Cirrus Insight good for logging emails to Salesforce, and editing records quickly from your inbox view
January 19, 2019

Cirrus Insight good for logging emails to Salesforce, and editing records quickly from your inbox view

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Cirrus Insight

I just left a job where I program managed a team of 25 sales reps. These reps used Cirrus Insight to:
  • Log email to Salesforce
  • Track views and engagement on these emails
  • Update quick fields in Salesforce directly from their inbox using Cirrus
Some other sales departments used Cirrus, too, but I did not work with them on it. We eventually chose to scale our Cirrus use to 180 global sales reps.
  • Log email to Salesforce. You click one button and it logs for you. This is easier than adding the BCC email address that Salesforce provides as a way to log email.
  • Track views and engagement on these emails. It's nice to know if the email was opened and if links were clicked.
  • Update quick fields in Salesforce directly from their inbox using Cirrus. This prevented reps from needing to click into Salesforce, wait for it to load, then update fields like the phone number or name.
  • If the rep did need to open Salesforce, Cirrus provides a quick button to navigate to the Lead/Contact/Opportunity page quickly.
  • Cirrus would often mysteriously stop working. Our Internal Business Tools team found it difficult to provision users correctly during onboarding.
  • Another reason Cirrus often stopped working was because you needed to clear your cache in Chrome. We needed to perform this step for each user at least once per quarter.
  • Positive: saving our reps time by not needing to navigate to Salesforce, search for leads/contacts, then enter new information
  • Negative: sales reps with less tech experience have a hard time learning Cirrus as a tool
Cirrus actually works. Tout does not work, and slows down your computer.

Salesforce Inbox works for logging emails, but lacks other functionality.

LinkedIn Sales Navigator is exactly what it sounds like -- it shows you a profile of the customer's LinkedIn page.
Well-suited:
  • Sales, customer support, or other functions in which you need to quickly log emails to Salesforce
  • Functions in which it's important to know exact open and click rates for your email
  • Organizations with high tech proficiency so you can easily troubleshoot and learn how to use a tool that offers many settings.
Not well-suited:
  1. Organizations with low tech proficiency, or for people who are overwhelmed with multiple software add-ons