Cirrus Insight Reviews

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.

I like that it is very easy to sync with Salesforce CRM. I can even create new contacts or accounts from my Gmail through Cirrus.

Sometimes, I notice that Cirrus does not accurately track opens on emails i send out. I also have to manually click a button to make sure an email thread is properly added to the appropriate contact/account record in Salesforce.

Cirrus Insight is a very powerful tool. It quickly and easily links your email communications to Salesforce. It is also a faster way to access records and involves a lot less clicks than the Salesforce interface.

I also use and appreciate the scheduling tool and follow-up reminder alerts.

Cirrus Insight can be a little opaque. For instance, when you restart your browser, CI will fail to load in Gmail. There is nowhere to “turn it on;” you just have to refresh the tab and wait for it to appear. This is not a regular occurrence, but when it happens, it’s annoying.

Salesforce sync, Gmail contact sync and email tracking and follow ups

Some features are buggy. Some emails get tracked and some don't event though tracking is always on by default. Google auth keeps dropping.

Cirrus Insight offers every user to connect Salesforce database to your Gmail Inbox in just a few clicks. You can schedule meetings, manage tasks, adding contacts through Gmail and in just minutes you get all of it synchronized with Salesforce. It helps the user to get everything organized especially when you have a team to lead.

Sometimes Salesforce takes a bit of time to synchronize to Gmail, you'll need a stable internet connection to load the extension correctly.

Cirrus makes my job a lot easier. Specifically involving recording things to SFDC.

Sometimes it logs me out and I have to re authorize.

Attach.io works well. It does what I expect it to do and gives me lots of information about who is viewing my documents, when, for how long, and even how much time they're spending on each slide. It is generally designed well. I really like the customized URLs

Login via oAuth feels cumbersome and re-asks for permissions to my google account each time.
It is slow to use and I often find myself waiting a long time for page refreshes.
It is very hard to understand how the attach.io product relates to the other offerings from Cirrus Insight. It is hard (impossible?) to find on their website. In fact, I'm not even sure I'm reviewing the product I'm supposed to be reviewing right now.

Seamless integration of workflows between gmail and salesforce

The mail merge capability could be enhanced, however, it's based off of the salesforce tools. Further development there would be great.

Easy to set up and sync with SFDC ; Meeting builder feature is very nifty ; side bar in Outlook has a ton of information and cuts down the need to go back and forth between Outlook and SFDC for sales related information

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.

Ease of setup and user-friendly interface that allows me to work on one platform

Some functionality doesn't work as easily as advertised (i.e pulling user data from email signatures to prepopulate fields -- this rarely happens for me). And I'd like to have some added features - ability to sync multiple calendars.

Genuinely saves a ton of time scheduling meetings. I've received compliments from folks that have used it to get on my schedule. The ability to toggle time zones or indicate that no times available work are great. There's a link in the calendar invite to reschedule if needed. So much better than the back and forth of scheduling via email! I also love the email tracking features. SO handy to be able to see when and where an email is opened and what links have been clicked.

Sends 2 separate emails every time someone schedules. One when they select a time and a second one when they actually accept the calendar invite. Occasionally it will log out and takes a bit to figure out how to get it to show up again.

The basic feature of logging emails into a Salesforce CRM is functional.

My team uses this software and at any given time, it’s not working for at least one of us.

Ever since they upgraded their app, it hasn’t worked hardly at all. I like the idea of Cirrus, but it’s a pain, with no native nudges to remind users, lots of overzealous email logging, and very little training and troubleshooting available.

I've used Cirrus for 10+ years in various roles. In my opinion it's a vital part of Salesforce adoption, and ultimately, it's utility. It really streamlines the process of capturing and tracking communications.

It's glitchy sometimes, and seems especially so if you have multiple Gmail accounts. At least a few times a month it vanishes from my inbox, and I sometimes have to re-download to get it working again.

Very convenient to keep working with email, while at the same time entering/checking basic SF lead/contact/task info. That saves time.

It still does present some functional issues, at least with the Office/Outlook environment
1. UYpon creating a lead it does prompt/prefill contact details, bot somehow I can not use this prefill, so need to retype it all manually
2. It has a button to log a call, but upon clicking this button opens a screen with "new task"?
3. upon the latest update, my Outlook seems to have become much slower to respond (?)

Syncing data to Salesforce was essential, updating fields directly from your inbox, seeing if a customer had opened and clicked through

It CONSTANTLY caused inbox and browser issues. It reached a point where most of our team had to disable it to get any work done.

I like that you can send out campaigns to many people at once.

Very difficult to use, flight paths malfunction frequently, can't view templates alone, have to compose an email to edit any templates.

The software is easy to use. It is easy to build templates, and to build out flight plans.

Doesn't always work, and the entire system would sometime shut down. Didnt always talk back to SalesForce like it was supposed to.

integration into Gmail and the attachment tracking

mobile experience needs some improvement.
Attach.io should be included within the Gmail integration

Easy to use and set up. Streamline SF usage.

Crashes outlook sometimes. Can turn off sometimes and need to reinstall sometimes.

Easy to use. Good reporting. Intuitive. .

Difficult login sometimes, would go in a loop

The integration with Salesforce in theory should make this such a time saver. No more manual data entry of contacts or of emails received/sent as Activities in Salesforce. Fairly intuitive to use.

There were some bugs with some of the custom aspects of our Salesforce instance. That's fine. But I was on a trial and was ready to sign on for the service b/c it seemed so promising, but the customer service to try to resolve the bugs was surprisingly bad. I don't know if they were just stumped or what, but I followed up several times to try to get a sense of their progress, and they just never replied. They had been friendly at first, but perhaps the problem was bigger than they felt our business was worth, so they never followed up. It bummed me out not to be able to continue with them, but if they don't put on their best show of customer support before I'm even a customer, I couldn't trust they'd do their best when I was.

It allows you to load templates quickly, send them out fast as well. It is great if you have a lot of people to communicate with to help save time.

The templates do not load quickly or sometimes will populate incorrectly and the data is incorrect. That means you have to go back and manually correct the information, which defeats the purpose.

The main purpose (logging emails into salesforce) of this product is very useful & the price is great

Sometimes it doesn't work properly (glitches), asks me to sign in again, or slows outlook down.