キャプテラ - 企業の最適な
ソフトウェア選びをサポートし15年

Cirrus Insightとは?

Salesforceではなく受信トレイで作業を行うことができます。メールの使用を強制する必要がありません。使いやすく、効果的。Salesforceは便利でシンプルであるべきです。

これがSalesforceを受信トレイに取り込む理由です。時間を節約し、生産性を向上させることができます。

これで、作業中にSalesforceを確認したり更新したりすることができます。Salesforceへのメールの同期、メール開封の追跡、Salesforceレコードの作成と更新、通話のスケジュール設定などを行うことができます。

Cirrus Insightを14日間無料でお試しください。

Cirrus Insightの対象ユーザー

Salesforce for CRM、そしてGmailまたはOutlook/Office 365をメール・クライアントとして使用する企業は、2つのプラットフォームをCirrus Insightと統合することで大きな価値を得ることができます。

Cirrus Insightソフトウェア - 1
Cirrus Insightソフトウェア - 2
Cirrus Insightソフトウェア - 3
Cirrus Insightソフトウェア - 4
Cirrus Insightソフトウェア - 5

Cirrus Insightをご存知でしょうか? 別の人気製品との比較

Cirrus Insight

Cirrus Insight

4.1 (109)
$14.00
無料バージョン
無料トライアル
66
4
4.1 (109)
4.0 (109)
4.0 (109)
VS.
価格プラン
価格オプション
機能
連携サービス
使いやすさ
価格の妥当性
カスタマーサービス
$29.00
無料バージョン
無料トライアル
40
3
4.5 (125)
4.4 (125)
4.5 (125)
緑色の評価バーは、平均評価とレビュー数に基づいて高評価の製品を表しています。

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Cirrus Insightの評判・レビュー

評価ポイント

総合評価
4.1
使いやすさ
4.1
カスタマーサービス
4.0
機能
4.1
価格の妥当性
4.0

企業規模(従業員数)別レビュー数

  • <50
  • 51-200
  • 201-1,000
  • >1,001
Jennie
Jennie
アメリカのOEM Business Development
認証済みLinkedInユーザー
自動車, 11~50人規模の会社
使用期間: 1年以上
投稿経路

Best tool for Increasing SalesForce Utilization

5.0 5 年前

製品を使ってみた感想: 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!!!

良いポイント:

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.

改善してほしい点:

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.

Nitin
Nitin
インドのManager, Sales Operations
認証済みLinkedInユーザー
市場調査, 10,000+人規模の会社
使用期間: 2年以上
投稿経路

It helps in adoption of Salesforce !

4.0 5 年前

製品を使ってみた感想: Get more activities and quicker record addition into salesforce.

良いポイント:

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!

改善してほしい点:

Some erratic sync fails due to Google Token refreshes.

Bob
アメリカのVP Innovation
消費財, 1,001~5,000人規模の会社
使用期間: 2年以上
投稿経路

A 'good' product when operational, with Cirrus nuisance self-promotion built in for free

3.0 4 年前

製品を使ってみた感想: Technical support is good at sending 'canned' responses.
I find myself frustrated that cirrus hasn't improved its usability.
Please give me two things every month that make your 'standard' features of Gmail to SalesForce work without me having to invoke extra keystrokes or drag picklists to see all available options.

良いポイント:

I like the ability that Cirrus links to SalesForce and Gmail and locates recipients in the SalesForce database and links emails to the Account/Contact activity log

改善してほしい点:

Cirrus is not reliable in locating related SalesForce contacts and particularly not reliable locating contacts when using the 'Add to SalesForce', 'Custom' option that allows linking an email to a standard related lists such as linking an email to Opportunity or Case- there are many examples of these issues that often I've thought to cut-and-paste and email into a SalesForce activity would be faster. Another daily pain is when selecting another tab (instance) of Gmail, cirrus presents a sidebar that says, "Let's put this app to work!" When you're ready to go to work, you're required to click the "Continue" button, only to be greeted with another sidebar that says "Get More Done" that 'promotes/sells' cirrus features Book Meeting, Follow-Up Reminders, Sales Email Campaigns, Email Templates. If you do not select the "Get To Work!" button cirrus is not functional. Why is a productivity application like cirrus requiring me to tell cirrus separately to "Continue" and "Get To Work" when in fact these are redundant requests causing extra keystrokes? Why does not cirrus just start working for me without having to tell the application to start syncing my email (activities) to Gmail? Cirrus is counter-productive for a productivity application.

Brian
アメリカのRegional Managet
認証済みLinkedInユーザー
コンピュータ・ソフトウェア, 51~200人規模の会社
使用期間: 1年以上
投稿経路

検討した類似製品:

Best out of all

5.0 5 年前

製品を使ってみた感想: I have tried multiple email tracking apps and software. I have left Cirrus twice and ended up coming back. Now I will never leave, it is exactly what I need.

良いポイント:

Ease of use, visual inspection of all past emails.

改善してほしい点:

Nothing really, maybe the lack of ability to export to Excel.

Will
Will
アメリカのClient Success Director
認証済みLinkedInユーザー
コンピュータ・ソフトウェア, 51~200人規模の会社
使用期間: 2年以上
投稿経路

I love Cirrus Insight so much, that I gladly put up with its issues

4.0 3 年前

製品を使ってみた感想: I love Cirrus Insight and feel like it is the best way to ensure tracking and data entry into Salesforce. Because it does this automatically, and is managed from within Gmail, it makes it super easy to review contacts/accounts/opps and track emails, phone calls and meetings. This more than makes the investment worth it, but the email open/click tracking is also super useful, as is the ability to create follow-up tasks and set delayed send times. The extension seems to be finicky, erroring out on campaigns or requiring sign-in far too often, but it is well worth the thousands of hours I have saved in the last 2+ years from not having to log activity in Salesforce Directly, as well as research clients back and forth from email to SFDC. Cirrus brings it all into Gmail and is a lifesaver. Our Sales and CS teams use it and it is critical to our business.

良いポイント:

The reason I purchased Cirrus Insight was to allow me to easily track all my emails to Salesforce. Sending emails from Salesforce is a pain and it is not easy to add received emails to the platform. With the Cirrus Insight extension, all my emails (or the ones I choose) are added to Salesforce. And the best part is, it happens within my Gmail Inbox. I do not have to go to Salesforce, but can review emails, opens, clicks, contacts, opportunities, accounts and more all from within Gmail.

改善してほしい点:

I feel like the "campaign" function errors out a lot. Its useful, but when sending an email to a large list, I plan on having to send it more than once. Additionally, I feel like I am often getting "disconnected" and have to reauthenticate. I don't know why this is...maybe its my orgs security, but it is annoying and not clear why its happening.