I'm Serious - Cirrus Insights is a must have for any sales professional using Gmail and Salesforce
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
Overall Satisfaction with Cirrus Insight
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.
- Improved efficiency by eliminating the need for a lot of data entry.
- More consistent follow-up since I'm able to schedule them at the time the emails are sent.
The decision was made at my current role before I was hired, but I made the decision in a previous role to personally pay for Cirrus Insight, as I found it that valuable. This was after my entire sales team did a trial of Yesware, which I found to be a bit clunky and not as intuitive as Cirrus Insight.