Calendly vs. Cirrus Insight

It's well suited for music students' lessons. It's well suited for online coaching, primarily through places like Zoom and more. It helps simplify things for your clients, lets you program your schedule, and allows it all to go automatically! If you are working with a senior population, it may be a little tricky for them to sign up and then really hard for them to cancel lessons. There isn't a way to go to the site and cancel. You have to pull up the confirmed email and cancel from there, but people can lose emails.

Incentivized

For someone who uses both Gmail and Salesforce as part of their main role, this software is an invaluable connector for them both. Some of the features are also not Salesforce specific - such as the Meeting Scheduler, which has proved invaluable to me, and I would recommend to any Gmail user who frequently set up meetings (either internally or externally).

Incentivized

• Sync with multiple calendar types so my schedule is always current.
• Integration with Zoom to schedule meetings, send invites, and populate my Zoom app accordingly.
• Automatic email communication to all parties with all relevant details in a clear format.
• Allowing team members to do the same in a way that I'm also notified of what meetings are taking place saves a lot of time in terms of coordinating to find out what other people are doing.
• Well-designed interface that simplifies everything down to its clearest expression. Language instruction and interaction are wonderfully simple and clear.

Incentivized

• Log email to Salesforce. You click one button and it logs for you. This is easier than adding the BCC email address that Salesforce provides as a way to log email.
• Track views and engagement on these emails. It's nice to know if the email was opened and if links were clicked.
• Update quick fields in Salesforce directly from their inbox using Cirrus. This prevented reps from needing to click into Salesforce, wait for it to load, then update fields like the phone number or name.
• If the rep did need to open Salesforce, Cirrus provides a quick button to navigate to the Lead/Contact/Opportunity page quickly.

Incentivized

• After a meeting is booked, having the ability to change the location without canceling the entire booking.
• Being able to offer 2 different locked in locations for certain time periods of the day within the same event. So you're not having to create 2 events for the same thing, only different locations.
• Giving users permission to create their own routing forms. We run an independent business model where our users like to have control over their subscriptions.

Incentivized

• Outlook for Mac could use some work as an add-on because it's hard to read sometimes on my laptop. It's not a sidebar, like the Windows functionality, so it's harder to read.
• Doesn't always find an opportunity, even though I know it's in our Salesforce system.
• Randomly shuts down and doesn't log in properly at times. I've had to remove and re-download more than once.

Incentivized

For all reasons like workflows, UI, and the way Calendly keeps all of us engaged through the Collective forum. It's indeed undeniable that no other product covers all business needs like Calendly does. On the other side, this has also reduced the workload by enabling us to focus more on other tasks for the day

Incentivized

It is the best google to salesforce integration on the market. support is incredibly responsive and very helpful. They are constantly adding new features, and the current feature set is well beyond anything else that is currently offered in the market

Calendly is extremely easy to use for selecting times and days for meetings. From my end, it's very easy to indicate the days and times that I am available for meetings. I have used other scheduling products, but Calendly has the smoothest way of operating. I highly recommend it for scheduling meetings

Very easy to use. Everything opens in a familiar interface right inside the google apps sidebar. It brings in salesforce records, so as long as you know google apps / gmail and salesforce you'll be all set. It's point and click.

Haven't had a down issue in the almost 2 years I've been using the product. Support is also super responsive.

Pulls in salesforce data very quickly, and syncs very quickly.

There is a lot of support for Calendly. Whenever I have had issues navigating through it, especially as a new user, I found multiple support on the web addressing my questions or concerns. There is a lot of in app informative notes accessible to users to navigate through Calendly when needed.

Incentivized

The plugin is installed inside your internet browser as an extension/add-on. It can be found in most add on stores and is easy to install. Usually just a few clicks. It handles authorization for you once you sign in, and then takes care of all the rest. It couldn't be easier to get working right out of the box. You're up in running in less than 5 minutes.

When I started using it, there were not many competitors in this space. I've seen some like Mixmax that seem to work well for solopreneurs or where free version might be better than Calendly's free version. I use the paid version of Calendly and it's just kept serving us well so why change?

Incentivized

Yesware regularly sent me alerts that my emails had been opened by someone who I hadn't sent them to, from locations they couldn't possibly have been. I also don't recall its Salesforce activity logging working as smoothly, though I last used Yesware more than 12 months ago so my memory isn't as fresh as it could be

Incentivized

• Positive: When people want to meet, I can simply send my Calendly link and it takes less than 5 seconds to do.
• Positive: It integrates well with Zoom, which means that by default all my appointments include Zoom information for a remote call.

Incentivized

• Customer data is paramount and Cirrus Insight supports optimal data integrity.
• Ease of capturing updated customer information and sales activity helps in forecasting, operational insight, etc.
• Facilitates transition of sales opportunities by seeing a clear trail of correspondence and customer updates.

Incentivized