CIRRUS INSIGHT:
BRIDGING THE GAP BETWEEN
MOBILE EMAIL AND
SALESFORCE
SALES ON THE
M VE
The World of Sales is Changing 	 4
The Business World: Going Mobile	 10
• What Devices Do Businesses Use?	 11
• Rise of En...
3
4
There has recently been a major shift in
how sales is conducted. Salespeople now
rely heavily on their mobile devices to...
5
HOW DO
SALESPEOPLE SELL?
It used to be… Then it was… Now it is…
BRIEFCASE
DESK
COURIER
WITH CONTRACT
LANDLINE
FAX MACHIN...
6
2 TRUTHS
1The salesperson
has never been
more important.
The way to drive
growth is through
customer engagement.
of comp...
7
With customer engagement the top priority for 60% of
salespeople, today’s sales pros expect to be accessible
anytime and...
8
were
opened on
smartphones
or tablets.
SMARTPHONES
TABLETS
Worldwide
mobile email
users are
expected to
double from
66%
...
9
Mobile device and tablet
use for business is becoming
extremely popular in the
modern enterprise and
continues to transfor...
11
Modern enterprises are using an array of devices and
brands to conduct business and provide appropriate
technology to t...
THE RISE OF THE
ENTERPRISE TABLET
Worldwide, tablets
are showing boundless
promise as the go-to tool
for salespeople to co...
13
of IT managers
say that handling
BYOD issues diverts
attention from other
important IT projects.
Nearly 2/3 of
employee...
14
15
MOBILE SALES SUCCESS
To deliver the most useful
tool possible, it’s important to
focus on
SALESPEOPLE USE
THEIR MOBILE ...
16
TOP
PHONE
USES
50
112.65%
+
EMAIL
With 78%
adoption,
checking email is
the most popular
activity by far on a
smartphone...
17
TOP
TABLET
USES
EMAIL
70%
of emails
are first read on
mobile devices.
WEB
Tablet users
browse 70%
more Internet
pages t...
18
Customer relationship
management is increasingly
on the go, as salespeople
strive to give customers
THE RISE OF MOBILE ...
19
15
Mobile CRM:
Companies with mobile CRM
achieve quotas 20%
more
often than ones that don’t.
Mobile access to CRM
appli...
20
Employees continue to seek workflow capabilities
wherever and whenever it’s convenient to them.
SALESFORCE1: AN APP
AND...
21
4
22
There was a gap between mobile email and mobile CRM.
But now there’s an app that bridges the gap. Introducing
Cirrus In...
Connecting the mobile inbox with Salesforce is vital
for maximizing salesperson productivity and customer
engagement. Ther...
24
CIRRUS INSIGHT MOBILE
IS BUILT FOR THE
SALESPERSON (AND
SUPPORT PEOPLE, TOO).
Cirrus Insight brings real-time customer ...
GET INSTANT
SALESFORCE
INTELLIGENCE IN
YOUR MOBILE
INBOX ABOUT:
LEADS
CONTACTS
ACTIVITIES
OPPORTUNITIES
CASES
AND MORE FRO...
MOBILE FIRST ON A
TRUSTED PLATFORM
Cirrus Insight trusted
by:
Compatibility: World-class support:
A Dedicated Support Team...
27
Keep track with Cirrus Analytics and Dashboard.
KEY PERFORMANCE
INDICATORS
Cirrus Analytics
• Discover who’s adding the...
28
1-844-287-0950 | sales@cirruspath.com
EQUIP WITH THE BEST
Cirrus Insight powers the mobile enterprise by
bringing toget...
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Sales on the Move: Bridging the Gap between Mobile Email and Salesforce

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Learn how mobile is transforming business and sales and the technologies you need to survive.

