Cirrus Insight puts the power of the Salesforce.com CRM right inside Gmail. Cirrus Insight brings context to communications with prospects and customers by presenting information from Salesforce.com in an intuitive way exactly when you need it in Gmail. Instantly view Salesforce leads, contacts, activities, cases, opportunities and more right in Gmail. Log emails with a click. Easily create new leads, tasks, and events. Sync Salesforce with Google Contacts and Google Calendar. 30-second install for Chrome or Firefox.
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Cloudswave Score for Cirrus Insight
Rating based on 307 Critic Reviews
Chad Griffeth, on TrustRadius
Cirrus Insight Use Cases and Deployment ScopeBeing a small business, I wear a lot of hats, and any tool that can streamline activities and save me time at a reasonable cost is highly appreciated and valuable. In working with Cirrus Insight, I appreciate their forward-looking approach to their system as it has had small positive steps (syncing contacts and calendars) and huge leaps (templates integration, follow-up tasks/reminders and integration with custom objects) throughout my experience. It saves me a TON of time and makes my work life much more efficient.
Pros : The ability for the 'smart email' integration in Gmail to continue to recognize the desired Object and Record to document the email to is fantastic as a time-saver and is appreciated by compliance.The reminders are one of my favorite new features as they help keep me from having to hop back and forth to SFDC. BIG TIME SAVER.Integrating my Google Calendar to SFDC is a real help, and it even does a good job of looking up the contact based on the email, something Appirio's tool never quite figured
Cons : Email tracking - I think they need to step up the UI for the tracking summary. I would appreciate if it opened into a separate page in addition to the in-Gmail app to provide greater insight to the opens and clicks.Tagging - I think it would be nice to be able to create a few custom tags and then add those to emails to make it easier to track just sales/service/marketing emails.I think the next level for them will be to have some tracking code we can put on our website to see how our emails are
I have been using Cirrus Insights for about 5 months and really enjoy the overall ease of the program. The primary use is to take emails of prospective customers and integrate it into SalesForce which takes much less time than entering the information into SalesForce manually. I've also lately utilized the new calendar invite tool which sends an email to a contact showing the available times for a meeting and the individual can simply click the time that works for them and the meeting is created.
Pros : The ease of use of the program and the calendar invitation tool are the highlights They keep rolling out new functionality on a regular basis.
Cons : No issues to date, they are very responsive when I have questions or if functionality isn't working appropriately
Gregg T. , on G2 Crowd
What do you like best?
What do you like best?
Cirrus Insight is a huge time saver, cutting and pasting from Gmail to Salesforce was a nightmare..so much so that I did not do it as much as I should have. I'm sure a lot of valuable info that should have been in Salesforce is hiding in my Gmail account instead.
What do you dislike?
Sorta buggy (sorry guys, I do love your app). The dialogue box floats sometimes, obscuring text of links. I regularly have to click add attachment three times, not twice, not four time, exactly three times, now most of the time.
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