CIRRUS INSIGHT:

OFFICE 365
& SALESFORCE
A MORE EFFICIENT SALES SOLUTION
TABLE OF
CONTENTS
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

2
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 3
4
The Rise of Office 365 Enterprises currently
represent

Long recognized 58%

of Microsoft’s

as the undisputed business globally.

leader in enterprise
productivity software,
More
Microsoft is committed
than 1
to making the Office
million 1 MILLION
365 platform the U.S. government

place to manage your employees use

Office 365.

business.
Microsoft has
Integrating your customer relationship management invested
(CRM) program into Office 365 puts you at the forefront
of Microsoft’s massive investment. $15
billion
to build its massive
15
BILLION
cloud infrastructure.

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

Microsoft has built the Office
365 platform to create a
This will increase
seamless experience across adoption by
devices. It used to be different increasing
experiences for different Now, it’s one experience for usability.
devices. all devices.

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.

Cloud-based messaging and Cloud-based mailboxes,  loud-provisioned office system

collaboration continues to show
strong growth and is expected
to represent 43% of worldwide
business mailboxes by 2018.
powered by Microsoft Exchange
server technology, currently
represent 31% of all worldwide
Business Cloud Mailboxes.
C
users will grow 28.5% each year to
695 million users by 2022. This will
constitute 60% of the 2022 global
user base.

Sources: “Microsoft Office 365, Exchange Server and Outlook Market Analysis 2014–2018,” The Radicati Group; BetterCloud.com 6
7
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.

93% of Salesforce customers

indicate that they definitely
or probably will continue to 69% have
use Salesforce in the future. recommended
Salesforce to 41.6% of CRM customers use
a colleague. a cloud-based CRM
33.8% chose Salesforce.com.

Sources: Salesforce.com Customer Relationship Survey Results, 2013; BetterCloud.com Survey 2013 8
WHY DO
The problem:

COMPANIES
KEEP  cc to Salesforce
B Salesforce for

CHOOSING is very limited: no

inbox intelligence from
Outlook doesn’t work
with Outlook Web Access

SALESFORCE?
Salesforce; emails can or OWA Apps (iPhone,
only relate to contacts iPad, Android, and
and not other records Windows).
in 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 The solution: Cirrus
at their best.
Insight works across all
Customer Engagement
devices. It brings Salesforce
features and functionality
into the inbox to power
84% 60% productivity and customer
believe that customer
engagement will
make customer
engagement their
engagement.
surpass productivity top priority.
to drive growth.

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

10
Cirrus Insight: Integrating
Office 365 with Salesforce
Bridging the gap between
T rack and see who opens your emails with
real-time notifications.
Save emails and attachments to
Salesforce with a click.

Office 365 and Salesforce, Create and edit Salesforce records.

Cirrus Insight brings the
power of your CRM to  se and track the most effective messaging
U

the place where you meet with Salesforce templates integration.

and interact with your Customize your Salesforce

customers: the inbox. experience within Office 365.

One platform: Microsoft’s Office 365 Activate the Cirrus Insight

for Office 365 app for
innovative and game-changing “one app for instant availability across all
devices. It works online with
all devices” development platform means that Outlook Web Access, as
well as on iPhone, iPad,
Cirrus Insight is available everywhere, with one and Android OWA apps
and on Outlook 2013
seamless user experience across all devices. (with Exchange 2013
hosted or on premise).

Source: Cirrus Insight 11

TODAY,
MORE EMAIL
IS READ
ON MOBILE 66%
DEVICES
THAN ON On average, people
check their phones
66% of all emails
are opened on

DESKTOPS. 23 times a day for

messaging purposes.
mobile devices.

Cirrus Insight powers CIRRUS INSIGHT CIRRUS INSIGHT

the mobile enterprise. FEATURES SUPPORTS
With more than 500 5-star reviews on the Salesforce • Easy install • SMB and Fortune 500
AppExchange, Cirrus Insight helps users reach their goals • Single sign-on (SSO) companies
through increased productivity, engagement, and CRM activity. • Salesforce OAuth 2.0 • Government institutions
• Higher education

Sources: EmailMonday.com; “2013 Internet Trends,”Kleiner, Perkins, Caufield, and Byers“; “U.S. Consumer Device Preference Report,” Moveable Ink, 2014, Cirrus Insight 12
Cirrus Insight:
5X
in user
A Robust Platform engagement and
data creation

1,000,000,000 INCREASE

3X
Salesforce API transactions more leads and contacts
generated in Salesforce

10,000,000 with Cirrus Insight

emails logged to Salesforce

2X FASTER
1,000,000 SALES CYCLES

5X
new leads and contacts created
MORE
25% increase Salesforce data input
in end-user

• Faster sales cycles

• More leads
productivity

• Faster customer support

• Better customer
satisfaction and retention
• No more cut and paste
70%
INCREASE
response time in Salesforce ROI

Source: Cirrus Insight 13

WITH CIRRUS BRING YOUR
OWN DEVICE:
INSIGHT, Employees expect a
YOU GET seamless work experience
on any device. Employees
THE #1 count on the ability to
CHOICE FOR quickly and easily run
SALESFORCE any application on their
personal technology at
& OFFICE 365, work. Cirrus Insight for
ENSURING Office 365 works on
any mobile device.
MAXIMUM
CLOUD ROI.
That means Cirrus Insight’s functionality across all
devices is invaluable.

In 2013, 90% of U.S.

90%
employees used their
personal devices for
work purposes.

Sources: Study conducted by Cisco 14

 KEY PERFORMANCE
INDICATORS
Powered by Cirrus Insight

1 Cirrus Analytics 2 Cirrus Management Dashboard

• 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.
• Easily manage your users, licenses, permissions,
and settings.
• Gain total control over your deployment.

Source: Cirrus Insight 15

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.

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

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