Cirrus Insight vs Pardot

• 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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• Pardot syncs with our database, Salesforce and works seamlessly in updating records with individuals. Having this sync allows everyone in the organization to know where the last communication was and where they stand.
• Pardot's A/B testing is the easiest A/B testing to use and communicate differently with individuals based on reporting. You are able to test this A/B before sending out an email unlike other platforms. The A/B testing is time saving and effective when trying to communicate with our audience.
• Pardot's engagement studio is very easy to not only set-up but to follow. They set up their engagement platform in a way that you can see it overall and follow it like a flow chart, allowing the creator to truly understand where the emails/individuals are doing. The reporting of the engagement studios is detailed and very accessible.

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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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• We found it didn't integrate as well with Salesforce as we wanted it to and was not great.
• Building your email templates was not user-friendly or easy to customize. Content builder in Marketing Cloud is much better and user-friendly.
• Great for top of the funnel and to only do lead nurturing- I wouldn't recommend it for marketing/communications to existing customers.

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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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• Engagement formula has allowed us to see to what extent our audience is engaging with us. What are they doing, how often are they doing it, etc. This helps us paint a picture of our network.
• The segmentation for emailing has been very helpful for our organization. This allows for more targeted email campaigns to certain groups we know would be interested/benefited rather than loosing folks due to emails that they maybe don't care about (or we've sent too many!)
• The connection to SalesForce really is a game changer. Now our CRM database and our marketing tool are connected for seamlessly integration.

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