cirrus insight & logic20/20: salesforce & office 365 fully integrated

Salesforce & Office 365 Fully Integrated

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Integrate your business apps

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Reduce cost and complexity, super-charge collaboration We make apps that put Salesforce in your inbox.

Cirrus Insight integrates Office 365 with Salesforce.

Cirrus Insight Mobile integrates any email provider with Salesforce.

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Integrate your business appsReduce cost and complexity, super-charge collaboration Why integrate Office 365 and Salesforce?

ProblemSales and support reps live in Office 365, but important

customer data needs to flow to and from Salesforce.

SolutionBring Salesforce into Office 365 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 Introducing Cirrus Insight

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Introducing Cirrus InsightSnapshot Feature

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Snapshot FeatureCreate & Edit Salesforce Records

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Snapshot FeatureAdd Emails Directly to Salesforce

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Snapshot FeatureTrack Who, When & Where Emails are Opened

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Snapshot FeatureUse Salesforce Templates

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

Sales and Support Teams ❤ Cirrus Insight

● See customer context in Office 365

● Track emails: see who, when, and where

● Save emails to Salesforce

● Create new leads and contacts

● Use Salesforce templates in Outlook

● Create and update opportunities and cases

● Set follow up tasks and schedule meetings

"Cirrus Insight

minimizes context

switching between

email and

Salesforce so that

Dropbox reps can

maintain their

workflow and

optimize their

efficiency.”

- Matthew, Sales Ops

Dropbox

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Integrate your business appsReduce cost and complexity, super-charge collaboration Cirrus Insight: Enterprise Grade

Cirrus Insight natively supports:

● Salesforce oAuth 2.0

● Single Sign On (SSO)

● SSL encryption

● User Profiles

● Record Types

● Custom Fields

● Validation Rules

● Custom Buttons

● All editions of Salesforce

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Integrate your business appsReduce cost and complexity, super-charge collaboration Cirrus Insight: Enterprise ROI

Cirrus Insight delivers for over 2,500

organizations:

● 5x faster customer response

● 3x more leads in the pipeline

● 2x faster sales cycles

● 5x Salesforce engagement/adoption

● Improve win rates and retention

Office 365 ROI is 329%.

Salesforce ROI is 70%.

Cirrus Insight helps organizations

maximize the ROI of their two most

important cloud platforms.

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

Cirrus Insight automatically integrates the most popular

Salesforce apps with Office 365:

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Integrate your business appsReduce cost and complexity, super-charge collaboration Cirrus Insight: Customer Satisfaction

Rated #1

Cirrus Insight is rated #1 by customers on

the Salesforce AppExchange and the

Google Apps Marketplace.

We pride ourselves on intuitive design,

powerful features, and excellent customer

service.

We're constantly innovating, and we

welcome customer ideas.

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

Quick and Easy

Admins can install and turn on Cirrus

Insight for their whole organization in

minutes.

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

The power of Salesforce in the

mobile inbox.

● See customer context

● Save emails to Salesforce

● Create new leads/contacts

● Set reminders to follow up

● Schedule meetings

● Log calls to Salesforce

● Create and update

opportunities and cases

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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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Live Demo

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THANK YOU

Cirrus Insight

Jason Hubbard

jhubbard@cirruspath.com

(949) 342-6981