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Cirrus Insight Reviews & Product Details - Page 18

Cirrus Insight Overview

What is Cirrus Insight?

Cirrus Insight powers individuals, teams, and organizations with a robust suite of Salesforce productivity and meeting automation tools. By seamlessly integrating with Gmail and Outlook, users are able to automatically sync all activity data to Salesforce, send personalized emails at scale, and track email interactions directly from their inbox. Cirrus Insight even eliminates scheduling friction with a complete arsenal of scheduling automation features; from 1:1 meetings, to sharing your combined team's availability, to intelligently matching buyers with staff based on personalization criteria, booking meetings has never been easier. In addition, Cirrus Insight leverages AI to automate prospect and customer research, ensuring users are fully prepared for every meeting, allowing them to focus on high-value conversations that drive closed deals.Founded in 2011, Cirrus Insight is proudly supporting over 50,000 active users across the globe in their efforts to drive revenue and growth. To learn more, visit cirrusinsight.com.

Cirrus Insight Details
Product Website
Languages Supported
English
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Product Description

Sync Salesforce with Gmail, Outlook, Office 365, or mobile. Immediately see valuable lead and contact information from your inbox.

How do you position yourself against your competitors?

For the past 5 years, we've been fortunate enough to work with over 5,000 organizations. They've left us 1,500+ kind reviews on the AppExchange, many of which reflect on their onboarding experience.

In short, we truly believe that our time-tested technology and customer support separate us from competitors. Don't take it from us though, see for yourself what people are saying on the Salesforce AppExchange.


Seller Details
Company Website
Year Founded
2011
HQ Location
Irvine, CA
Twitter
@cirrusinsight
3,281 Twitter followers
LinkedIn® Page
www.linkedin.com
49 employees on LinkedIn®
Phone
(949) 232-0959
Description

Cirrus Insight provides Salesforce integration tools, allowing businesses to seamlessly integrate their email and calendar systems with Salesforce for improved sales productivity.


RO
Overview Provided by:

Recent Cirrus Insight Reviews

Verified User
U
Verified UserMid-Market (51-1000 emp.)
2.0 out of 5
"I use it because it was here before my position"
It logs my activity to Salesforce most of the time
Verified User
U
Verified UserEnterprise (> 1000 emp.)
3.5 out of 5
"Overall great concept"
The convenience of calendar sync is really helpful. I feel that my time is put into better use by eliminating that extra step when managing appoint...
Julie A.
JA
Julie A.Small-Business (50 or fewer emp.)
0.0 out of 5
"A Lesson in How Not to Treat Loyal Customers"
I was a Cirrus Insight fan for years. Loved how it worked with Gmail and Salesforce. It did exactly what I needed it to do—until I didn’t need it a...
Security Badge
Cirrus Insight Security
Get security information from Cirrus Insight to help you buy the right software. View Security Information
Cirrus Insight security information includes:
SOC 2 (System and Organization Controls 2)

Cirrus Insight Media

Cirrus Insight Demo - Meetings Drive Revenue
Meetings Drive Revenue, Make Every Meeting Count.
Cirrus Insight Demo - Features Overview
Cirrus Insight has a robust set of Salesforce productivity and meeting automation tools to help your team drive revenue.
Cirrus Insight Demo - Smart Scheduler
Smart Scheduler allows you to intelligently match customers with staff based on personalization criteria, availability, and utilization.
Cirrus Insight Demo - Personal & Team Scheduling
Share combined team availability with one link and eliminate back-and-forth emails with Cirrus Insight.
Cirrus Insight Demo - Salesforce Sync
Effortlessly sync all of your sales activity data to Salesforce without leaving your inbox.
Cirrus Insight Demo - Meeting AI
Automate prospect and customer research to ensure you are prepared to have high-value interactions that drive revenue.
Cirrus Insight Overview
Play Cirrus Insight Video
Cirrus Insight Overview
Salesforce Sync Explained
Play Cirrus Insight Video
Salesforce Sync Explained
Meeting AI Live Demo
Play Cirrus Insight Video
Meeting AI Live Demo

Official Interactive Demo

Cirrus Insight demo available

Try an interactive demo created by the software seller (right here on G2).

Official Downloads

Answer a few questions to help the Cirrus Insight community
Have you used Cirrus Insight before?
Yes

Video Reviews

1,486 Cirrus Insight Reviews

4.2 out of 5
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1,486 Cirrus Insight Reviews
4.2 out of 5
1,486 Cirrus Insight Reviews
4.2 out of 5

Cirrus Insight Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for Cirrus InsightQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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G2 reviews are authentic and verified.
Verified User in Financial Services
AF
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Cirrus Insight?

