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
KickFire
Score 9.0 out of 10
N/A
KickFire’sB2B solutions provide account-level information such as industry, revenue, employee count, and more based on an IP address. KickFire’s proprietary TWIN Caching® technology and robust firmographic database deliver business intelligence for first-party intent, content personalization, account-based marketing, predictive/intent, data enrichment, and much more. KickFire offers IP address intelligence and B2B firmographic data through its LIVE Leads platform, API, and integrations…
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).
For small businesses that don't have big budgets for marketing automation, VisiStat is an ideal first step. For companies that have sophisticated systems in place, VisiStat will augment your analytics and provide a deeper dive into your website activity. Since the implementation involves adding javascript to your site, the user should be familiar with how to do this
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.
De-anonymizes website activity at the account (company) level.
Identifies net new target accounts.
Displays click path, time on page, time per session, and engagement level of each de-anonymized website visit.
Gives great daily insight on watchlists you've set up.
Delivers every possible de-anonymized visit with little filtering for accuracy.
More on the watchlists. I really love that you can receive immediate alerts on website visits from accounts you've listed on your watchlists. This way, you never miss the window of opportunity to reach out to your key targets while they are currently on your site.
Salesforce integration is good. KickFire pushes most recent website visits, pages visited, website click path, activity percent change, and more to the given account in Salesforce. You can then create reports and run them regularly to see which accounts are surging in website activity. This is also great for account prospecting, and for planning your sales outreach plan of attack. You can see which bits of your website content are most interesting to the company, and which products they are most interested in.
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
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.
They are very good at solving cases that I bring to them. I'd like to see more proactive support to make sure we are getting the full value out of the solution.
The tutorials are very good and they explain how to get started using the system. The online webinars are very good for advancing your knowledge of the product.
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
I covered this pretty extensively in the cons. The key differentiator here is that KickFire serves up almost all the data (or so it seems) to the end client. The client then has to do their own work on interpreting it. This is good because it means we don't miss out on any website activities, but it's bad because we get a lot of false positives. 6sense uses the confidence score approach I mentioned in the Cons section, which means the match rates of the data we get are much higher. Our experience with Clearbit comes from other tools that are built on it (Bombora, Drift, etc.), and it has not been great. We've seen many more inaccuracies with Clearbit.