Cirrus Insight

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.

The reason I purchased Cirrus Insight was to allow me to easily track all my emails to Salesforce. Sending emails from Salesforce is a pain and it is not easy to add received emails to the platform.

With the Cirrus Insight extension, all my emails (or the ones I choose) are added to Salesforce. And the best part is, it happens within my Gmail Inbox. I do not have to go to Salesforce, but can review emails, opens, clicks, contacts, opportunities, accounts and more all from within Gmail.

I feel like the "campaign" function errors out a lot. Its useful, but when sending an email to a large list, I plan on having to send it more than once.

Additionally, I feel like I am often getting "disconnected" and have to reauthenticate. I don't know why this is...maybe its my orgs security, but it is annoying and not clear why its happening.

I like the ability that Cirrus links to SalesForce and Gmail and locates recipients in the SalesForce database and links emails to the Account/Contact activity log

Cirrus is not reliable in locating related SalesForce contacts and particularly not reliable locating contacts when using the 'Add to SalesForce', 'Custom' option that allows linking an email to a standard related lists such as linking an email to Opportunity or Case- there are many examples of these issues that often I've thought to cut-and-paste and email into a SalesForce activity would be faster.

Another daily pain is when selecting another tab (instance) of Gmail, cirrus presents a sidebar that says, "Let's put this app to work!" When you're ready to go to work, you're required to click the "Continue" button, only to be greeted with another sidebar that says "Get More Done" that 'promotes/sells' cirrus features Book Meeting, Follow-Up Reminders, Sales Email Campaigns, Email Templates.
If you do not select the "Get To Work!" button cirrus is not functional.
Why is a productivity application like cirrus requiring me to tell cirrus separately to "Continue" and "Get To Work" when in fact these are redundant requests causing extra keystrokes? Why does not cirrus just start working for me without having to tell the application to start syncing my email (activities) to Gmail?

Cirrus is counter-productive for a productivity application.

It functions - it allows us to log emails so that they are visible in Salesforce. This in turn makes it possible to know when we last spoke with a partner and where we might have left off. It's particularly helpful if we're switching who owns a client account or if someone is out of the office.

I dislike how it can slow down my Gmail, how I need to log in by connecting with Salesforce periodically, and how easy it is to accidently log emails that were personal or that I didn't intend to log. I wish it were easier to find the contact to connect to the email - the software isn't always smart enough to know which email address to populate.