Attach vs. Cirrus Insight

It is appropriate for any business that presents virtually and currently shares files or links.

Incentivized

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

• Present presentations
• Ensure documents are reviewed
• Prevents sharing with unauthorized readers

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

• If you could actually send the emails from Attach, that might be helpful so you're not in two screens.

• 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.

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.

I looked at ClearSlide but decided against it because it's more expensive. I was also up and running on Attach very quickly.

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

• The ROI comes from less anxiety of wondering what a prospect is doing with the attachment and how much engagement they've had with the sales deck.
• Seeing a prospect open the attachment from the email notification I get is an excuse to reach out.

• 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