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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
(949) 342-6981
