List of Cirrus Insight For Salesforce Customers
Raleigh, 27603, NC,
United States
Since 2010, our global team of researchers has been studying Cirrus Insight For Salesforce customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Cirrus Insight For Salesforce for Marketing Automation, Sales Engagement from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Cirrus Insight For Salesforce for Marketing Automation, Sales Engagement include: NextEra Energy, a United States based Utilities organisation with 16800 employees and revenues of $24.75 billion, AXA US, a United States based Insurance organisation with 12300 employees and revenues of $12.64 billion, University of Michigan, a United States based Education organisation with 31987 employees and revenues of $11.60 billion, News Corp, a United States based Media organisation with 22300 employees and revenues of $8.45 billion, Kaplan, a United States based Education organisation with 12050 employees and revenues of $1.85 billion and many others.
Contact us if you need a completed and verified list of companies using Cirrus Insight For Salesforce, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Cirrus Insight For Salesforce customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Air Blown Concrete | Manufacturing | 20 | $2M | United States | Cirrus Insight | Cirrus Insight For Salesforce | Marketing Automation,Sales Engagement | 2011 | n/a |
In 2011, Air Blown Concrete implemented Cirrus Insight For Salesforce. The deployment is visible on the company website, indicating a website-facing configuration that extends CRM-connected sales workflows and Marketing Automation,Sales Engagement capabilities. Cirrus Insight For Salesforce is used to surface customer interactions and route digital touchpoints into Salesforce records.
The implementation centers on core sales engagement and marketing automation functionality typical for the category, including email tracking, contact synchronization between front-end touchpoints and Salesforce, calendar and meeting capture, and automated logging of communication activities. Configuration appears oriented toward aligning inbound web interactions with Salesforce contacts and opportunities, consistent with Marketing Automation,Sales Engagement workflows.
Operational coverage focuses on sales and marketing functions within the 20-person manufacturing firm, where the tool links website interactions to CRM records to support lead follow-up and account activity history. Integration posture is primarily between the website surface and Salesforce through Cirrus Insight For Salesforce, enabling persistent record updates and inbox-to-CRM synchronization.
Governance for the rollout is likely lightweight and centralized, reflecting the company size, with standardization of email-to-CRM logging and contact ownership workflows to ensure consistent data capture. The implementation signals a small-enterprise approach to embedding Marketing Automation,Sales Engagement tooling directly into web and CRM touchpoints rather than broad enterprise orchestration.
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Americana Insurance and Investments | Insurance | 10 | $1M | United States | Cirrus Insight | Cirrus Insight For Salesforce | Marketing Automation,Sales Engagement | 2022 | n/a |
In 2022, Americana Insurance and Investments implemented Cirrus Insight For Salesforce. The deployment targets Marketing Automation,Sales Engagement capabilities to support sales and marketing functions for the small firm and to tighten CRM activity capture with their Salesforce instance.
Cirrus Insight For Salesforce was configured to capture and log email activity into Salesforce, synchronize calendars, surface reusable email templates and scheduling, and automate basic outreach workflows consistent with Marketing Automation,Sales Engagement functionality. The implementation follows a lightweight architecture with client add-ins embedded in user mailboxes and direct synchronization to Salesforce records, applied across sales and client service workflows in the United States. Governance focused on activity capture rules, template ownership, and standardized record hygiene to ensure consistent CRM data and repeatable outreach processes.
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Anderson Financial Group | Insurance | 10 | $1M | United States | Cirrus Insight | Cirrus Insight For Salesforce | Marketing Automation,Sales Engagement | 2020 | n/a |
In 2020, Anderson Financial Group implemented Cirrus Insight For Salesforce. The deployment uses Cirrus Insight For Salesforce as a Marketing Automation,Sales Engagement platform to extend CRM linked outreach and email engagement for a 10 person insurance practice. The implementation is surfaced on their public website and centralizes email tracking, CRM synchronization, and scheduling capabilities to support sales outreach and marketing lead capture.
