Cirrus Insight vs. ContactMonkey

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

If you are a sales rep and want to know if your email has been opened without having to use receipts this is perfect. However, many people find this intrusive and inappropriate. I don't believe in this day and age there should be a moral outrage to track your emails but it happens. I particularly like it for Outlook 2016. I've tried Yesaware but found this better suited.

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

• Uploads information from business cards to your current contact database through your camera phone
• Great resource for looking up people before meetings and doing other types of background research
• Use information found on the internet to fill in information about your contact

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

• Salesforce integration seems unnecessary
• Has refresh issues occasionally
• Can cause slowing issues for Outlook
• Doesn't have integration with Outlook.com/Exchange

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

Easy to use

Incentivized

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.

Easy for all users.

Incentivized

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.

Easy to contact, quick follow-up/

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.

It is really easy to integrate with GMail, so just start from there

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

Contact Monkey was the best solution for Outlook 2016. While Yesaware is a good product with Microsoft 365 integration, I found it expensive and too feature rich for what I needed. If you are just trying to find something simple that does what you need well and cheap, this is the best solution on the market. It does have Salesforce integration but I just use the Salesforce product that is free and provides the same or more prospect info.

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

• I've found companies that have shared my email and opened the email 20-60 times but never responded. It gave me an absolute understanding that this was a hot company
• Sometimes knowing your email is being opened can be very frustrating if you cannot get a response. However, at least you know it was read and they are not interested.
• My boss and fellow employee's don't like the fact that I know where they are located. It's somewhat divisive in that sense.

Incentivized