Cirrus Insight vs. Marketo Sales Connect

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

We are solving our small sales team problem. I am the only SDR in the company and Tout helps me manage, send and follow up with many of my leads automatically. Tout is more focused on “success or failure” of emails than Yesware is. They are going in different directions – as you can see that they’ll probably have some features from one another.

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

• Track leads opening emails and clicking links. We could easily see if a lead forwarded an email to a large group of people for instance, because the stats would show it.
• Connect our email and CRM to log email activities onto Leads and Contacts.
• Keep users inside of our email system instead of copying and pasting email templates from multiple places.

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

• Reporting is clunky and challenging to use at times. They were recently purchased by Marketo, so I'm hopeful that Marketo will be able to address some of these concerns.
• The ToutApp interface is not the most intuitive and does not provide a deeper understanding/analysis of the data.
• The ToutApp integration with Outlook has created intermittent problems in usability/access.

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.

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.

It was tough to reach their support team. On average, it would take over 24 hours to get a response. Agents would ask us to perform repetitive tasks and take lots of screenshots instead of looking at our system and helping us fix issues.

Incentivized

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

Marketo Sales Connect (ToutApp) was nowhere near as dynamic as the other listed tools that I mentioned. There was not any Sequence or Cadence you could follow. It was missing dynamic fields. A bit cumbersome. The other tools had much prettier interfaces too.

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

• It's enabled more efficiency for our SDR team to track and monitor emails.
• Increased our ability to better target prospects as we learned more about their behaviors.
• The automation tools for email, and the ability to get glimpses into how that impacted pipeline development, were worth the cost.

Incentivized