It syncs all Google Calendar Events (with customization) into Salesforce very nicely. Will definitely use it again! Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

Email filters are a little tricky to learn, but they work well! Review collected by and hosted on G2.com.

What problems is Cirrus Insight solving and how is that benefiting you?

We were able to get activity metrics (Emails, Attended Events, Scheduled Meetings) into a Salesforce Dashboard because of Cirrus Insight. Review collected by and hosted on G2.com.

Verified User in Biotechnology
UB
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Cirrus Insight?

I like that you can see all the contacts on an email right on the sidebar, although the old version of ZynBit did it much better. The new version makes you have to do an extra step of clicking on the "_[#]__ more contacts" button in order to actually see all the contacts on that email. I ike that you can also create a task reminder in Outlook that is linked to the task in Salesforce. Other email integrationn appas don't offer that. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

I dislike the new bugs that causes a pop-up on every email to open up that says "Error syncing contacts." There is no error -- all the contacts are there -- but if you are like me and normally start typing right after you hit "reply" on an email, you will get frustrated that you can't type a response without closing that popup box or clicking into the body of the email. No other sidebar integration I have tried does that. It's very annoying. Also, ZynBit does not seem to work with Enhance Email in Salesforce (it keeps replacing Contact names with one of my sales reps names and they can't seem to fix it). It also does not bring in the Account for a contact, even though the two are associated in Salesforce. I have to manually enter a lot of that information that other sidebar integrations, like Cirrus Insight, automatically do.

Furthermore, their help is very slow (seems to only be one person), blames Salesforce often for many of their developers' shortcomings instead of actually trying to fix the problem, and I still have several questions I sent to their Help desk unanswered after more than a week. Other email integrations, such as Cirrus Insight, look much nicer and work much better. Review collected by and hosted on G2.com.

Recommendations to others considering Cirrus Insight:

It gets the job done, but if you ever need assistance there will be a delay, and probably not get solved. Review collected by and hosted on G2.com.

What problems is Cirrus Insight solving and how is that benefiting you?

Setting follow-up tasks right from my email is great (although almost any email integration app can do that). Review collected by and hosted on G2.com.

Troy S.
TS
Account Executive
Higher Education
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
(Original )Information
What do you like best about Cirrus Insight?

Having the ability to see when important emails are opened and when links are clicked is a very valuable feature. Also, the app notifies me in real-time of these instances. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

The system occasionally gives a false positive thinking that a link has been clicked, even when the email hasn't been opened. Additionally, during VPN use while working from home, it doesn't work unless we use Firefox. The Chrome extension has been broken for a while. Review collected by and hosted on G2.com.

Recommendations to others considering Cirrus Insight:

We've decided to switch to another vendor. Be sure that Cirrus works with your VPN prior to signing. Review collected by and hosted on G2.com.

What problems is Cirrus Insight solving and how is that benefiting you?

Real time email delivery is important to every salesperson. Review collected by and hosted on G2.com.

Verified User in Computer Software
UC
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Cirrus Insight?

The best thing about Cirrus insight is that I rarely notice it is there. It has become a seamless part of my daily work, it tracks my activity in my companies CRM under the correct accounts and contacts and monitors my email read and response rates which helps direct my future efforts. It also plugs into Gmail seamlessly and improves my email experience by following up email chains and setting reminders for future events and travel plans. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

Occasionally the plug-in bar may disappear at the top of my screen, but it is usually rectified by refreshing the page. Review collected by and hosted on G2.com.

Recommendations to others considering Cirrus Insight:

Use it to monitor your productivity and how clients engage with your content Review collected by and hosted on G2.com.

What problems is Cirrus Insight solving and how is that benefiting you?

Following up on previous email chains and conversations that would have otherwise been forgotten. Give me unprecedented insight into my contacts interactions with my emails and content. Review collected by and hosted on G2.com.

Adam J.
AJ
OnBoard Growth Manager
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Cirrus Insight?

The email tracking and logging with SalesForce helps me keep on top of my customer pipeline while informing my team of every communication that takes place. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

At times there have been issues developed around new releases, but that's somewhat expected with new things. Review collected by and hosted on G2.com.

Recommendations to others considering Cirrus Insight:

The customer success team there has been incredibly helpful when issues do arise, but for the things that ZynBit has been developed for, I haven't been able to find a better service. Review collected by and hosted on G2.com.

What problems is Cirrus Insight solving and how is that benefiting you?

