Item: Cirrus Insight
Rating: 10
Author: Verified User

Overall Satisfaction with Cirrus Insight

Use Cases and Deployment Scope

We use Cirrus Insight to easily create leads in Salesforce and to interact with Salesforce data from our Outlook inboxes. This saves us time and energy and makes sure data is making it into Salesforce. We also use the calendar scheduling function and the open tracking features. This helps making scheduling meetings easier and to see if emails have been read.

Pros and Cons

Pros

Easily add records to Salesforce using contact information from an email.
Interact with Salesforce records in my email inbox.
Easily schedule meetings with the meeting scheduling feature.

Cons

I think Cirrus Insight is great. I'm not sure what I would improve.

Return on Investment

Increased productivity of our sales reps
Decrease email and time lost scheduling meetings
Better data quality and ease of data generation

Other Software Used

Microsoft Office 365, FormAssembly

Likelihood to Recommend

It's great for people who are regularly in their email inbox but need to interact with Salesforce data or create Salesforce data easily from their inbox. Cirrus Insight also makes it easy to log emails into Salesforce. It works both with Outlook and Gmail.

Comments

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Salesforce Inbox done right