An invaluable tool, but slows down browser
November 28, 2017

An invaluable tool, but slows down browser

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Cirrus Insight

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
  • Cirrus has allowed our Sales teams to track their leads and opportunities in a more efficient manner, allowing them to close sooner, in turn allowing them to move on to the next sale sooner.
For someone who uses both Gmail and Salesforce as part of their main role, this software is an invaluable connector for them both. Some of the features are also not Salesforce specific - such as the Meeting Scheduler, which has proved invaluable to me, and I would recommend to any Gmail user who frequently set up meetings (either internally or externally).