Cirrus Insight integrates Salesforce with Gmail, Google Calendar, and Google Contacts. Instantly View Contextual Salesforce Information in Your Inbox. Save Emails & Attachments to Salesforce with a Click. Sync Your Google & Salesforce Calendars. Create & Edit Salesforce Records on the Fly. Customize Your Salesforce Workflow in Gmail. Add Google Contacts to Salesforce. Salesforce Tasks Integration. Salesforce Templates Integrated with Gmail.
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 …
We use Outreach to drive campaigns now. We've been successful with it for several reasons: 1- Our business operations team knows it and is able to coach us on how to use it 2- We use it across several departments (Marketing, SDE team, AE team, Customer Success - though we may be …
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 …
We were just using the free email to Salesforce option, which sends your email to an inbox within Salesforce. Then you are required to address it to the correct location. It's a two step process, so that was cumbersome. Or, some of my coworkers would drag the email onto their …
Cirrus Insight is a light-weight affordable tool that offers reasonable bang for your buck. However it does not have the reliability of other more enterprise-like platforms nor does it have the advanced features that are becoming of an email support tool - such as more advanced …
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Chose Cirrus Insight
The decision was made at my current role before I was hired, but I made the decision in a previous role to personally pay for Cirrus Insight, as I found it that valuable. This was after my entire sales team did a trial of Yesware, which I found to be a bit clunky and not as …
While I really liked Toutapp's social integration, it left a lot to be desired with the SFDC integration, which was a higher priority for me. It does what both Boomerang and Yesware do IMO for my purposes in one, easy to use app that doesn't dominate my screen.
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).
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.
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.
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
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.
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.
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