SALESFORCEIN YOUROUTLOOK INBOX

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TABLE OFCONTENTSIntroduction

Better Salesforce + Outlook Integration

Meeting Users Where They Are

Everywhere You Want to Be

Equip With the Best: Cirrus Insight

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3Source: Cirrus Insight

Introduction

Outlook and Salesforce are

two of the most cutting-edge

and innovative business

solutions on the marketplace.

Both now and in the future,

companies will look to these

services to drive e�ciency,

increase profit, and beat the

competition.

Integrating Outlook and Salesforce is vital forbusinesses seeking to thrive.

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Cirrus Insight: Easy & Integrated

Native solutions do little to remedy

this problem.BCC-to-Salesforce

Con: Only works on outbound emails, only related emails to contacts

Salesforce for Outlook Con: Difficult to set up and configure.

Lack of features.

“Flip-flopping” between Salesforce and the inbox

Con: Time-consuming, produces low-quality data

Email-to-Salesforce to any record Opportunities, cases, custom objects

Deep integration with enterprise Support for custom objects, related

lists, and email tracking

See relevant Salesforce information It's right in the inbox

Sources: 2013 Study by Merkle Group Inc.; “The Annual State of Salesforce 2014-2015,” Bluewolf

WHY WE BUILT CIRRUS INSIGHT FOR OUTLOOK

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A BETTER WAY TO WORKWe talked at over two dozen Salesforce user groups across the country last year. The feedback from Outlook users was consistent. They pointed to Cirrus Insight in Gmail and told us that’s what they wanted in Outlook.

Feature

Email Tracking

Salesforce Templates in Outlook

Fully featured mobile app

Automatically tracks usage with deep analytics

Serves sales, support, and marketing employees

Automatic support for custom fields and custom objects

Two-way calendar sync with invitee sync

Create, assign, and manage Salesforce tasks in Outlook

Supports record types, dependent pick lists, custom fields,

and validation rules

Integrates with leading AppExchange apps

Quick/easy installation

Account management dashboard

Create new Salesforce leads and contacts from Outlook

Create and update Salesforce records inside Outlook

Works with any edition of Salesforce

One-to-one screen share support with video guides

Cirrus Insight

Source: Cirrus Insight

Salesforce for Outlook

What you get with Cirrus Insight.

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80%

47%

Sources: 2013 Study by Merkle Group Inc.; “The Annual State of Salesforce 2014-2015,” Bluewolf

THE #1 REASON FOR LOW SALESFORCE ROI Salesforce can be incredibly hard to get people to use.

In fact, the #1 reason for poor Salesforce ROI is poor Salesforce

adoption.

of senior executives say their biggest CRM challenge is

software.

of companies have acomprehensive Salesforceadoption strategy.

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The Solution:The Problem:

Cirrus Insight Boosts Salesforce Adoption by

10X

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Source: Toister Performance Solutions, Inc.; “Email Statistics Report, 2013-2017,” The Radicati Group, Inc.; “The Annual State of Salesforce 2014-2015,” Bluewolf; Email Marketing Industry Census 2014

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Meet the Users Where They AreThe inbox is where customer communication happens.

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Love starts in the inbox.A fast and e�cient turnaround drives customer loyalty.

90% of customers expect a response within one day.

Customers arrive in the inbox.In 2013, 100 billion emails were sent and received daily in the business space.

In 2017, 132 billion emails are expected to be sent and received daily.

Employees build their homes in the inbox.On average, employees check their email 288 times a day.

The inbox is where sales happen.Revenue from email has increased proportionately by 28% in one year.

It’s where support happens.60% of customers list email as their preferred method of communication.

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You expect hard data, visible results, and advanced business intelligence.

Key Analytics:

• Advanced business intelligence: See who’sopening your emails, whenever and wherever they do it.

• Visible results: Gamify your business and see who’ssaving the most emails, logging the most calls, creatingthe most leads, and more.

• Hard data: Use your already-built Salesforcetemplates, and see which email messaging is moste�ective for you.

The Race is On:

• Cirrus Insight is transforming sales effectiveness inindustries like media, higher education, life sciencesand more.

• Cirrus Insight mobile integrates with Salesforce1That means you get access to the full power ofSalesforce right from any email in your inbox.

Source: Cirrus Insight 10

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DID YOU KNOW? CIRRUS INSIGHT MOBILE ...

Increases average sales by

Lowers the cost of sales by

20%

15%

Achieves 90% key field completion in customer records

Reduces billing lag time by 30%

the average number of sales calls per week by

90%

30%

INCREASES

15%Source: “Why Go Mobile? Six Strategic Objectives You Can Conquer with Mobile CRM,” CRM Software Blog 2013

ENTERPRISE-READY: MANAGE CHANGE ANDMAXIMIZE ROILet Cirrus Insight tie everything together for you. We serve some of the world’s biggest and fastest-growing companies, including several of the Fortune 500. Cirrus Insight o�ers:

1-to-1 screenshare withlightning-fast support response

Employee training and customizable deployment schedules

Source: Cirrus Insight

Best practices and years of experience with change management

#1

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Source: Cirrus Insight

EVERYWHERE YOUWANT TO BECirrus Insight supports all email and device platforms. Whether you’re in Gmail, Office 365, Outlook, or use an iPhone, iPad, Android, or Windows phone, Cirrus Insight natively supports you and your business.

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1- 844-287-0950 | sales@cirruspath.com

EQUIP WI BEST

Cirrus Insight allows you to maximize your resources for sales efficiency. By bringing together email and CRM into one powerful app, you harness the full potential of your two most important business productivity tools. Make your software work for you.

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