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.
$15
per month
Momentum.io
Score 8.1 out of 10
N/A
Momentum is a no code platform to automate sales workflows. Embedded into existing sales-first tooling, from Slack and Salesforce to Asana and Outreach, Momentum's access gives revenue team the building blocks to operationalize sales motions.
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).
If you are a lean organization with looking to find a revenue orchestration and AI tool for call summaries, automatic field updates, etc. then I think Momentum is worth considering since there aren't many "small-player" alternatives in the market. The pricing is much better than comparable larger-players (i.e. Gong), and the Momentum is quick to iterate on their existing features and resolve bugs quickly.
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
There's no doubt in this of renewal. We are all set and planning in phases to acquire more and more licenses. We provide AI licenses to sales account managers on the very first day. This is a mandatory onboarding step. Everything is going 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.
The learning curve is extremely low. Almost anyone can get started building workflows. To the point, we have many sales reps who can create their own alerts and/or determine deal room criteria. I had never used Momentum before I joined Ramp and was building and updating existing workflows on my first day.
We have a shared slack channel with Momentum and their responsiveness and attentiveness to our concerns and bugs is top notch. They are quick to investigate and do a solid job of providing updates throughout the eval process. They typically resolve and respond rather quickly. The only reason this isn't a 10 is due to what I perceive as occasional resource constraints. Sometimes it does take a bit to hear back and the updates aren't ALWAYS proactive. I'm being nitpicky, but I think there's some room for improvement before calling this a 10/10.
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.
In summary, Momentum.io truly shines when enhancing the Salesforce-Slack experience. However, when workflows become highly complex, require extensive integration outside of its core platforms, demand meticulous governance at scale, or necessitate deep operational analytics, its elegance can give way to a more cumbersome administration and implementation effort.
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
Troops was acquired by Salesforce and is no longer available Gong is focused on convo intelligence and keeps the data fairly locked up in their platform with limited pass through to slack or CRM. AI use cases are one off / blackbox vs customizable for your business needs. Momentum is built on AI, its not a bolt on that other companies are trying to add as a means to catch up.
Momentum.io makes the whole customer onboarding process faster and smoother, which leads to a better customer experience, faster time to value and eventually less churned customers
Lower customer aacquisition costs due to integrated workflows through Slack and Salesforce
Improved forecasting due to better visibility through integrations
