Cirrus Insight Case Study
CASE STUDY
CIRRUSPATH, INC. Accelerating lead generation and productivity in the SaaS industry
At Cirruspath, Inc, the company’s core product is Cirrus Insight, a platform designed to allow users instant access to Salesforce data in their inbox. Sales teams perform most day-to-day activities in their inboxes, but management often needs all information stored directly in Salesforce. Cirrus Insight saves sales agents time by putting the power of Salesforce where they work: the inbox. The company’s target demographic is any business using Salesforce - from small oneperson shops to large enterprises. Currently, the Cirruspath sales team uses DialSource on a daily basis to execute custom calling campaigns.
Favorite Features Post-Call Automation Dialing Modes Custom Call Lists
DIALSOURCE.COM
BUSINESS CHALLENGES
BUSINESS CHALLENGES
“For Cirrus, our biggest challenge was transitioning from dialing software plagued with bugs and inconsistent support. The previous platform was unreliable, and did not exist inside Salesforce.com” - Zach Meadors, Director of Client Engagement. By dialing numbers one by one, sales agents were spending considerable time on manual activities versus engaging directly with potential customers. The extra time spent on support and troubleshooting with their original dialer translated to time lost for sales agents. Productivity and calling campaigns were directly impacted by an unstructured calling platform. The key for management was finding a solution that would automate follow-up tasks and enable agents to set-up custom call lists for leads and contacts.
DIALSOURCE.COM
THE SOLUTION
“Not only have we been able to have more touches, more meetings, and more calls with leads, but the calls that we do make are of a significantly higher quality” - Zach Meadors, Director of Client Engagement. Using DialSource’s three dialing modes, Cirruspath now reaches far more leads through targeted calling campaigns and automatic time-zone catching. A feature now crucial to their sales cycle is the ability to set-up a centralized control from which all outbound sales activities are planned. Management is now able to use Salesforce reporting to prioritize critical call lists and send them directly to specific agents on their sales team. “Using the dialer’s automation engine, our sales agents experienced a dramatic increase in live conversations, completing an extra 60-120 dispositions on average per day. Support has been great, especially when working with us on custom implementation projects. We love the app & the team!”
DIALSOURCE.COM
REQUEST DEMO
dialsource.com 800.928.0392 [email protected] Request Demo
DIALSOURCE.COM
CIRRUSPATH, INC. Accelerating lead generation and productivity in the SaaS industry
At Cirruspath, Inc, the company’s core product is Cirrus Insight, a platform designed to allow users instant access to Salesforce data in their inbox. Sales teams perform most day-to-day activities in their inboxes, but management often needs all information stored directly in Salesforce. Cirrus Insight saves sales agents time by putting the power of Salesforce where they work: the inbox. The company’s target demographic is any business using Salesforce - from small oneperson shops to large enterprises. Currently, the Cirruspath sales team uses DialSource on a daily basis to execute custom calling campaigns.
Favorite Features Post-Call Automation Dialing Modes Custom Call Lists
DIALSOURCE.COM
BUSINESS CHALLENGES
BUSINESS CHALLENGES
“For Cirrus, our biggest challenge was transitioning from dialing software plagued with bugs and inconsistent support. The previous platform was unreliable, and did not exist inside Salesforce.com” - Zach Meadors, Director of Client Engagement. By dialing numbers one by one, sales agents were spending considerable time on manual activities versus engaging directly with potential customers. The extra time spent on support and troubleshooting with their original dialer translated to time lost for sales agents. Productivity and calling campaigns were directly impacted by an unstructured calling platform. The key for management was finding a solution that would automate follow-up tasks and enable agents to set-up custom call lists for leads and contacts.
DIALSOURCE.COM
THE SOLUTION
“Not only have we been able to have more touches, more meetings, and more calls with leads, but the calls that we do make are of a significantly higher quality” - Zach Meadors, Director of Client Engagement. Using DialSource’s three dialing modes, Cirruspath now reaches far more leads through targeted calling campaigns and automatic time-zone catching. A feature now crucial to their sales cycle is the ability to set-up a centralized control from which all outbound sales activities are planned. Management is now able to use Salesforce reporting to prioritize critical call lists and send them directly to specific agents on their sales team. “Using the dialer’s automation engine, our sales agents experienced a dramatic increase in live conversations, completing an extra 60-120 dispositions on average per day. Support has been great, especially when working with us on custom implementation projects. We love the app & the team!”
DIALSOURCE.COM
REQUEST DEMO
dialsource.com 800.928.0392 [email protected] Request Demo
DIALSOURCE.COM
