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A Daily Lifesaver
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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Templates, follow ups and send later are game changers.
Before I used two different softwares not integrated with gmail do create reminders and a folder with templates. Now I am far more productive and everything is better organised in one place, so it's really difficult to miss a follow up.
Add to Salesforce is also really useful. Couple clicks and the email is saved right where you wanted. Review collected by and hosted on G2.com.
Email tracking is fine, but it doesn't work with BCC and mass emails so not great when emailing many contacts. It doesn't work with keyword short cuts either :(
Review collected by and hosted on G2.com.
I love how easy Cirrus Insight makes adding companies, contacts, opportunities and cases to Salesforce. It makes keeping track of opportunity and case information a breeze. This tool is one of my very favorite Salesfore add-ins! Review collected by and hosted on G2.com.
Occasionally I will have to troubleshoot the software to make it function again, however the Cirrus Insight website is easy to use and find what you are looking for. Plus, someone is always available to assist or submit a case when they can not. Review collected by and hosted on G2.com.
I find it pretty easy to insert templates with Cirrus. Review collected by and hosted on G2.com.
Sometimes the Salesforce integration doesn't work that great and their support isn't very fast with responding to issues. Review collected by and hosted on G2.com.
I like that I can offer suggested times that work well for me instead of people picking any available time from my calendar as with a tool such as Calendly. Review collected by and hosted on G2.com.
I dislike some of the limitations in the free version such as only being able to provide times from 3 different dates. Review collected by and hosted on G2.com.
By far the most useful feature for me is the automatic add of the email activity to SFDC.
I can manage an entire record from within Gmail.
Update the calls and activities and see details of the account. Review collected by and hosted on G2.com.
Sometimes unstable.
Takes too much real estate on my Gmail screen. Review collected by and hosted on G2.com.
That it links to my calendar and makes it easy to add activities to SFDC. Review collected by and hosted on G2.com.
That it is ALWAYS disconnecting from my email to my calendar and it is a major pain to relink. If I can even actually get it to relink!! Review collected by and hosted on G2.com.
Bottom line, it is the time this application saves me in my sales day. I am able to efficiently track activities, recall and review record and contact prospects all from within Outlook. It keeps me streamlined and more productive. They are also very good about pushing out enhancements on a regular basis, which I appreciate. Their support is also very responsive and addresses issues when they arise. Review collected by and hosted on G2.com.
There is very little about Cirrus that I do not like. My only real complaint is that I have more than once had an issue with the product following an update/new release. At the worst, it has been something that has limited my use for a short period. However, any time I reach out to address the issue, it is something they are already working actively to address and it takes very little time for the issue to be resolved in most cases. So, I sincerely appreciate the attention and focus, I just wish that these things would be caught ahead of time more consistently. (again, a minor complaint given the number of improvements they consistently release.) Review collected by and hosted on G2.com.
- Easily able to log emails into Salesforce CRM.
- Helps keep track of last contact to leads within my pipeline and keep a timeline of those points of contact.
- Email templates are easily accessible. Review collected by and hosted on G2.com.
- Cirrus does not always update right away which can lead to misattribution of emails sent to leads.
- Sometimes Cirrus has errors that make sending emails difficult because all data for email is not autofilled, such as name in the greeting. Review collected by and hosted on G2.com.
- Easy of installation
- Sync is seamless for meetings and tasks
- Former Sales/Account rep Jake
- Very easy to use
- Overall, very user friendly Review collected by and hosted on G2.com.
- Communication time: As I wanted to be informed about the "New flight from a sales rep", still haven't heard anything 3 months later
- New Account manager: I had a great accounts manager in Jake, where I was handed a new one and certain things went wrong and where not addressed properly
- Technical support: Slow response at times - where we updated our meetings booked options and it took about 2/3 weeks or more for the support team to get back to me on the fix. Review collected by and hosted on G2.com.
