Likelihood to Recommend 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).
Read full review SaneBox is great for anybody who a) gets a lot of emails, and b) needs to respond quickly to email. For example, as a consultant, it's important that I quickly read and respond to my clients' email messages. SaneBox would be less useful for people with low volumes of email, or where there is little or no email from external senders.
Aaron Fossum Practice Director, Data Analytics & Visualization
Read full review Pros 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 Email workflow management Email filtering Organization Read full review Cons 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 Would love to see more robust/easier to configure subject line filtering. Aaron Fossum Practice Director, Data Analytics & Visualization
Read full review Likelihood to Renew 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
Read full review Usability 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.
Read full review Reliability and Availability Haven't had a down issue in the almost 2 years I've been using the product. Support is also super responsive.
Read full review Performance Pulls in salesforce data very quickly, and syncs very quickly.
Read full review Implementation Rating 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.
Read full review Alternatives Considered 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
Read full review I use the Snooze and Spam features in Office 365 for another mailbox. I feel SaneBox's system of folders is easier to manage, plus it is available from anywhere I check my email. Office 365 snooze is not available through my Android email program and in [my opinion] it's aggravating not being able to organize email from my phone.
Read full review Return on Investment 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 I respond more quickly to the right email messages, improving client satisfaction. I spend less time processing my email, which makes me more productive. Aaron Fossum Practice Director, Data Analytics & Visualization
Read full review ScreenShots Cirrus Insight Screenshots