Cirrus Insight vs. Scratchpad

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

I have over 250 accounts in my name, and it can be difficult to prioritize and find notes on past conversations my colleagues may have had. Scratchpad makes it super easy to reference past notes and add new ones to organize my book of business and make the best use of my time.

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

• Scratchpad notes are super easy to use and link to Salesforce Opportunities.
• Allows you to update all the necessary Salesforce opportunity fields without going into Salesforce.
• Easy to use Task manager that helps you stay on track through the day.
• Extremely easy to use and their CS team is always willing to provide training and help.

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.

• When pulling in Salesforce reports, it doesn't have full ability to do grouping/sorting.
• When looking at pipeline view there's not an ability to expand the default view to see more than 5 people per group.
• It'd be nice if comments would go as a task rather than a buzz.

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.

Great functionality and a great intuitive tool

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

Scratchpad is just a much more enjoyable way of interacting with Salesforce for the features it currently supports. It's not an alternative to Salesforce, it's an alternative UX for certain daily activities in SF, and it's great at that.

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

• I credit Scratchpad to saving me on average about 1 - 2 hours a day (what it used to take me) and about 5 - 6 hrs per week.
• Scratchpad makes me feel better about where I stand in regards to my quota cause it gives me easy visualization into my pipeline making forecasting discussions easier with managers.
• Scratchpad enables me to stay organized and helps me feel less overwhelmed with Admin work.

Incentivized