Cirrus Insight Erfahrungen

Obviously this is a perfect compliment to your Salesforce CRM. You can do so much right from your inbox without even having to log in to Salesforce. Track email opens, create and update records, and use the scheduling feature to save a ton of time!

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.

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.

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.

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.

Cirrus Insight made it very easy for our reps to log their emails as activities in SalesForce. The read receipts and tracking also helped them follow up on emails that were never answered.

The integration with SalesForce often broke. I really wish it was more reliable.

- 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.

Being able to have emails recorded in salesforce from gmail is huge, seeing opens, tracking clicks, etc.

It's apparent it was designed for sales teams. We've tried to utilize it on support side with not so great results. Lots of barriers and manual processes to relate emails to cases.

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.

The Cirrus Insight integration with Salesforce is phenomenal! It bridges the gap between the CRM and activity/email tracking in an easy to use way.

There were a few minor glitches when we first installed Cirrus Insight. We didn't have a clear understanding of how to track emails, but once we learned it's been a breeze ever since!

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

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.

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!

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.

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.

The biggest thing I like about the software is how easy it integrates with Gmail. The tracking features are easy to tailor towards what you are trying to accomplish through emails. It takes up very little space within the gmail window, which for me is aesthetically pleasing.

The thing I like least about the software is the location of where the features lie within a new email. For someone like me who emails constantly throughout the day, there are times where I will accidentally click a feature I did not intend to. Very minor detail.

Ease of install, administration abilities

didn't work with all custom fields we needed

It's a simple point solution, mainly used by sales to add things on to emails. Like dripping emails over time, auto-logging to salesforce, delay sending an email. It works well!

Much of its functionality has been absorbed into sales outbound tools like SalesLoft and Outreach.io. So rather than needing Cirrus + SalesLoft, we now only need SalesLoft, and have few people using Cirrus.

It helps sync meetings, emails and contacts to Salesforce directly through gmail and google calendar!

The software is a bit janky and I often run into issues. I'm constantly having to uninstall the plug-in and reinstall and then also un-sync both my emails and google calendar and then re-sync in order for things to function properly

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.

Having the link between Gmail and Salesforce is great! Not having to save emails and contacts, easy peasy

Sometimes Cirrus glitch in my Gmail. Despite being connected on Salesforce, it seems it's not and half of my email page is Cirrus trying to reconnect. Annoying.

the seamless link with outlook 365 allows you to monitor all your emails and seamlessly link them to Salesforce and other applications

the support could be better although not sure who this will lie with. This could be a link with the Salesforce application or something else

Easy to log calls, add contacts/leads to Salesforce.

Google calendar plugin is a little buggy at times.

I liked how you could see tracking of emails, and create flight plans to reach out to a large amount of prospects

Wasn’t the most user friendly, but I didn’t get to engage with the software long enough to really dive deep into functionality