Cirrus Insight vs. Highspot vs. Yesware

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).

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Great for delivering insight on which personas are engaging with the material shared. If I've had multiple meetings with personas, but they have not engaged with my proposal, I'm now able to understand the priority of our partnership and how it ranks within their other initiatives.

It works for my company and my problems. If you need a Sales CRM you can go for higher-end products that will give you what Yesware gives along with other stuff. Wherein we had specific problems we wanted to solve. -We needed a solution for a smaller team within our bigger sales team. -We needed a solution to be easy to use point and click and did not require any setup. -We needed to have a better solution to YAMM.

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• 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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• From an admin perspective, the platform is very easy to navigate, build and launch new content and informational pages for our team.
• The search feature within the platform is very accurate and does a great job of curating the top content based off of what our reps are looking for.
• The ability for our reps to hit 'edit in word online' or 'edit in Excel online' is great because our reps don't have to download a doc, edit it and then re-upload into the system. Any changes they make are auto-saved and stored right in Highspot. They can then present straight from the platform.

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• Tracking open rates, link click rates, and reply rates. This allows us to compare different templates in order to see which allows for the most interactions and meetings set directly from email engagement.
• Seeing exactly when someone opens an email and whether it is in their normal location. Also if they are opening on a mobile device versus a computer to be able to organize the set up of the email in a more beneficial way.
• Being able to save Templates for Mail Merges to avoid the duplication of effort that other mass email systems utilize.

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• 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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• The mobile platform is not as user-friendly, missing some of the ease of use from a mobile device.
• The Help section is not as comprehensive or accurate. Often a search yields answers that are not relevant to the issue trying to be resolved.
• Content can only be sorted alphabetically or by date, it would be useful to be able to sort by author or department as well.

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• The ability to unwrap iframe embeds on email (e.g. if I send a Vimeo link over email, have that video thumbnail show and link out to a video)
• Removing recipients from a campaign. If my ruleset is to remove a contact from a sequence after he/she replies, sometimes a person will reply from another email and Yesware doesn't recognize it. (e.g. if I add jeff@amazon.com to my campaign and jeff.bezos@amazon.com replies to my thread, Yesware will still send an email to jeff@amazon.com unless he is manually removed)

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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

I love Highspot, it saves me a ton of time every single day. I like how my correspondence looks professional and I know what I'm sending is accurate and company approved. I'm able to add it to an email template in seconds and choose multiple brochures if it fits the information the student wants or requested. I can also customize templates to make them company specific when appropriate

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I like the product, but due to the limitations I don't love it. I'm curious to revisit other options, particularly in lieu of Yesware's recent price increases (although I'm on a legacy plan). Some of my challenges to be browser related (I'm on an older computer) -- I'll have to see how things go when I receive my new computer. If the glitches (especially with regard to tracking accuracy and send later feature) go away, I'd be much more inclined to renew

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.

It is a very intuitive website with easy navigation. I am also able to search by market name alone to get all the information that I need within that market. It is only as good as the information you place into it, but the naming conventions should be standard across the board.

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Yesware is easy to setup and get connected in existing systems. We were able to get started sending the day we puchased our subscription because of the addon for Gmail and easy connection to our CRM. It's also very easy to use in the day to day, kicking off campaigns and seeing their status to as about as easy as it gets. I have not concerns about usability

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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.

I have not needed any customer support until now, I guess this is because they work on a proactive maintenance of the platform. We have an internal team working with Highspot so if I need help I go to my internal team not directly to Highspot. I have never heard any complaints.

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Because it deserves this rating. The features and functionality provided are great. Our Sales team is very satisfied with this software as it integrates very well with our other software like Outlook, Salesforce, etc. Yesware provides great follow up with customers, which is essential for sales. Meeting scheduling is also flawless.

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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

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Dropbox was sufficient for storing content in an easy to access space but, provided us no value beyond that. SharePoint actually made us less productive due to the amount of time our sales team had to spend searching for the right piece of content. Neither solution provided us any analytics as to what content was being used/engaged with.

Highspot provided us with intuitive content search and organization with the ability to tag keywords, search queries, and fine-tune categorization of all of our content. Highspot also provided us with direct feedback when our customer or prospective customers were viewing content which enabled us to follow-up at the perfect time and was directly attributed to several closed won opportunities. Their Outlook integration is the icing on the top as it allows our sales team to share content, access email templates, and link communication back to Salesforce without ever having to leave the email client. With these features combined Highspot has made me drastically more productive and efficient in my work.

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All of these tools do what Yesware does, and more; but Yesware does the follow-up email portion best, in my experience. It is reasonably priced and is regularly adding new functionality to make it a sticky license for us to have. Yesware does not have predictive analytics or a particularly strong dialer solution, but it does provide team-wide and template efficacy tracking, and a basic dialer.

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• 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.

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• Highspot has created more efficiency within our Sales team as reps no longer have to "hunt" for up-to-date collateral
• Highspot helps us understand what collateral gets deals in pipeline
• Highspot aids in new employees getting ramped easier and faster with one location to review training content

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• I think net positive ROI from generating meetings that lead to closed deals. Ultimately very difficult to quantify the ROI since it is essentially automating a lot of the manual prospecting done by BDRs/AEs - so ROI is likely higher than just that quantifiable number around deals closed.

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