Cirrus Insight

Cirrus Insight

Cirrus Insight – Shareware – iOS
Latest Version
 

The sales productivity features that have been embraced by over 100,000 Cirrus Insight users are now available on iOS. This mobile app allows you to gain customer intelligence at the conversation level, seamlessly merging Salesforce and email. With unlimited email tracking and more, you can stay on top of your communications effortlessly.

One user, Lauren K., had this to say about the app: "I appreciate being able to interact with critical Salesforce data and make updates wherever I am - in my email inbox where I communicate with customers and prospects. It's a great app!"

Cirrus Insight Mobile offers a rich array of features:

  • Know exactly when to respond to clients: With unlimited email tracking, you'll receive real-time notifications when your recipients open emails and click on embedded links.
  • Schedule meetings with one click: Easily choose the meeting times that work for you and allow your customers to book the meeting with just one click.
  • Make Salesforce work for you: Create tasks to ensure follow-ups are never missed, log calls or emails to any record, and effortlessly edit or create records within seconds to minimize busy work.
  • Access customer details when you need them most: Instantly access your customer's Salesforce information through Cirrus Insight, so you never miss an opportunity to advance or close a deal.

Additionally, you can schedule meetings and events directly within Salesforce without having to leave your inbox. Cirrus Insight Mobile seamlessly integrates with Gmail, Outlook, Lotus, Yahoo, as well as any other Exchange ActiveSync or IMAP inbox.

To use Cirrus Insight Mobile with Salesforce, an active Salesforce license is required. However, if you do not have a Salesforce license, you can still enjoy the full range of inbox and sales productivity features that the app offers.

Overview

Cirrus Insight is a Shareware software in the category Miscellaneous developed by Cirrus Insight.

The latest version of Cirrus Insight is currently unknown. It was initially added to our database on 12/17/2014.

Cirrus Insight runs on the following operating systems: iOS.

Cirrus Insight has not been rated by our users yet.

FAQ

What is Cirrus Insight?

Cirrus Insight is a sales enablement platform that integrates Salesforce with your email client to streamline and enhance your sales process.

How does Cirrus Insight help sales professionals?

Cirrus Insight allows sales professionals to access and update Salesforce data directly from their email client, saving time and improving productivity.

What are some key features of Cirrus Insight?

Key features of Cirrus Insight include email tracking, email templates, calendar sync, salesforce integration, and analytics.

Is Cirrus Insight compatible with all email clients?

Cirrus Insight is compatible with Gmail, Outlook, Office 365, and other popular email clients.

Can Cirrus Insight be used on mobile devices?

Yes, Cirrus Insight offers a mobile app that allows users to access Salesforce data and email features on the go.

Does Cirrus Insight offer analytics and reporting capabilities?

Yes, Cirrus Insight provides analytics and reporting features to help users track email engagement and sales performance.

Is Cirrus Insight secure for storing sensitive sales data?

Cirrus Insight ensures data security through encryption, access controls, and regular security audits to protect sensitive sales information.

How easy is it to set up Cirrus Insight for use?

Setting up Cirrus Insight is straightforward with step-by-step instructions and customer support available for assistance.

Does Cirrus Insight offer a free trial for users to test the platform?

Yes, Cirrus Insight provides a free trial period for users to test out the platform's features and benefits before committing to a subscription.

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