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Cirrus Insight Reviews & Product Details - Page 74

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?
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.
HB
Sr. Sales Operations Coordinator
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?

Cirrus Insight is an easy to install tool that helps keep my emails and attachments connected to my Salesforce opportunities! Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

I don't like how sometimes Cirrus can't locate the opportunity I am looking for. Review collected by and hosted on G2.com.

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

Tying together my external communications with my internal systems. Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management
UN
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?

With a simple click everything imports directly to Salesforce. THerefore, my team is actually rec ording interactions. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

Sometimes there are connectivity issues but for the most part it's easy and effective. Review collected by and hosted on G2.com.

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

We are actively tracking donor interactions and managing sales pipelines more effectively Review collected by and hosted on G2.com.

Verified User in Real Estate
UR
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 the integration feature. Pushing emails into Salesforce with ease improves transparency throughout my office when working on deals. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

I can't say that I dislike anything at all. Review collected by and hosted on G2.com.

Recommendations to others considering Cirrus Insight:

Keep getting better Review collected by and hosted on G2.com.

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

Getting important client information in front of my colleagues quicker. 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 usually work out of my inbox, so having all of my tasks and events listed in gmail is very helpful. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

It does seem to slow down my loading times, so working on reducing that would be helpful. Review collected by and hosted on G2.com.

Recommendations to others considering Cirrus Insight:

It's a very helpful add-on to make your inbox management even more efficient. Review collected by and hosted on G2.com.

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

We're solving the need of having to open and navigate to multiple windows for a single task. We've centralized all of our to-to lists in gmail. Review collected by and hosted on G2.com.

Phil K.
PK
Team Lead, Business Development
Computer Software
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
(Original )Information
What do you like best about Cirrus Insight?

The email tracking is great and seems to be much more accurate than some others I have tried. It is also really nice to have the ability to quickly open a lead or contact record in Salesforce directly from my gmail inbox and automatically log emails into Salesforce. I like the potential of the "Book a Meeting" function and the roadmap for the integrated apps looks really exciting. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

I wish that the Campaign feature was more robust. I would like to be able to have multiple steps in a campaign. I would also like to see the ability to set a reminder to respond to an email within my inbox and not just the "Send Later" functionality. The "Book a Meeting" functionality has great potential but I would like to see some enhancements to enable the view of multiple calendars and sending to multiple attendees, for example: As a BDR I would like to be able to view my Account Executives calendars when scheduling a meeting with a prospect so I know when they are available and then send the invite to the prospect as well as AE. Review collected by and hosted on G2.com.

Recommendations to others considering Cirrus Insight:

This is a fantastic tool for tracking email engagement, automating the logging of activities in Salesforce and sending basic email campaigns using templates. It is also really nice to be able to suggest meeting times to send to a client or prospect and the roadmap for the the integrated apps is really exciting. Review collected by and hosted on G2.com.

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

Gaining visibility into email opens, clicks, etc is extremely valuable especially the mobile notifications. Automation of logging email activity into Salesforce and the ability to quickly open a contact or lead record in Salesforce directly from my inbox. Review collected by and hosted on G2.com.

Stella Mae B.
SB
Customer Success Manager
Translation and Localization
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
(Original )Information
What do you like best about Cirrus Insight?

Integration with Salesforce, Calendar makes it easier to update, set an appointment using the calendar link, Setting up task and reminders is also a great value for us, especially when doing follow-ups with the customer. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

Sometimes it stops syncing and you have to manually fix it in the settings tab. Some instances, it also takes a while to load in Gmail. Review collected by and hosted on G2.com.

Recommendations to others considering Cirrus Insight:

Cirrus Insight helps you become more efficient especially those who are working in the sales department. The easier way to set an appointment and manage calendars. Set up reminders on following up with leads. Let's you manage your leads in the same window which makes your time more efficient. You can easily integrate it with apps that you are currently using. Right now, it works well with our Salesforce and makes it fun and easy to manage our leads.

Cirrus Insight is also a great tool for tracking your emails and analyzing what works and what does not works with your email. You can also save email templates and do A/B testing. See what template will have the highest open and reply rate, letting you kaizen your emails for cold and working leads. Review collected by and hosted on G2.com.

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

Email tracking, lead management

Cirrus makes it easier for us to manage our leads and it is also a great tool in monitoring our emails. The email templates are also a great feature for us to see the open and reply rates of our emails most especially for our cold leads Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management
UN
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Cirrus Insight?

Cirrus allows us to instantly connect the work we do in Salesforce with responses we receive in gmail. Email tracking directly to contact/opportunity records provides better data keeping and transfer/sharing of knowledge. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

There are times where Cirrus does take over the interface of your gmail inbox, but you can easily minimize the application or close out of it, altogether. That part isn't as intuitive though and we've had some staff struggle with understanding how to Review collected by and hosted on G2.com.

Recommendations to others considering Cirrus Insight:

It's always helpful to have dedicated solutions staff on site to help with the integration and onboarding of new staff with Cirrus. We created a simple easy sheet to detail how Cirrus applies to our organization and its use-case for making everyday work easier. Review collected by and hosted on G2.com.

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

We are solving the need to have robust information stored in a singular place. We're realizing better communication, better customer service, data integrity, and knowledge sharing. Review collected by and hosted on G2.com.

Verified User in Hospitality
UH
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?

Love that it is automatically connected to Salesforce Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

Dont love that it automatically tracks all email accounts logged in on the browser where the Cirrus plugin is installed. 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?

Keeping track of company's communication with clients Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
AI
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Cirrus Insight?

This tool has the most comprehensive set of features and capabilities out of any software in the marketplace. It has the flexibility to fit into even the most complex organizations. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

The software comes with several different benefits and platforms- I did not love signing into the dashboard to review each. Review collected by and hosted on G2.com.

Recommendations to others considering Cirrus Insight:

There are a bunch of software companies that will say they can accomplish everything that Zynbit can do- bu they will not succeed in a bakeoff. I have reviewed and demo'd over 10 software vendors and am satisfied with our choice. Review collected by and hosted on G2.com.

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

Activity tracking, management, and more efficiently managing meeting scheduling. Review collected by and hosted on G2.com.

JB
Enrollment Counselor
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?

That it tracks open and click rates for my emails. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

That I cannot hyperlink text in an email template. Review collected by and hosted on G2.com.

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

I need to emails to connect with my JRM/Salesforce and now it does. Review collected by and hosted on G2.com.