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Cirrus Insight saves so much time getting my emails into saleforce
1,486 Cirrus Insight Reviews
Overall Review Sentiment for Cirrus Insight
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It gives an easy access to Salesforce within Gmail, I can easily update my contact in the same window.
I like the tracking of emails and to be able to send them at a certain time in the future.
I know that my colleague who uses more of the Salesforce action tracking can easily add emails in SFDC through Gmail.
It is mostly user friendly.
I haven't used the appointment scheduling tool but that is a game changer! Review collected by and hosted on G2.com.
Sometimes it made me create contacts that were already in SFDC, I don't know how come. So I would need to go in the SFDC interface first to make a research anyway.
It is user friendly but I would need a little more training to fully use it and understand the tools.
The tracking tool is cool but I don't know how to view older sent emails to see if they were read. Review collected by and hosted on G2.com.
Cirrus Insight tracks each and every e-mail if you allow it to. It allows me to focus on interacting with customers/clients versus logging every task as I used to. It literally saves me half the time that I once took to work with a customer by automating the task of logging each interaction. Furthermore, I can see who and when my e-mails have been opened. This is a GAME-CHANGER. Review collected by and hosted on G2.com.
Although minimal, sometimes Cirrus does slow down my web browser. It's not a big deal but from time to time, I'll have to close another application just so I can run Cirrus Insight effectively and without lag. Review collected by and hosted on G2.com.
The simplicity of auto-recording Outlook or Gmail messages into Salesforce.com was why we invested in Cirrus several years ago. Review collected by and hosted on G2.com.
The auto-populate feature (to create new leads or contacts in Salesforce.com) is very, very weak. You can have an entire signature sitting there in an email from a new lead (or contact) but Cirrus only picks up the absolute minimum number of fields (often with errors). Review collected by and hosted on G2.com.
I have been using Cirrus Insight for 4 years in various roles with my company. It has been paramount to my success and moving up in my sales organization. My favorite feature is the ability to track email opens once something is sent. Review collected by and hosted on G2.com.
In some instances, we are not able to glean much about a particular email open when using Cirrus. Sometimes we are only able to see that is was opened but it does not share the location or the device used. Review collected by and hosted on G2.com.
I most appreciate the automatic logging of email outreach into Salesforce and I regularly look at the open/click data for insight into my contacts. Review collected by and hosted on G2.com.
I seem to get logged out of Cirrus Insight somewhat frequently - I'm not sure why this happens but sometimes it takes a while for me to notice and re-login, leaving me vulnerable to missing a few contact touchpoints from that period of time. Review collected by and hosted on G2.com.
I like that it connects with my SRM and I am able to track the emails that I send to my students and parents. It has saved me time when it comes to responding to students. Review collected by and hosted on G2.com.
The frequent notifications that Cirrus sends for every time that someone opens my email or interacts with the link. Review collected by and hosted on G2.com.
It makes logging and retrieving data much more accessible at my level. Also gives me the ability to track emails in SFDC, Review collected by and hosted on G2.com.
The downside is I need to manually input some data when logging an email. I wish it would just pick up on the email as well as the date. Review collected by and hosted on G2.com.
Logging of emails is totally seamless, and entering a new contact into Salesforce is also pretty easy to do. Review collected by and hosted on G2.com.
Sometimes the plug-in crashes or slows down Gmail. Also, if you have the Gmail tasks bar open, it hides the Cirrus Insight panel. Because of this, I sometimes miss that I'm not logged into Cirrus Insight. Review collected by and hosted on G2.com.
I like that I can log all my emails and save templates. I also like that it allows me to see how many of my emails have been opened and what messenging might be working best. Review collected by and hosted on G2.com.
I don't know there's anything I would necessarily say I dislike. I do wish there was an easier way to send mass emails. Review collected by and hosted on G2.com.
It's integration into SalesForce via gmail. Review collected by and hosted on G2.com.
Have had issues in the past with campaigns. Not the most intuitive. It's a very simple tool, prefer outreach. Review collected by and hosted on G2.com.
