Cirrus Insight Features

Cirrus Insight is great for large organizations, particularly those running large CRM databases. The integration with Gmail allows for users to be more productive and to stay on one screen rather than switching tabs within a browser or perhaps across browsers. The integration is robust and features such as email sync, calendar sync and campaigns are very useful. Email templates also save a lot of time. The calendar scheduler is among the top features as well. Very powerful.

Many of the powerful features Cirrus Insight provides are not suited for a small organization, particularly those who do not launch large marketing campaigns. There are several features that are great in a vacuum but that our team is simply too small to leverage. No fault of Cirrus Insight; it is simply a suitability comment.

The basic feature of logging emails into a Salesforce CRM is functional.

My team uses this software and at any given time, it’s not working for at least one of us. Ever since they upgraded their app, it hasn’t worked hardly at all. I like the idea of Cirrus, but it’s a pain, with no native nudges to remind users, lots of overzealous email logging, and very little training and troubleshooting available.

It seamlessly integrated with my Gmail account and my calendars. It worked well- people understand how to use it and the software was always correct it never malfunctioned

sometimes when you started up your computer you would have to manually sink everything.

Really full features. Fantastic to be able to share templates, link emails to Salesforce, ‘send later’, provide one-click scheduling to prospects.

Customer Support was weak, especially for now-pulled Non-Salesforce product. Took the company 6 weeks to track down an login error caused by our users’ G Suite Email addresses involving capital letters!

Cirrus Insight is a very powerful tool. It quickly and easily links your email communications to Salesforce. It is also a faster way to access records and involves a lot less clicks than the Salesforce interface. I also use and appreciate the scheduling tool and follow-up reminder alerts.

Cirrus Insight can be a little opaque. For instance, when you restart your browser, CI will fail to load in Gmail. There is nowhere to “turn it on;” you just have to refresh the tab and wait for it to appear. This is not a regular occurrence, but when it happens, it’s annoying.

Very convenient to keep working with email, while at the same time entering/checking basic SF lead/contact/task info. That saves time.

It still does present some functional issues, at least with the Office/Outlook environment 1. UYpon creating a lead it does prompt/prefill contact details, bot somehow I can not use this prefill, so need to retype it all manually 2. It has a button to log a call, but upon clicking this button opens a screen with "new task"? 3. upon the latest update, my Outlook seems to have become much slower to respond (?)

Salesforce sync, Gmail contact sync and email tracking and follow ups

Some features are buggy. Some emails get tracked and some don't event though tracking is always on by default. Google auth keeps dropping.

Automation of logging correspondence in SF, being able to add new contacts lead directly from inbox, seeing what Account/products the person emailing me is related to without having to look them up separately in SF.

Sometimes glitchy and requires me to have to go back and manually log info. I wish you could delete or merge contacts from the inbox if multiple results show up in a search.

Ease of use, UI, and streamlined ability to update records and activity in Salesforce

No cons were added to this review

Syncing data to Salesforce was essential, updating fields directly from your inbox, seeing if a customer had opened and clicked through

It CONSTANTLY caused inbox and browser issues. It reached a point where most of our team had to disable it to get any work done.

Citrus Insight allows you to save correspondence in Salesforce in an easy and simplistic manner!

There’s really nothing not to like about Cirrus Insight!

The ability to see data on specific candidates that are in JobScience inside of OWA is great. It gives us an idea of what type of relationsship we may have with client and/or candidate as well as how we have reached out to them. We also use it to import CVs of candidates which has worked very well for us.

We have had some issues with mapping CVs to candidate records, but other than that, it has been a great product

Couple of great tools. 1) Email engagement tracking on what links the recipient clicked on so you can provide relevant details to your recipient. 2) Calendar feature to quickly schedule a time to meet or chat without a lot of back and forth.

A bit buggy. I've noticed that it loses connectivity to Cirrus insight server and errors even when the internet connectivity is all good and working.

