Avis et détails du produit de Cirrus Insight

Super easy integration with Salesforce. Keeps me within my email rather than flipping back and forth between Salesforce Avis collecté par et hébergé sur G2.com.

Wish I could hover over cases to have them appear in my side bar. Frequently stops syncing or I get logged out. Also wish I could see Chatter feed in the side bar. Haven't been able make appointment scheduling work for us appropriately. Avis collecté par et hébergé sur G2.com.

The link with Sales Force for the email register.

Visualize if my emails had been reviewed or not and having the contact information available is great.

This information give you focus and orientation in your work.

Is very easy to give follow up to threads of emails.

The best tool to control your emails, campaigns and communications with your client. Avis collecté par et hébergé sur G2.com.

The contact management and creation has too many fields to fill.

Is difficult to get all the data required to create a contact.

Cirrus is a great tool, but sometimes has to be updated too many times.

Is difficult to look in menus with very long list and find the right concept for the field. Perhaps these can include suggestions. Avis collecté par et hébergé sur G2.com.

I like how Cirrus integrates Salesforce, all of my email communication can be found so that people on other teams can clearly see what interactions I've had with my customers. Avis collecté par et hébergé sur G2.com.

The biggest downside I've seen is that sometimes if a customer re schedules my calendar will not sync Avis collecté par et hébergé sur G2.com.

Ability to see who views my emails which allows me to better set follow up schedule. Avis collecté par et hébergé sur G2.com.

Adjusting notifications isn't the easiest and they don't always show for me immediately when someone views them Avis collecté par et hébergé sur G2.com.

Utilizing Cirrus has allowed me to eliminate steps to keep track of communications with my clients. It has been very helpful in recognizing the CRM client and attaching the email communications to their record. Avis collecté par et hébergé sur G2.com.

The downside of Cirrus is that I have found it can slow my email down significantly, at times. I am not sure why email becomes extremely sluggish at times, and then other times it works almost seamlessly. Avis collecté par et hébergé sur G2.com.

Easy to track emails and document phone calls Avis collecté par et hébergé sur G2.com.

Some days it works, and some it doesn't. When it isn't working a reboot my computer, or log out and in to Outlook and it seems to fix the issue. Avis collecté par et hébergé sur G2.com.

Cirrus est excellent pour pouvoir s'intégrer en douceur à la fois avec Gmail et Salesforce. Avis collecté par et hébergé sur G2.com.

Bien que les options d'intégration soient robustes, cirrus a toujours des problèmes qui sont difficiles à gérer. Avis collecté par et hébergé sur G2.com.

I am in sales and use cirrus as a cannot live without tool that I use all through my work day. I like that all of my interaction with a client can be attached to the contact , account and opportunity without leaving the email. One of my favorite features is the meeting request. This is very helpful and I believe that customers are able to pick from a list better than going back and forth on email. I am sure there are additional items that I have not explored for time and sales efficiencies but I like what I can do in my current workflow with Cirrus. Good job Avis collecté par et hébergé sur G2.com.

There are some other 3rd party apps I like to use that compete with Cirrus. I had to unload rapport builder because of issue. I would like to use Rapport Builder with Cirrus but Cirrus is a must have. I also would like the meeting request to allow more than one person on the meeting request when you are sending to multiples trying to schedule a meeting. Not sure if this is logically possible. Another feature tied to meeting request would be good to view google calendar and other coworkers calendars when you are setting a meeting. Right now I flip between google calendar viewing my own and others then chose block on cirrus meeting. Avis collecté par et hébergé sur G2.com.

Though the interface of Salesforce objects with gmail is a vital function, the real game changer is the calendar feature to schedule meetings. I have used other platforms and this is by far the most seamless, least error prone time saver in my work life. Avis collecté par et hébergé sur G2.com.

Somehow, when I seek to create a related object in the sidepanel, it doesn't auto-populate anymore. So I might as well create the object from any old place, rather than from the contact it is related to. Avis collecté par et hébergé sur G2.com.

When it's working as expected, Cirrus Insight is a REALLY GREAT tool that I use all day, every day. I can easily create cases for my clients on the fly and tie my email replies to said cases. Avis collecté par et hébergé sur G2.com.

I do have to disable the Chrome extension and re-enable, then reload my Gmail for the extension to appear every few days, which can be a little frustrating. Also, if I begin to experience errors for whatever reason, it will block me from sending my email until the error is resolved or I have to disable the extension. Avis collecté par et hébergé sur G2.com.