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.

Read full review

• Organization - I know when to make calls/emails/LinkedIn connections without having to overthink anything.
• Alignment - the colleagues I work with on my accounts can keep tabs on my activity so there is no redundancy or overcommunication.
• Ease of use - all my contacts are in one place, and sending automated emails I have built in my sequences give me so much time back in my day.

Read full review

• 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.

Read full review

• Triggers can be a little tricky to figure out - some limitations are not intuitive
• User management through Salesforce feature - our process is to Freeze Salesforce accounts before deactivating them to ensure account/opportunity/contact migrations have fully taken place; Outreach will only remove licenses from deactivated users, which could be frustrating if we were already at our license cap and needed to add more users in that interim.

Read full review

• 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.

Read full review

• The huge positive impact it had was the team not needing to spend as much time as disengaged opps as they were engaged ones. We were able to set sequences to work with them while the team could focus on generating new leads or converting Opps.
• For an AE - post demo communication is important. With templates and snippets we could just click a few buttons and have a really nice email sent out with the relevant information and then the next several steps already planned out. This freed up time for us and even allowed us to take calls a lot sooner after demo's then before. For busy days this was very helpful.

Read full review