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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 like that I don't have to manually copy emails from Gmail to SFDC and can have the flights automate my task creation so that I never miss a follow-up. Review collected by and hosted on G2.com.
It breaks to the point where I would rather not have it than have it. The support is alright if you want someone to tell you to uninstall and install again... Review collected by and hosted on G2.com.
Like the email tracking and notifications from the mobile app. I also like the Salesforce integration in my gmail as well as pulling in templates from Salesforce with a couple of clicks. Saves a ton of time! Review collected by and hosted on G2.com.
Sometimes the email to salesforce button doesn't find the contact in salesforce and I have to do a manual email to salesforce code for email to log into Salesforce. Review collected by and hosted on G2.com.
Easy to setup, use and see benefits from quickly Review collected by and hosted on G2.com.
It shows by default in other Gmail systems like my personal gmail. (Turning off in those systems might be personal user error but I can't be sure) Review collected by and hosted on G2.com.
Everything works from my gmail accounts. I don't have to access anything through Salesforce. I'm not in Salesforce all the time but I am in Gmail. Tracking is very easy. I like the pop-up notification when someone opens the email. This is especially powerful when there is a lag between openings. Much of the time, if a couple of weeks have passed and the email is opened again, I will receive a reply soon after. Review collected by and hosted on G2.com.
Would like to see a better mobile version. Of course, would like have some indication if the email was forwarded or just opened by the same person multiple times from different devices or locations. Tracking attachments would be nice. Review collected by and hosted on G2.com.
My team uses Cirrus to schedule consultation with our clients. It is SO easy and eliminates a ton of back and forth on schedules. You can either send them specific times that they can choose from, or simply share your whole calendar with them (you appointments will be private and show as "Busy" only). I try to avoid getting on the phone a lot during the day, so if I can send out an email instead, its a win for me! Review collected by and hosted on G2.com.
I wish I was able to set the time zone of the person who I am scheduling the meeting with. It does have a large disclaimer that the times are in the sender's time zone (in my case, EST), but clients often do not see it and schedule at the wrong time. Review collected by and hosted on G2.com.
Cirrus Insight is a great idea. It's helpful to see clicks and opens, the location of activity, and what not. Review collected by and hosted on G2.com.
Extremely buggy and no separate indicator to tell you if your email has been forwarded Review collected by and hosted on G2.com.
Cirrus gives me insight as to when the prospect opens my emails. Excellent for visibility. Also has a feature for bulk campaigns that I use often. Review collected by and hosted on G2.com.
I was you can schedule a reply email to go out. You can schedule your first email, but I'd like to already have my second email written out, and a time its suppose to be delivered if the prospect doesn't reply. Review collected by and hosted on G2.com.
We use Attach to send information and proposals to our prospects. Its very helpful to see who has looked at the information, what pages that might have been most interesting to them and when they took a look at it. That enables the account manager to focus the conversation at the right topic in order to close the sale. Review collected by and hosted on G2.com.
We would like the possibility to sign documents in the same system, but they have been talking about adding this, as far as I know... Review collected by and hosted on G2.com.
I like the accessibility to add info to leads within salesforce and being able to see the contacts information right there when you're composing the email. It makes syncing information so easy. I also really appreciate the feature to preset emails to send in the future and also the template option. This gives me a lot of capabilities to work quickly and more efficiently. Review collected by and hosted on G2.com.
When things don't sync or sync incorrectly. A lot of the time the lead will populate with the email I was writing to previously. It causes a lot of issues when this happens. Also, sometimes things don't even sync at all and I have to go back and make sure it does sync. It happens more often than not. Review collected by and hosted on G2.com.
