Average Ratings 3 Ratings

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Average Ratings 0 Ratings

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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

Integrate your Sales Strategy seamlessly with Salesforce using ClosePlan, which merges your sales approach, process, and methodology directly within the platform. ClosePlan empowers sales teams to focus on crucial tasks such as thorough opportunity evaluation, alignment with customer relationships, and effective execution of the sales process. With user-friendly drag-and-drop capabilities, you can effortlessly build organizational charts and create opportunity qualification scorecards tailored to any sales qualification framework. Additionally, it allows you to develop standardized Sales Playbooks for various business divisions and construct relationship maps, org charts, account maps, and influence maps right in Salesforce. This visualization enables you to engage with key individuals among your customers and prospects to foster essential relationships. The application is fully integrated within Salesforce and is accessible via the AppExchange, making it ideal for account planning, deal assessments, quarterly business reviews, and one-on-one coaching sessions. Furthermore, by harnessing your Salesforce contact records, you can ensure that all your data remains centralized within the platform, enhancing collaboration and efficiency across your sales efforts.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
Adobe Marketo Engage Yes 
Conga Contracts Yes 
Gmail Yes 
Google Workspace Yes 
Microsoft 365 Yes 
Microsoft Outlook Yes 
Navatar Yes 
Zendesk Yes 

Integrations

Salesforce Yes 
Adobe Marketo Engage No 
Conga Contracts No 
Gmail No 
Google Workspace No 
Microsoft 365 No 
Microsoft Outlook No 
Navatar No 
Zendesk No 

Pricing Details

$14 per month
Free Trial Yes 
Free Version No 

Pricing Details

$10 per user per month
ClosePlan $39/month - Rel. Maps Scorecards and Playbooks $18 per user per month
Free Trial Yes 
Free Version No 

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 No 

Types of Training

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

Types of Training

Training Docs Yes 
Webinars Yes 
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

ClosePlan

Founded

2017

Country

Czech Republic

Website

www.closeplanapp.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

Account Planning

Account Segmentation No 
Account Tracker No 
Annual Account Plan No 
Communication Matrix No 
Competitor Stacking No 
Dashboard No 
Performance Metrics No 
Relationship Mapping No 
Trend Monitoring No 
White Space Analysis No 

Customer Journey Mapping Tools

Action Management Yes 
Attribution Modeling Yes 
Behavioral Analytics Yes 
Collaboration Yes 
Customer Profiles Yes 
Data Import / Export Yes 
Predictive Analytics No 
Surveys & Feedback No 
Templates Yes 

Sales Enablement

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

Sales Forecasting

Competitor Analysis No 
Correlation Analysis No 
Dashboard Yes 
Dynamic Modeling No 
Exception Reporting No 
Graphical Data Presentation Yes 
Modeling & Simulation No 
Performance Metrics Yes 
Sales Trend Analysis Yes 
Statistical Analysis No 

Sales Performance Management

Incentive Compensation Management (ICM) No 
Predictive Sales Analytics No 
Quota Management No 
Reporting / Analytics No 
Sales Coaching Analysis No 
Sales Gamification No 
Sales Performance Tracking No 
Sales Planning & Forecasting No 
Territory Management No 

Sales Training

Analytics / Reporting No 
Assessment Management No 
Built-in Course Authoring No 
Certification Management No 
Customizable Branding No 
Gamification No 
Learning Management No 
Microlearning No 
Onboarding No 
Practice Tools No 
Progress Tracking No 
Video Assessments No 

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