Cirrus Insight vs. CodeTwo Email Signatures 365

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

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As an MSP, we can have our creative team create one signature (or many) to deploy to a client, which gives them a consistent message and helps them look more professional than a business of their size might otherwise be able to. The integration with Microsoft 365 is simple to set up.

• 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.

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• Uniform Signatures: CodeTwo Email Signatures 365 allows administrators to create and manage email signatures centrally, ensuring all employees have consistent and professional signatures across their entire organization.
• Automated Disclaimers: Automatically appends legal disclaimers and compliance-related information to all outgoing emails, which is crucial for industries with strict regulatory requirements.
• Promotional Banners: Allows the inclusion of promotional banners, links to recent blog posts, or company news in email signatures, turning every email into a marketing opportunity.

• 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.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• I would absolutely love to see the introduction of being able to force a branding format (Font, size etc) across our email real estate, this was a feature moons ago but would love to see this come back especially when Microsoft can kill all this for you at the drop of a hat....erm Aptos makes me sad!
• Easier to navigate training and how to videos to allow you to work out how to make changes and be creative yourself more
• I genuinely cant think of another point here!

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

The solution is pretty much set-and-forget. It does what it needs to do, nothing more, nothing less, and it does it very well.

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.

As already described, the set-up process is kept totally simple. This makes setup quick even for untrained administrators. If anything is unclear, you can find all the information you need on the manufacturer's website. As access and configuration are carried out via the web browser, adjustments can be made from any end device. Whether on the move, in the office or at home.

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

We have not witnessed any downtime so far ...

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

There are no performance issues related

No problems but we had a couple of questions about functionality or edge use cases and anytime I contacted CodeTwo Email Signatures 365 support I was absolutely happy with their responses. Very helpful, polite and smart people are working over at CodeTwo Email Signatures 365 support. I would suggest other companies to take note on CodeTwo Email Signatures 365's quality of support and service.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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.

It is important to make sure Active Directory is correctly populated and that content is standardized, eg telephone number formats.

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

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

The Office 365 integration and the email profile management was tighter looking in CodeTwo Email Signatures 365, which is why we selected them over the competitors. I also liked the ability to use logic and variables in the signatures to allow us to be a little more creative in the applications.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

The product is very reliable :-)

• 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

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• End user spend less time to no time at all with setting up or editing their signatures
• Signatures are always conform to company standards
• It can take a few seconds for the signature to be inserted, this might bother some users

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info