Cirrus Insight

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.

No more manually recording emails

Kommentare: Better traceability for sales teams

Vorteile:

I love the seamless integration with Salesforce, as a salesperson I never have to worry about double logging my activities and keeps all of my conversations consolidated in one spot. The tracking and open features are also very handy for my follow ups.

Nachteile:

Being a chrome extension, Cirrus does seem to run into bugs frequently since it is dependent upon Google.

No support- synch issue 30 days - no answer-

Kommentare: not enjoyable

Vorteile:

never liked it but it was functional before they were bought out

Nachteile:

use to have to log in daily to make sure it was even active- now that doesn't seem to be an issue but will not synch my salesforce calendar to google calendar & after a full month of back and forth with tech support they have come up with NOTHING-- I canceled

Helpful for the Salesforce-foucsed Sales team

Vorteile:

Cirrus is the best integration between Gmail and Salesforce that I have found - bar none. If that is what you need more than anything - then this product will fit that perfectly. It allows all emails to auto sync to the correct salesforce account/contact. The sidebar is useful to quick note taking within the client's profile, as well as looking up previous outreach efforts or existing business. It's very easy to setup and can be a big help for a sales team. Additionally, the meeting setup is the best I have seen and very simple to use (integrates into your google calendar as well)

Nachteile:

Some key features like templates are extremely lacking - to the point that I needed additional tools to supplement Cirrus's weak areas. The templates can only be those within salesforce, and the populated values in the templates can only be values stored in salesforce - which can very much limit the usability. Additionally, open-email tracking doesn't seem to be the most reliable compared to other similar products.

If you use Salesforce you need this!

Vorteile:

Obviously this is a perfect compliment to your Salesforce CRM. You can do so much right from your inbox without even having to log in to Salesforce. Track email opens, create and update records, and use the scheduling feature to save a ton of time!

Great way to log activity into SalesForce

Kommentare: Overall, I'd highly recommend Cirrus Insight to any sales team that want to streamline their activity logging processes and to folks that want a "mini Salesforce" inside their gmail instance.

Vorteile:

Cirrus Insight made it very easy for our reps to log their emails as activities in SalesForce. The read receipts and tracking also helped them follow up on emails that were never answered.

Nachteile:

The integration with SalesForce often broke. I really wish it was more reliable.

We use it reluctantly because it fulfills our basic needs but it doesn't give us joy

Kommentare: Not optimal and there are services that are much better but since our team doesn't need the extra bells and whistles services like Salesloft offers we just stick with this because it's slightly cheaper. :(

Vorteile:

Emails logged to Salesforce, Team templates (although they are annoying to upload), Send later, set reminders.

Nachteile:

-Slows Gmail inbox -Sometimes prevents emails from being sent if Cirrus is glitching -Uploading templates is clunky in salesforce and the way it pulls fields from Contact reports isn't user-friendly -Sometimes the reminders don't log properly into Salesforce -Customer support isn't proactive and sometimes takes multiple outreaches to identify a problem -Our plan isn't large enough for us to have a dedicated account manager so it feels unwelcoming -Overpriced -Having to sign long contracts feels disingenuous.

My review

Kommentare: Mostly good

Vorteile:

That it syncs with SalesForce and Gmail, so I can work easily without jumping back and forth between platforms. Allows me

Nachteile:

Often stops syncing so I have to go and resync often

How Cirrus is embedded into our business process

Kommentare: Cirrus is a fundamental part of our business process. We easily record All our important emails, write file notes and tasks all within our email. All this is achieved within our email system without having to login Salesforce.

Vorteile:

Cirrus allows us to easily assign important emails to our contacts and opportunities to meet our legislated record keeping requirements.

Nachteile:

Each email needs to be individually checked at the close of a deal to ensure it has been allocated to the client and opportunity. A bulk process function would save even more time.

I loved them when I had them

Kommentare: I could youse templates to have a call to action from my clients - then click a button to have them book a time. sometimes I would send the email later with the scheduling tab. It made me look professional and I really was able to stead ahead of the client vs play catch-up

Vorteile:

It seamlessly integrated with my Gmail account and my calendars. It worked well- people understand how to use it and the software was always correct it never malfunctioned

Nachteile:

sometimes when you started up your computer you would have to manually sink everything.

Good for big organizations

Kommentare: Cirrus Insight has saved us a lot of time since our team has implemented it and has done wonders for our calendar and contact integration with our CRM. While the basic features can be found for free on some platforms, the powerful, unique features are worth the subscription.

Vorteile:

Cirrus Insight is great for large organizations, particularly those running large CRM databases. The integration with Gmail allows for users to be more productive and to stay on one screen rather than switching tabs within a browser or perhaps across browsers. The integration is robust and features such as email sync, calendar sync and campaigns are very useful. Email templates also save a lot of time. The calendar scheduler is among the top features as well. Very powerful.