We use it for email tracking , scheduling meetings, follow up and links to salesforce. You can track emails and see how many times they are opened, including the attachments. Our team relies on cirrus.

nothing really that I don't like except you always have to make sure it's linked with your email

It can sync emails to my CRM but it doesn't do it consistently

Very difficult to use. Not intuitive. Customer support is terrible. No training upon initiation. Cannot call anyone for help. Updates are made to Cirrus without coordination with Salesforce which cost our team a ton of time to figure out. Sent me a bill three months early without explanation.

This is definitely the easiest way to integrate your contacts, inbox and many other different data + features within your organization.

No cons! It simply is amazing. Something that might come to my attention is the ease of use. It's not too user friendly at the bery beginning.

I've used Cirrus for 10+ years in various roles. In my opinion it's a vital part of Salesforce adoption, and ultimately, it's utility. It really streamlines the process of capturing and tracking communications.

It's glitchy sometimes, and seems especially so if you have multiple Gmail accounts. At least a few times a month it vanishes from my inbox, and I sometimes have to re-download to get it working again.

The reason I purchased Cirrus Insight was to allow me to easily track all my emails to Salesforce. Sending emails from Salesforce is a pain and it is not easy to add received emails to the platform. With the Cirrus Insight extension, all my emails (or the ones I choose) are added to Salesforce. And the best part is, it happens within my Gmail Inbox. I do not have to go to Salesforce, but can review emails, opens, clicks, contacts, opportunities, accounts and more all from within Gmail.

I feel like the "campaign" function errors out a lot. Its useful, but when sending an email to a large list, I plan on having to send it more than once. Additionally, I feel like I am often getting "disconnected" and have to reauthenticate. I don't know why this is...maybe its my orgs security, but it is annoying and not clear why its happening.

I like the ability that Cirrus links to SalesForce and Gmail and locates recipients in the SalesForce database and links emails to the Account/Contact activity log

Cirrus is not reliable in locating related SalesForce contacts and particularly not reliable locating contacts when using the 'Add to SalesForce', 'Custom' option that allows linking an email to a standard related lists such as linking an email to Opportunity or Case- there are many examples of these issues that often I've thought to cut-and-paste and email into a SalesForce activity would be faster. Another...

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The old cirrus insight was great, we could track emails, set reminders and had salesforce CRM integration. But now that it's unsupported, it's slow and unusable in normal business application

They stopped supporting the old Cirrus Insight and released a new version which took away many of the features that made Cirrus good. There is no email and workflow tracking ability and the UI is buggy (frequently blocks us out saying our valid subscription has expired).

Emails logged to Salesforce, Team templates (although they are annoying to upload), Send later, set reminders.

-Slows Gmail inbox -Sometimes prevents emails from being sent if Cirrus is glitching -Uploading templates is clunky in salesforce and the way it pulls fields from Contact reports isn't user-friendly -Sometimes the reminders don't log properly into Salesforce -Customer support isn't proactive and sometimes takes multiple outreaches to identify a problem -Our plan isn't large enough for us to have a dedicated account manager so it feels unwelcoming -Overpriced -Having to sign long contracts feels disingenuous.

Cirrus is the best integration between Gmail and Salesforce that I have found - bar none. If that is what you need more than anything - then this product will fit that perfectly. It allows all emails to auto sync to the correct salesforce account/contact. The sidebar is useful to quick note taking within the client's profile, as well as looking up previous outreach efforts or existing business. It's very easy to setup and can be a big help for a sales team. Additionally, the meeting setup is the best I have seen and very simple to use (integrates into your google calendar as well)

Some key features like templates are extremely lacking - to the point that I needed additional tools to supplement Cirrus's weak areas. The templates can only be those within salesforce, and the populated values in the templates can only be values stored in salesforce - which can very much limit the usability. Additionally, open-email tracking doesn't seem to be the most reliable compared to other similar products.

The best thing about Cirrus is how you can have the software remind you of particular emails down the line. I used this feature every day to make sure I can remain adequately organized.

In my experience, Cirrus has never been able to log inbound emails into Salesforce. Because of this, you always feel as if you're missing a part of the conversation. This may simply be standard in this industry segment, but it would be much more convenient to have a unique task for every outbound AND inbound email.

Ease of use, visual inspection of all past emails.

Nothing really, maybe the lack of ability to export to Excel.