Overall Satisfaction with Cirrus Insight
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.
- Saves data entry time.
- Ensure data is up to date and accessible to those who need it.
- Make data more visible and easier to use.
N/A I haven't use any competitors.