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
Listrak
Score10 out of 10
N/A
Listrak, headquartered in Pennsylvania, offers a customer data and marketing platform for retailers that features email marketing with social network engagement, abandoned cart rescue, and in-store data / information retrieval. Listrak is retail-specific and helps create an integrated and personalized customer experience across physical stores, ecommerce stores, social networks, or email, helping retail entities of widely varying sizes, small to large, to achieve their marketing goals.
Listrak…
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).
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
It is definitely a contender if you run an e-commerce website. It connects with a host of different e-comm platforms (we use Magento) which makes product recommendations, purchase history/amounts, website behavior, etc. a lot easier to segment on and set trigger campaigns or targeted sends. If you're a B2B company, you probably won't want to use Listrak. The tools they have don't accommodate that segment as well as B2C, as many features would go unused since they simply don't make sense. I'm sure there are instances where Listrak would work just fine, but coming from that area previously, it is definitely a B2C tool.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
It is rare that I have issues or feel like Listrak has an area to improve in. The company is constantly ahead of the market and making additions/improvements on a monthly basis. That being said ... I have one area to suggest improvements: COMPOSER
Composer - Drag & Drop editor: Although their design software with the new 'Composer' is better than your average WYSIWYG editor, their drag & drop editor lacks some basic design tools that stunt your ability to design out-of-the-box email campaigns. I typically write all my email code, so this doesn’t necessarily affect me in a negative manner. But ... if coding emails isn't your strong point, then the lack of design features and limited template selection could be bothersome. (*disclaimer - I do not believe Listrak's drag & drop editor is garbage, but it does fall short when compared to some of its competition.)
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The Bronto platform is so similar to Listrak in that it made no sense for us to move unless there were significant cost savings (there weren't). We are so intertwined with Listrak that it would be painful to move for the sake of moving. Klaviyo is very DIY which can be great. We find that we do our best work with hand-holding and account support.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Increasing our awareness of effective marketing email campaigns
Reducing the effectiveness of our campaigns due to the complexity of software and inability to cancel our contract despite being LOYAL customers for 2 years.