TrustRadius Insights
Cirrus Insight has been widely used by various departments to enhance the productivity and efficiency of their email management and …
Starting at $15 per month
View PricingOverview
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…
Recent Reviews
Pricing
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 installationOptional
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
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
Product Details
- About
- Competitors
- Tech Details
- Downloadables
- FAQs
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
Cirrus Insight Competitors
- Yesware
- Groove, a Clari company
- Marketo Sales Connect
- Ebsta
- Salesforce IQ
- LinkPoint 360
- Eloqua
Cirrus Insight Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple iOS, Android |
| Supported Languages | English |
Cirrus Insight Downloadables
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
| Consumers | 10% |
|---|---|
| Small Businesses (1-50 employees) | 25% |
| Mid-Size Companies (51-500 employees) | 40% |
| Enterprises (more than 500 employees) | 25% |
Comparisons
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Reviews and Ratings
(51)
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!
- Business Problems Solved
- Pros
- Cons
- Recommendations
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
(1-21 of 21)Companies can't remove reviews or game the system. Here's why
January 19, 2019
Cirrus Insight good for logging emails to Salesforce, and editing records quickly from your inbox view
- 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.
- 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.
May 29, 2018
I don't know why we pay for this.
- I can't think of anything that it does really well.
- 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.
March 01, 2018
Cirrus - pretty good for email campaigns
- 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
- Customer service is not great with Cirrus
- Sometimes my organization has faced integration issues with Gmail
March 01, 2018
Salesforce Inbox done right
- 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.
- I think Cirrus Insight is great. I'm not sure what I would improve.
December 14, 2017
Use Cirrus to make use of your database!
- 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.
- 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.
November 28, 2017
An invaluable tool, but slows down browser
- 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
- 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
November 27, 2017
A must have for sales teams!
- 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.
- 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.
November 27, 2017
Cirrus is still buggy and will cost you Customer dissatisfaction
- Email logging
- Personal calendar portal
- Service and case management
- Customer Service
November 22, 2017
Cirrus Insight for Serious Contact Management
- 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.
- 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.
November 22, 2017
Lets me stay in Gmail while updating Salesforce
- Brings up important information about each contact when I'm in Gmail.
- Makes it easy to create new accounts, contacts, and opportunities.
- Email tracking.
- Regularly asks me to upgrade to a "new" version even though I'm already on that version. A bit of a hassle.
- Doesn't play well with other plug-ins. I also use Nova.ai and sometimes their formatting gets messed up when both are installed.
November 22, 2017
Best Gmail-Salesforce integration I've tried
- Activity logging
- View contacts within Gmail
- Case creation
- UI on smaller screens
November 22, 2017
A Great Solution to a Pretty Big Problem
- Clear, clean interface and very easy to use for any type of user.
- Can customize according to your Salesforce needs.
- Any Salesforce updates are immediately connected to Cirrus. No waiting for sync.
- 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.
September 19, 2017
Simple tool with profound implications
- Log emails into Salesforce
- Turn emails into leads in Salesforce
- Track emails and its open rate
- Perhaps Cirrus Insight can have additional features like logging calls.
September 15, 2017
Cirrus(sly) Awful
- Logs Emails automatically
- Logs Meetings automatically
- That's it.
- Flight Plan is absolutely horrible
- Interface freezes all the time, doesn't load, etc
- Meeting feature isn't fluid
November 22, 2016
Cirrus insight Review - Cirrus is ok but needs work
Score 5 out of 10
Vetted Review
Verified User
- Salesforce Logging Features
- Email Templates
- Email Tracking is not always accurate - this can be due to the nature of the device and the email client used by the recipient.
- Gmail app is subject to being glitchy and auto-log out out behavior.
- Meeting time function is limited in its functionality and is prone to glitches as reported by clients.
- Send later function works about 85% of the time.
- Follow up intervals are too short and should provide more customised options.
August 26, 2016
It could be a great tool
Score 1 out of 10
Vetted Review
Verified User
- Integrated to gmail
- Easy to use for simple tasks
- Impossible to unsubscribe from their services easily
- Javascript bugs slowing down the Gmail UI
- Price is high in regardsm to the scope of the product
Score 2 out of 10
Vetted Review
Verified User
- Activity tracking
- Contact creation
- Calendar sync
- If you use Chrome, the tool has essentially become useless as it constantly crashes and forces you to reload your Gmail multiple times per hour.
- The tool often glitches and forces you to uninstall and reinstall it multiple times per week.
- Their support staff is terrible and seems to think that all issues can be fixed by clearing your cache. It can't. And telling customers to download and use a different browser is extremely unhelpful. If it's not working in Chrome, fix the issue, don't just expect the user to completely change how they work and what they use so that you don't have to face the issue.
June 02, 2016
I'm Serious - Cirrus Insights is a must have for any sales professional using Gmail and Salesforce
Score 10 out of 10
Vetted Review
Verified User
- Logging activity to Salesforce from Gmail and Google calendar. The integration is seamless.
- Scheduling follow-ups before I send the email. It also automatically logs a follow-up event in Salesforce.
- Tracking opens provides useful insight.
- Completing and creating tasks with the Cirrus Insight sidebar in Gmail is very convenient.
- I've found the email tracking is not always accurate, especially when sending an email to multiple recipients. It would be great if it could track multiple recipients individually.
- Logging activity to multiple contact records in Salesforce when sending to multiple recipients would be a beneficial feature.
- Sometimes it crashes/freezes up, but I'm not sure if that's a Gmail or Cirrus Insight problem.
- The ability for the 'smart email' integration in Gmail to continue to recognize the desired Object and Record to document the email to is fantastic as a time-saver and is appreciated by compliance.
- The reminders are one of my favorite new features as they help keep me from having to hop back and forth to SFDC. BIG TIME SAVER.
- Integrating my Google Calendar to SFDC is a real help, and it even does a good job of looking up the contact based on the email, something Appirio's tool never quite figured out.
- Email tracking is a great feature as well.
- Email tracking - I think they need to step up the UI for the tracking summary. I would appreciate if it opened into a separate page in addition to the in-Gmail app to provide greater insight to the opens and clicks.
- Tagging - I think it would be nice to be able to create a few custom tags and then add those to emails to make it easier to track just sales/service/marketing emails.
- I think the next level for them will be to have some tracking code we can put on our website to see how our emails are leading people to review information on our site.
February 10, 2015
Cirrus Insight Review
Score 9 out of 10
Vetted Review
Verified User
- Integration w/ Salesforce and Gmail
- Quick syncing
- Sometimes it doesn't find certain contacts that are on Salesforce
- Sometime it kicks me out, and I have to refresh my Gmail account
September 17, 2013
Cirrus Insights is the Best App for Integrating Google and Salesforce
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