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.
We have increased our adherence of our sales team for loading email communications and capturing information for Salesforce. Previously we struggled to get our sales team to log communications with prospects and customers consistently. I am a huge proponent of this software!!!
I believe that this software increases efficiency and productivity for Sales Teams. I have recommended this software for our company and others because of its ease of use and ability to log emails, set reminders and even schedule meetings within you gmail inbox. You do not even have to log into Salesforce as you can add documents, create notes and complete tasks within your email platform.
The pros really outweigh the cons for this software. However occasionally the chrome add-on will conflict with other add-ons and there is difficulty with having the software program load up within the email program. However there is always an easy fix and the support is very responsive.
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.
Cirrus is helpful for Gmail when it comes to tracking your email opens and offering reminders.
It logged all of my outbound emails to Salesforce, tracked my email opens, provided analytics on the email opens/clicks/replies, as well as offered great functionality to stay on top of your work like "Send Later" or "Remind Me Later".
The best thing about Cirrus is how you can have the software remind you of particular emails down the line.
I used this feature every day to make sure I can remain adequately organized.
In my experience, Cirrus has never been able to log inbound emails into Salesforce. Because of this, you always feel as if you're missing a part of the conversation.
This may simply be standard in this industry segment, but it would be much more convenient to have a unique task for every outbound AND inbound email.
It allows for us to easily log emails into SF plus create follow up tasks. The best feature is the "send later" so you can type emails as you're working but send them at a future time!
It is easy to use and they are updating and adding features often to stay competitive with Salesforce Inbox. We decided not to switch to SF Inbox because we have had such a positive experience with Cirrus plus Cirrus costs less!
We have had little to no issues with Cirrus and when we do have an issue, the resolution is always simple: go to the download page & redownload the application which has always fixed every issue we have had. Nothing else negative comes to mind!
Cirrus Insight allows you to seamlessly connect your Gmail and your Salesforce together, allowing you to integrate all of the crm information of your client while you're working at the comfort of your email inbox. It's as if both programs merged into one!
Seamless integration to Gmail, Salesforce and Meeting Requests for Calendar invites. Better sales cadence outreach functionality, easy management of sales campaigns, visibility to the sales process through Cirrus Insight Flight Plans. Saves rep time and double entry of key information around the sales process with Salesforce CRM. Allows our sales team to spend time on key leads that are ready to engage.
The ability to update Salesforce leads, opportunities and events from gmail. Also the built in calendar function and meeting scheduling is seamless across Gmail and Salesforce. Eliminates double entry in the crm , calendar meetings and your daily email communications. Saves time and provides real-time opens and reads on the mobile interface. The new Flight Plans option allows for sales automation and cadence set up for sequence follow ups and lead and prospect nurture. Very strong for any salesrep to set up their own cadences as well as group cadences defined by Sales Leadership. Deep functionality for affordable user pricing. If your moving into sales automation it is a must have for reps to save time and manage productivity. The ability to add leads and prospects to Flight Plan (Cadence) or remove is extremely easy for anyone to take advantage of.
Makes logging Salesforce activity right from my inbox a breeze!
As a season sales leader, the Cirrus Insight tool provides my team considerable ROI in keeping them within their Inbox and streamlining Salesforce updates. Gone are the days of spending an hour at the end of your day to log all of your sales activity and opportunity updates. The accuracy of my reports, pipelines, and forecasts have all drastically increased as a result of the Cirrus tool. When transitioning accounts, a sales rep can very easily view detailed notes and account activity captured by the CIrrus tool to seamlessly maintain account/sales momentum.
UI is not intuitive ; it's not obvious what steps you need to take to add an e-mail, though once you do it a few times it's pretty straightforward. Templates are really nifty, but don't seem to work correctly when working with SFDC specific fields.
Integrate Gmail and Salesforce, DONE!
Cirrus Insight makes it easy to log emails, create leads, contacts and other records in Salesforce, right from your Gmail inbox. This increases the amount of data and the quality of data in your Salesforce Instance.
Makes it easy to integrate Salesforce and Gmail. Makes me so much more efficient.
The ability to see data on specific candidates that are in JobScience inside of OWA is great. It gives us an idea of what type of relationsship we may have with client and/or candidate as well as how we have reached out to them. We also use it to import CVs of candidates which has worked very well for us.
If you use Salesforce you need this!
Obviously this is a perfect compliment to your Salesforce CRM. You can do so much right from your inbox without even having to log in to Salesforce. Track email opens, create and update records, and use the scheduling feature to save a ton of time!