Cirrus Insight

What is Cirrus Insight?

Cirrus Insight is a customer relationship management platform that seamlessly integrates Salesforce with various third-party services, including Gmail and Microsoft's Office 365. Founded in 2011, Cirrus Insight offers a comprehensive sales productivity platform with unparalleled Salesforce integration, empowering sales professionals to streamline their workflows and enhance their productivity

Highlights

• Seamless integration with Gmail and Outlook: Cirrus Insight functions as a plugin, allowing users to access Salesforce features directly from their email inboxes
• Bidirectional Salesforce integration: Users can view, update, and create Salesforce records such as leads, contacts, activities, cases, and opportunities without leaving their email client
• Calendar and appointment scheduling capabilities: Cirrus Insight's Calendar Scheduling feature enables users to share their availability, send invitations, and record all activities in Salesforce
• Cadence automation: The platform offers a robust Cadence feature, which allows users to build personalized outreach campaigns with a timeline of emails, calls, and to-do items.