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From Inbox to Quote in 4 Clicks

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Integrate your business appsReduce cost and complexity, super-charge collaboration Today’s Speakers

Jason Hubbard, VP of Marketing

Cirrus Insight

Paul Vranas, Director of Sales

Alternative Technology Solutions

Jeff Underdahl, VP of Product Innovation

Alternative Technology Solutions

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Integrate your business appsReduce cost and complexity, super-charge collaboration The Sales Process Starts in the Inbox

How do you move from an email to a quote in 4

clicks?

It all begins with simply opening an email.

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Integrate your business appsReduce cost and complexity, super-charge collaboration The Problem

This is where the bottleneck usually occurs though. You’re now the only one with access to details of the sale.

That’s where Salesforce steps in. However, even then, it’s extremely inconvenient to switch back and forth between your

inbox and Salesforce...

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Integrate your business appsReduce cost and complexity, super-charge collaboration What’s Being Done About Poor Salesforce adoption?

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Integrate your business appsReduce cost and complexity, super-charge collaboration Introducing Cirrus Insight

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Integrate your business apps

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Reduce cost and complexity, super-charge collaboration We Make Apps that Integrate the Inbox with Salesforce

Cirrus Insight integrates your inbox, calendar, and contacts (in both Google Apps and Office 365) with Salesforce.

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Integrate your business appsReduce cost and complexity, super-charge collaboration Why Should I Integrate the Inbox and Salesforce?

ProblemSales and support reps live in their inbox and on their calendar, but that important customer data needs to flow to and from Salesforce.

SolutionBring Salesforce to reps in the inbox and sync with their calendar to increase engagement, effectiveness, and efficiency of employees.

Benefits● Increase productivity and adoption of

Salesforce.● Top and bottom line growth from faster

sales cycles and ticket resolution.● Greater visibility for marketing, sales and

customer support.

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Integrate your business appsReduce cost and complexity, super-charge collaboration Native Salesforce / Google Apps Integration

Gmail to Salesforce

Gmail Buttons and Links

Add Google Docs to Salesforce

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Integrate your business appsReduce cost and complexity, super-charge collaboration Did You Know Mobile CRM?

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Integrate your business appsReduce cost and complexity, super-charge collaboration Cirrus Insight Mobile: Benefits

Empower the mobile worker

● Greater visibility into customer data● Enhanced business intelligence● Better synchronization of data● One cohesive working experience● Improved efficiency across multiple

tasks

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Integrate your business appsReduce cost and complexity, super-charge collaboration Who uses Cirrus Insight?

We serve over 50,000 customers from small businesses to large enterprises.

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Live Demo

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THANK YOU