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
Monika Covelli, on TrustRadius
Cirrus Insight Use Cases and Deployment ScopeCirrus Insight is very user friendly, I love that it syncs directly with my Salesforce account, so I am always on track with each account that I'm working on. It's great that the program is integrated directly into my Gmail account, making it easy and efficient for me to log my emails.
Pros : Integration w/ Salesforce and GmailQuick syncing
Cons : Sometimes it doesn't find certain contacts that are on SalesforceSometime it kicks me out, and I have to refresh my Gmail account
Craig Grella, on TrustRadius
Cirrus Insight ProsIt removes double-entry of contact record dataIt allows entry of calendar items and invites in google apps calendar directly into SalesforceIt syncs from Salesforce calendar directly into google apps calendarWhen viewing an email in google apps, it opens Salesforce information for that contact in the sidebar of google apps
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
I find Cirrus Insight to be quite useful in managing my work and tracking correspondence for various projects. It's a relatively small number of clicks to ensure that my emails are tagged to the correct projects in Salesforce, and thus makes my life much easier in terms of managing work. If I could change anything it would be expanding the Add functionality; currently you have the option to tag a contact and then one more level (account, project, etc), but adding a few more drop downs to allow for additional tags would be really helpful.
I have been using Salesforce for about a year and a half and Cirrus for a year. I think that this last tool complements very well what I do in g-mail and Salesforce. Cirrus makes it easy (just one click) to relate your e-mails to your Salesforce contacts and accounts and to see if one g-mail contact exists in Salesforce. The only thing I would like them to continue improving is how all their tools show themselves in the g-mail screen. Sometimes it is difficult to manage the multiple scroll bars that appear; also the contact creator for Salesforce that appears in g-mail does not show properly. Therefore, I think that Cirrus can be perfected and they have already improved a lot and I am sure they will continue to do so.
Katy H. , on G2 Crowd
What do you like best?