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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.

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.

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

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

Audience

Any organization seeking a solution offering automated tools to close deals

Audience

Sales teams that use Salesforce

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Not Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$14 per month
Free Version Not Supported
Free Trial Supported

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

Reviews/Ratings

Overall 4.7 / 5
ease 4.3 / 5
features 4.7 / 5
design 4.3 / 5
support 4.7 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Pros & Cons from Real Users

Pros

  • Cyrus inside helps in scheduling meeting as well as tracking emails. Seamlessly integrates with Salesforce. Automatic sales routine. Synchronises all data with Google calendar and Salesforce. Schedule conferences and events. Save lots of time and energy.
  • I was able to to quickly identify prospects in Gmail through the CRM integration. This allowed me to streamline my outreach process and attack the day in an organized manner.
  • Cirrus Insight has been a huge tool for us to get our sales team working as efficiently and effectively as possible. It's extremely easy to get set up and starting using it. It's also easy to onboard and train new salespeople on how to use it. It's also great that it lets you leverage Salesforce very effectively without even having to log in to Salesforce, instead just using it directly in your email account like Gmail.

Cons

  • Very efficient software. Synchronising part is awesome. No dislikes.
  • Interface was a little tricky, however, ended up being able to navigate it after becoming familiar.
  • Every once in a while if someone has a weird Chrome extension installed, then it might hit a snag. Very rare though.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Cirrus Insight
Founded: 2011
United States
www.cirrusinsight.com

Company Information

ClosePlan
Founded: 2017
Czech Republic
www.closeplanapp.com

Alternatives

Alternatives

Upland Altify

Upland Altify

Upland Software
Strategy Mapper

Strategy Mapper

Point N Time
Prolifiq

Prolifiq

Prolifiq.ai

Categories

AI Sales Tools Supported
Calendar Supported
Data Enrichment Supported
Email Tracking Supported
Sales Engagement Supported
Sales Intelligence Supported

Categories

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

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

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

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
Claim Cirrus Insight and update features and information
Claim Cirrus Insight and update features and information
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Claim ClosePlan and update features and information