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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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Salesforce sync makes it easy to track touch points with prospects. The scheduling application is very simple to set up meetings. Flight plans are a great way to track activity with a prospect and it is very easy to put someone in and out of a flight plan. Review collected by and hosted on G2.com.
Glitches and doesn't sync with sales force when trying to create a lead sometimes. Prospects have emailed back saying they have received solicitation emails while in an email chain. Support can be inconsistent at times when it comes to helping. I wish I was able to put more than 100 users in a flight plan, or that when someone is dropped out of a flight plan that cirrus would ask me if I would like to add someone else from the list to the flight. I don't like the negative or positive outcomes, sometimes the outcomes are neutral. Review collected by and hosted on G2.com.
I absolutely love the "book meeting" and "send later" features, and the ability to return an email to my inbox when there's been no response after a certain length of time -- also love being able to add emails directly from my inbox to Salesforce and direct them to the right records. It is so nice to be able to have an automated tool to remind me to do the things I should be doing and help keep me on top of my work (without having a hundred sticky notes all over my desk) Review collected by and hosted on G2.com.
Sometimes the contact that gets pulled up when I open an email does not match the sender even though the email address they're sending from matches their email in Salesforce. I also had to turn the "auto add" feature off because it was just adding absolutely everything, I wish there was a way to filter that a little more (maybe there is and I just don't know about it) Review collected by and hosted on G2.com.
This extension keeps my company running smoothly! We use Gmail as our way of correspondence with our clients. We interface with approximately 100 ::new:: customers every day (plus another 100+ existing clients daily). Cirrus allows us to easily add new clients, add in phone call correspondence, and automatically logs in all of the emails we send back and forth. It's been a life saver saving us hours of data entry. Review collected by and hosted on G2.com.
Understandably, Cirrus has a delayed response to any changes in Gmail. When Gmail updates, some of the Cirrus features don't work properly (again, understandably) but there's usually a fix within a few weeks. Most recently, however, I've had an open case for months now with an issue that seems to be very difficult for the Cirrus team to resolve (case #00153953). Really hoping to have a resolution soon! Review collected by and hosted on G2.com.
We've used Cirrus Insight for 6+ years now and are very happy with the product. It is very useful from a compliance standpoint to have all of our client communications stored in one place. It also gives visibility to our whole team into what communication has happened between the client and any of the service team members in my org. Review collected by and hosted on G2.com.
I wish it was easier to get support on the phone. They only offer support via chat which is great for easy issues, but can be frustrating when an issue is a bit confusing. Review collected by and hosted on G2.com.
I love the ease in which it is to see information in Gmail. If I need more, I can just jump right into Salesforce. Review collected by and hosted on G2.com.
-There should be a logo/button to "view in SFDC"
-Some bugs will crash my entire inbox
-There are times when I cannot update contact info via cirrus and find out AFTER I've completed the issues Review collected by and hosted on G2.com.
By far the most helpful tool is the email tracking and notification when someone opened an email. Review collected by and hosted on G2.com.
The connection to Salesforce is very flawed. Multiple times I wasn't able to create a new lead / contact. Review collected by and hosted on G2.com.
I love how much easier it has made my job! The seemless integration made it so usable. Review collected by and hosted on G2.com.
I dont like how it slows down my computer, but the results are worth it. Review collected by and hosted on G2.com.
I truly enjoy that it syncs with GMail and everything always works it never fails. Review collected by and hosted on G2.com.
I wish I knew more about what Cirrus-Insight can do. Right now I only use it to track emails. I am sure it can do much more. Review collected by and hosted on G2.com.
Being able to not have to switch between my email and CRM has allowed me to save not just seconds but hours over the course of my work week. Cirrus has changed the was that I do my job. Review collected by and hosted on G2.com.
Cirrus takes up a lot of space on Email browser but it is worth it for the additional information from the CRM. Review collected by and hosted on G2.com.
