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Cirrus Insight Reviews & Product Details - Page 82

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.
Verified User in Computer Software
UC
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Cirrus Insight?

When it's working, I like how it copies emails to SFDC and tracks opens/clicks. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

The entire app...The software is buggy, support is hard to reach, and every month I get an e-mail saying that it's not synced with my calendar so I have to re-enable it. Also, I've contacted support twice and only received a response the first time. The last message I received was, "After reviewing your support request, we've determined it needs to be escalated to Level 2 Support." Then radio silence. And today, the buggiest day of all...they don't have their support chat open. It's 9:21 AM CST on a Thursday.

Quit using it to schedule meetings with prospects because it would error on their end and cause frustration- not how a salesperson wants to make their prospects feel.

I can't even login in right now to take a screenshot of the program to prove to G2 crowd I use it! Review collected by and hosted on G2.com.

Recommendations to others considering Cirrus Insight:

Fix your bugs. Don't deploy without testing...lots of testing... Review collected by and hosted on G2.com.

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

Automatically syncing emails to SFDC and tracking open/click rates. Was using to as a scheduling tool for prospecting but the application was too buggy so company invested in Calendly. Review collected by and hosted on G2.com.

EA
Verkäufer
Insurance
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Cirrus Insight?

I dont need to use salesforce when I am working in Gmail anymore. It saves a lot of time with that feature. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

Among other Gmail-Addons I was working with this is by far the hardest to learn and customize. It could be made a little more intuitive to work with it. Review collected by and hosted on G2.com.

Recommendations to others considering Cirrus Insight:

There exists a free trial for everyone without risks so I can recommend testing it. But after that you have to decide if the in my opinion high price is worth it. Review collected by and hosted on G2.com.

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

We use it for sales automaion with the Flight Plan feature and to do follow up mailings to customers. Review collected by and hosted on G2.com.

Christian L.
CL
VD & Partner
Marketing and Advertising
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Cirrus Insight?

Attach is an intuitive easy to use software. The email triggers keep our sales reps up to date with customer interaction without needing to visit the software. We’ve been using Attach for years and it has been an injection of confidence into our sales team, whenever they get a notification. Attach helps our sales reps to focus on the hottest customers as we can act when a customer review our quote.

The best part is probably that we can pick up interest from a lead that we’ve considered dead, as we notice them looking through our old quote again. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

I miss some extended features in the software. I have passed some ideas to the team and they are usually very fast in picking up new ideas. Review collected by and hosted on G2.com.

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

With the help of Attach we have become more efficient in our customer communication, throughout the sales process. Review collected by and hosted on G2.com.

Rachel P.
RP
Client Relationship Manager, singer, wanna' be world traveler, driven to help others succeed
Computer Software
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best about Cirrus Insight?

I really like that Cirrus Insight integrates easily with my gmail and Salesforce. When it's working properly it captures all my client correspondence. All my contacts are easily visible and I can even add them to my SF on the fly from any email I'm creating.

I also have email templates and Campaigns I can use as well as a calendar tool, which are both vital for my role. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

Recently they've had quite a few bugs and even a DNS outage that took the whole system down for 2-3 days. There are never any outage or "hot topics" updates on their website with work around instructions for example.

During the DNS outage a couple of weeks ago I had to open up case after case and get back into their chat multiple times. They finally provided me with instructions once they had a fix, but I asked them why I had to take both my time and theirs to bother them in order to get an answer. All work arounds and uninstall/reinstall instructions should be out there somewhere for me to find them easily. Review collected by and hosted on G2.com.

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

Time savings

Accuracy

Client Engagement tracking Review collected by and hosted on G2.com.

Verified User in Marketing and Advertising
CM
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Cirrus Insight?

Easy to schedule emails to be sent out and add emails to Salesforce, selecting the right Lead or Contact Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

Cost, if I wasn't working at Salesforce partner, the product would have cost about $10 - $12 per user per month. Although the functions they offer are valuable, there's a decent cost to it. Review collected by and hosted on G2.com.

Recommendations to others considering Cirrus Insight:

See if your paid users can leverage all of their functions before signing up. If you are looking for a single feature, there MAY be other products that cost just a little less, but you will have to look around! Review collected by and hosted on G2.com.

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

Ease of attaching emails to Salesforce, there are no out of the box support for Gmail & Salesforce at the time when I used cirrus insight Review collected by and hosted on G2.com.