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Sales on the Move: Bridging the Gap between Mobile Email and Salesforce

  1. 1. CIRRUS INSIGHT: BRIDGING THE GAP BETWEEN MOBILE EMAIL AND SALESFORCE SALES ON THE M VE
  2. 2. 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 TABLE OF CONTENTS 2
  3. 3. 3
  4. 4. 4 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. THE WORLD OF SALES IS CHANGING
  5. 5. 5 HOW DO SALESPEOPLE SELL? It used to be… Then it was… Now it is… BRIEFCASE DESK COURIER WITH CONTRACT LANDLINE FAX MACHINE DESKTOP MOBILE CAR PHONE PHONE TABLET LAPTOP
  6. 6. 6 2 TRUTHS 1The salesperson has never been more important. The way to drive growth is through customer engagement. of companies believe customer engagement will bring better returns than productivity gains. of CIOs rank mobile as their top strategy for competitive differentiation. of companies make customer engagement their top priority. With productivity rates at all-time highs: 85% 60% 84% Sources: Bluewolf 2
  7. 7. 7 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. THE GROWTH OF MOBILE EMAIL Sources: Bluewolf
  8. 8. 8 were opened on smartphones or tablets. SMARTPHONES TABLETS Worldwide mobile email users are expected to double from 66% OF EMAILS 897MILLION BILLION Sources: Moveable Ink US Consumer Device Preference Report; Litmus; Retention Science; Radicati Group, Email Statistics Report, 2013-2017 IN 2013 TO IN 2017. 47% 19% of all emails are opened on iPhones. 25% The highest open rates were subject lines limited to 6 TO 10 WORDS.
  9. 9. 9
  10. 10. 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 salespeople live. THE BUSINESS WORLD: GOING MOBILE 10
  11. 11. 11 Modern enterprises are using an array of devices and brands to conduct business and provide appropriate technology to their employees. Apple’s iOS holds a 73% share of all enterprise devices. In Q1 2012, the iPad comprised more than 97% of all enterprise tablet activations. 94% of Fortune 500 companies are testing or deploying iPads for enterprise use. IT departments worldwide report employees place 3 smartphone requests for every 1 tablet request. WHAT DEVICES DO BUSINESSES USE? Sources: Good Technology; Apple; Good Technology; Cisco 94% 97% iOS
  12. 12. THE RISE OF THE ENTERPRISE TABLET Worldwide, tablets 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. 44% GERMANY 2 YEARS 14 96 90% MILLION MILLION 2011 2016 12Sources: Tablets Will Rule The Future Personal Computing Landscape, 2012, Forrester Research; Cisco
  13. 13. 13 of IT managers say that handling BYOD issues diverts attention from other important IT projects. Nearly 2/3 of employees use personal devices at the office without consent. Mobile consumers own an average of 3.9 connected devices—up 67% from 2011. IN 2013, 90% OF UNITED STATES EMPLOYEES USED THEIR PERSONAL DEVICES FOR WORK PURPOSES. BYOD is also on the rise, blurring the lines between business and personal use on mobile devices. BRING YOUR OWN DEVICE Sources: Cisco; JiWire 44% 90%
  14. 14. 14
  15. 15. 15 MOBILE SALES SUCCESS To deliver the most useful tool possible, it’s important to focus on SALESPEOPLE USE THEIR MOBILE DEVICES HOW
  16. 16. 16 TOP PHONE USES 50 112.65% + EMAIL With 78% adoption, checking email is the most popular activity by far on a smartphone FOR SALES- PEOPLE TEXT Sending a text after contacting a lead increased conversion rates by 112.6% . CALLS The average inside sales rep makes 50+ calls a day. Sources: Forrester Research “Email Marketing Forecast 2012 – 2017; Velocify; Forbes/Bridge Group
  17. 17. 17 TOP TABLET USES EMAIL 70% of emails are first read on mobile devices. WEB Tablet users browse 70% more Internet pages than smartphone users. PRESENTATIONS 45% of corporate tablet users identify customer presentations as a top function. 45 % Sources: Adobe Digital Index; ChangeWave +70 % FOR SALESPEOPLE
  18. 18. 18 Customer relationship management is increasingly on the go, as salespeople strive to give customers THE RISE OF MOBILE CRM they want it. WHAT WHENthey want
  19. 19. 19 15 Mobile CRM: Companies with mobile CRM achieve quotas 20% more often than ones that don’t. Mobile access to CRM applications increases salespeople’s productivity by Increases average sales rates by Increases the average number of service calls per week by Reduces billing lag time by Sources: Nucleus Research; Why Go Mobile? