Cirrus Insight vs. Spekit

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).

Incentivized

Spekit is extremely well-suited for customer-facing teams who truly have a business need for "just-in-time learning." While we all benefit from the concept of just-in-time learning, organizational representatives who must perform to a high standard in front of external-facing stakeholders particularly benefit from having quick access to processes, definitions, answers, contacts, and more in a tool that is easy to navigate. Spekit may not, however, be well suited for cash-strapped organizations that already have a content management tool like Confluence or SharePoint and can't afford to meet their customer-facing teams in the middle. While Confluence and SharePoint serve very important needs, they don't do a particularly good job of making content easy to find in a pinch. Spekit does.

Incentivized

• 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.

Incentivized

• Looks great, the design of the plug-in looks very streamlined. It makes a difference if a plugin is ugly.
• Integration is great. It installs into Google Chrome in seconds. It's always accessible when you need it
• Usability is amazing. It automatically places itself near tabs that you might need help on.

Incentivized

• 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.

Incentivized

• Honestly, there are a lot of tools that do the same thing - there are lots of search tools for orgs that use too many tools to host content.
• I truly despise all the little helpers when I download the extension. Its the worst, stop cluttering my chrome.

Incentivized

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

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.

As an administrator, it is very easy to navigate. I can easily see which content is performing well, which content has not been touched. It's simple to teach new team members how to create content. We have added new authors easily in multiple groups in the business.

Incentivized

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

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

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

Incentivized

Spekit may not be as robust as Confluence or organized as SharePoint, but its use of embedded tooltips (Speks) and browser extension put it in the S Tier for "just-in-time learning" platforms - particularly for customer-facing teams.

Incentivized

• 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.

Incentivized

• The time saved from using Spekit is incredible. No more calls/emails asking "what's this field for?" or "How do I do ?" It's all right there, thanks to Spekit.
• Using Spekit has provided an unexpected morale boost because it's not only easy to use, but it's making work more enjoyable too.