Marlie G.
MG
Professional Dancer & Dance Teacher
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Cirrus Insight?

Email tracking and analytics, send later function, notifictions when emails are opened Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

sometimes inaccurate, not sure when to trust it or not. Emails don't log automatically to SF, have to manually click each one Review collected by and hosted on G2.com.

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

email subject line effectiveness, hot leads for low hanging fruit Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
UI
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Cirrus Insight?

I love having access to my Salesforce.com records (accounts, contacts, opportunities) from withing my Gmail client. It makes it 100x easier to add and update contacts and other important data without having to do a context switch. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

It's very difficult to get Sales Operations to appreciate how beneficial a tool like this is to maintaining SFDC data hygiene. By making it easy to update this data...from within the tool I am living in 90% of my day, I am very more likely to keep this data current.. Review collected by and hosted on G2.com.

Recommendations to others considering Cirrus Insight:

Personally, I prefer the "legacy" interface. It appears to be much 'snappier" than the new GUI. Review collected by and hosted on G2.com.

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

It helps me keep my SFDC data up to date...making SFDC more valuable to my leadership...and myself Review collected by and hosted on G2.com.

Verified User in Computer Software
UC
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Cirrus Insight?

I love the UI and the various integration features with G-mail and Salesforce, definitely something I use daily and give me pieces of mind that I dont have to list hundreds of follow-ups Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

We have been hit with a couple of bad bugs, one that left the site down for two days (so all of those follow-ups were lost). Have had two support people who were WONDERFUL pleasant kind and attentive and one that was comically unapologetic for a series of weird red boxes that kept coming up everytime I opened an e-mail. Any e-mail. Review collected by and hosted on G2.com.

Recommendations to others considering Cirrus Insight:

Great for multi-tasking and bringing Salesforce into the mix with g-mail Review collected by and hosted on G2.com.

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

Linking gmail, salesforce, and the countless e-mails I receive in a single place, tracking data in salesforce and follow-ups Review collected by and hosted on G2.com.

Verified User in Computer Software
UC
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Cirrus Insight?

I love that Cirrus plugs right into your Gmail. It is certainly helpful for anyone in sales that is doing outbound prospecting and outreach. The analytics are fantastic. The mobile app and mobile notifications are a game changer. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

When using flight plans, there are times when the application will crash, however, a quick refresh of Gmail and things are usually back to normal. Review collected by and hosted on G2.com.

Recommendations to others considering Cirrus Insight:

Definitely be sure to evaluate other tools and compare. One of the biggest complaints that i hear from members of my team when compared to SalesLoft is the lack of a LinkedIn integration. With Cirrus, you have to flip from screen to screen in order to complete some of the tasks on your flight plans. Review collected by and hosted on G2.com.

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

Sales engagement and sales enablement are key to driving sales and improving the efforts of any SDRs or account executives that are doing outbound outreach. The ability to track emails and see analytics behind what's working and what's not working can help sales teams quickly identify issues and change their strategies to improve their metrics and KPIs. Review collected by and hosted on G2.com.

Verified User in Law Practice
UL
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about Cirrus Insight?

Raise your hand if you hate the back and forth of scheduling. I am pretty sure everyone raised their hand.

This email add on ELIMINATES THAT.

Literally, you add it to GMail, hit the bottom button, select the length of the meeting, the timeslots you're open, and it will allow the other person to select a time and schedule their own meeting. Then it syncs with your calendar, sends an email, and BOOM. THAT'S IT!

Praise Jesus for this. It saves me hours of time per month. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

You can only block time on three separate days at a time (at least on the free version; there may be a paid feature I am not utilizing). It also saves things at weird times, so make sure you're checking the location. Sometimes it will hold over from the last meeting-- it's definitely my fault, since I don't clear it out, but it's a bit confusing to the user. Review collected by and hosted on G2.com.

Recommendations to others considering Cirrus Insight:

Try it. It's free. I'm totally a fan. You might not need an admin after this. It helped me put off hiring an admin for about 2 extra months. My clients have loved it so much that a few of them have started using it themselves! Review collected by and hosted on G2.com.

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

SCHEDULING! This is a simple, easy, in-email method to schedule meetings. No confusing interfaces, no extra account sign ins, no extra links. It's all inline in the email. As I said before: this saves me HOURS of time. I am almost hesitant to share about it because I want to keep the secret and benefit to myself. It's that great! Review collected by and hosted on G2.com.