Cirrus Insight vs. Flockjay

For someone who uses both Gmail and Salesforce as part of their main role, this software is an invaluable connector for them both. Some of the features are also not Salesforce specific - such as the Meeting Scheduler, which has proved invaluable to me, and I would recommend to any Gmail user who frequently set up meetings (either internally or externally).

Incentivized

Flockjay is particularly appropriate for training new insurance agents (especially when it comes to learning from real examples through recordings of the best calls!) creating structured learning paths for insurance products and negotiation skills, etc. flockjay is perhaps less appropriate for some when you need a simple platform just to share basic documents or the like, such as a CRM

Incentivized

• Log email to Salesforce. You click one button and it logs for you. This is easier than adding the BCC email address that Salesforce provides as a way to log email.
• Track views and engagement on these emails. It's nice to know if the email was opened and if links were clicked.
• Update quick fields in Salesforce directly from their inbox using Cirrus. This prevented reps from needing to click into Salesforce, wait for it to load, then update fields like the phone number or name.
• If the rep did need to open Salesforce, Cirrus provides a quick button to navigate to the Lead/Contact/Opportunity page quickly.

Incentivized

• I can appreciate the level of detail available in the consumption reports to allow me to validate progress per learner
• The platform is user-friendly, and most of my participants feel that it is simple to navigate to find the assets they are searching for in the just-in-time training
• The exam functionality and visibility for my managers to partner with me in the onboarding experience is key.

Incentivized

• Email Tracking is not always accurate - this can be due to the nature of the device and the email client used by the recipient.
• Gmail app is subject to being glitchy and auto-log out out behavior.
• Meeting time function is limited in its functionality and is prone to glitches as reported by clients.
• Send later function works about 85% of the time.
• Follow up intervals are too short and should provide more customised options.

• Some of the canned display features would be great to turn off (side bars like the related content take up screen space in hubs or pages that really need a full screen view)

Incentivized

It is the best google to salesforce integration on the market. support is incredibly responsive and very helpful. They are constantly adding new features, and the current feature set is well beyond anything else that is currently offered in the market

Very easy to use. Everything opens in a familiar interface right inside the google apps sidebar. It brings in salesforce records, so as long as you know google apps / gmail and salesforce you'll be all set. It's point and click.

Flockjay is great for sales training and onboarding, offering many effective features that boost performance. However, it could be even better with more customization, a friendlier interface, better integrations, and improved mobile access. Fixing these areas would make Flockjay an even more valuable tool for our sales team. Overall, it’s a strong solution with room for growth.

Incentivized

Haven't had a down issue in the almost 2 years I've been using the product. Support is also super responsive.

Pulls in salesforce data very quickly, and syncs very quickly.

The plugin is installed inside your internet browser as an extension/add-on. It can be found in most add on stores and is easy to install. Usually just a few clicks. It handles authorization for you once you sign in, and then takes care of all the rest. It couldn't be easier to get working right out of the box. You're up in running in less than 5 minutes.

Yesware regularly sent me alerts that my emails had been opened by someone who I hadn't sent them to, from locations they couldn't possibly have been. I also don't recall its Salesforce activity logging working as smoothly, though I last used Yesware more than 12 months ago so my memory isn't as fresh as it could be

Incentivized

MindTickle had more advanced capabilities but has also been around a lot longer with its way of injecting competencies into its the framework for enablement

Incentivized

• More efficient. It only takes a few seconds to upload an email to the right location.
• More emails in Salesforce now, where as before, people didn't even try uploading it due to the difficulty.
• Equality across the board. Everyone is on the same page in how we record things.

Incentivized

• It has helped us in training new account executives with ease.
• I has ramped up the sales training cycle from 2 months to 3 weeks.

Incentivized