Pour qui ?
Toute entreprise utilisant Salesforce pour sa CRM et soit Gmail, soit Outlook/Office 365 comme client de messagerie générera énormément de valeur en intégrant les deux plateformes avec Cirrus Insight.
Notes moyennes96 avis
- Note globale 4.5 / 5
- Facilité d'utilisation 4.5 / 5
- Service client 4 / 5
- Fonctionnalités 4 / 5
- Rapport qualité-prix 4 / 5
Informations sur le produit
- À partir de 27,00 $US/mois
- Version gratuite Non
- Version d'essai gratuite Oui
Cloud, SaaS, web
Mobile (iOS natif)
Mobile (Android natif)
Formation en ligne en direct
Support en horaire de bureau
Informations sur l'éditeur
- Fondé en 2011
En savoir plus sur Cirrus Insight
Vous travaillez dans votre boîte de réception, pas dans Salesforce. Personne ne doit vous forcer à utiliser l'e-mail. Une solution facile à utiliser et efficace. Salesforce se veut aussi utile que simple. C'est pourquoi il s'intègre dans la boîte de réception. Pour vous faire gagner du temps et vous rendre plus productif. Vous pouvez maintenant voir et mettre à jour Salesforce pendant que vous travaillez. Synchronisez les e-mails avec Salesforce, suivez les ouvertures d'e-mail, créez et mettez à jour des enregistrements Salesforce, planifiez des appels, etc. Essayez Cirrus Insight gratuitement pendant 14 jours.
Cirrus Insight - Fonctionnalités
- Gestion d'équipe
- Gestion des campagnes
- Notifications basées sur les événements
- Segmentation du public
- Tests A/B
- Base de données de clients
- Gestion des appels
- Gestion des campagnes
- Gestion des canaux
- Gestion des commissions
- Gestion des contacts
- Gestion des contrats
- Gestion des leads
- Gestion des opportunités
- Gestion des ventes sur le terrain
- Gestion du territoire
- Génération d'offres
- Mesure des performances
- Prévision des ventes
- Suivi des références
- e-mail marketing
Avis les plus utiles sur Cirrus Insight
Publié le 10/05/2019
It helps in adoption of Salesforce !
Commentaires: Get more activities and quicker record addition into salesforce.
Avantages: This tool has helped us increase users adopt salesforce more to put in their activities. Its seamless sync and automated mapping for records to be linked to the right SF records. It helps do everything within inbox than logging in SF, mostly everything!
Inconvénients: Some erratic sync fails due to Google Token refreshes.
Publié le 27/12/2018
Best tool for Increasing SalesForce Utilization
Commentaires: 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!!!
Avantages: 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.
Inconvénients: 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.
Publié le 02/11/2018
Helpful for the Salesforce-foucsed Sales team
Avantages: 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)
Inconvénients: 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.
Publié le 06/06/2018
Cirrus is helpful for Gmail when it comes to tracking your email opens and offering reminders.
Commentaires: 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".
Avantages: 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.
Inconvénients: 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.
Publié le 03/05/2019
Commentaires: The business problem we solved was having multiple sources for maintaining contacts and calendars. We now have one source, our Salesforce which gets automatically linked with our corporate G suite to always keep us updated.
Avantages: Cirrus Insight does exactly what we purchased it to do; sync our calendars, contacts and email records with our Salesforce account. What used to be a tedious process is now an afterthought thanks to Cirrus.
Inconvénients: One negative which is not particularly in Cirrus Insight's control is the fact that multiple emails in the same thread get related to Salesforce and a long list of activity history tends to build when an email conversation has multiple parts to the thread. This can clutter the activity history in Salesforce and make it a little difficult to find other activities. However, in Salesforce Lightning there is an optional feature to move emails to their own custom object which may alleviate this dynamic.