CIRRUS INSIGHT:

A MORE EFFICIENT SALES SOLUTION

OFFICE 365 & SALESFORCE

Introduction 3

The Rise of Office 365 4

The Power of Salesforce 7

Cirrus Insight: Integrating 10 Office 365 with Salesforce

Equip with the Best 16

TABLE OF CONTENTS

2

3

Introduction

Microsoft Office 365 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 Office 365 and Salesforce is vital for businesses seeking to thrive.

Source: Cirrus Insight

4

5Source: “Microsoft by the Numbers: The Enterprise Cloud,” 2013

Long recognized as the undisputed leader in enterprise productivity software, Microsoft is committed to making the Office 365 platform the place to manage your business.

Integrating your customer relationship management (CRM) program into Office 365 puts you at the forefront of Microsoft’s massive investment.

Enterprises currently represent

of Microsoft’s business globally.

More than 1 million U.S. government employees use Office 365.

Microsoft has invested

$15 billion to build its massive cloud infrastructure.

58%

1 MILLION

15 BILLION

The Rise of Office 365

6Sources: “Microsoft Office 365, Exchange Server and Outlook Market Analysis 2014–2018,” The Radicati Group; BetterCloud.com

Microsoft has built the Office 365 platform to create a seamless experience across devices. It used to be different experiences for different devices.

Now, it’s one experience for all devices.

This will increase adoption by increasing usability.

Cloud-based messaging and collaboration continues to show strong growth and is expected to represent 43% of worldwide business mailboxes by 2018.

Cloud-based mailboxes, powered by Microsoft Exchange server technology, currently represent 31% of all worldwide Business Cloud Mailboxes.

Cloud-provisioned office system users will grow 28.5% each year to 695 million users by 2022. This will constitute 60% of the 2022 global user base.

The inbox is the place companies expect their workers to work together and conquer challenges. The importance of the cloud for employee collaboration and productivity continues to grow.

7

8Sources: Salesforce.com Customer Relationship Survey Results, 2013; BetterCloud.com Survey 2013

The Power of Salesforce

SALESFORCE IS THE NO.1 CRM APP IN THE WORLD TODAY. Salesforce.com pioneered the concept and advantages of cloud-based customer relationship management systems.

of Salesforce customers indicate that they definitely or probably will continue to use Salesforce in the future.

have recommended Salesforce to a colleague.

of CRM customers use a cloud-based CRM

chose Salesforce.com.

93%

69% 41.6%

33.8%

9Source: “The State of Salesforce” 2013–2014, Bluewolf

WHY DO COMPANIES KEEP CHOOSING SALESFORCE?

When properly implemented, Salesforce drives customer engagement and empowers users. That’s why it’s so important to have Salesforce in the inbox: It’s where you meet customers and empower your employees to perform at their best.

Customer Engagement

The solution: Cirrus Insight works across all devices. It brings Salesforce features and functionality into the inbox to power productivity and customer engagement.

The problem:

Bcc to Salesforce is very limited: no inbox intelligence from Salesforce; emails can only relate to contacts and not other records in Salesforce.

Salesforce for Outlook doesn’t work with Outlook Web Access or OWA Apps (iPhone, iPad, Android, and Windows).

believe that customer engagement will surpass productivity to drive growth.

make customer engagement their top priority.

84% 60%

10

11

Cirrus Insight: Integrating Office 365 with Salesforce

Bridging the gap between Office 365 and Salesforce, Cirrus Insight brings the power of your CRM to the place where you meet and interact with your customers: the inbox.

One platform: Microsoft’s Office 365 innovative and game-changing “one app for all devices” development platform means that Cirrus Insight is available everywhere, with one seamless user experience across all devices.

Activate the Cirrus Insight for Office 365 app for instant availability across all devices. It works online with Outlook Web Access, as well as on iPhone, iPad, and Android OWA apps and on Outlook 2013 (with Exchange 2013 hosted or on premise).

Use and track the most effective messaging with Salesforce templates integration.

Create and edit Salesforce records.

Save emails and attachments to Salesforce with a click.

Track and see who opens your emails with real-time notifications.

Customize your Salesforce experience within Office 365.

Source: Cirrus Insight

Sources: EmailMonday.com; “2013 Internet Trends,”Kleiner, Perkins, Caufield, and Byers“; “U.S. Consumer Device Preference Report,” Moveable Ink, 2014, Cirrus Insight

TODAY, MORE EMAIL IS READ ON MOBILE DEVICES THAN ON DESKTOPS.

Cirrus Insight powers the mobile enterprise. With more than 500 5-star reviews on the Salesforce AppExchange, Cirrus Insight helps users reach their goals through increased productivity, engagement, and CRM activity.

• Easy install• Single sign-on (SSO)• Salesforce OAuth 2.0

• SMB and Fortune 500 companies

• Government institutions• Higher education

On average, people check their phones 23 times a day for messaging purposes.

66% of all emails are opened on mobile devices.

CIRRUS INSIGHT FEATURES

CIRRUS INSIGHT SUPPORTS

66%

12

Cirrus Insight: A Robust Platform

1,000,000,000

10,000,000

1,000,000

Salesforce API transactions

emails logged to Salesforce

new leads and contacts created

• Faster sales cycles• More leads• Faster customer support

response time

• Better customer satisfaction and retention

• No more cut and paste

25% increase in end-user productivity

5X70%

2X FASTER3X5X in user

engagement and data creation

more leads and contacts generated in Salesforce with Cirrus Insight

MORE

INCREASE

SALES CYCLES

INCREASE

Salesforce data input

in Salesforce ROI

13Source: Cirrus Insight

14Sources: Study conducted by Cisco

BRING YOUR OWN DEVICE: Employees expect a seamless work experience on any device. Employees count on the ability to quickly and easily run any application on their personal technology at work. Cirrus Insight for Office 365 works on any mobile device.

WITH CIRRUS INSIGHT, YOU GET THE #1 CHOICE FOR SALESFORCE & OFFICE 365, ENSURING MAXIMUM CLOUD ROI.

That means Cirrus Insight’s functionality across all devices is invaluable.

In 2013, 90% of U.S. employees used their personal devices for work purposes.

90%

15

KEY PERFORMANCE INDICATORS

Cirrus Analytics

• Discover who’s adding the most leads, contacts, and information into Salesforce.

• See which email templates are connecting with customers and which need to be tweaked.

• Boost Salesforce adoption by 5x.

Powered by Cirrus Insight

Cirrus Management Dashboard

• Easily manage your users, licenses, permissions, and settings.

• Gain total control over your deployment.

1 2

Source: Cirrus Insight

16

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

EQUIP WITH THE BEST

Cirrus Insight powers the mobile enterprise by bringing together the two most important business productivity tools—email and CRM—into one powerful app. Make your software work for you.