Best Gmail-Salesforce integration I've tried
November 22, 2017
Best Gmail-Salesforce integration I've tried
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with Cirrus Insight
I used the Gmail version of Cirrus Insight for about a year and a half, and overall it's a solid product. I previously used a competitor and my experience with Cirrus was much better. The tracking works well and the automatic logging of activities to Salesforce was a big time saver. It was also great to be able to see all of my contacts from Salesforce showing up directly in my Gmail sidebar.
The only drawback I noticed was that the UI could be a little cramped on small screens when changing the record that the email would log against (say, a Case rather than a Contact) or case creation. So it could be a bit of a challenge when traveling and working on a laptop. But for working on a desktop machine with a good-sized monitor, I definitely recommend it.
The only drawback I noticed was that the UI could be a little cramped on small screens when changing the record that the email would log against (say, a Case rather than a Contact) or case creation. So it could be a bit of a challenge when traveling and working on a laptop. But for working on a desktop machine with a good-sized monitor, I definitely recommend it.
- Activity logging
- View contacts within Gmail
- Case creation
- UI on smaller screens
- Saves time on logging activities
- Saves time looking up records in Salesforce before sending them an email
- Tracks opens accurately and consistently to know when recipients get your messages
Yesware regularly sent me alerts that my emails had been opened by someone who I hadn't sent them to, from locations they couldn't possibly have been. I also don't recall its Salesforce activity logging working as smoothly, though I last used Yesware more than 12 months ago so my memory isn't as fresh as it could be.