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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 the convenience of being able to quickly log emails to contact records in Salesforce, as well as being able to see the 411 on any contact with whom I am corresponding. Review collected by and hosted on G2.com.
Cirrus is often very finicky to load in my browser, often uninstalls itself, reverts back to an old version, or won't show up at all. For example, the attached screenshot is a shot of a customer service dialogue between a Cirrus Rep and a colleauge because the extension would not load on any of our browsers this morning. Review collected by and hosted on G2.com.
I love how it talks to my CRM, we currently use SalesForce (or "SF"). Now when I get an email, not only does it track it automatically within SF, I can create a new lead or contact directly from my inbox if they don't already exist. I used to spend lots of time logging emails and adding contact info and now it's all done in a click of a button! Review collected by and hosted on G2.com.
I don't think there is anything I could possibly dislike. Review collected by and hosted on G2.com.
I like the ability to sync with calendars to suggest meeting times, as this is really helpful. I also like the template functions. Additionally, the sidebar within gmail allows easy task additions via Salesforce. Review collected by and hosted on G2.com.
The sequencing aspect of Cirrus could use some work. Ultimately my team used Outreach for sequencing as we found it much more streamlined. Review collected by and hosted on G2.com.
The ability to log emails to Salesforce and open contact level details on your email by the app is a great feature. I also like how you can pretty much perform a lot of CRM functions without jumping into Salesforce in another window. Review collected by and hosted on G2.com.
My biggest concern with Cirrus is how it works much better with Gmail as opposed to outlook which can be really buggy. I would request the developers to look at the outlook app as even the email tracking feature rarely works at all opposed to working perfectly on Gmail. Review collected by and hosted on G2.com.
Simple email tracking too. Allows for easy SFDC syncing or simple import to SFDC with the click of a button. Review collected by and hosted on G2.com.
Tracking is not always consistent and creates for a lot of manual work (granted, it's just clicking, but still time consuming). Tracking is decent, but cannot denote if an email has been forwarded. Smart fields can only be derived from Salesforce, limiting the amount of personalization going into email correspondence. Review collected by and hosted on G2.com.
Everything is very seamless and works well. I can be in Gmail and easy log/track emails, log calls, create leads, etc. Saves a ton of time and flipping back and forth. We've used other tools that do similar things and this was by far the most robust one that we tested. Review collected by and hosted on G2.com.
Haven't been able to get all of our custom objects displaying. We have a few custom statuses for leads that won't display, etc. Review collected by and hosted on G2.com.
Being able to save time on back and forths is a game changer. I use the scheduling tool every day to lock down new business meetings. They make it so easy to select your availability and it saves your common meeting descriptions. The tool is a must have if you are in inside sales. Also, the salesforce integration helps me save time when logging emails and future task. Review collected by and hosted on G2.com.
The salesforce plugin to my Gmail can be buggy at times. It makes me shut down my email when trying to log activity which can be annoying. Review collected by and hosted on G2.com.
I like the email tracking feature - it show who and when emails you send are opened and if they are forwarded on, if links are opened. Review collected by and hosted on G2.com.
I do not like the way tools like CI automatically add emails you send to Salesforce leads/contacts - it will add the whole thread instead of just the part you are emailing which makes following your communications track in SFDC difficult. Review collected by and hosted on G2.com.
Flight Plans enable me to align messaging with a wider team while also accelerating my response times - much faster than pasting or inserting Canned Responses, even when customizing outreach to my customers. Review collected by and hosted on G2.com.
I tend to dislike the added load times, the disruption of my personal Gmail account, and the addition of load errors which otherwise would basically never happen in Gmail. These are rare but impactful overall. Review collected by and hosted on G2.com.
Cirrus Insight allows my team to track communication with constituents effortlessly. If any one of us needs to know the line of communication, we merely tap into their profile and all communication and data is right at our fingertips, allowing us to have a seamless conversation. Review collected by and hosted on G2.com.
Cirrus tracks ALL communication, and it would be great to have the capacity to choose what gets saved and what doesn't, so that mundane internal memos don't become part of the record. Review collected by and hosted on G2.com.
