volunteer programs and needed a Gmail integration to log communications.... Cirrus Insight lets YWAM file emails to custom Salesforce objects, saving time and boosting team visibility. The solution removes manual data entry and helps YWAM focus on their mission. Team members now make better decisions and respond faster to volunteers and clients.

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PCBB - Banking

PCBB uses Cirrus Insight to update Salesforce from email and calendar. This helps them book more prospect engagements. PCBB is a financial institution founded in 1997. They offer banking solutions an...d personalized service. They use Sidebar, Calendar Scheduling, Sync, and Buyer Signals products.

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OpenTable - Hospitality - Large

Cirrus Insight helped OpenTable capture more sales activity data and boost sales velocity. Before, OpenTable struggled with manual email campaigns and tracking sales activities. Cirrus Insight automa...ted data sync from email and calendar to Salesforce, ending manual entry. OpenTable tracked hundreds of thousands of sales activities and launched hundreds of campaigns. The Sales Cadence feature made campaigns easier and more effective.

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CMIT Solutions - Information Technology And Services - Medium

Cirrus Insight helped CMIT Solutions improve customer data quality and drive more sales opportunities. CMIT franchisees needed better email integration with Salesforce Community Cloud to capture lead... sources and client activity. Cirrus Insight enabled seamless integration across Outlook, Gmail, and Office 365, supporting over 900 franchisees. This freed up time for client work, increased franchise satisfaction, and enabled more effective marketing. CMIT saw improved data accuracy and more impactful marketing campaigns.

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Barber Financial Group - Financial Services

Barber Financial Group uses Cirrus Insight to capture client meeting data in Salesforce. This helps improve client experience. They have 2400 client meetings a year. Before, it took 5 touches to book... a meeting. Now, it takes 1-2 touches.

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One Medical Passport - Hospital & Health Care

One Medical Passport uses Cirrus Insight to improve customer experience. They serve over 700 medical facilities and 20,000 doctors. They needed a way to keep customer data up-to-date. Cirrus Insight ...helps them manage data efficiently. It reduces time spent on data entry.

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Introducing Cirrus Insight

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Peers used Cirrus Insight for communication management and engagement management

Cirrus Insight Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

4.87/5

Read Reviews (38)
Analytics

4.46/5

Read Reviews (747)
Custom Reports

4.03/5

Read Reviews (538)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

4.87/5

Read Reviews (38)
Analytics

4.46/5

Read Reviews (747)
Custom Reports

4.03/5

Read Reviews (538)

Software Failure Risk Guidance

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for Cirrus Insight

Overall Risk Meter

Low Medium High

Top Failure Risks for Cirrus Insight

Cirrus Insight News

Product
 

Cirrus Insight Unveils Powerful Buyer Signals Tools to Accelerate Sales and Engagement - PR Newswire

Cirrus Insight has launched new buyer signals tools designed to help sales teams identify and act on key customer engagement indicators within their CRM workflows. These AI-powered features aim to accelerate sales cycles and improve engagement by surfacing actionable insights directly in the sales process.

Product
 

Cirrus Insight Launches Meeting AI: Revolutionizing Sales Prep and Enhancing Client Meetings - PR Newswire

Cirrus Insight has introduced Meeting AI to improve sales preparation and enhance client meetings.

Cirrus Insight Profile

Company Name

Cirrus Insight

Year Founded

2011

HQ Location

Irvine, California, United States

Employees

51-100

Social

Financials

SEED