Cirrus Insight Reviews & Product Details - Page 5

Cirrus Insight Product Details

Cirrus Insight is a type of productivity and meeting automation solution designed to help users enhance their Salesforce experience by integrating seamlessly with Gmail and Outlook. This tool is specifically tailored for sales professionals, teams, and organizations looking to streamline their workflows, improve communication, and ultimately drive revenue growth. By automating various tasks and providing essential insights, Cirrus Insight allows users to focus on building relationships and closing deals rather than getting bogged down by administrative duties. Targeted primarily at sales teams and professionals, Cirrus Insight addresses the common challenges faced in managing customer relationships and sales processes. The platform is particularly beneficial for organizations that rely heavily on Salesforce for customer relationship management (CRM). Users can leverage Cirrus Insight to sync activity data automatically, ensuring that all interactions are recorded in Salesforce without manual input. This capability not only saves time but also minimizes the risk of errors, allowing sales teams to maintain accurate records and insights into customer engagement. One of the standout features of Cirrus Insight is its robust scheduling automation capabilities. Users can easily set up 1:1 meetings, share team availability, and match buyers with the appropriate staff based on personalized criteria. This eliminates the often cumbersome process of scheduling meetings, making it more efficient for both sales representatives and their clients. Furthermore, the tool's integration with email platforms allows users to send personalized emails at scale and track interactions directly from their inbox, enhancing communication and follow-up efforts. Additionally, Cirrus Insight harnesses the power of artificial intelligence to automate prospect and customer research. This feature equips users with valuable information before meetings, enabling them to engage in high-value conversations that can lead to successful outcomes. By providing insights into customer behavior and preferences, Cirrus Insight empowers sales professionals to tailor their approach and make informed decisions that drive sales performance. With over 50,000 active users worldwide since its founding in 2011, Cirrus Insight continues to support organizations in their quest for efficiency and growth. By offering a comprehensive suite of tools that enhance productivity and streamline communication, Cirrus Insight stands out as a vital resource for sales teams looking to maximize their effectiveness and drive results.

Product Website

Seller

Cirrus Insight

Discussions

Cirrus Insight Community

Languages Supported

English

Product Description

Sync Salesforce with Gmail, Outlook, Office 365, or mobile. Immediately see valuable lead and contact information from your inbox.

Overview by

Ryan O'Connor

Pricing

Pricing provided by Cirrus Insight.

Salesforce Sync

$14.00

1 User Per Month

View More Pricing Information

Cirrus Insight Integrations

(7)

Verified by Cirrus Insight

Cirrus Insight Media

Cirrus Insight Demo - Meetings Drive Revenue

Meetings Drive Revenue, Make Every Meeting Count.

Cirrus Insight has a robust set of Salesforce productivity and meeting automation tools to help your team drive revenue.

Smart Scheduler allows you to intelligently match customers with staff based on personalization criteria, availability, and utilization.

Cirrus Insight Demo - Personal & Team Scheduling

Share combined team availability with one link and eliminate back-and-forth emails with Cirrus Insight.

Effortlessly sync all of your sales activity data to Salesforce without leaving your inbox.

Automate prospect and customer research to ensure you are prepared to have high-value interactions that drive revenue.

Cirrus Insight Overview

Salesforce Sync Explained

Meeting AI Live Demo

Official Downloads

(2)

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Interactive Demo

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JH

Jennifer H.

VP, Client Solutions

Small-Business (50 or fewer emp.)

3/4/2021

"Incredible time saver for our team"

5/5

What do you like best about Cirrus Insight?

Speed to installation (such as it is, a few clicks and you're up and running!), ease of use, reliable Salesforce tracking and integration, and email templates. These all have saved our team countless hours and kept our accounts and contacts updated. The customer success team has also been absolutely fantastic from the start. We always feel well supported and are impressed by turnaround time and level of engagement if we have to ask for assistance (rarely for the tool and mostly to add or change users, which they do without complaint even though I think it's a self-service model!) Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

Every once in awhile the Chrome extension conks out, but that's as likely a Chrome issue as it is a Cirrus Insight issue. Not really a complaint as much as a note to share. It is definitely not a detractor. Review collected by and hosted on G2.com.

Recommendations to others considering Cirrus Insight:

Don't hesitate to invest in this tool for your team, in organizations of all sizes and types. Every time someone is onboarded and begins using it, they're blown away by how easy it is to use and they wonder why they haven't used it before! Review collected by and hosted on G2.com.

What problems is Cirrus Insight solving and how is that benefiting you?

We're a tiny team trying to stand up a sales organization and without any true Salesforce admins or experienced users on the team in the past, Cirrus Insight was a lifesaver in terms of process management to ensure everything was tracked appropriately in SFDC. We've since come a long way on that front and the other features of CI have really started to shine, including email templating and tracking. The notification that someone has just opened an email (without them needing to click "yes" on an annoying read receipt) has definitely benefitted us in terms of getting responses as someone is thinking about us. Review collected by and hosted on G2.com.

