Cirrus Insight

Easy for even the "computer-challenged" to use

Kommentare: It allows for us to easily log emails into SF plus create follow up tasks. The best feature is the "send later" so you can type emails as you're working but send them at a future time!

Vorteile:

It is easy to use and they are updating and adding features often to stay competitive with Salesforce Inbox. We decided not to switch to SF Inbox because we have had such a positive experience with Cirrus plus Cirrus costs less!

Nachteile:

We have had little to no issues with Cirrus and when we do have an issue, the resolution is always simple: go to the download page & redownload the application which has always fixed every issue we have had. Nothing else negative comes to mind!

The easiest way to connect your Salesforce and Gmail together

Kommentare: You nearly double your efficiency in client reach out simply by not having to go back and forth between your email and your Salesforce. The added value this sky rocketing extension brings to your team is simply baffling

Vorteile:

Cirrus Insight allows you to seamlessly connect your Gmail and your Salesforce together, allowing you to integrate all of the crm information of your client while you're working at the comfort of your email inbox. It's as if both programs merged into one!

Nachteile:

If I'm really, really picky about it, I'd love to have integrations like these with other CRM software besides Salesforce, but in general, Tha add on will save your time

Beware of the new Cirrus Insight - severely lacking features

Kommentare: We were happy customers with the old version of cirrus insight but the significant downgrade in features, stability and functionality of the new version leaves a lot to be desired. Simple things we liked in the old version are gone such as a little green button in the inbox next to an email address when they were synced in salesforce through to the ability to remind us if someone has not opened an email after a set period of time after sending. All these functionality plus a lot more are now gone.

Vorteile:

The old cirrus insight was great, we could track emails, set reminders and had salesforce CRM integration. But now that it's unsupported, it's slow and unusable in normal business application

Nachteile:

They stopped supporting the old Cirrus Insight and released a new version which took away many of the features that made Cirrus good. There is no email and workflow tracking ability and the UI is buggy (frequently blocks us out saying our valid subscription has expired).

Best Sales Side Automation for Sales Reps connected to Salesforce CRM

Kommentare: Seamless integration to Gmail, Salesforce and Meeting Requests for Calendar invites. Better sales cadence outreach functionality, easy management of sales campaigns, visibility to the sales process through Cirrus Insight Flight Plans. Saves rep time and double entry of key information around the sales process with Salesforce CRM. Allows our sales team to spend time on key leads that are ready to engage.

Vorteile:

The ability to update Salesforce leads, opportunities and events from gmail. Also the built in calendar function and meeting scheduling is seamless across Gmail and Salesforce. Eliminates double entry in the crm , calendar meetings and your daily email communications. Saves time and provides real-time opens and reads on the mobile interface. The new Flight Plans option allows for sales automation and cadence set up for sequence follow ups and lead and prospect nurture. Very strong for any salesrep to set up their own cadences as well as group cadences defined by Sales Leadership. Deep functionality for affordable user pricing. If your moving into sales automation it is a must have for reps to save time and manage productivity. The ability to add leads and prospects to Flight Plan (Cadence) or remove is extremely easy for anyone to take advantage of.

Good e-mail software with some clunkiness

Vorteile:

Easy to set up and sync with SFDC ; Meeting builder feature is very nifty ; side bar in Outlook has a ton of information and cuts down the need to go back and forth between Outlook and SFDC for sales related information

Nachteile:

UI is not intuitive ; it's not obvious what steps you need to take to add an e-mail, though once you do it a few times it's pretty straightforward. Templates are really nifty, but don't seem to work correctly when working with SFDC specific fields.