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Cirrus Insight spart so viel Zeit, um meine E-Mails in Salesforce zu bringen.
1,486 Cirrus Insight Bewertungen
Gesamtbewertungsstimmung für Cirrus Insight
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The ability to integrate with SalesForce and attach emails to any number of objects is great. The appointment/meeting setting functionality is also a huge plus. Bewertung gesammelt von und auf G2.com gehostet.
Unfortunately, we have issues with the app not always functioning properly. We get error messages, and when in that state, the app ceases to function for us. This is being investigated with support, but that's by far the biggest problem we have, that it's not stable for us in our environment. Bewertung gesammelt von und auf G2.com gehostet.
If it did what it was supposed to do it would be great; logging emails automatically, scheduling emails and meetings, creating and editing Salesforce email templates. Bewertung gesammelt von und auf G2.com gehostet.
It's not reliable at all. It was working slow slowly that I had to switch my browser from Firefox to Chrome. Only about 1 out of 4 emails actually track. Adding emails to Salesforce doesn't always work. Sometimes adding email templates doesn't work after finnling in all the proper details - just blank as if never clicked. The add to Salesforce button sometimes disappears as soon as you hover over it. Searching for custom Salesforce items doesn't always work(have to click out of everything and only then *might* work). When in the adding to Salesforce window, typing in the searchbar sometimes repeatedly switches from the search bar to the related record type. When all details have been added in for templates, waiting for over a minute sometimes for the box to disappear. Error messages for an email comes up several minutes after the email is sent and disappears too quickly to read so not only impossible to tell which email it belonged to but no idea what went wrong with it. Also randomly disappears from Gmail. Bewertung gesammelt von und auf G2.com gehostet.
Extremely easy to setup and use. Incredible functionality that allows your reps do SFDC work directly in Outlook, including using e-mail templates that you have set up in SFDC, including merge fields. Bewertung gesammelt von und auf G2.com gehostet.
Seemingly constant updates. It's great that Cirrus keeps getting functionality, but it seems that I have to approve updates to my Cirrus app incredibly often. You also have to go directly to Cirrus' web site for updates rather than auto-updating.
Lastly, it seems that they push Gmail over Outlook. Normally this isn't an issue, but it's frustrating when functionality between Outlook and Gmail are months apart. Bewertung gesammelt von und auf G2.com gehostet.
I enjoy having the ability to track all my email conversations through Salesforce and easily assign them using Cirrus insights directly in Gmail. What's more, the email reminder tool has become an essential part of how I operate and manage follow ups for ongoing conversations. Also having the functionality to quickly edit Salesforce account information also within Google is always a very handy benefit. Should you need to see the account in more detail, you can click the name at the top and a new tab opens on Salesforce at the account in question. The email scheduling feature is also very convenient and easy to use. Bewertung gesammelt von und auf G2.com gehostet.
The user interface is a little 'fussy' at times. In particular, getting the tool to recognize a recently added contact to a Salesforce account can take a lot of page refreshing or manual editing. This problem has only occurred for me when the Salesforce account does not initially contain a contact when using Cirrus insights and then adding one afterwards. Bewertung gesammelt von und auf G2.com gehostet.
Relatively easy to add contacts and elements to Salesforce. I can tell how many people have read an email I've sent. It logs e-mails into Salesforce so everyone can see our last point of contact with someone. I also use the reminder resource all the time on e-mails, which is great. Bewertung gesammelt von und auf G2.com gehostet.
Campaigns are confusing although I'd like to utilize them - there are no instructions and the ones I found online were unhelpful. It gets disconnected often and makes glitches show up in Gmail. Sometimes I think an email has sent and I see hours later that it's still a draft because the blue Cirrus Send button didn't work. Bewertung gesammelt von und auf G2.com gehostet.
I love being able to see what emails my clients are responding to! Bewertung gesammelt von und auf G2.com gehostet.
Nothing, I find it so easy to use and I love everything about it. Bewertung gesammelt von und auf G2.com gehostet.
Die Fähigkeit, zu entscheiden, wann eine E-Mail in Salesforce gepostet wird.
Die Nachverfolgungsfunktion ist großartig, um meinen Posteingang übersichtlich zu halten. Bewertung gesammelt von und auf G2.com gehostet.
Manchmal schlägt es fehl.
Wenn ich einen Kontakt aus einer E-Mail hinzufügen möchte, wird der Name oben im Feld angezeigt, dann muss ich alles manuell ausfüllen... seltsam. Bewertung gesammelt von und auf G2.com gehostet.
The notifications of opened emails, and when someone has clicked on a link. Tracking ability makes the follow up that much easier. The ability to see when the email has been opened and clicked one assist with Sales process in a way never done before. Bewertung gesammelt von und auf G2.com gehostet.
Sometimes it can slow down my web browser, especially if the email threat is longer than usual. The time it can take to load up, and link to Salesforce can be time consuming. Bewertung gesammelt von und auf G2.com gehostet.
I like how it connects to my salesforce and is automatically logging my tasks/emails. It has helped me with f/u quickly. Bewertung gesammelt von und auf G2.com gehostet.
How I have to save the first task. I often forget. Bewertung gesammelt von und auf G2.com gehostet.
Die Fähigkeit, Salesforce-Vorlagen mit Zusammenführungsfeldern aus Salesforce abzurufen und direkt in einen Lead- oder Kontodatensatz zu protokollieren. Bewertung gesammelt von und auf G2.com gehostet.
CI hat gute Tage und schlechte Tage. Es gibt Zeiten, in denen die Synchronisation ausfällt und es Schwierigkeiten hat, Informationen mit Salesforce zu synchronisieren. Bewertung gesammelt von und auf G2.com gehostet.
