Cirrus Insight is a customer relationship management application. It helps users track and sync emails, create and edit Salesforce records, log calls and create email campaigns.
Cirrus Insight’s key features include sales productivity, enterprise scheduling, flight plans, attachment training and tracking, email templates and analytics, scheduling meetings, follow up reminders, drip campaigns and more. Marketers can use the document analytics feature to gain prospect insights and there are predefined email templates to help conduct follow ups.
It integrates with Salesforce and also supports synchronization capabilities between Gmail, Outlook, Chrome, Firefox, Office 365, iPhone, iPad and android platforms. Cirrus Insight is available on a monthly subscription basis and support is provided via an online help desk.
Brian T. Especialidade: Software Número de funcionários: 51-200 funcionários
I have tried multiple email tracking apps and software. I have left Cirrus twice and ended up coming back. Now I will never leave, it is exactly what I need.
Ease of use, visual inspection of all past emails.
Nothing really, maybe the lack of ability to export to Excel.
Nitin M. Especialidade: Pesquisa de mercado Número de funcionários: 10.001+ funcionários
Get more activities and quicker record addition into salesforce.
This tool has helped us increase users adopt salesforce more to put in their activities. Its seamless sync and automated mapping for records to be linked to the right SF records. It helps do everything within inbox than logging in SF, mostly everything!
Some erratic sync fails due to Google Token refreshes.
Amanda D. Especialidade: Publicidade e marketing Número de funcionários: 13-50 funcionários
Not optimal and there are services that are much better but since our team doesn't need the extra bells and whistles services like Salesloft offers we just stick with this because it's slightly cheaper. :(
Emails logged to Salesforce, Team templates (although they are annoying to upload), Send later, set reminders.
-Slows Gmail inbox
-Sometimes prevents emails from being sent if Cirrus is glitching
-Uploading templates is clunky in salesforce and the way it pulls fields from Contact reports isn't user-friendly
-Sometimes the reminders don't log properly into Salesforce
-Customer support isn't proactive and sometimes takes multiple outreaches to identify a problem
-Our plan isn't large enough for us to have a dedicated account manager so it feels unwelcoming
-Having to sign long contracts feels disingenuous.
John M. Especialidade: Serviços financeiros Número de funcionários: 2-10 funcionários
Cirrus Insight has saved us a lot of time since our team has implemented it and has done wonders for our calendar and contact integration with our CRM. While the basic features can be found for free on some platforms, the powerful, unique features are worth the subscription.
Cirrus Insight is great for large organizations, particularly those running large CRM databases. The integration with Gmail allows for users to be more productive and to stay on one screen rather than switching tabs within a browser or perhaps across browsers. The integration is robust and features such as email sync, calendar sync and campaigns are very useful. Email templates also save a lot of time. The calendar scheduler is among the top features as well. Very powerful.
Many of the powerful features Cirrus Insight provides are not suited for a small organization, particularly those who do not launch large marketing campaigns. There are several features that are great in a vacuum but that our team is simply too small to leverage. No fault of Cirrus Insight; it is simply a suitability comment.
Mike H. Especialidade: Seguros Número de funcionários: 2-10 funcionários
Cirrus is the best integration between Gmail and Salesforce that I have found - bar none. If that is what you need more than anything - then this product will fit that perfectly. It allows all emails to auto sync to the correct salesforce account/contact. The sidebar is useful to quick note taking within the client's profile, as well as looking up previous outreach efforts or existing business. It's very easy to setup and can be a big help for a sales team. Additionally, the meeting setup is the best I have seen and very simple to use (integrates into your google calendar as well)
Some key features like templates are extremely lacking - to the point that I needed additional tools to supplement Cirrus's weak areas. The templates can only be those within salesforce, and the populated values in the templates can only be values stored in salesforce - which can very much limit the usability. Additionally, open-email tracking doesn't seem to be the most reliable compared to other similar products.