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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

ShiftUp is a sales intelligence platform driven by AI that is seamlessly integrated within Salesforce, designed to assist enterprises in identifying and capitalizing on hidden revenue opportunities throughout their account portfolio. The platform persistently examines extensive account collections, often comprising numerous accounts for each representative, to identify inactive or underutilized accounts that may present lucrative deals. By providing prioritized and actionable insights directly within Salesforce, ShiftUp brings valuable opportunities to the forefront. It recognizes early warning signs such as changes in technology stacks, new executive appointments, mergers and acquisitions, regulatory changes, or budget increases, offering what it terms “premium revenue signals” that frequently suggest a strong possibility of upcoming purchases. Furthermore, for each account, it can create comprehensive stakeholder maps detailing economic buyers, technical evaluators, and decision influencers, along with insights into budget trends and the competitive landscape, effectively equipping sales professionals with a thorough understanding of whom to engage and the optimal timing for outreach. This level of insight ultimately empowers sales teams to maximize their efforts and drive greater revenue growth.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

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

Integrations

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

Pricing Details

$14 per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Cirrus Insight

Founded

2011

Country

United States

Website

www.cirrusinsight.com

Vendor Details

Company Name

ShiftUp

Founded

2025

Country

United States

Website

shiftupai.com

Product Features

Calendar

Calendar Sync
Collaboration Tools
Multi-Device Support
Reminders
Room Booking
Scheduling
Task Manaagement

Email Tracking

A/B Testing
Audience Segmentation
Campaign Management
Event-Based Notifications
Location Tracking
Team Management

Sales Engagement

CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Intelligence

CRM Integration
Data Cleaning
Data Enrichment
Data Import/Export
Data Mining
Data Verification
Email Integration
Lead Scoring
List Building
Performance Management
Pipeline Management
Predictive Modeling/Analytics
Prospecting Tools
Reporting/Analytics
Sales Forecasting

Product Features

Revenue Intelligence

Actionable Insights
Alerts / Notifications
CRM Interactions
Call Scoring
Conversation Intelligence
Dashboard
Email/Message Interactions
Market Intelligence
Phone Call Interactions
Pipeline Visibility
Sales Coaching
Video Call Interactions

Alternatives

Alternatives