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What is Cirrus Insight?

Industry Specialties: Serves all industries

Cirrus Insight makes it easy for Salesforce users to manage all sales and marketing tasks on one dashboard. Users can track emails, schedule meetings, set follow-ups and more from their inbox. Android and iOS apps enhance productivity. Users can create or update contact information, see email performance, check their inbox, mark meetings on calendars and view customer profiles.

Salesforce integration provides additional functionality for sales professionals, and 16 certified Salesforce Admins are available to answer questions. An organization-wide deployment model helps align work for all users and teams.
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#79

Cirrus Insight is ranked #79 in the CRM Software product directory based on the latest available data collected by SelectHub. Compare the leaders with our In-Depth Report.

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Cirrus Insight Pricing

Based on our most recent analysis, Cirrus Insight pricing starts at $14 (Per User, Monthly).

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Starting From
$14
Pricing Model
Per User, Monthly
Free Trial
Yes, Request for Free

Training Resources

Cirrus Insight is supported with the following types of training:

Documentation
In Person
Live Online
Videos
Webinars

Support

The following support services are available for Cirrus Insight:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

Cirrus Insight Benefits and Insights

Why use Cirrus Insight?

Key differentiators & advantages of Cirrus Insight

  • Unified Integration: Easily handle commonly used apps through one Gmail account by integrating all required apps on a single dashboard. This helps track all activities through one single page so no tasks are missed. Syncs with all Salesforce applications, along with a few other commonly used ones such as Adobe, Ambition, Eloqua, Drawloop, HubSpot and many more. 
  • Time Saver: Save hours of manual work by automatically syncing apps and useful data. It auto-updates data and sends notifications about tracked emails, scheduled meetings, upcoming follow-ups and a lot more. 
  • Enterprise-Centric: Leverage a range of services for enterprise-level companies to enhance productivity and performance. Capabilities include validation rules, custom objects, record types and dependent picklists, which aid smarter work. 
  • Free Trial: Use free for 14 days to gauge functionality and features and determine if the product is a good fit based on company needs. Doesn’t require entering credit card information. 

Industry Expertise

Caters to many companies and has delivered results in various domains such as social media management, pharmaceuticals, e-commerce, merchandise and youth organizations.

Cirrus Insight Reviews

Average customer reviews & user sentiment summary for Cirrus Insight:

User satisfaction level icon: great

1471 reviews

84%

of users would recommend this product

Cirrus Insight has a 'great' User Satisfaction Rating of 84% when considering 1471 user reviews from 4 recognized software review sites.

Synopsis of User Ratings and Reviews

Based on an aggregate of Cirrus Insight reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

Pros

  • Integration: Connection with G Suite, Salesforce account management, streamlined admin assistance integrations and more make the product’s functionality easy, mention 100% of reviews about integrations.
  • Sync and Scheduling: Syncing with a calendar and adding client correspondence directly to Salesforce helps schedule meetings and collaborate with clients, according to 66% of reviews on this topic.
  • Navigation and Tracking: The software is easy to navigate and tracks emails opened, providing knowledge of engagement for the intended audience, note 87% of users mentioning these features.
  • Workflow: Aligned workflows help boost productivity in the experience of 80% of users mentioning workflows.
  • Automation: A map sync feature automatically records everything into Salesforce, saving time and making the application easy to use, according to 66% of users referring to automation.

Cons

  • Difficult Customization: Users can only assign one standard object besides the contact, which makes it difficult to customize, according to 66% of users writing about customization.
  • Cumbersome: The platform keeps logging out after each session, making the system slow, suggest 61% of users reviewing this feature.

Researcher's Summary:

Cirrus Insight helps Salesforce users track email activity and streamline tasks like scheduling calls. Its chief advantage is its extensive integrations, particularly with Salesforce, to help record data and provide actionable insights. The majority of users also cite its automation and workflows as key elements that save time and enhance productivity. However, customization is restricted and the system requires users to keep logging in for every session, which makes it tedious to use. It’s best for businesses looking to automate their operations and enhance their marketing and sales performance through seamless Salesforce integration.

Key Features

  • Sales Insights:
    • Offers detailed insight into the customer buying journey with features such as link tracking, quotes and reminders on upcoming proposals.
    • Supports scheduling client meetings that avoid time zone conflicts and other issues.
    • Presents company information right across emails, helping gain fruitful sales and marketing outcomes.
  • Salesforce Integration: Makes usability and data more reliable and uncluttered. 
    • Automatically sync inbox with Salesforce to create new leads, surface contact profiles while in the email interface and pull email templates from Salesforce.
    • Sync calendar events with Salesforce and updates contact records without having to log in to Salesforce.
  • Enterprise Scheduling: Simplifies the process of managing meetings and busy schedules. Allows scheduling meetings in advance and lets prospects choose a suitable date and time to reschedule another meeting. 
  • Flight Plans: Helps users of any technical skill engage with prospects using drip campaigns and set up a timeline for productive results. Has capabilities for nurturing client relationships, such as email tracking, customized messaging, and one-click calls and meetings. 
  • Attachment Tracking: Keeps sales and marketing teams aligned by providing a repository of approved content to use. Also provides analytics that measure reader engagement and allows taking back documents after they’ve been sent, making it easy to rectify errors. 
  • Analytics: Delivers insights into prospect data, which managers can use to build and share useful marketing and sales collaterals with their teams. 

Limitations

These drawbacks, based on user feedback, are accurate at the time of this review:

  •  Multiple app integrations affect functionality. 
  •  Auto sign-in for Outlook is inadequate. 
  •  Lacks proactive customer support. 
  •  Pulling contact information from Salesforce affects performance. 

Suite Support

mail_outlineEmail: Not mentioned. Users can reach out to the support team via the form in the tickets section.
phonePhone: Not available.
schoolTraining: A resource section for training and certifications is available on the site.
local_offerTickets: Submit by clicking “Contact Support” on the support page, and the support team will get back in a business day.
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