Cirrus Insight vs. SaneBox vs. Shift

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).

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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.

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For me, Shift works best as a dedicated app switcher, not a browser replacement. I keep it open on my second screen as a quick-reference hub for my most-used tools and email accounts. One glance shows me unread counts across every inbox, and I can jump straight into whatever I need without digging through browser tabs.
The separation is a big part of why it works well for me. My browser stays my browser, and Shift stays my app space. Both feel cleaner and faster to navigate that way. Everything is right there, clear and icon-based, and being able to turn badges on or off per app means I only see what actually needs my attention.
I tried the newer Shift browser and it felt too busy, and it lost the separation I liked in the first place.

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• 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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• Email workflow management
• Email filtering
• Organization

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• Consolidation of accounts. Keeps everything tidy without having to search for browser tabs.
• Ability to add an array of apps outside of email. You can build out workspaces to keep work further organised into logical units.
• Being able to import accounts and passwords from Google Chrome makes for an easy setup/adoption.

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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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• Would love to see more robust/easier to configure subject line filtering.

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• The browser doesn't always work. Some websites refuse to load, and others time out too quickly. It is not as strong or robust a web browser as Chrome.
• Unread counts are not always accurate.
• I wish I could set up Google Suite products as separate workspaces.

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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

Shift has significantly streamlined your daily operations by bringing together all your tools, accounts, and workflows into one platform. This has reduced context-switching and improved overall productivity across Bamboo Orchard’s Innovation Studio and Venture Studio operations.The ability to create custom workspaces tailored to different projects, clients, and teams ensures that each aspect of your business is optimized for performance. This flexibility supports the unique, bespoke solutions Bamboo Orchard is known for delivering. Shift has enhanced collaboration by integrating communication tools like Slack, Zoom, and email with task management platforms. This has allowed teams to work together seamlessly, even in remote or hybrid environments. By eliminating the need for constant tab-switching and manual management of accounts, Shift has saved considerable time and effort for the team, allowing you to focus more on strategic innovation and client support. Shift’s functionality aligns perfectly with Bamboo Orchard’s mission to deliver bold, transformative innovation and tailored solutions. It supports your ability to execute efficiently and maintain focus on reshaping industries for your clients.

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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.

Setting up Shift is very simple and highly intuitive, making it easy to use. Once you set up the accounts and program integrations, you can easily click on precisely what you need, requiring barely any thought or effort. It feels truly seamless and straightforward to use. I have no issues with use, and I use it every day.

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Haven't had a down issue in the almost 2 years I've been using the product. Support is also super responsive.

Its basically been great. In 3 years I had one issue of repeated crashes which was fixed with a version change and an issue where slack wouldn't load after a slack update but that fixed within a few weeks

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Pulls in salesforce data very quickly, and syncs very quickly.

Its pretty performant on my GPU based laptop as it can use the hardware to accelerate processing. However it is memory hungry. If I had a normal amount of RAM on my laptop I wouldn't imagine it would be a little slower

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I have only had to use their support a couple of times, but was able to get an answer and things resolved within a couple of hours. There was no issue with contacting them, received responses and updates in a timely manner and they were able to resolve the small issues we had. It was a pleasure to work with them

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.

I was completely satisfied with the implementation of Shift, rating it a 10. The process was straightforward and required minimal effort to get started. Key insights include the importance of pre-configuring the app with essential tools and accounts for the team to ensure a smooth transition. Shift’s intuitive setup and integration process allowed us to onboard quickly without disrupting workflows. Additionally, its user-friendly design made it easy for team members to adapt without extensive training.

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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

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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.

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I came from using a similar app called MailPlane, some of you older users might remember this app. It had a similar function to connect Gmail accounts so that I could use Gmail like a regular app. This app reached end of life and the developers no longer decided to keep the app active. I was then back into the market in search of a comparable app and my searched led me to fine Shift. I'm absolutely glad I did! 4 years later and I'm still using Shift. It was 2021 when MailPlane stopped selling licenses. If I remember correctly I switched to Shift around this time or possible before. All I know is I switched and never looked back and was extremely happy to find Shift.

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All our departments use this product and its very effective at keeping us organised on a client by client basis

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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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• I respond more quickly to the right email messages, improving client satisfaction.
• I spend less time processing my email, which makes me more productive.

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• Keeping all my inboxes in one place so I can easily shift between them 1000% increases my productivity
• reducing the number of browser and application tabs helps keep my computer running quicker.
• I can easily see the number of emails in each inbox and prioritize accordingly throughout the day.

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