Item: Cirrus Insight
Rating: 5
Author: Brian Hasenbauer

Use Cases and Deployment Scope

The goal of using Cirrus Insight in our organization was strictly to track emails sent thought Google Mail and to log them via Salesforce. The solution was one of the ways we increased our Salesforce compliance in order to make sure that everything emailed to clients was captured appropriately and logged.

Pros and Cons

Logs emails to Salesforce
Integrates with Google Gmail
Easy to track

Disappearing from Mailbox
Not logging consistently
Had some down time

Return on Investment

Positive impact was the greater insight into communications with clients
Having emails tracked to leads and prospects helped with the continuity of the sales process
Being able to have all customer emails tracked led to an increase in ROI

Alternatives Considered

HubSpot CRM and Salesforce Inbox

We used Cirrus Insights for a period of time and then switched to Salesforce Inbox because Salesforce Inbox was included in our Salesforce license which made the change easier to do since there was no financial impact of making the switch. We didn't spend very much time considering HubSpot although it does seem to be superior.

Key Insights

Do you think Cirrus Insight delivers good value for the price?

Are you happy with Cirrus Insight's feature set?

Yes

Did Cirrus Insight live up to sales and marketing promises?

Did implementation of Cirrus Insight go as expected?

Yes

Would you buy Cirrus Insight again?

Likelihood to Recommend

Seemed to work well in simple instances with logging emails, etc. One of the challenges we had was the adding and removing of licenses. The Team member, licensing area is a little tough to use and I found myself resulting to having to chat with customer service to get things figured out and new licenses added.

Easy Salesforce Email Tracking

Overall Satisfaction with Cirrus Insight