Avaliações e Detalhes do Produto de Cirrus Insight

It is great for bringing back emails, delaying sent, scheduling meetings, and more. It is especially good at saving me time and effort and sanity. I use the bring back to my inbox feature all the time. Also the templates are a huge time saver. Análise coletada por e hospedada no G2.com.

It does slow down my gmail when it is having trouble loading or finding someone. Sometimes it makes my email unusable if it is being very buggy. At this point I have to uninstall or turn it off. Sometimes, the delay sent doesn't work or it will pull in another client's info. This isn't the plug in's fault. It's that I have grown to trust it and don't notice that the wrong information is pulled in. Análise coletada por e hospedada no G2.com.

I love how this speeds up my internal logging process to help me keep track of client communication Análise coletada por e hospedada no G2.com.

The one thing I wish interfaced better is the search for bookings meaning that I wish it would organize from most recent so it was easier to find programs from the same company in order of relevance. Análise coletada por e hospedada no G2.com.

Com uma pequena equipe de vendas, o sucesso e o fracasso dependem da nossa capacidade de permanecer altamente produtivos. O Cirrus Insights nos ajuda a manter o foco e a organização ao colocar nossos e-mails e conversas no Salesforce diretamente da nossa plataforma Gmail. Em vez de esperar por telas de carregamento e navegar por conversas sem sentido nas redes sociais, podemos registrar rapidamente e facilmente nossas interações com os clientes. Não é esse o objetivo? Análise coletada por e hospedada no G2.com.

Há momentos em que o CI não carrega devido a conexões fracas ou filtragem de algumas redes. Seria ótimo ter um modo offline que se conecte e faça upload quando a conectividade com os servidores CI melhorar. Análise coletada por e hospedada no G2.com.

What I like best is being able to track last outreach and who ran it on Salesforce. Análise coletada por e hospedada no G2.com.

I dislike that you have to continue to reinstall it with emails. Análise coletada por e hospedada no G2.com.

Getting your employees to record their activities in Salesforce could be a challenge, especially if they have been doing it on paper for 40 years. Cirrus is easy and quick, very intuitive and customizable.

We like that the app is flexible when it comes to editing fields: you can change Subjects, add descriptions to better reflect the contains of the email in Salesforce Activities;

Creating Contacts and making sure new contacts are getting added to Salesforce is also an important gain for our workflow. Forces us to be more regimented about keeping the system clean.

We use our Google inbox as a "to do list", so we love the "return to inbox" feature. Análise coletada por e hospedada no G2.com.

Cirrus tends to be buggy. Better than other apps we have used, but still seems to have "unexpected errors" quite a bit.

Customer Service usually starts by sending us Knowledge Base articles. It takes a while to read through Knowledgebase and sometimes problems sit unresolved if no one has time to push for real help or read the help articles. A good example would be my admin problem reported in August, followed up in 30 days and then never heard back with resolution until December. Análise coletada por e hospedada no G2.com.

I love the fact that it works accurately and 99% autonomously in the background. Known email addresses are matched with the corresponding Salesforce record and logged into the appropriate location without any further interaction on my part. It keeps me free from copy/pasting endless communications to diverse customers and really allows me to consume work.

There's no additional steps once configured. The process works seamlessly in the background and pulls the appropriate record, recording detailed communication between us.

The product has "saved my tail" on numerous occasions, where I can rapidly find the accurate comprehensive information of our interaction, what was requested and what was executed on the customer's behalf. It solves the problem of "he said, she said" as it accurately logs correspondence for recall and review. The tasking features are a great bonus, as well as the opens and location information of each individual open and send. This becomes helpful when you need to know that the information was received, and it its original unaltered state. Preservation of the chain is one of the key elements that makes this tool valuable. Análise coletada por e hospedada no G2.com.

Sometimes it fails to load after an update to chrome or Insight, however I quickly notice and it does append emails if you click through. Análise coletada por e hospedada no G2.com.

How easy it is to log your activity to salesforce from your email, can do it all in one place instead of having to log into salesforce to duplicate the activity.

I also enjoying being able to create tasks for myself. Its been a great reminder for follow up emails, or to schedule a call.

I have also had great experience with the support staff. I have used the chat box feature several times and have a great experience each time and they have always been very quick and responsive.

Análise coletada por e hospedada no G2.com.

It tends to slow my email down a bit while it is loading everything, but it is worth the wait! Sometimes I do have to reload the page to make sure that the right information is populating..sometimes it gets stuck on an old email. Análise coletada por e hospedada no G2.com.

I very much like to write my emails in Cirrus Insight and have them sent directly to my SalesForce account or opportunity pages. I also like how I can schedule meetings with prospects and clients directly from CI by reviewing my calendar and popping open times on the days that work for my schedule. Another feature I like is being able to track my emails to see who is opening them and if they are opening any of my attachments. Análise coletada por e hospedada no G2.com.

I really have no negatives that come to mind for CI. Análise coletada por e hospedada no G2.com.

Very affordable price compared to alternatives on the market. I love that I can work from my Gmail and don't have to log anything in salesforce. I like the send later feature a lot. Análise coletada por e hospedada no G2.com.

Often can be glitchy or have loading errors. I also frequently have issues with it loading in Gmail where I have to clear my cache. There have been times I've had to completely uninstall and reinstall for it to work correctly with gmail. I also wish it would track opens for longer than 7 days. Support process can be confusing sometimes. Análise coletada por e hospedada no G2.com.

The most helpful thing is the ability to enter contacts directly from email into Salesforce Análise coletada por e hospedada no G2.com.

The auto-fill feature doesn't work as well as I would hope; the biggest issue is that Salesforce logs me out of Cirrus insight frequently and it's a hassle to keep logging in again. Also - sometimes the program seems to glitch and causes repeated red error boxes and prevents me from sending emails. Análise coletada por e hospedada no G2.com.