Cirrus Insight Reviews & Product Details - Page 87

I like seeing when, where, and how many times my emails are being opened. Review collected by and hosted on G2.com.

Not being able to track where emails are forwarded. Not being able to set up sequences. Review collected by and hosted on G2.com.

Cirrus allows me to stay in the world I live in (my Inbox) rather than hopping back and forth between SFDC and Inbox. Gone are the days of setting aside dedicated time each day to link emails and client correspondence to opportunities Review collected by and hosted on G2.com.

I haven't found anything yet. I do feel like I am only scratching the surface though of the tool but logging emails, creating and updated leads and opportunities is my primary use case. Review collected by and hosted on G2.com.

We love that we can easily distinguish between contacts that are already entered in Salesforce and those are not. It so so easy to enter them if they're not. It makes data entry manageable! Review collected by and hosted on G2.com.

I'm not sure I've found a dislike yet. Possibly sometimes it takes up some space on the Gmail screen but that's easily fixed since you can toggle the side panel. Review collected by and hosted on G2.com.

As part of the statutory requirements of my job, I have to keep a copy of all correspondence between myself and my clients. Cirrus Insights makes this process seamless and hassle free. All incoming and outgoing emails are automatically synced across to the correct Salesforce record. Saving me the time and the need to remember to do this.

The other feature which I rely on is email tracking. Knowing that a client has opened and read an email makes my task so much easier and allows me to tailor my follow-up emails or calls to suit based on whether they have read the information I have sent or not. Review collected by and hosted on G2.com.

This is not so much an issue with Cirrus Insight, but the integration with Salesforce. I am required to enter my sales force login credentials into the system 1 or 2 times a week. This isn't a major issue but can be frustrating when you just want to get things done. Review collected by and hosted on G2.com.

Email tracking and insight and Outlook integration is what I use most. It assist me with a better understanding of what is getting to my customers and what is attracting or influencing them the most, lets me know what my clients are engaged in, the ones that I can get responses from simple email campaigns, and others that will require a more direct presentation in person Review collected by and hosted on G2.com.

Still has some bug issues from time to time, and does not sync as well as I would like with my Salesforce

With a customized Salesforce URL does not integrate at all from what I can tell, would prefer an ability to simply pull contact information or add contacts to my Outlook contacts from the app, I think that would speed my process as opposed to a cut and past aspect Review collected by and hosted on G2.com.

In liked the built it SF pane that allows me to work almost only out of my email box without having to toggle and copy information from a system to another. This tool helps me on daily basis keeping track of my work and follow-ups, sales cycle and being able to stay on top on my processes by providing data I can analyse on my campaign initiatives. Review collected by and hosted on G2.com.

The only thing I dislike is that it creates an Activity in Salesforce each time I am asking for a follow up and it duplicates entries when doing, should the follow-up be done by email and filed in SF. This false productivity reporting in Salesforce as these "Acitivities" do get completed, and remain lie duplicate of the action taken... Review collected by and hosted on G2.com.

Access to SFDC through gmail, ability to update most salesforce records, ability to relate activity to any object in Salesforce (MAJOR win against competitors!), integrations with other apps like TaskRay Review collected by and hosted on G2.com.

Starting in 2017 the quality of basic Cirrus functionality has eroded. Prior to 2017 my company used Cirrus for 3 years without issue. I would have rated it our best performing product from the appexchange. I think with the expansion/ launch of Cirrus's Flight Plans, they've over extended themselves. Simple things like logging emails to salesforce are no longer simple, and I experience monthly bugs that disrupt my team's work. Cirrus: if you're reading this, PLEASE make sure that your basic functionality is in order before you expand to new things!

Here's a list of what's changed for the worse:

1) We have to add to salesforce AFTER sending an email. We used to be able to set up the settings prior to sending (or would send + add to SFDC in one step). If you click 'add to Salesforce' prior to sending the email....Cirrus now logs a blank email. If you click it again after sending....it will log the email twice

2) Cirrus no long has one of it's best features, the AI that automatically would relate the email to the Opportunity (or SFDC record) that the user most often logged email to. Now reps have to look up the record every single time. It's added a lot of time to something that used to be a really elegant feature.

3) I need to use task record types, cirrus does not accommodate. Record types are key to successful SFDC organizations as they scale.

4) Even if my users download the extension at the same time, their setting panels all look different. It's nuts.

5) Getting support assistance used to be much faster and better. Now I rarely come to a resolution with their support team for the bugs I experience

6) BUGS. Unable to log error messages. Bugs in the admin dashboard where I can't manage users or add new ones. Bugs in the side panel. Bugs, bugs bugs. 3 years of no bugs, and now in the past 6 months I've probably had 20+.

It's disappointing because I used to be such a huge advocate for Cirrus but now I'm starting to consider other options. Review collected by and hosted on G2.com.

I like the convenience of attaching an email to Salesforce and the option to move over attachments. I also like that it allows our offsite sales reps to stay integrated with Salesforce through one app rather than having to run between 2 different software platforms. Review collected by and hosted on G2.com.

We had more bugs with this particular element of our implementation process than anything else. Also, the delay for attachment transfer can be bothersome but is not a deal breaker. We also experienced some mobile issues with the app not functioning properly initially. But all of these we aided by technical support. Review collected by and hosted on G2.com.

It's fairly easy to use in gmail. I like the sidebar lookup for my contacts, and logging emails is usually seamless. It also allows me to use email templates that I have set up in my CRM and easily merge contact details.

I know there is even more functionality that I don't use! Review collected by and hosted on G2.com.

One easy fix - put a start email button at in the search side bar. Now I have to search, click the details tab and scroll to copy and paste the email.

The app is confusing. You have to open and respond to emails in the app instead of your gmail app.

I also sometimes toggle back and forth between my work and personal emails, and I got a notification from the app once that a personal email had been read by the recipient. This freaked me out and I deleted the app.

I also don't always think that the tracking is accurate for opens. etc. The app would notify me that an email had been read when I was the one who just opened the email. This part also needs work. Review collected by and hosted on G2.com.

All can be completed from Google mail. The simple interface. Ability to look at all my comments and interface with Salesforce without having to use my Salesforce. Being able to individually send my emails to my sales force projects or clients. Review collected by and hosted on G2.com.

the Task section is a little cumbersome. It would be nice to be able to click into Tasks and navigate easier in and out of sales force and when in the task under the client to be able to set up another task from that section. To have it in a nice table form would be ideal. If I have too many task's you have to scroll through the whole list if it were a table that would work better. Review collected by and hosted on G2.com.