Cirrus Insight integrates Salesforce with Gmail, Google Calendar, and Google Contacts. Instantly View Contextual Salesforce Information in Your Inbox. Save Emails & Attachments to Salesforce with a Click. Sync Your Google & Salesforce Calendars. Create & Edit Salesforce Records on the Fly. Customize Your Salesforce Workflow in Gmail. Add Google Contacts to Salesforce. Salesforce Tasks Integration. Salesforce Templates Integrated with Gmail.
$27
per user/month
Mailshake
Score 9.5 out of 10
N/A
Mailshake is a suite of tools for teams sending sales emails, including pre-written emails, follow-up scheduling and send controls, merge fields and customization / personalization, in-built monitoring, and both an API and Zapier integrations, notably with Gmail and Google Suite.
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).
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.
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.
I found it pretty good - we were able to put email templates and campaigns together almost immediately. The reason I gave it an 8 is because if you want to edit those templates, the saving and making sure they were part of the campaigns was a little tricky and not intuitive.
Quick support. They offer very extensive and detailed tutorials on how to use the tool, as well as how to succeed in sending emails the right way. It probably reduces the number of support tickets and general support needs. The videos make it very easy to use their solutions. Great way to educate new clients.
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
You can use Mailchimp or SendGrid for similar use, with Mailchimp the email automation is limited, and SendGrid holds up quite well. However, Mailshake is strictly designed and well equipped for email outreach and unusually cold emails, and its usability is second to none.
I'd say it was a net negative for us because the initiative did not lead to sales for us. It was probably HOW we were using it, and not the fault of the product itself. If you have luck with cold emails, and just need a new platform, Mailshake could be a great, and inexpensive option. Our loss was mostly employee time, and learning what doesn't work for us is a positive in the end.
