Cirrus Insight vs Echobot

• 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.

Read full review

• Research Quality versus invested Time is absolutely efficient and motivating. Quick Research or Standard Alerts, both are done easily with instant results.
• Usability of the User Interface in any of the modules is very supportive. New Team members are trained in short time. Very much self-explaining.
• The connectivity between the modules is great and saves time. Each module has its key topic, but in Connection with the other modules this practical tool turns out to be even smarter more and powerful.

Read full review

• 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.

Read full review

• People who have left a company are still listed.

Read full review

• 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.

Read full review

• Massive time saver for sales customer research.

Read full review