Sales on the Move: Bridging the Gap between Mobile Email and Salesforce
BRIDGING THE GAP BETWEEN
MOBILE EMAIL AND
SALES ON THE
The World of Sales is Changing 4
The Business World: Going Mobile 10
• What Devices Do Businesses Use? 11
• Rise of Enterprise Tablet 12
• Bring Your Own Device 13
Mobile Sales Success 15
The Cirrus Insight Mobile App 22
There has recently been a major shift in
how sales is conducted. Salespeople now
rely heavily on their mobile devices to
conduct sales and engage with customers.
OF SALES IS
It used to be… Then it was… Now it is…
has never been
The way to drive
growth is through
of companies believe customer
engagement will bring better returns
than productivity gains.
of CIOs rank mobile as their
top strategy for competitive
of companies make customer
engagement their top priority.
With productivity rates at all-time highs:
With customer engagement the top priority for 60% of
salespeople, today’s sales pros expect to be accessible
anytime and anywhere. For that reason, mobile email has
shown unprecedented growth in recent years.
OF MOBILE EMAIL
Sources: Moveable Ink US Consumer Device Preference Report; Litmus; Retention Science; Radicati Group, Email Statistics Report, 2013-2017
of all emails
The highest open rates
were subject lines limited to
6 TO 10 WORDS.
Mobile device and tablet
use for business is becoming
extremely popular in the
modern enterprise and
continues to transform the
way everyday business
is conducted. Simply
put, mobile is where
Modern enterprises are using an array of devices and
brands to conduct business and provide appropriate
technology to their employees.
Apple’s iOS holds
share of all
In Q1 2012, the iPad
comprised more than
of all enterprise
of Fortune 500
companies are testing
or deploying iPads for
IT departments worldwide
place 3 smartphone
requests for every
1 tablet request.
DO BUSINESSES USE?
Sources: Good Technology; Apple; Good Technology; Cisco
THE RISE OF THE
are showing boundless
promise as the go-to tool
for salespeople to conduct
business on the go.
Enterprise tablet shipments are
expected to grow from14 million
in 2011 to 96 million in 2016
Tablets are most prevalent
among salespeople in
of IT managers in Spain anticipate
adoption growth in the next
of business executives
worldwide use tablets
for work purposes.
GERMANY 2 YEARS
12Sources: Tablets Will Rule The Future Personal Computing Landscape, 2012, Forrester Research; Cisco
of IT managers
say that handling
BYOD issues diverts
attention from other
important IT projects.
Nearly 2/3 of
personal devices at
the office without
own an average
of 3.9 connected
IN 2013, 90%
BYOD is also on the rise, blurring the lines between
business and personal use on mobile devices.
BRING YOUR OWN DEVICE
Sources: Cisco; JiWire
MOBILE SALES SUCCESS
To deliver the most useful
tool possible, it’s important to
THEIR MOBILE DEVICES
checking email is
the most popular
activity by far on a
Sending a text
after contacting a
The average inside
sales rep makes
50+ calls a day.
Sources: Forrester Research “Email Marketing Forecast
2012 – 2017; Velocify; Forbes/Bridge Group
are first read on
tablet users identify
as a top function.
Sources: Adobe Digital Index; ChangeWave
management is increasingly
on the go, as salespeople
strive to give customers
THE RISE OF MOBILE CRM
they want it.
WHAT WHENthey want
Companies with mobile CRM
achieve quotas 20%
often than ones that don’t.
Mobile access to CRM
salespeople’s productivity by
of service calls
per week by
Sources: Nucleus Research; Why Go Mobile? Six Strategic Objectives You Can Conquer With Mobile CRM, 2013 – CRM Software
Employees continue to seek workflow capabilities
wherever and whenever it’s convenient to them.
SALESFORCE1: AN APP
AND A PLATFORM
THE CHALLENGE: THE RESULT:
Salesforce CEO Marc Benioff asked his developers to
enable him to run his whole business from his phone.
Salesforce1 allows you to take your CRM with you
anywhere in the world. Just bring your phone or tablet.
connects all of your:
Infinitely customizable to your needs,
THE APP incorporates all your:
There was a gap between mobile email and mobile CRM.
But now there’s an app that bridges the gap. Introducing
Cirrus Insight Mobile, the app that connects customer
communication with sales productivity.
Salesforce integration built
into the inbox.
Cirrus Insight MobileNo CRM Support
THE CIRRUS INSIGHT
Apple Mail OutlookGmail
Connecting the mobile inbox with Salesforce is vital
for maximizing salesperson productivity and customer
engagement. There’s a reason salespeople live in the inbox.
CIRRUS INSIGHT MOBILE
You must be in the inbox!
How can you derive real-time
customer intelligence from the
mobile inbox? Cirrus Insight
Mobile is your email solution.
Salespeople check their email
of emails are opened on mobile devices.
CIRRUS INSIGHT MOBILE
IS BUILT FOR THE
SUPPORT PEOPLE, TOO).
Cirrus Insight brings real-time customer intelligence
from Salesforce into the mobile inbox.
Grid display: Providing instant
access to Salesforce contact
information, opportunities, cases,
The easy, intuitive design focuses on key use cases:
Track & save emails: Save
emails to Salesforce with a click.
Track emails and see who has
opened them, when, and from where
Create & edit records:
Create new leads, contacts,
opportunities, & cases as well as
update existing records
AND MORE FROM
of who opens
Save emails to
from inside the
MOBILE FIRST ON A
Cirrus Insight trusted
Compatibility: World-class support:
A Dedicated Support Team,
Video Guides, & Knowledge Base,
• All email through
Whatever fields you have
in Salesforce, you’ll have in
Cirrus Insight Mobile.
Keep track with Cirrus Analytics and Dashboard.
• Discover who’s adding the most leads,
contacts, and information into Salesforce.
• See which email templates are connecting
withcustomersand whichneedto betweaked.
• Boost Salesforce adoption 5x.
• Easily manage your users, licenses,
seats, permissions, and settings.
• Total control over your deployment.
1-844-287-0950 | firstname.lastname@example.org
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.