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Cirrus Insight Reviews & Product Details - Page 61

Cirrus Insight Overview

What is Cirrus Insight?

Cirrus Insight is a type of productivity and meeting automation solution designed to help users enhance their Salesforce experience by integrating seamlessly with Gmail and Outlook. This tool is specifically tailored for sales professionals, teams, and organizations looking to streamline their workflows, improve communication, and ultimately drive revenue growth. By automating various tasks and providing essential insights, Cirrus Insight allows users to focus on building relationships and closing deals rather than getting bogged down by administrative duties. Targeted primarily at sales teams and professionals, Cirrus Insight addresses the common challenges faced in managing customer relationships and sales processes. The platform is particularly beneficial for organizations that rely heavily on Salesforce for customer relationship management (CRM). Users can leverage Cirrus Insight to sync activity data automatically, ensuring that all interactions are recorded in Salesforce without manual input. This capability not only saves time but also minimizes the risk of errors, allowing sales teams to maintain accurate records and insights into customer engagement. One of the standout features of Cirrus Insight is its robust scheduling automation capabilities. Users can easily set up 1:1 meetings, share team availability, and match buyers with the appropriate staff based on personalized criteria. This eliminates the often cumbersome process of scheduling meetings, making it more efficient for both sales representatives and their clients. Furthermore, the tool's integration with email platforms allows users to send personalized emails at scale and track interactions directly from their inbox, enhancing communication and follow-up efforts. Additionally, Cirrus Insight harnesses the power of artificial intelligence to automate prospect and customer research. This feature equips users with valuable information before meetings, enabling them to engage in high-value conversations that can lead to successful outcomes. By providing insights into customer behavior and preferences, Cirrus Insight empowers sales professionals to tailor their approach and make informed decisions that drive sales performance. With over 50,000 active users worldwide since its founding in 2011, Cirrus Insight continues to support organizations in their quest for efficiency and growth. By offering a comprehensive suite of tools that enhance productivity and streamline communication, Cirrus Insight stands out as a vital resource for sales teams looking to maximize their effectiveness and drive results.

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
3,280 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...
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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?
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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 Computer Software
UC
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Cirrus Insight?

I like seeing whos opening my email and how many times they are opening them. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

I don't like how the location is inaccurate, or the device used is inaccurate; sometimes in a chain with multiple recipients, Cirrus is unable to say who is opening the email. Sometimes it doesn't say that they clicked a link, even if they did (and we would know because they would submit electronic forms) Review collected by and hosted on G2.com.

Recommendations to others considering Cirrus Insight:

n/a Review collected by and hosted on G2.com.

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

Response v. not getting my emails Review collected by and hosted on G2.com.

Verified User in Telecommunications
UT
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Cirrus Insight?

Saves a lot of time by allowing me to log Salesforce events right from my inbox. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

Only issue has been that the software occasionally stops working and I need to reset the plugin. Review collected by and hosted on G2.com.

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

Had made my calendar much easier to manage. Review collected by and hosted on G2.com.

Verified User in Computer Software
AC
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Cirrus Insight?

The included features are nice to have and overall inbox integration is easily set up by the end user, at least on Gmail platform. We're on legacy pricing but recently upgraded to include flight plans for our business development unit, but all three pricing options feel comfortable given other SDR tools on the market. The engagement the flightplans give us, measured with the outcomes, are useful to give a granular analysis to biz dev's overall messaging. Sale reps are excited to begin utilizing attach.io for engagement analysis of the collateral the send out to prospects and customers. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

Support is terrible and the help center is not well maintained enough for end-users to have basic training.

Their articles are not in step with their functional releases and the CSMs and Support teams have very limited knowledge of product features, troubleshooting, and installation best practices.

There are minor flaws in the product everywhere. E.g. something as simple as re-sending an invitation to a new user requires additional steps because the "send invitation" will not trigger a duplicate email.

As an admin, I find it difficult to integrate key metrics within Salesforce and utilizing the global settings to enforce the behaviors I would like.

