Cirrus Insight integrates Salesforce with Gmail, Google Calendar, and Google Contacts. Instantly View Contextual Salesforce Information in Your Inbox. Save Emails & Attachments to Salesforce with a Click. Sync Your Google & Salesforce Calendars. Create & Edit Salesforce Records on the Fly. Customize Your Salesforce Workflow in Gmail. Add Google Contacts to Salesforce. Salesforce Tasks Integration. Salesforce Templates Integrated with Gmail.
$15
per month
Postwire
Score 9.6 out of 10
N/A
Postwire is a SaaS product that enables marketers to capture and organize content that salespeople and account managers can use to create a personalized resource page.
Postwire merged with the Social Communications Company in 2015.
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).
Postwire is best used in any type of situation where you're trying to deliver data sheets, content or videos to customer or clients in one please. Instead of sending multiple emails with a lot of stuff attached, this is a great place to store it. It looks professional and often times, the client appreciates not having to look through all of their emails.
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.
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.
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
Unfortunately, the decision to renew does not fall on me. However, I have told the decision maker that I believe that we utilized Postwire incorrectly when we started. I believe that rather than sending links to our Postwire pages to prospective clients in our introduction email, they would be better suited to send after connecting and agreeing to send them additional information. That way, you can explain that it will be in the format of a Postwire link due to it's ease of use.
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 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
Clearside has less features and is very simple. It's convenient because it comes free with Sales Navigator. There is limited functionality and you can only have a certain number of different clear slides accessible at once. There is also a lot of other random LinkedIn content that shows up on ClearSlide, but I'm not a fan. I prefer paying with Postwire over free with LinkedIn.