Cirrus Insight vs. Oncontact CRM (discontinued)

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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Oncontact is an excellent software/service, and it covers a tremendous breadth of usage scenarios. The customization means that customers can adapt it as they see fit. About the only place where I don't see it as a great fit is in minimal implementations. A lot is going on, and using it for small tasks isn't the best use of the software.

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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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• Company Name
• Contacts

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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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• Customization could be easier. Just about anything is possible, but the learning curve is steep.
• More focus on mass loading

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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

The company has been using Oncontact for some time now. Many of the business processes require the use of a CRM software package. It helps solve some pretty serious problems, and overall the cost is very justified. Also, the developer is very good at keeping it up to date and introducing new functionality.

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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.

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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• Oncontact provided many, but not all of the features of Salesforce.com. However, the complexity and cost involved in Salesforce.com was an overriding factor for us to use Oncontact. Not just the initial and licensing fee, but it seemed that just about everything we wanted to do involved consultants or more work or licensing. Oncontact was easier to implement out of the box, even when we did need to make customizations.
• We looked at Microsoft 365 Business, and while it was comparable in price for the initial cost, the integration with our other software systems was not built-in, so we did not pursue it very much.

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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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• Don't know, I only use occasionally

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