SALESFORCE IN YOUR OUTLOOK INBOX

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1 SALESFORCE IN YOUR OUTLOOK INBOX

2 TABLE OF CONTENTS Introduction 3 Better Salesforce + Outlook Integration 4 Meeting Users Where They Are 9 Everywhere You Want to Be 14 Equip With the Best: Cirrus Insight 15 2

3 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 efficiency, increase profit, and beat the competition. Integrating Outlook and Salesforce is vital for businesses seeking to thrive. Source: Cirrus Insight 3

4 Native solutions do little to remedy this problem. BCC-to-Salesforce Con: Only works on outbound s, only related s 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 Cirrus Insight: Easy & Integrated -to-Salesforce to any record Opportunities, cases, custom objects Deep integration with enterprise Support for custom objects, related lists, and tracking See relevant Salesforce information It's right in the inbox 4

5 WHY WE BUILT CIRRUS INSIGHT FOR OUTLOOK A BETTER WAY TO WORK We 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. Sources: 2013 Study by Merkle Group Inc.; The Annual State of Salesforce , Bluewolf 5

6 What you get with Cirrus Insight. Feature 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 Salesforce for Outlook Source: Cirrus Insight 6

7 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. The Problem: 80% 47% The Solution: Cirrus Insight Boosts Salesforce Adoption by 10X of senior executives say their biggest CRM challenge is software. of companies have a comprehensive Salesforce adoption strategy. Sources: 2013 Study by Merkle Group Inc.; The Annual State of Salesforce , Bluewolf 7

8 7

9 Meet the Users Where They Are The inbox is where customer communication happens. 1. Love starts in the inbox. A fast and efficient turnaround drives customer loyalty. 90% of customers expect a response within one day. 4. The inbox is where sales happen. Revenue from has increased proportionately by 28% in one year. 2. Customers arrive in the inbox. In 2013, 100 billion s were sent and received daily in the business space. In 2017, 132 billion s are expected to be sent and received daily. 5.! It s where support happens. 60% of customers list as their preferred method of communication. 3. Employees build their homes in the inbox. On average, employees check their 288 times a day. Source: Toister Performance Solutions, Inc.; Statistics Report, , The Radicati Group, Inc.; The Annual State of Salesforce , Bluewolf; Marketing Industry Census

10 You expect hard data, visible results, and advanced business intelligence. Key Analytics: The Race is On: Advanced business intelligence: See who s opening your s, whenever and wherever they do it. Visible results: Gamify your business and see who s saving the most s, logging the most calls, creating the most leads, and more. Hard data: Use your already-built Salesforce templates, and see which messaging is most effective for you. Cirrus Insight is transforming sales effectiveness in industries like media, higher education, life sciences and more. Cirrus Insight mobile integrates with Salesforce1 That means you get access to the full power of Salesforce right from any in your inbox. Source: Cirrus Insight 10

11 DID YOU KNOW? CIRRUS INSIGHT MOBILE... Increases average sales by 20% Lowers the cost of sales by 15% Achieves 90% key field completion in customer records Reduces billing lag time by 30% 90% 30% INCREASES the average number of sales calls per week by 15% Source: Why Go Mobile? Six Strategic Objectives You Can Conquer with Mobile CRM, CRM Software Blog

12 ENTERPRISE-READY: MANAGE CHANGE AND MAXIMIZE ROI Let 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 offers: #1 Employee training and customizable deployment schedules Source: Cirrus Insight Best practices and years of experience with change management 1-to-1 screenshare with lightning-fast support response 12

13 13

14 EVERYWHERE YOU WANT TO BE Cirrus Insight supports all 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. Source: Cirrus Insight 14

15 EQUIP WI BEST Cirrus Insight allows you to maximize your resources for sales efficiency. By bringing together 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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