Cirrus Insight Erfahrungen

Cirrus Insight
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113 Bewertungen
- Branche: Versicherung
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
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- Weiterempfehlungsquote 7.0 /10
Helpful for the Salesforce-foucsed Sales team
Bewertet am 2.11.2018
Vorteile
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)
Nachteile
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.
- Branche: Finanzdienstleistungen
- Unternehmensgröße: Selbstständig
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
How Cirrus is embedded into our business process
Bewertet am 3.5.2019
Cirrus is a fundamental part of our business process. We easily record All our important emails,...
Cirrus is a fundamental part of our business process. We easily record All our important emails, write file notes and tasks all within our email. All this is achieved within our email system without having to login Salesforce.
Vorteile
Cirrus allows us to easily assign important emails to our contacts and opportunities to meet our legislated record keeping requirements.
Nachteile
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.
- Branche: Computer-Software
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
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- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 7.0 /10
It's a worth while email tracking software that can be utilized for sales and service teams.
Bewertet am 29.3.2018
Email tracking, syncs email activities to Salesforce, schedule follow up reminders.
Email tracking, syncs email activities to Salesforce, schedule follow up reminders.
Vorteile
I like that it is very easy to sync with Salesforce CRM. I can even create new contacts or accounts from my Gmail through Cirrus.
Nachteile
Sometimes, I notice that Cirrus does not accurately track opens on emails i send out. I also have to manually click a button to make sure an email thread is properly added to the appropriate contact/account record in Salesforce.
- Branche: Non-Profit-Organisation Management
- Unternehmensgröße: Selbstständig
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
I loved them when I had them
Bewertet am 3.5.2019
I could youse templates to have a call to action from my clients - then click a button to have them...
I could youse templates to have a call to action from my clients - then click a button to have them book a time. sometimes I would send the email later with the scheduling tab. It made me look professional and I really was able to stead ahead of the client vs play catch-up
Vorteile
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
Nachteile
sometimes when you started up your computer you would have to manually sink everything.
- Branche: Hochschulbildung
- Unternehmensgröße: 501–1.000 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 9.0 /10
Powerful tool for syncing communications to Salesforce
Bewertet am 3.5.2019
Vorteile
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.
Nachteile
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.
- Branche: Computer-Software
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 6.0 /10
Great features great value a little buggy tho
Bewertet am 10.5.2019
Useful when it works but Frustrating when it doesnt
Useful when it works but Frustrating when it doesnt
Vorteile
Salesforce sync, Gmail contact sync and email tracking and follow ups
Nachteile
Some features are buggy. Some emails get tracked and some don't event though tracking is always on by default. Google auth keeps dropping.
- Branche: Computer-Software
- Unternehmensgröße: 201–500 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 9.0 /10
Meetings, journals & assignments. Everything with Cirrus Insight.
Bewertet am 2.5.2019
Vorteile
Cirrus Insight offers every user to connect Salesforce database to your Gmail Inbox in just a few clicks. You can schedule meetings, manage tasks, adding contacts through Gmail and in just minutes you get all of it synchronized with Salesforce. It helps the user to get everything organized especially when you have a team to lead.
Nachteile
Sometimes Salesforce takes a bit of time to synchronize to Gmail, you'll need a stable internet connection to load the extension correctly.
- Branche: Computer-Software
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 7.0 /10
Cirrus Thoughts
Bewertet am 10.5.2019
I like it and will continue to be a champion for this product to our team.
I like it and will continue to be a champion for this product to our team.
Vorteile
Cirrus makes my job a lot easier. Specifically involving recording things to SFDC.
Nachteile
Sometimes it logs me out and I have to re authorize.
In Betracht gezogene Alternativen
Salesforce Sales CloudGründe für den Wechsel zu Cirrus Insight
Cheaper.- Branche: Computer-Software
- Unternehmensgröße: 2–10 Mitarbeiter
- Monatlich für 6-12 Monate genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Bedienkomfort
- Weiterempfehlungsquote 8.0 /10
ATTACH.IO is a good solution from Cirrus Insight that I would use again
Bewertet am 14.5.2019
I use it to send a pitch deck to potential investors. I am able to see who is actually looking at...
I use it to send a pitch deck to potential investors. I am able to see who is actually looking at the deck and gain useful insight into how they spent their time on the deck.
Vorteile
Attach.io works well. It does what I expect it to do and gives me lots of information about who is viewing my documents, when, for how long, and even how much time they're spending on each slide. It is generally designed well. I really like the customized URLs
Nachteile
Login via oAuth feels cumbersome and re-asks for permissions to my google account each time.
It is slow to use and I often find myself waiting a long time for page refreshes.
It is very hard to understand how the attach.io product relates to the other offerings from Cirrus Insight. It is hard (impossible?) to find on their website. In fact, I'm not even sure I'm reviewing the product I'm supposed to be reviewing right now.
- Branche: Informationstechnologie & -dienste
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
A must have for any sales professional who uses G-Suite + Salesforce
Bewertet am 10.5.2019
It's been amazing - optimized my communications significantly
It's been amazing - optimized my communications significantly
Vorteile
Seamless integration of workflows between gmail and salesforce
Nachteile
The mail merge capability could be enhanced, however, it's based off of the salesforce tools. Further development there would be great.
- Branche: Verlagswesen
- Unternehmensgröße: 201–500 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 6.0 /10
Good e-mail software with some clunkiness
Bewertet am 10.1.2018
Vorteile
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
Nachteile
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.
- Branche: Non-Profit-Organisation Management
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Weiterempfehlungsquote 8.0 /10
Easy to setup and start implementing
Bewertet am 6.5.2019
I couldn't get by with this software. Well, I could but it would add hours of work to my week. It...
