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Cirrus Insight

Cirrus Insight

Starting at $15 per month
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Overview

What is Cirrus Insight?

Cirrus Insight integrates Salesforce with Gmail, Google Calendar, and Google Contacts. Instantly View Contextual Salesforce Information in Your Inbox. Save Emails & Attachments to Salesforce with a Click. Sync Your Google & Salesforce Calendars. Create & Edit Salesforce Records…

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Cirrus Insight has been widely used by various departments to enhance the productivity and efficiency of their email management and …
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Pricing

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Starter

$27

Cloud
per user/month

Closer

$45

Cloud
per user/month

Rainmaker

$72

Cloud
per user/month

Entry-level set up fee?

  • $500 per installation
    Optional
For the latest information on pricing, visithttps://www.cirrusinsight.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $15 per month
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Product Demos

#MWD22 Cirrus Insight Demo Jam Presentation

YouTube

Demo e mail campagne merge fields Cirrus Insight

YouTube

106 Miles: Demo night with Cirrus Insight

YouTube

Webinar - Integrating Office 365 & Salesforce with Cirrus Insight

YouTube

Cirrus Insight Puts Power of Salesforce Right Inside Gmail Inbox

YouTube
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Product Details

What is Cirrus Insight?

Cirrus Insight is a plugin for Gmail and Outlook for salespeople. The vendor says it's an all-in-one sales productivity platform with world-class Salesforce integration. 250,000 people use Cirrus Insight and its sister products Attach.io and Assistant.to to work faster and smarter from the inbox and calendar. Cirrus Insight was ranked #41 on the Inc. 500 list of fastest-growing companies in 2016.

Cirrus Insight Features

  • Supported: Email tracking & open alerts
  • Supported: Attachment tracking
  • Supported: Personalized scheduling pages
  • Supported: Mail merge email campaigns
  • Supported: Follow up reminders
  • Supported: Document management
  • Supported: Email nurturing campaigns
  • Supported: Event scheduling pages
  • Supported: Save and share telephone scripts
  • Supported: Individual and team metrics

Cirrus Insight Screenshots

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Cirrus Insight Competitors

Cirrus Insight Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android
Supported LanguagesEnglish

Frequently Asked Questions

Cirrus Insight integrates Salesforce with Gmail, Google Calendar, and Google Contacts. Instantly View Contextual Salesforce Information in Your Inbox. Save Emails & Attachments to Salesforce with a Click. Sync Your Google & Salesforce Calendars. Create & Edit Salesforce Records on the Fly. Customize Your Salesforce Workflow in Gmail. Add Google Contacts to Salesforce. Salesforce Tasks Integration. Salesforce Templates Integrated with Gmail.

Cirrus Insight starts at $15.

Yesware, Groove, a Clari company, and Marketo Sales Connect are common alternatives for Cirrus Insight.

The most common users of Cirrus Insight are from Small Businesses (1-50 employees).

Cirrus Insight Customer Size Distribution

Consumers10%
Small Businesses (1-50 employees)25%
Mid-Size Companies (51-500 employees)40%
Enterprises (more than 500 employees)25%
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Comparisons

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Reviews and Ratings

(50)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Cirrus Insight has been widely used by various departments to enhance the productivity and efficiency of their email management and customer relationship management processes. One of its key use cases involves linking the Outlook email system with Salesforce, allowing users to seamlessly connect emails to specific contacts, organizations, projects, and files/records. This integration solves a long-standing problem by enabling the inclusion of email attachments within Cirrus Insight, streamlining communication and record-keeping.

Sales Development Representatives and Outbound Account Executives heavily rely on Cirrus Insight to log their representative activities in Salesforce. They utilize its features to schedule reminder notifications for unengaged emails, book meetings, manage delivery times, and track email engagement. The sales team benefits from Cirrus Insight's ability to create and update leads and opportunities without leaving their inbox, simplifying their workflows significantly.

