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Cirrus Insight economiza muito tempo ao colocar meus e-mails no Salesforce.
Avaliações 1,486 Cirrus Insight
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Isso traz outro nível de visibilidade e simplifica os processos! Análise coletada por e hospedada no G2.com.
No início, estava tendo alguns problemas com o plug-in para o Outlook, mas depois disso foi ótimo! Análise coletada por e hospedada no G2.com.
One of the most helpful aspects of Cirrus Insight is its ability to integrate Salesforce directly into your email inbox (whether you use Gmail or Microsoft Outlook), which can greatly streamline your workflow and save you time. With Cirrus Insight, you can easily access and update Salesforce records without having to switch between different apps, which can be a big productivity booster.
Another major benefit of using Cirrus Insight is its email tracking features. You can see in real-time when someone opens your emails or clicks on a link, which can help you follow up with them at the right time and improve your sales engagement. Additionally, the email templates and scheduling features can help you save time and effort in your outreach efforts.
Overall, the upsides of using Cirrus Insight include:
1. Streamlining your workflow and saving time
2. Improving sales engagement and follow-up through email tracking features
3. Saving time and effort through email templates and scheduling
4. Increasing overall productivity and efficiency in your sales efforts. Análise coletada por e hospedada no G2.com.
Cirrus Insight can be a bit cluttered and overwhelming at times, especially for users who are not as familiar with Salesforce or email marketing. Email tracking features can be unreliable at times, particularly if the recipient has enabled privacy settings that block tracking.
Another potential downside of using Cirrus Insight is that it may not be as effective for teams that use a variety of email clients, as it is primarily designed to integrate with Gmail and Microsoft Outlook. The pricing can be relatively high, which may be a drawback for smaller teams or individual users who are looking for a more budget-friendly solution.
Overall, while there are some potential downsides to using Cirrus Insight, these issues appear to be relatively minor and do not significantly detract from the overall value and functionality of the software. Análise coletada por e hospedada no G2.com.
It is great that once setup, your emails and contacts are auto-logged. It is very user-friendly to add a contact. I use the integration with Salesforce, which I find to work very nicely. The calendar feature is probably my favorite part, I really love that you can schedule meetings with 3rd parties to include multiple members on your team, without having to juggle looking at multiple calendars. The fact that you can make a few selections and then send the 3rd party a link with the available booking slots is very convenient. The customizability of the calendar specifics are great! Análise coletada por e hospedada no G2.com.
The only weird thing I have noticed is that in the beginning on my team's setup, it appeared many of us were getting "unlinked" fairly often, that being the gmail account. In terms of linking setup it was a little confusing, but with details instructions from our coordinator it was easy to get it linked up again. Análise coletada por e hospedada no G2.com.
Eu amo a automação que isso traz para a minha integração de e-mail e Sales Force. Análise coletada por e hospedada no G2.com.
A configuração tinha mais etapas do que eu gostaria de passar. Análise coletada por e hospedada no G2.com.
Eu realmente gosto de poder atribuir blocos de tempo ao meu calendário e o link que posso compartilhar para os clientes selecionarem um horário que funcione tanto para eles quanto para mim. Não encontrei nenhum outro aplicativo que permita isso. Análise coletada por e hospedada no G2.com.
A única coisa que eu mudaria é o e-mail que informa que alguém agendou uma consulta. Acho que lembretes adicionados a isso seriam extremamente úteis. Análise coletada por e hospedada no G2.com.
It is great for logging emails and connecting to Salesforce from ONE application. It makes easy for keeping records. Análise coletada por e hospedada no G2.com.
There was a hard time accessing once receiving the license. Sometimes it times out and I have to reverify my information for Salesforce. Análise coletada por e hospedada no G2.com.
É tão fácil de configurar, implementar, e nós o usamos o tempo todo. Integrar é simples, além disso, o suporte esteve presente para nós em cada etapa do caminho. Recursos abundantes. Nós o usamos o tempo todo. Análise coletada por e hospedada no G2.com.
Nada até agora. Cumpriu bem o seu papel. Análise coletada por e hospedada no G2.com.
Decent support, when you get someone on the phone. Análise coletada por e hospedada no G2.com.
The old version of Insight was good when it was working. New version is not intuitive, and appears to have lost the key function we need. Getting a person on the phone to help is very difficult. Good when you get them, but overreliance on self service may force us elsewhere.
The interface is now cluttered and confusing. I have a lot of questions, but again can't get a hold of anyone. Análise coletada por e hospedada no G2.com.