As mentioned, this has really helped streamline communication with the team and has been helpful with efficiency, a must during this time dealing with COVID. Review collected by and hosted on G2.com.

Lianne G.
LG
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Cirrus Insight?

I love the reminders and send later feature. I work with a lot of customers and cant remember all of the things I need to follow up on myself. I love how I can bounce an email back after a week to ensure my customer received it and ask if they have any questions. It allows me to save time, and be customer first.

I also love the ability to share my calendar avails with the click of a button. Its great that it updates on its own, once a meeting is booked or a time slot is taken.

Connecting my client emails to SFDC is also very valuable Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

Some times can glitch, but thats okay, that happens with all technology Review collected by and hosted on G2.com.

What problems is Cirrus Insight solving and how is that benefiting you?

Time management, organization, convenience and ease of use (for my customer!) Review collected by and hosted on G2.com.

Jessica L.
JL
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Cirrus Insight?

I love that cirrus gives us the ability to sync everything so that logging things like emails no longer take extra unnecessary time. We used to spend to much time trying to keep SalesForce up to date (which often meant it wasn't), now that process happens in the background! Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

In general I dont have any real complaints of cirrus at this time. Review collected by and hosted on G2.com.

Recommendations to others considering Cirrus Insight:

Give yourself time to play around and figure out the inner workings of cirrus and it will be a huge time save in the long term! Review collected by and hosted on G2.com.

What problems is Cirrus Insight solving and how is that benefiting you?

Time loss was a huge one as mentioned about, as was the ability to see if/when a customer was interacting with our email campaigns. This has been huge in tweeking subject lines in order to get the highest chance of opening. Review collected by and hosted on G2.com.

Matthew K. K.
MK
VP of Sales
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Cirrus Insight?

The software is extremely flexible as to how it works with other systems like Salesforce. It is all clean looking and easy to use. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

There is nothing to really dislike. We have had a few connectivity issues with Salesforce, however they have jumped right on it and fixed it almost immediately. Review collected by and hosted on G2.com.

What problems is Cirrus Insight solving and how is that benefiting you?

The software allows us to file all of our email communications inside of Salesforce as they are happening. We also use it to creat new leads and contacts on the fly. Review collected by and hosted on G2.com.

Verified User in Computer Software
UC
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Cirrus Insight?

The Insights Cirrus provides are great - it is super valuable to know whether my prospects/clients open my emails and/or even click on the links I shared. This is probably the one thing I value the most about their offering. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

I've had tons of technical issues with Cirrus Insights and I have to reconnect Salesforce on a regular basis. Usually about once a month it stops working without any notification, my emails are not being logged anymore and I have to re-install the integration. Consumes a lot of time and is quite frustrating Review collected by and hosted on G2.com.

Recommendations to others considering Cirrus Insight:

The technical issues need to be improved on (not sure how much of that is an issue with the browser and other plugins). But the main feature and value prop of the software itself is great Review collected by and hosted on G2.com.

What problems is Cirrus Insight solving and how is that benefiting you?

It allows me to automatically sync my emails to Salesforce so everyone in the organization has SFDC as the "one source of truth". Furthermore, it allows me to track who opens and clicks on my emails. Review collected by and hosted on G2.com.

Verified User in Marketing and Advertising
UM
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Cirrus Insight?

Cirrus integrated with Salesforce well and logs all activity very easily. This allows for a unified method for all users to stay on top of logging their information in the CRM. The template settings for emails and the ability to populate from Salesforce CRM criteria is also fantastic. Scheduling meeting for Google Calendar is also a good feature as well. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

Sometimes the Gmail extension is a bit glitchy. Other times it will double log emails and things of that nature. The gmail extension also tends to lag, and the tracking for gmail does sometimes seem to have wrong data. For example, I know someone read one of my emails, and then a totally different email says that it was opened and replied to. When I know, for a fact, that it was not that email that was opened and replied to.

Sometimes the platform will just crash on the gmail extension for no reason. Review collected by and hosted on G2.com.

Recommendations to others considering Cirrus Insight:

Would recommend if you are using something like mail track or email tracker with a watermark. This is way less tacky, more discreet, more accurate, and also has the capability of integrating with Salesforce.

Would also recommend if you need an all around platform that integrates with CRM, Gmail, Google Calendar, etc. This will allow you to unify everything pretty easily. The only thing I question sometimes is the accuracy of data for the reply and open rates. Review collected by and hosted on G2.com.

What problems is Cirrus Insight solving and how is that benefiting you?

The lack of attentiveness of logging all emails in the CRM. Tracking emails without a watermark is also a fantastic feature. Review collected by and hosted on G2.com.