The seamless experience of adding contacts to salesforce directly from my email. Review collected by and hosted on G2.com.
No opportunity to add leads, only contacts. Review collected by and hosted on G2.com.
I can create Salesfroce tassk from emails within Outlook Review collected by and hosted on G2.com.
Frequently have to re-sign in and contact's email address is not always recognized. Review collected by and hosted on G2.com.
Thank you for sharing your experience with Cirrus Insight. We're pleased to hear that it's helping you create Salesforce tasks from emails within Outlook and reducing the need for switchtasking. We apologize for the inconvenience of having to recognize the email address, we actually can now more accurate read email signatures to pull over info into the side panel to decrease the data entry.
Time savings is the most and valuable attribute of CI. Review collected by and hosted on G2.com.
There isn't anything that I can think of that I am not happy with. Review collected by and hosted on G2.com.
easy user interface and quick search sourcing. Review collected by and hosted on G2.com.
The connection between inbox email with gmail. Review collected by and hosted on G2.com.
It's easy to register members and troubleshoot. Review collected by and hosted on G2.com.
Something it's clunky and won't sync correctly. Review collected by and hosted on G2.com.
There's a lot of benefits for it to sync the platforms I use (Google Mail, Salesforce) - it should make things easy to capture Review collected by and hosted on G2.com.
The downside though is I don't like the most recent update. It's slow to refresh/sync, and not as user -friendly as previous versions. It might look modern with the refreshed look, but I personally liked the previous one more - it was more intuitive on how to use it. The sync also takes forever, and it's hard to capture things in Google Mail when you want to do it more immediately Review collected by and hosted on G2.com.
Cirrus Insights email templates are amazing. They pull data straight from my Salesforce org and it makes my life so much easier. At our smal start up, volume isn't through the roof (yet) so a lot of the order confrimation/tracking information updates are done manaully. Cissrus Insight makes this a breeze for us. Review collected by and hosted on G2.com.
I don't really have any dislikes. The software is as advertised and does everything I need it to. The implementation into GMail was seemless and easy. Review collected by and hosted on G2.com.
The user interface is simple and easy to navigate. Review collected by and hosted on G2.com.
Pricing can be a little better for a mid-size business Review collected by and hosted on G2.com.
Easy to review and see the list, relevant information on in giving the email sync with completion Review collected by and hosted on G2.com.
Wish Cirrus insight had more predicative information on how email engagement, not sure if that's a feature available but would love that. Another one is how likely are they to open the email when and if general emails are opened by certain email addresses Review collected by and hosted on G2.com.
I've used Cirrus insight for several years, it has enabled me to efficiently use my inbox and CRM at the same time. It has numerous features that are both helpful, but also saves me time. I can write emails log them efficiently, I can read emails and know they will sync to my CRM. Best of all it can make use of custom objects, and is able to be configured for how I work and the fields that are important to me. Review collected by and hosted on G2.com.
The only downside that I've found, and its only having switched to the new version of CI w/ Zynbit vs. the old CI, is the email tracking notifications are not nearly as robust. that said, they are still there. Review collected by and hosted on G2.com.