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Any company can enhance their meeting automation with Cirrus Insight, whether they use Salesforce or not. Those using Salesforce for CRM will get a ton of value from integrating with Gmail or Outlook.
Constant Contact's Lead Gen & CRM platform helps small B2B businesses get more leads, close faster and focus on what drives results with a unified marketing and sales platform.
Having better synchronization with my customers and a solid plan for my email marketing services has made me very happy.
I have always had a hard time with Cirrus not working.
Our company's productivity has increased, and our relationships with current and potential customers have strengthened thanks to our successful efforts to integrate internal processes.
Recently, for over a week they had some really bad connectivity issues where we had to login in several times per day.
Great functionality, well supported. Sales and implementation teams are efficient and effective.
For instance, when you restart your browser, CI will fail to load in Gmail. There is nowhere to “turn it on;” you just have to refresh the tab and wait for it to appear.
It allows you to load templates quickly, send them out fast as well. It is great if you have a lot of people to communicate with to help save time.
No fault of Cirrus Insight; it is simply a suitability comment.
I recently tied my calendar into my signature to improve the meeting functionality offered to prospects/clients. The FAQs and video help are incredibly useful and customer service is fantastic.
SharpSpring was already in my bad graces because it is hard to navigate and not user-friendly but the thing that made me really frustrated is that last week we got locked out of our account.
Sharpspring is the perfect solution for SMB's looking to increase sales conversion and do a better job at following up with customers.
That she doesn't have points that I can call weak ... so if what I tried to do didn't work ... it's because I didn't do it right. And it hurts ... talk to the technical team and they find the error.
It has all the robust features of competitors but I think easier to use and you can easily integrate with websites. Also, It is very agency friendly and the customer support is great.
The restrictions on list imports is the only thing I dislike.
Their approach to supporting agencies is HUGE. We attended a partner agency event and was impressed with the staff and the quality people using this software to help their clients be more successful.
The large amount of metrics can confuse some users.
Will G.: Hi. I'm Will. I'm a vice president of Solutions. I give Cirrus a five out of five, and for more reviews like this, hit the link below. So in the past, we've used tools like Mixmax, as well as some of the email sending within salesforce.com. The main issue for us and for me, and why we chose Cirrus, is that those other tools were either way too manual, that was Salesforce or some of the tracking just wasn't quite as user friendly in Mixmax, as it was in Cirrus Insight. So we chose Cirrus Insight because cost-wise, it made a lot of sense. It's not a high cost to get into, and the same goes for onboarding. It's really simple to get started using the tool and it provides a ton of information. The biggest thing for me is it allows me to use all the power of Salesforce data collection, it's opportunity tracking, but to never have to leave Gmail. I don't have to go into the Salesforce experience, which sometimes frankly, is clunky and not user friendly. I can do it all within Gmail and not have to leave the thing I'm most familiar with. So for us, Cirrus Insight was pretty simple. We're a small team, so I believe five seats is what we started with and we set it up. I'm a problem solver, I guess, I'm a software trainer, so I just played around with it for a few minutes, few hours, and then we started rolling out to other folks. It's really simple to use, even the things that don't always make sense, to get started right away, to track emails, to make sure you're seeing opens and clicks, to tie things to opportunities, to log tasks to Salesforce, all of that is virtually plug and play. And so, the setup was literally play around with it a little bit, check out a couple videos or help center articles, and then we rolled it out to the rest of the team. I think for me, the biggest thing when considering Cirrus Insight is to really think about what you need to do and why you're looking at a tool like Cirrus. So for us, the big things were the email tracking, opens and clicks, login everything to Salesforce, being able to see opportunities and tasks from within the Gmail sidebar. So that's what made it worth the purchase for us. The tool does have things like you can send automated campaigns and stuff like that. Those features aren't quite as strong. So if that's the most important thing to you, is sending out a bunch of mass campaigns, probably not the right tool for you. So, I think the big thing is just to understand why you need it. And for us, again, if you're trying to track emails, track tasks, see opportunities and see opens and clicks, all from within Gmail and still have that sync back to Salesforce, then it's a no brainer. It's an awesome product.
Josh A.: My name is Josh. I'm the founder and CMO, and I give SharpSpring a five out of five. If you want more reviews like this, you can click below. Prior to using SharpSpring. I was using a few different tools. I was using Pardot, Pipedrive, ActiveCampaign and MailChimp. The reason that I was looking to change solutions is because those solutions... Well, it depends on the solution. For Pardot, it wasn't really easy to use. It required more of a professional kind of Pardot expert, and we didn't always have one around. For Pipedrive, it was more of a CRM, so it wasn't really a fully functional marketing or sales automation software. It really just kind of kept track of your leads. With ActiveCampaign, I felt like their tool's on a good track, but not nearly as refined as what I later found with SharpSpring. Soon as I saw SharpSpring, I realized there was a lot more functionality and capability and that it was more refined than ActiveCampaign. And the last one that I would explain would be MailChimp, and MailChimp really worked well as a good email marketing tool, but it wasn't a holistic kind of complete marketing and sales automation tool. So those are the reasons, those are the tools that I use prior to SharpSpring. The reason I chose to use SharpSpring and [inaudible 00:01:21] SharpSpring is because it's so robust. I feel like the team at SharpSpring does a good job of continually adding new features, and plus, they have a very solid base, a good foundation of features already in place. It allows us to do both marketing and sales automation, all in one software, which is a huge convenience. I don't have to worry about connecting different pieces of software. For the most part, it all works together in one tool. And it's very affordable, knowing that you get all those different tools in one place as well. If there's a capability that it doesn't have, then it works really well with APR so you can, you can kind of make up a gap for anything that you don't find built-in to SharpSpring by default, which makes it just a very robust and powerful tool. Yeah. SharpSpring, as far as integration goes, was very easy to integrate and stand up. That part was really quick. I would say there's a little bit of a challenge in just being able to customize the software. And it's probably a challenge to customize and integrate software in general, when you're dealing with any sales and marketing automation tool; every company has very specific needs. I know quite a few companies that actually use SharpSpring, so I've been able to see this firsthand. But everyone has different needs and different capabilities, so getting it just right takes a lot of work and a lot of refinements. I think it's important for companies to know that from the start. What I will say is the SharpSpring does a really good job of giving you options and flexibility in their solution set so that you can make sure that everything gets set up to the way that you like. It just may take a little while to get there as you're figuring out exactly how to harness their tools and harness their setup options, to get it set up exactly how your organization wants. When someone is considering to look to integrate SharpSpring or to choose a similar like sales and marketing automation tool, there's a few things that I'd recommend. Foremost is, I would recommend creating a very clear set of use cases. For me, a use case is just how you're going to use the software, so if you can come up with all of the core reasons that you're going to be able to use the software and want to use a software, define those at the very beginning before you even start your search. So that makes your search a lot easier; if you're asking questions, you'll know what to ask. You'll know what are must haves, what are not. And then as you are getting sold on the software or going through the sales process, you can ask to make sure that all those things can be accomplished with the software and what type of time and cost to expect with a software. Now with SharpSpring, for the most part, everything is built into the same price. There's no major ad-ons, so that's a huge advantage, but in general, it's just nice to know what exactly it is that you really need in your software and for your solution before you get into the sales process.
Prioritize real-user-identified key features according to your needs to find your best fit.
Cirrus Insight
Lead Gen & CRM (formerly SharpSpring)
Top FeaturesCirrus Insight
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Lead Gen & CRM (formerly SharpSpring)
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