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%
Account Planning Agent
Account Planning Agent helps revenue teams activate Salesforce Account Planning with Digital Labour that keeps strategic plans current, actionable, and tied to growth. Built on Salesforce Agentforce and configured through mindZvue’s Agentforce Enablement methodology, the agent monitors approved account data, sales activity, stakeholders, opportunities, and planning inputs. It helps teams reduce manual planning effort, refresh plan context, identify whitespace, review stakeholder coverage, detect risks, capture post-meeting updates, and generate QBR-ready summaries for leadership reviews. Instead of treating account planning as a static form, Account Planning Agent gives reps and managers a live planning assistant that nudges action, recommends next steps, and turns account strategy into execution. Key capabilities include guided plan creation, auto-populated context, whitespace intelligence, stakeholder gap detection, SWOT support, competitor notes, plan summaries, collaboration support, and agent recommendations. Designed for teams that want Salesforce Account Planning to become proactive, consistent, and growth-focused.
Top keywords
- planning8×5.52%
- account7×4.83%
- account planning5×3.45%
- agent4×2.76%
- plan3×2.07%
- salesforce3×2.07%
- teams3×2.07%
- account planning agent2×1.38%
