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Medium sized B2B sales teams from 5 to 100.
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.
Easy to learn and use!!! Great features. Love how easy it is to customize for any requirements or needs.
It was also very difficult to sort contacts and manipulate the data contained for each contact.
Time and time again, I've hit support for assistance and all of the support team has been great. Specifically, I'd like to give kudo's to Mike Roa who has always been fantastic to work with.
There is no documents library though you can attach individual docs to contacts. Plus as I've researched other CRMs I've found their pricing to be on the higher side for what is really older software.
The custom fields allow us to gear this product to fit our business. The support team is outstanding in their response time and resolving any issues.
We have had some struggles with interfacing SN's built in calendar with our MS Outlook calendars from which we schedule the rest of our business.
Thanks for this great sample template. It is easy to use and will help me a lot in sales and targets.
No, and SalesNexus not only cause us t switch from Hubspot but because of it's functionality, we will be eliminating two other vendor services.
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.
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.
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