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Cirrus Insight Reviews & Product Details - Page 86

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?
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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
Review source: Seller invite
What do you like best about Cirrus Insight?

Works well with SalesForce for mass e-mails and logging email from clients. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

Attachments are added to individual emails at the end. Would love to have the option to attach to all of them at once. Also, more options for using different formats in emails. Review collected by and hosted on G2.com.

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

Logging emails into CRM and the time savings for mass emails from contact reports in SalesForce. Review collected by and hosted on G2.com.

Verified User in Real Estate
CR
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
What do you like best about Cirrus Insight?

Attaching emails to the Salesforce account direct from GMail Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

Sometimes Tracking does not turn on properly Review collected by and hosted on G2.com.

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

Overall efficiency with day to day work. Review collected by and hosted on G2.com.

Hillary M.
HM
Donor Intake Coordinator
Individual & Family Services
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Cirrus Insight?

Ability to track easily if recipient has opened email, great integration with Salesforce, ability to attach correspondence to multiple objects in Salesforce org, scheduling and calendar sync seemlessly with google calendar, ability to create new lead/oppty quickly in one browser page Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

There are many times there are sync issues or the system needs to be disabled as an extension and restored. It can be frustrating. Also, it has automatically unsync my calendar in the past. interface is a bit awkward/outdated; our sales agent was great but other attempts to resolve user issue wasn't handled as well as it could've been (very basic suggestions given) Review collected by and hosted on G2.com.

Recommendations to others considering Cirrus Insight:

Mobile capabilities Review collected by and hosted on G2.com.

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

Seeing where correspondence has a fall through, tracking user workload, documenting electronic correspondence of sensitive materials. Review collected by and hosted on G2.com.

Tyler T.
TT
Regional Enrollment Manager
Higher Education
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Cirrus Insight?

I love having all of the information I need when working with a lead at my fingertips and not having to open multiple tabs in order to see a whole view. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

There is very little I dislike about the product, I do wish the navigation bar was less bulky, and an easier way for it to fit the screen size. Review collected by and hosted on G2.com.

Recommendations to others considering Cirrus Insight:

If you use Salesforce to keep notes and detailed status on a person, this is a must. Ties beautifully into G Suite and allows me to do my job well, from anywhere at any time. Review collected by and hosted on G2.com.

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

Cirrus Insight allows me to work faster when responding to student and family inquiries. The extension keeps switching platforms at a minimum while providing a detailed overview. Review collected by and hosted on G2.com.

Verified User in Computer Software
UC
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 Insights is very easy to use. The ability to update leads, contacts and opportunities in my email client (Gmail) is a huge time saver. I especially like being notified when someone opens or clicks and email I've sent. Also, appointment setting is fantastic. I've had multiple prospects comment on it. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

My only dislike is reporting. I wish it could be customized more. Review collected by and hosted on G2.com.

Recommendations to others considering Cirrus Insight:

Great product, easy to use, knowledgeable and quick support. Review collected by and hosted on G2.com.

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

Saving time and providing transparency within the organization. Review collected by and hosted on G2.com.

Verified User in Computer Software
UC
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Cirrus Insight?

easily integrates with gmail and does a decent job of tracking e-mails Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

it's breaks down once in a while. It's also not 100% accurate on tracking Review collected by and hosted on G2.com.

Recommendations to others considering Cirrus Insight:

easy to use and integrates well with Gmail Review collected by and hosted on G2.com.

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

Allows us to track open rates with e-mails sent to prospects Review collected by and hosted on G2.com.

Verified User in Computer Software
UC
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Seller invite
What do you like best about Cirrus Insight?

This software is designed to bridge gaps between email and Salesforce. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

Everything. Templates don't edit properly. Emails don't sync. It fails more often than it functions has a net negative effect on productivity.

IT also reflects poorly on GSuite and Salesforce. Review collected by and hosted on G2.com.

Recommendations to others considering Cirrus Insight:

Don't Review collected by and hosted on G2.com.

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

It seems to make me wish for days gone by, before CRM Review collected by and hosted on G2.com.

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

Auto syncing of email to SFDC is key. When it is connected it works great and logs things appropriately. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

The connection with gmail and CI disconnects every other week. It gets frustrating to clear cache and take additional steps to troubleshoot and get it working again. Review collected by and hosted on G2.com.

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

Email tracking, flight cadences, email syncing with SFDC. Flight cadences are extremely helpful when creating outbound prospecting plans. Review collected by and hosted on G2.com.

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

Cirrus easily tracks my emails and provides accurate open email data. It also has a great connector Salesforce which makes data entry simple. I wish it would automatically add reply emails to Salesforce without me having to manually add them, it can be a pain sometimes. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

It slows down my Gmail significantly and is prone to failures. I also don't like how it can sometimes disappear from my inbox completely. Review collected by and hosted on G2.com.

Recommendations to others considering Cirrus Insight:

It is great for tracking and salesforce integration, but it comes at a cost. Review collected by and hosted on G2.com.

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

Tracking emails to Salesforce, and searching contacts. It makes it easier to send out a lot of personalized emails throughout the day as well as accurately track them into Salesforce. I think the email open tool provides great insight on what leads need more attention than the others. Review collected by and hosted on G2.com.

Eleanor M.
EM
Senior Salesforce Admin/Developer
Publishing
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Cirrus Insight?

I love the meeting scheduling functionality. It's a great tool to allow your client have to power over when they are free to meet you whilst you are still the one pushing for a meeting. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

I find some of the UI for it takes up a lot of the screen, and I can't slim it down. For example, the blue bar across the top. This is especially noticeable when I open an email in a separate window and the blue bar takes up the same space as the buttons for archive etc... Review collected by and hosted on G2.com.

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

The ability to easily link emails to different objects within Salesforce, as well as to quickly create records from emails - such as contacts, leads and cases. Review collected by and hosted on G2.com.