Additionally, we often have issues with sync turning off for no reason, the scheduler sending flawed emails (code in the text body) and most alarmingly, a potential customer reported getting sales messages after engaging with us through cirrus tools (scheduler and attach.io specifically). Review collected by and hosted on G2.com.

Recommendations to others considering Cirrus Insight:

A good place to start if you're dipping your toes into a sales development platform. The fact that the main product overlays a user's inbox is useful from a navigation perspective (you don't need to manage email and SDP separately). Not a great fit for large enterprise companies and you'll need a semi-dedicated admin to handle internal support. Review collected by and hosted on G2.com.

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

Basic sales enablement. We've recently moved our entire sales and marketing teams to Cirrus to enforce task and message tracking within SFDC and to understand the utilization of marketing materials. The tool does give inroads to data collection a business might not otherwise have if they don't have a tool similar in place, and gives us a good start into understanding customer lifecycle and areas of interest. Paired with our MAT and CRM, I'm interested to see what data and trends we can pull over in 6 mths time. Review collected by and hosted on G2.com.

Verified User in Financial Services
UF
Enterprise(> 1000 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 love the snooze function and scheduling emails. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

I dislike that the date/time does not auto-populate. Review collected by and hosted on G2.com.

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

I no longer have a cluttered inbox. Using the snooze function brings back relevant emails when I need it to. Also, scheduled emails are amazing. Review collected by and hosted on G2.com.

Verified User in Automotive
AA
Enterprise(> 1000 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 love that we have the ability to seamlessly link Outlook to Salesforce Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

There seem to be integration issues that cause outlook to crash, not sure if this is on Cirrus' end or Outlook. Review collected by and hosted on G2.com.

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

Easily uploading conversations and more into salesforce Review collected by and hosted on G2.com.

Verified User in Retail
CR
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Cirrus Insight?

It's useful to connect client correspondence with the SalesForce database. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

Doesn't always pick up the correct client, and uses the previous person by mistake Review collected by and hosted on G2.com.

Recommendations to others considering Cirrus Insight:

Generally useful but has a few glitches Review collected by and hosted on G2.com.

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

Ease of record keeping Review collected by and hosted on G2.com.

Bob B.
BB
Warranty Administrator
Transportation/Trucking/Railroad
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Cirrus Insight?

Our main use of Cirrus Insight is for transferring emails to our Salesforce Case Files. I also love the ability to transfer a signature line to create a new contact. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

The one thing I disliked was the time it was down. This program has become an essential part of helping our customers. Review collected by and hosted on G2.com.

Recommendations to others considering Cirrus Insight:

Great Product Review collected by and hosted on G2.com.

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

We are now able to appear intelligent and in the know when our customers call and ask about a repair. Review collected by and hosted on G2.com.

Verified User in Computer Software
UC
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Cirrus Insight?

I like the efficiency of the product and how much time it saves me on a daily basis. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

I don't have any dislikes. The product has made my life much more streamlined in my workplace. Review collected by and hosted on G2.com.

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

Solving the need to remind me to send emails, automatically sending emails for me, syncing my google calendar so I can solve scheduling issues, attachment tracking and more. It saves me a lot of time in the end and streamlines my workflow! Review collected by and hosted on G2.com.

Verified User in Internet
UI
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
(Original )Information
What do you like best about Cirrus Insight?

The ability to track emails including open rates and clicks Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

Lagging email logs into salesforce, campaigns never work Review collected by and hosted on G2.com.

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

Expedite email process, merge email templates, has been very beneficial in terms of sending emails quickly Review collected by and hosted on G2.com.

AW
Contract Sales Rep
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Cirrus Insight?

Ability to track emails sent and when they are opened by the receiver(s) Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

Nothing, works great so far! .................................................. Review collected by and hosted on G2.com.

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

It gives my peers or direct reports the ability to look at the conversations that are being had between myself and the client. So If for whatever reason I am not available and a client needs something regarding previous conversations my colleagues can quickly look through what has been discussed and can pick up where I have left off. It also has the ability to hold myself and my clients responsible so there is never any "he said" "she said" moments in times of confusion. Review collected by and hosted on G2.com.