Additionally, Cirrus Insight is leveraged company-wide for email tracking, seamless attachment of emails and activities to Salesforce records, and the creation of contacts directly from the inbox. Its integration with Gmail facilitates efficient email management for users. The forward-looking approach of Cirrus Insight is appreciated by users who have experienced positive updates throughout their journey with the product, resulting in significant time savings and increased efficiency.

Moreover, regional representatives find value in using Cirrus Insight to streamline their processes. They leverage its capabilities to effortlessly add project contacts to Salesforce, simplify adding new contacts and companies, track new opportunities, and document cases. The commercialization team relies on Cirrus Insight for launching and monitoring email campaigns, effectively tracking opens, deletes, and clicked links.

Sales representatives across various teams highly benefit from Cirrus Insight's ability to log emails to Salesforce, track email engagement metrics accurately, and swiftly update quick fields within their inbox.

Overall, Cirrus Insight serves as a valuable asset to sales reps, marketing teams, account managers, customer success teams - enabling them to log activities into Salesforce efficiently while attaching them to relevant opportunities. The tracking features within Cirrus Insight aid in determining email engagement and reducing false flags for users.

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.

Difficult to Read on Mac: Several users have found Outlook for Mac difficult to read on their laptops because it lacks a sidebar like the Windows version. This limitation affects the usability and overall experience of the software.

Issues with Finding Opportunities in Salesforce: Some reviewers have experienced difficulties in finding opportunities within the Salesforce system, even though they know they exist. This issue can cause frustration and hinder productivity for users who rely on this feature.

Random Shutdowns and Login Problems: Users have reported instances where Outlook for Mac randomly shuts down and fails to log in properly, requiring them to uninstall and re-download the application. This inconsistency in performance can be disruptive and time-consuming for users trying to access their emails efficiently.

Users recommend trying Cirrus Insight as it is considered one of the better Salesforce integrated email apps. They suggest using it for tracking sales team activities and replacing other tools for meeting scheduling and email templates. Users also find Cirrus Insight essential for capturing customers and improving the work environment. They believe it is a great tool for understanding customer reactions and improving work across all types of organizations, as it is easy to use and integrates well with CRM systems like Salesforce. Users highly recommend attending online seminars to learn more about Cirrus Insight's capabilities. Additionally, users praise the mobile application, which is loved by many. Another recommendation from users is to walk through all setup steps in the sidebar, as this adds lots of value to Salesforce CRM. Finally, users suggest considering ZynBit for gaining insights on customer communications and scheduling appointments, praising its efficient support.

Attribute Ratings

Reviews

(1-1 of 1)
Companies can't remove reviews or game the system. Here's why
Craig Grella | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • It removes double-entry of contact record data
  • It allows entry of calendar items and invites in google apps calendar directly into salesforce
  • It syncs from salesforce calendar directly into google apps calendar
  • When viewing an email in google apps, it opens salesforce information for that contact in the sidebar of google apps
  • nothing - it's the best google to salesforce implementation i've seen
  • We are more efficient
  • Less time spent on data entry and more time spent on the business development
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
If you are looking for a way to integrate google apps and salesforce, this is the single best tool available on the market. For the price at which it is being offered, it will pay for itself in just a few days. You will become more efficient using it, and that extra time saved will make you more profitable as well.
1
  • Cirrus Insights integrates our Google Apps Calendar with Salesforce Calendar, tasks, and activities
  • Cirrus Insights allows us to pull up contact information from Salesforce records directly inside gmail
  • Cirrus Insights allows us to add email attachments from gmail and google apps directly to contact records in salesforce
  • Cirrus Insights lets us turn emails into opportunities in salesforce
  • We can create Salesforce records, activities, tasks, and more from directly inside gmail and google apps.
Before using Cirrus Insights, I was using Appirio calendar, and various other packages that claim syncing between salesforce and google.
Appirio was already being used by our organization. We'd also tried using various email connectors.
  • Implemented in-house
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.
No customizations are required. It logs into your salesforce account with your authorization and starts pulling data immediately.
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.
Cirrus was very easy to work with whenever I needed help or support - which, thankfully, wasn't that often. They were available via email and chat. But, like I mentioned earlier, there wasn't much need for support...The product just works.
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