Related Products
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About
Reduce wasted opportunities by executing the right activity with the right people. From buyer signals to sales cadences, automated tools can help you close deals. Get the missing features for Gmail or Outlook. Cirrus Insight has everything you need in one solution. Salesforce integration: everything you need from Salesforce in your inbox. Add a little automation to your sales routine, and skip the busy work involved in manually logging activities to Salesforce. Constantly entering data, copying and pasting, and toggling between applications is cumbersome. Reclaim time for actions that provide value, not busy work. Updating your CRM can be like a ball and chain shackling your time and adding drag to your sales process. Cirrus Insight gives you the freedom and time you need to master your sales process and engage with more customers. Updating activities in Salesforce is time-consuming. Following up with prospects that are not ready to buy.
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About
Align Salesforce with your Sales Strategy. ClosePlan combines your Sales Strategy, Sales Process and Sales Methodology natively in Salesforce. ClosePlan helps sales execute on the things that matter – rigorous opportunity qualification, customer relationship alignment and sales process execution. Build org charts natively in Salesforce with easy-to-use drag and drop functionality. Create opportunity qualification scorecards based on any sales qualification methodology. Create repeatable best-practice Sales Playbooks for different business lines. Create relationship maps, org charts, account maps, influence maps natively in Salesforce with easy-to-use drag and drop tools. Visualize customers and prospects so you can build relationships with the the people that matter. 100% Native Salesforce application available in the AppExchange.Leverage your Salesforce contact records. Keep you data in Salesforce.Great for Account Planning, Deal Reviews, QBR’s and 1 : 1 coaching sessions.
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Platforms Supported
Windows
Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Any organization seeking a solution offering automated tools to close deals
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Audience
Sales teams that use Salesforce
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Not Supported
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API
Offers API
Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$14 per month
Free Version
Not Supported
Free Trial
Supported
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Pricing
$10 per user per month
ClosePlan $39/month - Rel. Maps Scorecards and Playbooks $18 per user per month
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationCirrus Insight
Founded: 2011
United States
www.cirrusinsight.com
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Company InformationClosePlan
Founded: 2017
Czech Republic
www.closeplanapp.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Email Tracking Features
A/B Testing
Not Supported
Audience Segmentation
Not Supported
Campaign Management
Supported
Event-Based Notifications
Not Supported
Location Tracking
Supported
Team Management
Supported
Sales Engagement Features
Call Scripts / Call Steps
Not Supported
CRM Integration
Supported
Email Sequences
Supported
Email Tracking / Automation
Supported
Lead Management
Supported
Reporting / Analytics
Supported
Sales / Voice Dialer
Supported
Sales Automation
Supported
Search
Supported
Task Management
Supported
Templates
Supported
Workflow Management
Supported
Sales Force Automation Features
Call Management
Supported
Campaign Management
Supported
Channel Management
Not Supported
Commission Management
Not Supported
Contact Management
Supported
Contract Management
Supported
Customer Database
Not Supported
Email Marketing
Supported
Field Sales Management
Supported
Lead Management
Supported
Opportunity Management
Supported
Performance Metrics
Supported
Proposal Generation
Not Supported
Referral Tracking
Supported
Sales Forecasting
Supported
Territory Management
Not Supported
Sales Intelligence Features
CRM Integration
Supported
Data Cleaning
Not Supported
Data Enrichment
Supported
Data Import/Export
Not Supported
Data Mining
Not Supported
Data Verification
Supported
Email Integration
Supported
Lead Scoring
Not Supported
List Building
Supported
Performance Management
Supported
Pipeline Management
Not Supported
Predictive Modeling/Analytics
Not Supported
Prospecting Tools
Supported
Reporting/Analytics
Supported
Sales Forecasting
Not Supported
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Customer Journey Mapping Tools Features
Action Management
Supported
Attribution Modeling
Supported
Behavioral Analytics
Supported
Collaboration
Supported
Customer Profiles
Supported
Data Import / Export
Supported
Predictive Analytics
Not Supported
Surveys & Feedback
Not Supported
Templates
Supported
Sales Enablement Features
Collaboration
Supported
Contact Management
Supported
Content Management
Not Supported
Document Management
Not Supported
Goals / Quota Management
Supported
Lead Management
Not Supported
Meeting Management
Not Supported
Performance Management
Supported
Presentation Management
Not Supported
Proposal Management
Not Supported
Territory Management
Not Supported
Training Management
Supported
Sales Forecasting Features
Competitor Analysis
Not Supported
Correlation Analysis
Not Supported
Dashboard
Supported
Dynamic Modeling
Not Supported
Exception Reporting
Not Supported
Graphical Data Presentation
Supported
Modeling & Simulation
Not Supported
Performance Metrics
Supported
Sales Trend Analysis
Supported
Statistical Analysis
Not Supported
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Integrations
Salesforce
Supported
Adobe Marketo Engage
Supported
Conga Contracts
Supported
Gmail
Supported
Google Workspace
Supported
Microsoft 365
Supported
Microsoft Outlook
Supported
Navatar
Supported
Zendesk
Supported
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Integrations
Salesforce
Supported
Adobe Marketo Engage
Not Supported
Conga Contracts
Not Supported
Gmail
Not Supported
Google Workspace
Not Supported
Microsoft 365
Not Supported
Microsoft Outlook
Not Supported
Navatar
Not Supported
Zendesk
Not Supported
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