Operational scope focuses on sales and marketing functions, with primary users comprising client facing agents and administrative staff in the United States. Configuration and access control are managed through Salesforce linked settings and the Cirrus Insight application, consistent with compact organizational governance and direct administration by in house staff. The deployment emphasizes lightweight governance and embedded web instrumentation rather than multi site enterprise orchestration.
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AXA US | Insurance | 12300 | $12.6B | United States | Cirrus Insight | Cirrus Insight For Salesforce | Marketing Automation,Sales Engagement | 2020 | n/a |
In 2020, AXA US deployed Cirrus Insight For Salesforce to support regional advisor enablement across the Greater NY Complex, covering three offices in the NY Metro and Long Island areas. The implementation targeted Marketing Automation,Sales Engagement capabilities to centralize inbox to CRM workflows and to serve as the primary digital toolset for Financial Professionals in the Complex.
Cirrus Insight For Salesforce was configured to provide email and calendar synchronization, in‑inbox Salesforce record access, activity logging and template driven outreach to standardize advisor communications and meeting scheduling. The implementation emphasized onboarding, structured ongoing training, and practice management workflows so the designated local digital lead could manage advisor support activities, trainings, meetings and seminars.
The deployment operated alongside Hearsay Social, My Marketing Station, virtual meeting tools such as MS Teams and Zoom, and PaperClip to align marketing workflows, social distribution and remote meeting orchestration with advisor outreach. Integrations centered on Salesforce CRM connectivity and data capture from email and calendar flows, enabling consistent contact and activity records across sales and marketing operations.
Governance was organized around a Complex Digital Lead who acted as the primary digital subject matter expert and liaison with the HQ Wealth Management Digital Team to ensure branch digital goals and business sales practices were coordinated. Rollout relied on local training, onboarding sessions and ongoing practice management to drive adoption and to embed Cirrus Insight For Salesforce into advisor operating procedures.
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Barber Financial Group | Banking and Financial Services | 100 | $10M | United States | Cirrus Insight | Cirrus Insight For Salesforce | Marketing Automation,Sales Engagement | 2020 | n/a |
In 2020, Barber Financial Group deployed Cirrus Insight For Salesforce to operationalize client meeting capture and surface client data to advisors. The deployment supports the firms client experience strategy and is positioned within the Marketing Automation,Sales Engagement category to centralize engagement signals in the CRM.
The implementation focused on automated capture of client meeting data and synchronization into Salesforce contact and activity records, ensuring meeting notes and metadata are consistently attached to client profiles. Configuration work emphasized mapping meeting fields and standardizing activity logging so engagement data becomes a persistent part of client records and advisor workflows.
Operational coverage centered on client-facing teams and the client operations group, making meeting data available to all team members who service clients. Governance shifted to require consistent meeting capture as part of routine workflows, enabling the firm to maintain operational efficiency. Barber Financial reports that with Cirrus Insight For Salesforce they have more data to understand how many times they are meeting with clients, which supports efforts to ensure clients receive necessary attention to retain and build the client base.
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Leisure and Hospitality | 65 | $7M | United States | Cirrus Insight | Cirrus Insight For Salesforce | Marketing Automation,Sales Engagement | 2022 | n/a |
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Non Profit | 250 | $99M | United States | Cirrus Insight | Cirrus Insight For Salesforce | Marketing Automation,Sales Engagement | 2018 | n/a |
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Professional Services | 200 | $50M | United States | Cirrus Insight | Cirrus Insight For Salesforce | Marketing Automation,Sales Engagement | 2014 | n/a |
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Education | 500 | $55M | United States | Cirrus Insight | Cirrus Insight For Salesforce | Marketing Automation,Sales Engagement | 2011 | n/a |
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Professional Services | 170 | $20M | United States | Cirrus Insight | Cirrus Insight For Salesforce | Marketing Automation,Sales Engagement | 2013 | n/a |
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Buyer Intent: Companies Evaluating Cirrus Insight For Salesforce
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