TrustRadius Insights for Cirrus Insight are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.
Pros
Clear and clean interface: Many users have mentioned that they find the interface of Cirrus to be clear and clean, which makes it incredibly easy to use for any type of user. They appreciate the simplicity and intuitive design, allowing them to navigate through the product without any confusion or difficulty.
Customizable according to Salesforce needs: Numerous reviewers have expressed their appreciation for Cirrus' ability to be customized according to their specific Salesforce needs. This flexibility allows users to tailor the product specifically to their preferences, ensuring a seamless integration with their existing workflows and processes.
Immediate updates from Salesforce: Users have praised Cirrus for its immediate synchronization with Salesforce. Any updates made in Salesforce are quickly reflected in Cirrus, eliminating the need for manual synchronization or waiting time. This real-time data availability ensures that users always have access to the most up-to-date information within both platforms.
The goal of using Cirrus Insight in our organization was strictly to track emails sent thought Google Mail and to log them via Salesforce. The solution was one of the ways we increased our Salesforce compliance in order to make sure that everything emailed to clients was captured appropriately and logged.
Pros
Logs emails to Salesforce
Integrates with Google Gmail
Easy to track
Cons
Disappearing from Mailbox
Not logging consistently
Had some down time
Likelihood to Recommend
Seemed to work well in simple instances with logging emails, etc. One of the challenges we had was the adding and removing of licenses. The Team member, licensing area is a little tough to use and I found myself resulting to having to chat with customer service to get things figured out and new licenses added.
I just left a job where I program managed a team of 25 sales reps. These reps used Cirrus Insight to:
<ul><li>Log email to Salesforce</li><li>Track views and engagement on these emails</li><li>Update quick fields in Salesforce directly from their inbox using Cirrus</li></ul>Some other sales departments used Cirrus, too, but I did not work with them on it. We eventually chose to scale our Cirrus use to 180 global sales reps.
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.
Cons
Cirrus would often mysteriously stop working. Our Internal Business Tools team found it difficult to provision users correctly during onboarding.
Another reason Cirrus often stopped working was because you needed to clear your cache in Chrome. We needed to perform this step for each user at least once per quarter.
Likelihood to Recommend
Well-suited:
<ul><li>Sales, customer support, or other functions in which you need to quickly log emails to Salesforce</li><li>Functions in which it's important to know exact open and click rates for your email</li><li>Organizations with high tech proficiency so you can easily troubleshoot and learn how to use a tool that offers many settings.</li></ul>Not well-suited:
<ol><li>Organizations with low tech proficiency, or for people who are overwhelmed with multiple software add-ons</li></ol>
We use Cirrus Insight for email tracking, connecting email with Salesforce, and some campaign work.
Pros
I can't think of anything that it does really well.
Cons
The Salesforce link often doesn't work - I don't know if that's Cirrus or Salesforce, but Cirrus gets the blame in my mind. This means that either we duplicate work in the sales>customer success handoff by consolidating communication information OR we lose it. Losing it is easier, so it's what happens more often.
Building campaigns is painful - the integration with Salesforce requires a significant amount of back-and-forth work. If my contacts were better linked or it could be done in fewer steps, I may have a different opinion.
Tracking doesn't work consistently. Between being sporadically tagged for tracking (doesn't work automatically) and losing the tracking mid-exchange (subsequent emails can be untracked), I might as well just not have it at all.
If we were a more email-centric sales team, I expect I would know more about the software but I've found it unintuitive at best and obstructive at worst.
Likelihood to Recommend
I think the use cases where it would be useful are:
- a sales team who is email heavy
- an organization who can elaborate the value they want to achieve from email tracking and automation software
Successful implementation of the tool also requires that you set standards within your organization so you can easily transfer knowledge.
Cirrus is currently being used by the commercialization team which is incharge of sales. We launch email campaigns for specific technologies that we want to license and Cirrus is the tool we use to launch and monitor these email campaigns. Cirrus helps solve the problem of tracking the emails, number of opens, deletes, links clicked etc.
Pros
Very good with tracking emails, number of opens, click throughs, deletes
Integrates well with salesforce and can import leads from salesforce
Templates from salesforce can be imported on to Cirrus
Integration with Gmail is really seamless and user friendly. Set up is easy and hasslefree
Cons
Customer service is not great with Cirrus
Sometimes my organization has faced integration issues with Gmail
Likelihood to Recommend
Cirrus is really good when you have to launch and manage multiple email campaigns and when each campaign has around 100-200 emails that need to be sent.
