Easy Salesforce Email Tracking
The goal of using Cirrus Insight in our organization was strictly to track emails sent thought Google Mail and to log them via Salesforce. …
Starting at $15 per month
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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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Vice President of Marketing
Astanza Laser (Marketing and Advertising, 11-50 employees)
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% |
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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
(1-9 of 9)Companies can't remove reviews or game the system. Here's why
May 01, 2024
Easy Salesforce Email Tracking
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.
- Logs emails to Salesforce
- Integrates with Google Gmail
- Easy to track
- Disappearing from Mailbox
- Not logging consistently
- Had some down time
December 14, 2017
Use Cirrus to make use of your database!
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.
- 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
Cirrus Insight is used across business units. There are a number of business problems it solves.
- Easily adding emails to Salesforce records
- Quickly creating Salesforce Leads/Contacts from Emails
- Being able to view the Salesforce context for an email from within Gmail
- Meeting scheduler to avoid the back and forth of when people are available for a meeting
- Send Later to ensure the emails are sent at an appropriate time, despite the time they were written
- Follow Up to help remind when a follow up may be required o nan email
- 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 22, 2017
Cirrus Insight for Serious Contact Management
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.
- 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.
September 15, 2017
Cirrus(sly) Awful
The sales team uses Cirrus. We use it to log meetings and emails from Google to Salesforce. This function works okay. We also use it for automated email messaging, which is absolutely awful. The logging features work as they help track activity, but the email automation is clunky, often breaks, and we run into problems DAILY.
- 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
Cirrus Insight is used by our Sales Development Representatives and Outbound Account Executives to execute a couple of key functions within our business. The first is that we find it extremely helpful to log rep activity within Salesforce via the mapping feature. We also use Cirrus Insight to assist us with scheduling reminder notifications for emails that are not engaged with by prospects/current account contacts. Furthermore, there is significant utility in Cirrus Insight supporting us to book meetings and to manage delivery times so that emails are opened based on the time elected by the sender. The final way in which Cirrus Insight helps us is via the email tracking feature, which allows us to see when, where and what links were engaged with by recipients to allow us to further determine the best course of action in the sales cycle.
- 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.
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
Cirrus insight is used by everyone that interacts with Salesforce, which are primarily our sales, marketing and customer success teams. I've also used it in my previous two sales roles and I cannot imagine using Google Apps and Salesforce without it. The major problem that it solves for me is logging activity into Salesforce and attaching to the relevant opportunity. Also, I find it much faster to add new contacts from within Gmail through Cirrus Insight.
The tracking features are also quite useful and I've found "false flags" are much less likely than I previously experienced with tracking email links through Eloqua.
The tracking features are also quite useful and I've found "false flags" are much less likely than I previously experienced with tracking email links through Eloqua.
- 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.
Being a small business, I wear a lot of hats, and any tool that can streamline activities and save me time at a reasonable cost is highly appreciated and valuable. In working with Cirrus Insight, I appreciate their forward-looking approach to their system as it has had small positive steps (syncing contacts and calendars) and huge leaps (templates integration, follow-up tasks/reminders and integration with custom objects) throughout my experience. It saves me a TON of time and makes my work life much more efficient.
- 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.
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