Cirrus Insight is a software solution that integrates Salesforce CRM functionality directly into users’ email inboxes, streamlining the workflow between email and Salesforce for business professionals. Cirrus Insight enables users to view, update, and manage Salesforce leads, contacts, and opportunities without leaving their inbox.
The platform provides several core features:
- One-click saving of emails to Salesforce records
- Automatic syncing of events and meetings between Salesforce and your calendar
- The ability to create and manage leads, contacts, tasks, events, cases, and opportunities from directly within email
- Compatibility with all editions of Salesforce
- Easy installation for Chrome and Firefox browsers
Cirrus Insight aims to reduce manual data entry and context switching, helping sales and support teams stay productive and ensure Salesforce data is always up to date. The tool is best known for its tight Salesforce integration, making it a preferred choice for organizations looking to unify their CRM and email workflows seamlessly.
Who Uses Cirrus Insight?
Cirrus Insight serves a wide range of businesses that rely on Salesforce for their customer relationship management. Notable customers include Discover, Equitable, Walmart, Tableau, TripAdvisor, Samsung, CMIT Solutions, Convergence Communications, and Activate Care, illustrating its relevance to large enterprises and technology-driven organizations.
How Was Cirrus Insight Started?
The company was founded by a team with experience across product, sales, finance, customer support, and administration. The founding team includes Phil Dixon (CEO), Amy Green (VP of Sales & Marketing), Jack Wheless (VP of Finance), Mike Baldwin (Director of Product), Jason deForest (Director of Customer Support), and Sandi Lindsay (Director of Administration). Their collective background in software and customer-facing roles has shaped Cirrus Insight into a solution focused on practical workflow enhancements for Salesforce users. More about the team and company can be found on their About page.
Where Is Cirrus Insight Based?
Cirrus Insight is headquartered in Raleigh, North Carolina, United States. The company operates as a privately held business with a team size ranging from 51 to 200 employees.
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