Cirrus Insight for Serious Contact Management
Beth Lee 763-478-9600 | TrustRadius Reviewer
November 22, 2017

Cirrus Insight for Serious Contact Management

Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Cirrus Insight

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.
  • Better opportunity tracking.
  • More efficient and accurate sales cycle tracking.
  • Higher quality leads in Salesforce.
If your users are field based, Cirrus Insight offers a mobile app, which our users love. Because of this tool, our Regional Representatives are finally inputting valuable contacts and interactions into salesforce.