Case Study: PCBB achieves higher prospect engagement with Cirrus Insight

How Cirrus Insight Helps PCBB Book More Prospect Engagements

PCBB needed a better way to improve sales team efficiency and capture more customer data in Salesforce, especially because many users worked outside the office and already relied heavily on email. After evaluating several tools over four years, PCBB’s Salesforce Administrator Brandon Chadwell looked for a solution that would make Salesforce easier to use while helping reps gather relevant information without extra manual entry. Cirrus Insight became the vendor that fit that need.

With Cirrus Insight, PCBB users could stay in their email application while using the Cirrus Insight sidebar to update Salesforce records, reducing friction and improving adoption. The solution helped PCBB work more efficiently and gave sales reps the information they needed to engage prospects more effectively, resulting in more prospect engagements and better data capture in Salesforce.

PCBB

Brandon Chadwell

Salesforce Administrator