Customer Success

Dear Customer,

When you buy Cirrus Insight, you get the best application in its class backed the best team in the business.

We're here to make sure you maximize your productivity and Salesforce adoption with Cirrus Insight.

We have 10 Certified Salesforce Administrators on sta� ready to configure Cirrus Insight to match your

business processes and Salesforce workflows. And we can help set up custom reports and dashboards to

measure your KPIs in Salesforce.

We have a tried-and-true process for on-boarding and training organizations on Cirrus Insight. And we'll

customize our approach to align with your goals and internal procedures.

We've worked with every size of organization, in every industry, in dozens of countries. We've learned a

lot from our customers along the way, and we look forward to sharing these best practices with you and

your team.

We'll start by kicking o� a project in Basecamp (project management software) where we'll manage every

aspect of the Cirrus Insight deployment and implementation. We'll keep everybody on your implementa-

tion team on the same page to ensure a seamless rollout to your users.

Following a successful deployment, we'll schedule regular check-in meetings with you and your team to

share product updates, answer questions, and provide supplementary training.

We're here to make sure you win on Day 1 with Cirrus Insight and every day after that.

Sincerely,

Geo� Bokuniewicz

Director of Customer Success

Quick Start Package - $1,000

1 hour customized and recorded training session. Additional hours of training @ $250/hour.

Silver Package - $2,500/year

2 hours of customized and recorded user training. Additional hours of training @ $250/hour.

1 kicko� call to discuss how Cirrus Insight and our new features can boost productivity of your

specific Salesforce instance.

1 adminstrator trainer call so your Salesforce adminstrator knows how to manage, configure and

customize Cirrus Insight.

Quarterly check-ins and updates about new and upcoming features.

Gold Package - $5,000/year

5 hours of customized and recorded user training. Additional hours of training @ $250/hour.

2 kicko� calls to discuss how Cirrus Insight and our new features can boost productivity of your

specific Salesforce instance.

1 administrator trainer call so your Salesforce administrator knows how to manage, configure, and

customize Cirrus Insight.

1 analytics call to plan and deploy Cirrus Insight analytics plus 5 custom reports/dashboards for

deep and actionable Salesforce activity reporting.

1 templates call to review best practices for email templates and to plan and deploy 5 custom HTML

email templates for your organization.

Monthly check-ins and updates about new and upcoming features.

Custom documentation including: branded user manual,and branded admin manual.

Service Level Agreement available for 15% of subscription fees, per year.

Cirrus Insight is the #1 sales application on the

Salesforce AppExchange. Cirrus Insight helps

drive productivity and performance by

bringing Salesforce into Gmail and Outlook

and mobile where salespeople work.

About Cirrus InsightStart a free 14-day trial,

join a webinar, or schedule a 1:1 live

demonstration at www.cirrusinsight.com

Email us at sales@cirrusinsight.com

or call us at 1-844-287-0950.

Contact Us

Enterprise Package - Contact Us

We'll work with you to completely customize the entire Cirrus Insight experience.

This can include:

Custom documentation and training videos for multiple organizations, divisions, or teams.

Global on-site training

Sales Cloud consulting

Pardot consulting

Salesforce Chatter & Communities consulting

Service Cloud consulting