Average Ratings 3 Ratings

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Average Ratings 0 Ratings

Total
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Description

Minimize lost opportunities by engaging in the right tasks with the appropriate individuals. Leveraging automated tools, from interpreting buyer signals to establishing effective sales cadences, can significantly boost your deal closures. To enhance your email experience, consider acquiring the essential features for Gmail or Outlook. Cirrus Insight offers a comprehensive solution that seamlessly integrates with Salesforce, bringing all necessary information directly to your inbox. By incorporating a bit of automation into your sales workflow, you can bypass the tedious task of manually documenting activities in Salesforce. The repetitive nature of data entry, copying, pasting, and navigating between various applications can be a significant drain on your efficiency. By optimizing your time, you can focus on high-value activities rather than being bogged down by administrative tasks. Managing your CRM shouldn't feel like a burden slowing you down; with Cirrus Insight, you can gain the flexibility and time needed to refine your sales strategy and connect with a greater number of potential customers. Updating your Salesforce activities can consume a lot of your time, especially when trying to follow up with leads that may not be immediately interested in making a purchase, thus highlighting the need for a more efficient approach.

Description

Leverage real-time engagement to boost your revenue. The timing for your sales team has reached a critical point. Implement automated workflows or trigger instant actions in less than a minute. This optimization allows your team to invest less time on tedious manual tasks and more on nurturing genuine prospects. Empower your sales and marketing teams to craft exceptional experiences for your leads, potentially enhancing engagement by up to 50%. We facilitate seamless searching and management of your leads, enabling you to not only review your current leads but also discover new ones within our extensive lead database. Are you in search of an outstanding outreach automation solution? Cliently transcends traditional email by offering both digital and physical engagement alternatives. Tailor your playbooks to align with your unique processes, incorporating task alerts, call reminders, LinkedIn engagement prompts, and additional features. Stay on top of every essential action needed to secure the deal. Once your contacts are integrated into a workflow, all communications will be accessible within the Cliently lead card, simplifying the process of managing your outreach efforts from a single platform. This comprehensive approach ensures that your sales strategy remains efficient and effective at every stage.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Gmail Yes 
Microsoft Outlook Yes 
Salesforce Yes 
Adobe Marketo Engage Yes 
Conga Contracts Yes 
Google Workspace Yes 
HubSpot CRM No 
HubSpot Customer Platform No 
Mailchimp No 
Microsoft 365 Yes 
Navatar Yes 
Pipedrive No 
Stackreaction No 
Zapier No 
Zendesk Yes 

Integrations

Gmail Yes 
Microsoft Outlook Yes 
Salesforce Yes 
Adobe Marketo Engage No 
Conga Contracts No 
Google Workspace No 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Mailchimp Yes 
Microsoft 365 No 
Navatar No 
Pipedrive Yes 
Stackreaction Yes 
Zapier Yes 
Zendesk No 

Pricing Details

$14 per month
Free Trial Yes 
Free Version No 

Pricing Details

$39 per user per month
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Cirrus Insight

Founded

2011

Country

United States

Website

www.cirrusinsight.com

Vendor Details

Company Name

Cliently

Founded

2015

Country

United States

Website

www.cliently.com

Product Features

Calendar

Calendar Sync No 
Collaboration Tools No 
Multi-Device Support No 
Reminders No 
Room Booking No 
Scheduling No 
Task Manaagement No 

Email Tracking

A/B Testing No 
Audience Segmentation No 
Campaign Management Yes 
Event-Based Notifications No 
Location Tracking Yes 
Team Management Yes 

Sales Engagement

CRM Integration Yes 
Call Scripts / Call Steps No 
Email Sequences Yes 
Email Tracking / Automation Yes 
Lead Management Yes 
Reporting / Analytics Yes 
Sales / Voice Dialer Yes 
Sales Automation Yes 
Search Yes 
Task Management Yes 
Templates Yes 
Workflow Management Yes 

Sales Force Automation

Call Management Yes 
Campaign Management Yes 
Channel Management No 
Commission Management No 
Contact Management Yes 
Contract Management Yes 
Customer Database No 
Email Marketing Yes 
Field Sales Management Yes 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation No 
Referral Tracking Yes 
Sales Forecasting Yes 
Territory Management No 

Sales Intelligence

CRM Integration Yes 
Data Cleaning No 
Data Enrichment Yes 
Data Import/Export No 
Data Mining No 
Data Verification Yes 
Email Integration Yes 
Lead Scoring No 
List Building Yes 
Performance Management Yes 
Pipeline Management No 
Predictive Modeling/Analytics No 
Prospecting Tools Yes 
Reporting/Analytics Yes 
Sales Forecasting No 

Product Features

Buyer Intent

B2B Lead Generation Yes 
CRM Integration Yes 
Channel Attribution No 
Competitor Analysis No 
Content Marketing No 
Customer Journey Mapping No 
Customer Profiles No 
Intent Data No 
Lead Notifications No 
Lead Scoring No 

Sales Enablement

Collaboration Yes 
Contact Management Yes 
Content Management Yes 
Document Management No 
Goals / Quota Management No 
Lead Management Yes 
Meeting Management No 
Performance Management Yes 
Presentation Management No 
Proposal Management No 
Territory Management No 
Training Management No 

Sales Engagement

CRM Integration Yes 
Call Scripts / Call Steps No 
Email Sequences No 
Email Tracking / Automation Yes 
Lead Management Yes 
Reporting / Analytics Yes 
Sales / Voice Dialer No 
Sales Automation Yes 
Search Yes 
Task Management No 
Templates Yes 
Workflow Management No 

Sales Force Automation

Call Management No 
Campaign Management Yes 
Channel Management No 
Commission Management No 
Contact Management Yes 
Contract Management No 
Customer Database Yes 
Email Marketing Yes 
Field Sales Management Yes 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting No 
Territory Management No 

Sales Intelligence

CRM Integration Yes 
Data Cleaning No 
Data Enrichment No 
Data Import/Export Yes 
Data Mining No 
Data Verification Yes 
Email Integration Yes 
Lead Scoring No 
List Building Yes 
Performance Management Yes 
Pipeline Management No 
Predictive Modeling/Analytics No 
Prospecting Tools Yes 
Reporting/Analytics Yes 
Sales Forecasting No 

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