We use Cirrus Insight to easily create leads in Salesforce and to interact with Salesforce data from our Outlook inboxes. This saves us time and energy and makes sure data is making it into Salesforce. We also use the calendar scheduling function and the open tracking features. This helps making scheduling meetings easier and to see if emails have been read.
Pros
Easily add records to Salesforce using contact information from an email.
Interact with Salesforce records in my email inbox.
Easily schedule meetings with the meeting scheduling feature.
Cons
I think Cirrus Insight is great. I'm not sure what I would improve.
Likelihood to Recommend
It's great for people who are regularly in their email inbox but need to interact with Salesforce data or create Salesforce data easily from their inbox. Cirrus Insight also makes it easy to log emails into Salesforce. It works both with Outlook and Gmail.
Regular Salesforce users for fundraising and program at BioBus use Cirrus to easily connect our Gmail and Salesforce. Through Cirrus, we can see Salesforce data and save emails to Salesforce all within our inboxes. It's a huge timesaver and easy to use, so it facilitates actually getting the data into Salesforce.
Pros
Easily sync email communication to Salesforce from your inbox.
See data in Salesforce within your inbox.
Add tasks, phone calls, and other items to Salesforce from your inbox.
Cons
The layout doesn't always match edits made to the Salesforce layout and can require customization.
Some related items in Salesforce display as the reference number instead of name in Cirrus.
Mobile version is not nearly as user-friendly and is a bit cumbersome since it's not built into Gmail.
Likelihood to Recommend
Cirrus is a great solution if you want to make it easy for users to access Salesforce (for both viewing and adding information) from their inbox. Doing this is a great way to see your database actually be used and see results from that.
Cirrus Insight is used across business units. There are a number of business problems it solves.
<ul><li>Easily adding emails to Salesforce records</li><li>Quickly creating Salesforce Leads/Contacts from Emails</li><li>Being able to view the Salesforce context for an email from within Gmail</li><li>Meeting scheduler to avoid the back and forth of when people are available for a meeting</li><li>Send Later to ensure the emails are sent at an appropriate time, despite the time they were written</li><li>Follow Up to help remind when a follow up may be required o nan email</li></ul>
Pros
The meeting scheduler is invaluable as it makes it much easier to arrange meetings at an appropriate time for all
Create Salesforce Leads and Contact as it extracts information from the email signature to autofill information such as phone number
Viewing Salesforce from within Gmail, rather than having to flick between different tabs on your browser to view all the information
Cons
I find that having the Cirrus Insight extension on my browser can really slow down by computer, and therefore disable it at times I am not using it
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).
VU
Verified User
Professional in Information Technology (1001-5000 employees)
We use Cirrus Insight throughout our sales team. This intuitive tool helps keep our sales team efficient and active in their inbox and client engagement rather than hopping between email and Salesforce. Sales reps create and update leads and opportunities without leaving their inbox.
Pros
Captures and links email correspondence with leads and contacts to their opportunities in Salesforce
We submit electronic invoices and very easy to capture the email and pdf attachment within Salesforce
Schedule follow up tasks and client meetings from our inbox.
Cons
I love the Cirrus tool, however, feel as though I have only scratched the surface of functionality and value it could bring our organization. Easy tutorials would be helpful.
Some minor bugs lately where saving email timed out.
Likelihood to Recommend
I believe Cirrus Insight is a must have for sales teams of all shapes, sizes, and industries. If your sales team has email and a CRM it is a must have if you value data integrity and sales activity being captured in your CRM.
It’s a great solution for logging emails into Salesforce, but their service is very slow, and they’re still debugging this product even after 5 years.
Pros
Email logging
Cons
Personal calendar portal
Service and case management
Customer Service
Likelihood to Recommend
My client located in Miami scheduled an appointment with me and got a Madrid time zone Calendar item. We checked her calendar setting and it was on EST correctly. Another client in India was able to schedule a Sunday meeting with me, whereas my calendar does not allow for that to happen.
Cirrus Insight is being used primarily by our Regional Representatives, who use it to add project contacts to our Salesforce. It simplifies and expedites the process of adding new contacts and their company in one easy step. They also use it to track new opportunities and document cases.
Pros
User friendly interface right in your mailbox.
Easily record e-mails and attachments to a contact, opportunity or case.
Create new accounts and contacts in one step.
Responsive customer service.
Cons
It seems to “break” periodically, which is sometimes hard to diagnose for non-IT users.
Would love to be able to attach emails to multiple locations at once.
Likelihood to Recommend
If your users are field based, Cirrus Insight offers a mobile app, which our users love. Because of this tool, our Regional Representatives are finally inputting valuable contacts and interactions into salesforce.
