Cirrus Insight started as a solution for salespeople to bridge the gap between their email inbox and the world’s #1 CRM (customer relationship management) tool: Salesforce.
Using Cirrus Insight, sales teams can defeat the interrupted workflow and manual data entry that comes from working in your email inbox and jumping back-and-forth to Salesforce. Cirrus Insight can automatically sync activities (emails, meetings, tasks) from your inbox with Salesforce. You can even use Cirrus Insight to lookup, create, and update Salesforce records—leads, contacts, opportunities, cases, tasks, and more—right from within your inbox, so you don’t have to sign into Salesforce (ever again).
But an integration with Salesforce isn’t the only punch that Cirrus Insight can throw. In fact, you can also use the tool without Salesforce to gain access to a variety of tools that can be useful to a person in just about any profession. Thanks to recent acquisitions, Cirrus Insight’s functionality includes attachment tracking and meeting scheduling tools.
Even saying all this, we’ve only just scratched the surface of everything a subscription to Cirrus Insight’s SaaS sales tool can offer to a user. Serving over 250,000 users already, including Shopify and The Girl Scouts of America, Cirrus Insight offers a multitude of features worthy of Inc. 5000 sales teams that include, well, themselves!
The Salesforce Integration
Cirrus Insight is perhaps best known for its seamless integration between Gmail and Salesforce.
In today’s digital age, many works directly from their inboxes. A smart tool capable of eliminating manual data entry empowers salespeople to spend their precious time on activities more crucial to the sale.
Specifically, with Cirrus Insight, you can:
- Add new data to Salesforce: track prospects and opportunities directly from your inbox
- Create new leads, contacts, opportunities, cases, and more in Salesforce, as well as update and sync your records from Gmail or Outlook
- Use your Salesforce-enabled inbox on your iPhone or Android (as many check their email on their phones).
Create Drip Campaigns
One of the most interesting Cirrus Insight features is the ability to create marketing-esque email drip campaigns, called Flight Plans.
Most marketing automation tools are needlessly complicated and require hiring an expert to at least set them up correctly. This is where Flight Plans come in to rescue sales teams who don’t have the time to invest in picking up a new marketing specialty skill.