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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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I can work with the support of Salesforce directly in my inbox of Gmail. And I can synchronize my emails from Gmail with my Salesforce account in a few seconds. This saves a lot of time and lets me get more productive. Review collected by and hosted on G2.com.
Takes some time to get used to the work design of this add-on. I think they need to make it more intuitive in the future. But even worse, at rare occasions, the data given to me is simply wrong or false information is loaded. If they correct this bug then it would be a 10 point product for me. Review collected by and hosted on G2.com.
I like that all of my email conversations are tracked, according to customer, booking, and account. Review collected by and hosted on G2.com.
Building a template is not as simple as it should be. Review collected by and hosted on G2.com.
- Robust integration with Salesforce. Can see and edit all custom object records, as long as you can access it through an Account, Opp, Contact, or Lead through a Related List
- Also includes a scheduling tool that takes into account conflicts on your calendar
- Ability to add emails by default, or manually add a specific thread, including ability to select attachments
- Great customer service -- usually responds within a day, and almost always resolves issue on first contact
- Good looking UI in Gmail
- Ability to track email opens, and exclude internal org opens
- Schedule emails to be sent at a later time & automate follow-up task scheduling
- Intelligently shows relevant fields (including fields required by validation rules) when creating a Lead, Contact, or Account, not all of the fields Review collected by and hosted on G2.com.
- Email signature parsing isn't so smart; usually requires manual intervention (by filling out the fields myself) Review collected by and hosted on G2.com.
What was promised is what I thought I would like best. However the app does not work AT ALL. It crashes all of our systems and I can't get any support. Review collected by and hosted on G2.com.
3 weeks of chat support suggesting I uninstall/reinstall, followed by a response that this is a known bug and is being escalated. This followed by a system generated email stating the same. Followed by another week of NO information, no contact, no ETA for a fix, followed by NO RESPONSE to my email requests for help, followed by another system generated email saying this is an "update" - that they issue is being researched and I can expect another "update" in 7 more days. Oh - but the email did say they appreciated my patience..... That's a nice touch, I suppose. Review collected by and hosted on G2.com.
I love how I don't need to worry about going into SF while making calls. I can log them in the moment. Review collected by and hosted on G2.com.
Sometimes it does not load on my email screen right away. Review collected by and hosted on G2.com.
That I can track my emails and see who opens them Review collected by and hosted on G2.com.
It's not always right - sometimes people will have read the email, but its marked as unread. Review collected by and hosted on G2.com.
I use Cirrus every day and it makes logging Salesforce emails very easy, as well as adding new contacts to my database.
Review collected by and hosted on G2.com.
I see some room for improvement in detecting contacts. Sometimes I have to do a powersearch twice for it to return with the correct contact.
Also, the ability to link an email to multiple contacts would be great. Review collected by and hosted on G2.com.
Very good with tracking emails, number of opens, click-throughs, deletes
Integration with zoho mail is really seamless and user-friendly. Set up is easy and hasslefree Review collected by and hosted on G2.com.
Building campaigns is painful - it is extremely difficult to tie into your crm and link to the correct contacts, opportunities and accounts Review collected by and hosted on G2.com.
