Outlook, Gmail & Office 365-Sidebar-
Cirrus Insight is the seller-led, AI-orchestrated Sales Operating System that runs natively alongside Salesforce. For over a decade, we’ve captured and cleaned the relationship history you depends on; automatically logging emails, calendar events, and tasks from Outlook and Gmail straight into Salesforce, across one or many orgs. The result is trustworthy data that powers real pipeline growth, tighter deal management, and forecasts you can stand behind. Inside the inbox, reps get scheduling, meeting prep briefs, live coaching, and automated follow-ups that keep momentum high. Inside Salesforce, admins and leaders get pristine activity data, configurable capture policies, and native reporting that surfaces what truly drives wins. Cirrus turns everyday GTM activity into a clean, continuous signal, so your Salesforce instance becomes the engine of your revenue, not just a system of record. Cirrus Insight supports all editions of Salesforce including Unlimited, Enterprise, Professional, Group, Contact Manager, and Developer. Cirrus Insight supports Gmail; Outlook 2010, 2013, 2016; Office 365; iOS; Android; and Citrix. Compare to: Revenue Grid Match My Email Gong Chili Piper
Top keywords
- salesforce5×2.91%
- cirrus4×2.33%
- cirrus insight3×1.74%
- insight3×1.74%
- activity2×1.16%
- cirrus insight supports2×1.16%
- data2×1.16%
- gmail2×1.16%
- inside2×1.16%
- insight supports2×1.16%
- outlook2×1.16%
- revenue2×1.16%
iTools Customizable Account Hierarchy
Create a more comprehensive view of a company and its subsidiaries. Choose any standard, custom or related object field to display in the Account Hierarchy and customizable related object tabs. Point and Click interface to set up a global configuration with overrides available by profile, role and user. Expand/Collapse, 3-way Column Sort, Printable View and Export capabilities, plus Contact Org Chart View to see all Reports To relationships. Configure Tab views to filter the list of items displayed. New ‘From Here Down’ filter to show just a specific branch of the hierarchy. Use the iTools Hierarchy Builder to create/maintain parent account relationships. iTools continues to add more account hierarchy functions for parent/child accounts. Making Account Hierarchies useful in reports, charts and dashboards is super easy using our iTools Ultimate Account ID for Account Hierarchy Members which also supports creation of Roll-up Summary Fields for Account - Account (Hierarchy) Relationship and Account Hierarchy formula fields/functions. For larger accounts, there is no better way to analyze facts, manage relationships & coordinate activities across all entities.
Top keywords
- account9×5.11%
- hierarchy7×3.98%
- account hierarchy5×2.84%
- itools3×1.70%
- relationships3×1.70%
- view3×1.70%
- accounts2×1.14%
- fields2×1.14%