Cirrus Insight vs Outreach

• 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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• Visibility into messaging efficacy - we can clearly see bounce rates, reply rates, etc with this tool
• Consistent messaging - the team is able to craft specific sequence messages that is used across the team, ensuring that our communications stay on-brand and highlight agreed-upon points for the message receiver.
• Integration with Salesforce - whether through a trigger or direct updates, specific actions in Outreach are synced seamlessly with our CRM, allowing us to continue to use Salesforce as our source of truth for cross-functional performance metrics.

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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 only negative(That I've been told they know and are working on) is the reporting for the SDR team. As they used Outreach the most seeing data is more important. Some information that would have helped the SDR team out was missing or incomplete. As I said above Outreach has said they planned on updating them.

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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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• We switched from Salesloft, which was a significantly larger investment. As a business user, I do not see that big of an increase in functionality compared to the increased price. For managers, it does give better metrics and visibility into the team's activities.
• Like any tool of this kind, it increases the ability to reach a wider audience at once and automate a lot of the work.

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