What is Cirrus Insight?
Cirrus Insight provides AI-driven tools designed to enhance Salesforce productivity and accelerate sales processes. The platform integrates seamlessly with email and calendar systems to bring customer and pipeline data directly to users' inboxes, eliminating the need for constant application switching.
By automating prospect research, meeting scheduling, and data synchronization, Cirrus Insight helps sales teams reclaim time spent on administrative tasks. The solution captures valuable customer touchpoints and organizes conversations to deliver actionable insights, enabling more focused follow-ups and improved sales outcomes.
Features
- Salesforce Sidebar: Manage customer and pipeline data directly from your email inbox
- Salesforce Sync: Automatically sync 100% of meetings, tasks, and emails to Salesforce without manual entry
- Smart Scheduler: Intelligently route leads to appropriate team members using customizable workflow logic
- Meeting AI: Automate prospect and customer research to improve meeting preparation and outcomes
- Buyer Signals: Track and analyze customer touchpoints including email opens, link clicks, and replies
Use Cases
- Automating meeting scheduling and lead routing
- Eliminating manual CRM data entry
- Preparing for sales meetings with automated research
- Tracking prospect engagement through email interactions
- Synchronizing sales activities across email, calendar, and Salesforce
FAQs
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What information can you sync from my email and calendar?
Cirrus Insight syncs emails, email attachments, calendar events with invitees, and tasks to and from Salesforce. -
How do I start using Cirrus?
If you use Gmail, you'll install our extension in your Chrome or Firefox browser. If you use Outlook, you'll install our plugin for Outlook. If you use an iPhone, iPad, or Android device, you'll download the app from the Apple or Android store to install on your device. -
Do you support my edition of Salesforce?
Yes. Cirrus Insight supports all editions of Salesforce and Salesforce clouds including sales cloud, service cloud, financial services cloud, experience cloud and more. -
Is Cirrus secure?
Yes. Cirrus Insight is trusted by some of the largest financial services firms and it has been tested and used today by over 3,000 organizations. The Cirrus Insight team is happy to go through a complete security review for your organization. -
Does Cirrus Insight sync activities directly to Salesforce?
Yes. Cirrus Insight syncs all data directly to your Salesforce org, not to third parties. All data captured from Cirrus Insight is available for standard reporting in Salesforce.