I couldn't get by with this software. Well, I could but it would add hours of work to my week. It helps my streamline my overall process.
Vorteile
Ease of setup and user-friendly interface that allows me to work on one platform
Nachteile
Some functionality doesn't work as easily as advertised (i.e pulling user data from email signatures to prepopulate fields -- this rarely happens for me). And I'd like to have some added features - ability to sync multiple calendars.
- Branche: Medienproduktion
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Weiterempfehlungsquote 10.0 /10
Time saver!!!
Bewertet am 3.5.2019
Significant time savings.
Significant time savings.
Vorteile
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.
Nachteile
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.
- Branche: Non-Profit-Organisation Management
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 5.0 /10
Glitchy Gmail compatibility
Bewertet am 11.8.2021
Vorteile
The basic feature of logging emails into a Salesforce CRM is functional.
Nachteile
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.
- Branche: Verlagswesen
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 7.0 /10
Still a vital part of effective Salesforce use, but can be glitchy
Bewertet am 3.5.2019
Great support, and responsive account management.
Great support, and responsive account management.
Vorteile
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.
Nachteile
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.
- Branche: Computer-Software
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 7.0 /10
Review of CI w/Office-Outlook
Bewertet am 10.5.2019
Vorteile
Very convenient to keep working with email, while at the same time entering/checking basic SF lead/contact/task info. That saves time.
Nachteile
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 (?)
- Branche: Computer-Software
- Unternehmensgröße: 201–500 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Gesamtbewertung
- Bedienkomfort
- Weiterempfehlungsquote 3.0 /10
Better tools out there for our purposes
Bewertet am 3.4.2020
It helped with transparency and visibility into customer communications but the negatives really...
It helped with transparency and visibility into customer communications but the negatives really outweighed the positives
Vorteile
Syncing data to Salesforce was essential, updating fields directly from your inbox, seeing if a customer had opened and clicked through
Nachteile
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.
- Branche: Computer-Software
- Unternehmensgröße: 201–500 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 2.0 /10
Good effort, fell short
Bewertet am 21.8.2018
Not so hot. Hard to use and have experienced a few bugs.
Not so hot. Hard to use and have experienced a few bugs.
Vorteile
I like that you can send out campaigns to many people at once.
Nachteile
Very difficult to use, flight paths malfunction frequently, can't view templates alone, have to compose an email to edit any templates.
- Branche: Computer-Software
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
Gesamtbewertung
- Bedienkomfort
- Weiterempfehlungsquote 6.0 /10
Its fine for what it is
Bewertet am 19.11.2018
Vorteile
The software is easy to use. It is easy to build templates, and to build out flight plans.
Nachteile
Doesn't always work, and the entire system would sometime shut down. Didnt always talk back to SalesForce like it was supposed to.
- Branche: Computer-Software
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
Great tool for Sales People !
Bewertet am 3.5.2019
It has great features, I chose CirrusInsights over Salesforce SalesInbox
It has great features, I chose CirrusInsights over Salesforce SalesInbox
Vorteile
integration into Gmail and the attachment tracking
Nachteile
mobile experience needs some improvement.
Attach.io should be included within the Gmail integration
- Branche: Internet
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
Excellent SF.com Add On
Bewertet am 3.5.2019
Great product. Easy to use. And helps to streamline the salesforce.com process.
Great product. Easy to use. And helps to streamline the salesforce.com process.
Vorteile
Easy to use and set up. Streamline SF usage.
Nachteile
Crashes outlook sometimes. Can turn off sometimes and need to reinstall sometimes.
- Branche: Immobilien
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 9.0 /10
Good
Bewertet am 10.5.2019
Vorteile
Easy to use. Good reporting. Intuitive. .
Nachteile
Difficult login sometimes, would go in a loop
- Täglich für 1-5 Monate genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
Seemed very promising but surprisingly nonresponsive customer support
Bewertet am 15.8.2017
Vorteile
The integration with Salesforce in theory should make this such a time saver. No more manual data entry of contacts or of emails received/sent as Activities in Salesforce. Fairly intuitive to use.
Nachteile
There were some bugs with some of the custom aspects of our Salesforce instance. That's fine. But I was on a trial and was ready to sign on for the service b/c it seemed so promising, but the customer service to try to resolve the bugs was surprisingly bad. I don't know if they were just stumped or what, but I followed up several times to try to get a sense of their progress, and they just never replied. They had been friendly at first, but perhaps the problem was bigger than they felt our business was worth, so they never followed up. It bummed me out not to be able to continue with them, but if they don't put on their best show of customer support before I'm even a customer, I couldn't trust they'd do their best when I was.
- Branche: Krankenhausversorgung & Gesundheitswesen
- Täglich für 1-5 Monate genutzt
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Quelle der Bewertung
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- Preis-Leistungs-Verhältnis
- Bedienkomfort
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Great for email templates and communicate quickly
Bewertet am 30.12.2017
Vorteile
It allows you to load templates quickly, send them out fast as well. It is great if you have a lot of people to communicate with to help save time.
Nachteile
The templates do not load quickly or sometimes will populate incorrectly and the data is incorrect. That means you have to go back and manually correct the information, which defeats the purpose.
- Branche: Geschäftsbedarf & -einrichtung
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 7.0 /10
Great Product, Great Price
Bewertet am 3.5.2019
Better transparency is the key here.
Better transparency is the key here.
Vorteile
The main purpose (logging emails into salesforce) of this product is very useful & the price is great
Nachteile
Sometimes it doesn't work properly (glitches), asks me to sign in again, or slows outlook down.