Cirrus Insight Reviews

I believe that this software increases efficiency and productivity for Sales Teams. I have recommended this software for our company and others because of its ease of use and ability to log emails, set reminders and even schedule meetings within you gmail inbox. You do not even have to log into Salesforce as you can add documents, create notes and complete tasks within your email platform.

The pros really outweigh the cons for this software. However occasionally the chrome add-on will conflict with other add-ons and there is difficulty with having the software program load up within the email program. However there is always an easy fix and the support is very responsive.

This tool has helped us increase users adopt salesforce more to put in their activities. Its seamless sync and automated mapping for records to be linked to the right SF records. It helps do everything within inbox than logging in SF, mostly everything!

Some erratic sync fails due to Google Token refreshes.

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 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.

Ease of use, visual inspection of all past emails.

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

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.

It is easy to use and they are updating and adding features often to stay competitive with Salesforce Inbox. We decided not to switch to SF Inbox because we have had such a positive experience with Cirrus plus Cirrus costs less!

We have had little to no issues with Cirrus and when we do have an issue, the resolution is always simple: go to the download page & redownload the application which has always fixed every issue we have had. Nothing else negative comes to mind!

It functions - it allows us to log emails so that they are visible in Salesforce. This in turn makes it possible to know when we last spoke with a partner and where we might have left off. It's particularly helpful if we're switching who owns a client account or if someone is out of the office.

I dislike how it can slow down my Gmail, how I need to log in by connecting with Salesforce periodically, and how easy it is to accidently log emails that were personal or that I didn't intend to log. I wish it were easier to find the contact to connect to the email - the software isn't always smart enough to know which email address to populate.

That it syncs with SalesForce and Gmail, so I can work easily without jumping back and forth between platforms. Allows me

Often stops syncing so I have to go and resync often

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.

Genuinely saves a ton of time scheduling meetings. I've received compliments from folks that have used it to get on my schedule. The ability to toggle time zones or indicate that no times available work are great. There's a link in the calendar invite to reschedule if needed. So much better than the back and forth of scheduling via email! I also love the email tracking features. SO handy to be able to see when and where an email is opened and what links have been clicked.

Sends 2 separate emails every time someone schedules. One when they select a time and a second one when they actually accept the calendar invite. Occasionally it will log out and takes a bit to figure out how to get it to show up again.

Cirrus Insight allows you to seamlessly connect your Gmail and your Salesforce together, allowing you to integrate all of the crm information of your client while you're working at the comfort of your email inbox. It's as if both programs merged into one!

If I'm really, really picky about it, I'd love to have integrations like these with other CRM software besides Salesforce, but in general, Tha add on will save your time

The ability to update Salesforce leads, opportunities and events from gmail. Also the built in calendar function and meeting scheduling is seamless across Gmail and Salesforce. Eliminates double entry in the crm , calendar meetings and your daily email communications. Saves time and provides real-time opens and reads on the mobile interface. The new Flight Plans option allows for sales automation...

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No cons were added to this review

This product has eliminated all excuses from my team about not logging things in Salesforce. It makes the process SO easy and has lots of bonus features that allow you to keep your Salesforce data updated without ever leaving your email inbox. I also use the delayed email feature a ton!

The software gets periodically logged out, and you may not always realize it. When that happens, your meetings and emails no longer auto-log.

Cirrus allows us to easily assign important emails to our contacts and opportunities to meet our legislated record keeping requirements.

Each email needs to be individually checked at the close of a deal to ensure it has been allocated to the client and opportunity. A bulk process function would save even more time.

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.

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

No cons were added to this review

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!

Easy to set up and sync with SFDC ; Meeting builder feature is very nifty ; side bar in Outlook has a ton of information and cuts down the need to go back and forth between Outlook and SFDC for sales related information

UI is not intuitive ; it's not obvious what steps you need to take to add an e-mail, though once you do it a few times it's pretty straightforward. Templates are really nifty, but don't seem to work correctly when working with SFDC specific fields.

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.

I love the seamless integration with Salesforce, as a salesperson I never have to worry about double logging my activities and keeps all of my conversations consolidated in one spot. The tracking and open features are also very handy for my follow ups.

Being a chrome extension, Cirrus does seem to run into bugs frequently since it is dependent upon Google.

Cirrus Insight is an essential link between Salesforce and Gmail. It makes tracking communication seamless from your email inbox.

The software is generally easy to use and integrate. Sometimes the side panel can make the email screen too small to read easier but it can be collapsed if your not actively using it.

- Reliability (the SF tool for Outlook Email we used to have was broken all the time) - Efficient (easy to move communication, saving lots of time)

- Wish the emails went into the Case's Comments section instead of Activities but not a big deal - When adding emails via the plug-in, sometimes I wish it connected info in my email better to case nos. so I wouldn't have to search further. Solution to this = putting my case nos. in email subject lines.

Cirrus makes my job a lot easier. Specifically involving recording things to SFDC.

Sometimes it logs me out and I have to re authorize.