UA

Ujjwal A.

Co-Founder

Small-Business (50 or fewer emp.)

5/5/2023

"Easy to log your emails & sync your calendars"

3.5/5

What do you like best about Cirrus Insight?

I used Cirrus Insight for syncing my emails with Salesforce as my enterprise edition does not provide those services out of the box. I tried other tools and settled on Cirrus Insight as it worked flawlessly in the background. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

As I use Outlook as my primary email tool on the Mac. It does take time to load on the sidebar sometimes. Also, I can't jump ship to Apple Mail as they don't have any plugins to manually file emails. Review collected by and hosted on G2.com.

PA

Patrick A.

Small-Business (50 or fewer emp.)

5/5/2023

"Helpful connection from Gmail to Salesforce - so great! Very useful tool"

5/5

What do you like best about Cirrus Insight?

Cirrus helps with setting meetings with prospects and connecting all our email conversations into our CRM (Salesforce). It's very helpful with those processes. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

It is a little bit wonky design wise and always logs me out. I wish those two things were fixed. The connection to email for auto logging sometimes doesn't work as it should, it only logs every days as far as synch goes. Review collected by and hosted on G2.com.

RM

Robert M.

Mid-Market (51-1000 emp.)

5/9/2024

"Massive time saver"

5/5

What do you like best about Cirrus Insight?

Greatly assists with scheduling appointments with clients & prospects, linking directly with both Outlook calendar as well as SalesForce CRM Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

When I am sending suggested meeting times, it would be nice if I could specify if it was a phone, zoom, or in-person when those are options in the calendar type. I really don't want to triple the calendar types I have when it seems like I should be able to select the type & duration for the suggested appointments. Review collected by and hosted on G2.com.

MQ

Mars Q.

Admissions Specialist

Small-Business (50 or fewer emp.)

10/18/2022

"Time-saving tool for sales and more!"

5/5

What do you like best about Cirrus Insight?

I really value the email syncing features directly with Salesforce. I can see Opportunity data right in my inbox and sync an email to a Contact or Opportunity with ease! Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

It would be nice to sync an email/calendar invite to a Contact, Account and Opportunity, but I don't think that is possible at this time. But it's not a significant issue! Review collected by and hosted on G2.com.

NG

Neil G.

Mid-Market (51-1000 emp.)

5/9/2024

"My Review of Cirrus"

3/5

What do you like best about Cirrus Insight?

Easy to use and connect with Salesforce. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

Sometimes it says the email had been opened before I send it. It also calculates when I open the email as if the receiver had opened it. And it also doesn't distinguish between emails and email threads. It basically calculates any email opening with the receiver as it being opened. Review collected by and hosted on G2.com.

DN

Daniel N.

Sales Executive

Mid-Market (51-1000 emp.)

10/23/2023

"Why I like Using Cirrus"

5/5

What do you like best about Cirrus Insight?

Using the automated tools to track and manage emails, activities, and contacts without having to manually click everything in CRM is a game changer for me. I know it sounds trivial but when you're in the flow and stopping to record everything means you lose momentum it matters! Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

I can't seem to be able to use templates Review collected by and hosted on G2.com.

BW

Bryan W.

Photographer

Small-Business (50 or fewer emp.)

5/9/2024

"Great platform for seamlessly integrating Salesforce with your inbox"

4.5/5

What do you like best about Cirrus Insight?

Cirrus Insight excels in integrating Salesforce with your email client, which helps streamline CRM tasks and ensures that all customer interactions are logged without switching between applications. The Cirrus Insight team offers great support and are always thinking of innovative new features to roll out with customers. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

I sometimes come across technical bugs, but Cirrus Insight always responds promptly to get issues resolved. Review collected by and hosted on G2.com.

KJ

Kelly J.

Practice Coordinator

Small-Business (50 or fewer emp.)

5/9/2024

"My experience with Cirrus Insight has been delightful."

4.5/5

What do you like best about Cirrus Insight?

What is most helpful about Cirrus Insight is the ability to link emails to our CRM. This allows us to remain organized and not lose track of client communications. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

The only downside that I've noticed about Cirrus Insight is that the email plug-in occasionally does not work, sometimes it won't load. Additionally, the email plug-in button disappears from the top bar of Outlook. Review collected by and hosted on G2.com.

CR

Chelsey R.

Customer Success Manager

Mid-Market (51-1000 emp.)

5/9/2024

"Great experience"

5/5

What do you like best about Cirrus Insight?

Cirrus insight makes it easy for customers to schedule meetings with me at their own convenience with no back and forth and delay. Review collected by and hosted on G2.com.

What do you dislike about Cirrus Insight?

I rarely have any issues with Cirrus Insight. Once the sync with my calendar and CRM was complete (which was incredibly easy), it was smooth sailing. Review collected by and hosted on G2.com.