Cirrus Insight vs. Navattic

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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Navattic is a powerful tool for product engagement, backed by amazing customer support. Despite its many capabilities, it’s quite intuitive and smooth to use, delivering great value for its cost from the start. Demos and tours look polished and provide a refreshing self-serve experience to users and prospects alike.

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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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• Eye to detail on the visuals used whether modals, tool tips, different type of steps.
• Voice over! Very good introduction
• Easy to use, a plug and play kind of deal which I love

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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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• Although I like the AI summarizations that highlight and add text in the proper steps, it still needs a human to review
• Some features are hidden within another click like the next/back button or the beacons/highlights. Popular features shouldn't require too many additional clicks to get to.

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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

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 tool is easy to use on it's own but the Navattic team is also phenomenal to work with. They have been instrumental in helping us get set up and confident in building our own demos

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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.

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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Navattic was about half the price but not half the functionality. There are differences between the two but not enough to justify the price difference.

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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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• Our demo hub is the website page that contributes and retains most traffic
• Increased time spent on the page
• Reduced bounce rate

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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