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G2 Crowd Users Weigh In on Their Favorite Cirrus Insight Features

G2 Crowd Users Weigh In on Their Favorite Cirrus Insight Features

Maddy Osman

By Maddy Osman on Mar 20, 2019

Company News

G2 Crowd Users Weigh In on Their Favorite Cirrus Insight Features

When making decisions around the types of tools worth incorporating into your sales team processes, it’s easy to get sold on an idea first and implementation later. Quality branding and a flashy website are hard elements to ignore.

Working in sales, you know this all too well. If you close a deal for a product that can’t deliver around a client’s specific pain points and use case, it becomes clear during the post-purchase process. As a result, right off the bat, the relationship suffers.

At Cirrus Insight, we know that every sales team operates differently, valuing certain features over others for the sake of driving efficiencies. More importantly, though, we know that the proof of value lies in the feedback and experiences of those putting these features to work on the daily.

With 858 reviews and a 4.3-star average rating, here are some of our favorite G2 Crowd reviews from customers who are using Cirrus Insight to streamline their sales efforts.

“Amazing Product with Helpful, attentive (and fun!) staff”

g2 crowd users favorite cirrus insight features
What do you like best?

The experience we have had with the staff at Cirrus has been amazing. They are helpful, patient, attentive, and follow up promptly with any questions we have. They provided group and individual training for their product and support us through our uses. In one 30 minute session I learned so much about Cirrus as a newer user, and am already using features that before I didn't even know existed. It's making my job easier every day. Their staff is upbeat, fun to work with, and dedicated to helping users excel in their use of the product. I love that they can see what features our team is not utilizing, and offer training to help us use their product to it's fullest potential. I have only been using Cirrus insight personally for a month, but our team has been using it for around 6 years. My personal experience has been excellent. Scheduling meetings with their staff is easy and they are on time and fully attentive during our meetings and training.

What business problems are you solving with the product? What benefits have you realized?

I schedule lots of meetings with external sources and the Book a Meeting feature has been great for inserting appointment times into emails, especially when looking across several people's calendars. I also use the Salesforce integration for contacts and leads, and email tracking. I love that you can customize your personal calendar page and add your company's branding for a clean and universal look. The benefits to our team are too many to mention, these are just a very few that I have utilized in my role.

Sales productivity and Salesforce integrations aside, we pride ourselves in providing customers with the support they need, when they need it. We even provide a regularly maintained Status Page for the sake of providing real-time updates on app operations and fix releases.

“Robust tool for a great price”

g2 crowd users favorite cirrus insight features
What do you like best?

- Robust integration with Salesforce. Can see and edit all custom object records, as long as you can access it through an Account, Opp, Contact, or Lead through a Related List

- Also includes a scheduling tool that takes into account conflicts on your calendar

- Ability to add emails by default, or manually add a specific thread, including the ability to select attachments

- Great customer service -- usually responds within a day, and almost always resolves the issue on first contact

- Good looking UI in Gmail

- Ability to track email opens, and exclude internal org opens

- Schedule emails to be sent at a later time & automate follow-up task scheduling

- Intelligently shows relevant fields (including fields required by validation rules) when creating a Lead, Contact, or Account, not all of the fields

What business problems are you solving with the product? What benefits have you realized?

Prevents me from needing to switch screens to access Salesforce when writing an email

Allows me to instantly see if Contacts or Leads are in Salesforce at a glance without opening an email

Cirrus was built to make your job in sales 10x easier, not harder. Doing so starts with powerful integration capabilities alongside a tool you’re likely already using regularly: Salesforce.

Adding another tool to your routine shouldn’t double the amount of busy work. Thanks to features that allow for automated syncing of contacts, opportunities, events, and more, those easy-to-forget administrative tasks are practically eliminated altogether.

“Click Boom Amazing”

g2 crowd users favorite cirrus insight features
What do you like best?

Integration with Salesforce, Calendar makes it easier to update, set an appointment using the calendar link, Setting up task and reminders is also a great value for us, especially when doing follow-ups with the customer.

What business problems are you solving with the product? What benefits have you realized?

Email tracking, lead management

Cirrus makes it easier for us to manage our leads and it is also a great tool in monitoring our emails. The email templates are also a great feature for us to see the open and reply rates of our emails most especially for our cold leads.

When you’re already spending enough time tracking down leads and email addresses, the last area you want to get held up is meeting scheduling. Luckily, you can limit all of the usual back and forth communication with prospects to a single message by adding your calendar availability to emails. Then, learn from what is and isn’t working with drip campaigns using Flight Plan analytics.

“Best on the market”

g2 crowd users favorite cirrus insight features
What do you like best?

Everything works from my Gmail accounts. I don't have to access anything through Salesforce. I'm not in Salesforce all the time but I am in Gmail. Tracking is very easy. I like the pop-up notification when someone opens the email. This is especially powerful when there is a lag between openings. Much of the time, if a couple of weeks have passed and the email is opened again, I will receive a reply soon after.

What business problems are you solving with the product? What benefits have you realized?

Tracking emails is very important. I've actually called prospects right after they've opened and had a great response.

You shouldn’t have to simply send emails to prospects and hope for the best. With our Flight Plan functionality and Attachment Tracking working in tandem, when and how you follow-up becomes more strategic and in turn, more effective.

Final Thoughts: G2 Crowd Users Weigh in on Their Favorite Cirrus Insight Features

At the end of the day, the benefit of any sales tool is reflected in the experiences of those actually using it. But to understand how advertised functionality actually fits into your own organization, you need to put it to the test.

Familiarize yourself with everything Cirrus Insight has to offer sales teams. Get started with our free 14-day trial — no credit card required.

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