Nachteile:

Many of the powerful features Cirrus Insight provides are not suited for a small organization, particularly those who do not launch large marketing campaigns. There are several features that are great in a vacuum but that our team is simply too small to leverage. No fault of Cirrus Insight; it is simply a suitability comment.

Glitchy Gmail compatibility

Vorteile:

The basic feature of logging emails into a Salesforce CRM is functional.

Nachteile:

My team uses this software and at any given time, it’s not working for at least one of us. Ever since they upgraded their app, it hasn’t worked hardly at all. I like the idea of Cirrus, but it’s a pain, with no native nudges to remind users, lots of overzealous email logging, and very little training and troubleshooting available.

Still a vital part of effective Salesforce use, but can be glitchy

Kommentare: Great support, and responsive account management.

Vorteile:

I've used Cirrus for 10+ years in various roles. In my opinion it's a vital part of Salesforce adoption, and ultimately, it's utility. It really streamlines the process of capturing and tracking communications.

Nachteile:

It's glitchy sometimes, and seems especially so if you have multiple Gmail accounts. At least a few times a month it vanishes from my inbox, and I sometimes have to re-download to get it working again.

Review of CI w/Office-Outlook

Vorteile:

Very convenient to keep working with email, while at the same time entering/checking basic SF lead/contact/task info. That saves time.

Nachteile:

It still does present some functional issues, at least with the Office/Outlook environment 1. UYpon creating a lead it does prompt/prefill contact details, bot somehow I can not use this prefill, so need to retype it all manually 2. It has a button to log a call, but upon clicking this button opens a screen with "new task"? 3. upon the latest update, my Outlook seems to have become much slower to respond (?)

Better tools out there for our purposes

Kommentare: It helped with transparency and visibility into customer communications but the negatives really outweighed the positives

Vorteile:

Syncing data to Salesforce was essential, updating fields directly from your inbox, seeing if a customer had opened and clicked through

Nachteile:

It CONSTANTLY caused inbox and browser issues. It reached a point where most of our team had to disable it to get any work done.

Good effort, fell short

Kommentare: Not so hot. Hard to use and have experienced a few bugs.

Vorteile:

I like that you can send out campaigns to many people at once.

Nachteile:

Very difficult to use, flight paths malfunction frequently, can't view templates alone, have to compose an email to edit any templates.

Its fine for what it is

Vorteile:

The software is easy to use. It is easy to build templates, and to build out flight plans.

Nachteile:

Doesn't always work, and the entire system would sometime shut down. Didnt always talk back to SalesForce like it was supposed to.

Great tool for Sales People !

Kommentare: It has great features, I chose CirrusInsights over Salesforce SalesInbox

Vorteile:

integration into Gmail and the attachment tracking

Nachteile:

mobile experience needs some improvement. Attach.io should be included within the Gmail integration

Excellent SF.com Add On

Kommentare: Great product. Easy to use. And helps to streamline the salesforce.com process.

Vorteile:

Easy to use and set up. Streamline SF usage.

Nachteile:

Crashes outlook sometimes. Can turn off sometimes and need to reinstall sometimes.

Good

Vorteile:

Easy to use. Good reporting. Intuitive. .

Nachteile:

Difficult login sometimes, would go in a loop

Cirrus Insights Review 2019

Kommentare: It's a good tool to track meetings and emails but there are some kinks that definitely need to be worked out!

Vorteile:

It helps sync meetings, emails and contacts to Salesforce directly through gmail and google calendar!

Nachteile:

The software is a bit janky and I often run into issues. I'm constantly having to uninstall the plug-in and reinstall and then also un-sync both my emails and google calendar and then re-sync in order for things to function properly

Great tool to stay on top of mind...

Vorteile:

Couple of great tools. 1) Email engagement tracking on what links the recipient clicked on so you can provide relevant details to your recipient. 2) Calendar feature to quickly schedule a time to meet or chat without a lot of back and forth.

Nachteile:

A bit buggy. I've noticed that it loses connectivity to Cirrus insight server and errors even when the internet connectivity is all good and working.

Automate your CRM with Cirrus Insight

Vorteile:

Having the link between Gmail and Salesforce is great! Not having to save emails and contacts, easy peasy

Nachteile:

Sometimes Cirrus glitch in my Gmail. Despite being connected on Salesforce, it seems it's not and half of my email page is Cirrus trying to reconnect. Annoying.

Great When It Works

Vorteile:

This is great for keeping a record of all emails sent. Which is important for my job.

Nachteile:

I have always had a hard time with Cirrus not working. It often does not sync my emails to Salesforce like I need it to.

Great deal

Kommentare: The features in this product were great, but lacked in a couple areas needed for our customer support department. Our sales team is pretty happy with it, though.

Vorteile:

Ease of install, administration abilities

Nachteile:

didn't work with all custom fields we needed