Save to My Lists
Paid
Claimed
Optimized for quick response

Cirrus Insight Reviews & Product Details - Page 93

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
Show LessShow More
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...
Security Badge
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
The next elements are filters and will change the displayed results once they are selected.
Search reviews
Popular Mentions
The next elements are radio elements and sort the displayed results by the item selected and will update the results displayed.
Hide FiltersMore Filters
The next elements are filters and will change the displayed results once they are selected.
The next elements are filters and will change the displayed results once they are selected.
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)
Log In
Want to see more insights from verified reviewers?
Log in to view review sentiment.
G2 reviews are authentic and verified.
Jonathan C.
JC
Inbound Sales Development Representative
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Cirrus Insight?

The templates that integrate with lead info. I don't have to edit an email at all. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

I dislike how it freezes/runs very slow at times. Review collected by and hosted on G2.com.

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

The problem of not being able to sync emails with leads in SalesForce. The benefits save me a lot of time. Review collected by and hosted on G2.com.

Brandon D.
BD
Account Manager - US and International
Computer Networking
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Cirrus Insight?

I really only like the email tracking feature. Having emails automatically logged in SFDC is also nice. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

Everything else. Feedback I hear a lot is that Cirrus Insights primary features work well, however the new features are not yet ready for implementing in my opinion. Too many bugs in flight plans, and calendar syncing. Review collected by and hosted on G2.com.

Recommendations to others considering Cirrus Insight:

N/A Review collected by and hosted on G2.com.

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

Efficiency is the problem we're trying to solve with Cirrus. As mentioned before, the only benefit I've realized is with email tracking and logging in SFDC. Review collected by and hosted on G2.com.

Ted P.
TP
Advisory Board Member
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Cirrus Insight?

Productivity: No need to leave email workflow while interacting with Salesforce. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

Occasionally, Cirrus does not pick up new email address to help auto populate new Leads in Salesforce. Review collected by and hosted on G2.com.

Recommendations to others considering Cirrus Insight:

Could be much better at picking up email signatures and auto-popuating into Salesforce/Cirrus. Review collected by and hosted on G2.com.

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

Problem: Time wasted on data entry, and data retrieval/viewing while working in email.

Benefits: Efficiency and ability to respond to customers and internal stakeholders rapidly. Review collected by and hosted on G2.com.

Blake B.
BB
Admissions Counselor
Higher Education
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Cirrus Insight?

Cirrus Insight is incredibly easy to use and makes logging interactions with contacts on Salesforce simple and efficient, right from the user's email inbox. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

When we originally installed Cirrus Insight in early 2016, the Outlook tool was not nearly as good as the Gmail tool. Review collected by and hosted on G2.com.

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

Getting users on board with actually using Salesforce can be a challenge. Cirrus Insight removes user implementation barriers and makes Salesforce be seen as a valuable tool, even for those who do not typically adapt easily. Review collected by and hosted on G2.com.

Carlos V.
CV
Director, Salesforce Philanthropy Cloud CSG
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Cirrus Insight?

Is like a swiss army knife for email! Even the basic functionality is great and easy to setup.

And then you get a lot of extra bonuses like the ability to send calendar openings to your contacts and have them select what works best for them and just shows automatically in your calendar.

The app detects when you do not have a contact and allows you to create it very quickly even if the contact does not have an account.

After that you can do a lot of the basic functions right there in your inbox, do you want to modify and opportunity? fill an extra field, done! Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

I guess that the only dislike could be that some of the functions hide because of the styling of their buttons Review collected by and hosted on G2.com.

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

we need to capture the email communications with our client in an easy and transparent way for our staff Review collected by and hosted on G2.com.

Reid P.
RP
Founder/Consultant
Information Technology and Services
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Cirrus Insight?

Cirrus makes it super easy to dial in your Salesforce workflow and get more done from your in-box, where we all spend so much of our time. I've been using the app since it came out and I have been amazed at how rapidly it has developed and how it has its evolution has never sacrificed the intuitive nature of user interface. I was thrilled to see the follow-up feature roll out and as with many of the features I use this every day to prevent things from slipping off my radar. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

I have no dislikes. It's been a game changer in my day to day workflow. Review collected by and hosted on G2.com.

Recommendations to others considering Cirrus Insight:

Give it a test drive and use it for at least three days. Take the time to set it up to meet your needs. Review collected by and hosted on G2.com.

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

In our Salesforce instance, we rely heavily on custom objects which can challenge other email integration solutions. With Cirrus I can easily associate to these object, even create new records, right from my inbox. Also, if you're in customer service, sales or really any kind of management it makes it very easy keep track of others for follow up, next steps, etc. by bringing Salesforce activity management right into your in-box. That, coupled with the follow up feature, it's pretty easy to stay on point. Review collected by and hosted on G2.com.

Eric M.
EM
Director of Sales Operations
Internet
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Cirrus Insight?

Cirrus Insight does a good job of automatically logging outgoing emails to Salesforce Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

I've had a lot of challenges getting Cirrus Insight to work with my calendar. It has created events from co-workers' calendars and rendered the feature useless to me. Review collected by and hosted on G2.com.

Recommendations to others considering Cirrus Insight:

Evaluate carefully. Ensure you set it up properly. Review collected by and hosted on G2.com.

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

Logging all correspondence in our CRM. This is crucial for tracking activities and creating a repository of communications with prospects and clients. On the whole, it does a good job. Review collected by and hosted on G2.com.

Jessie H.
JH
Business Relations Manager
Non-Profit Organization Management
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Cirrus Insight?

Automatically schedule meetings, logs emails into SF, tracks emails, sets reminders to follow up Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

Its glitchy. It does not track emails when on a thread, makes email slower sometimes, recently it hasnt been logging emails in salesforce for already created organizations/contacts and it hasnt been logging new contacts when a meeting is scheduled. Also sometimes it will set reminders for me that are not affiliated with the email they "remind" on. Review collected by and hosted on G2.com.

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

Easy scheduling, efficiency with administration/logging SF entries Review collected by and hosted on G2.com.

Verified User in Marketing and Advertising
AM
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best about Cirrus Insight?

Cirrus Insight is the easy and quickest way to start tracking your outbound e-mail communication. I love the email template feature and the easy reporting.

Every morning when I log in, I can see all of my emails correspondence that was open and can follow-up with them immediately.

We are rolling this tool out for our inside sales team next month, and are looking forward to seeing how the tool works when we can start sharing templates.

Thank you Cirrus Insight for making my job a lot easier! Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

This is a great tool. For what the cost is and how it helps I have nothing bad to say about it. Review collected by and hosted on G2.com.

Recommendations to others considering Cirrus Insight:

This tool will change the way your sales team is following-up on leads. Review collected by and hosted on G2.com.

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

-Tracking of emails being opened

-Better understanding of templates that are working and not working

-Sync with Salesforece.com cuts down on the repetitive work I was doing previously (ie. copying and pasting e-mails) Review collected by and hosted on G2.com.

Lyndsey D.
LD
A-Team, Client Services Director, Social Media Director
Marketing and Advertising
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Cirrus Insight?

Love the fact that you can log emails, create contacts and accounts right from your email! Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

The only thing that I would change (and their could already be a solution, we just dont know it yet) if a contact has two email address', you can only see the first email from Cirrus. Review collected by and hosted on G2.com.

Recommendations to others considering Cirrus Insight:

If you are using Salesforce, you need Cirrus in addition! It makes everything so much more convenient! Review collected by and hosted on G2.com.

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

Time management and Organization for Sales and Admin staff. Review collected by and hosted on G2.com.