Cirrus Insight vs. Saleo

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

Saleo is well suited for SaaS businesses who want their SolCon and Sales teams to demo out of a real production account, not a fake one. With Saleo our commercial sales team can easily select an Industry template and go...literally no prep to show the product with industry data. Our SolCon team can build out a custom demo with the customer's data in a few minutes. There is also a sharing feature, so if someone built something cool they can share it with everyone. Also, our product marketing team has started using it for screenshots and videos.

• 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

• Industry Templates that can be easily shared and used by sales
• Creation of custom demo's by Sales Engineers in minutes
• Reducing prep time for demos. Click on a template and go.

• 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.

• When we first rolled out, it was hard to changing a data point in multiple places quickly. This was just fixed by the roll out of personalization strings.
• We have very complex tables. At first the table editor needed some help handling the nesting. The newest release of Saleo fixed the issue we had.

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.

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

Our CRO did not like using video recordings. He felt that would backfire on us. Our CTO would not allow us to make a copy of our application or it's data, so most of these solutions were eliminated. Saleo is the only solution that lets you demo out of a production account with no videos or copies of your data

• 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

• We've reduced prep time for demo's by hours per demo
• Our commercial sales (velocity business) now demo's on their own with no help from SolCon
• For large enterprise deals, we create a custom demo every time now. That was not possible before Saleo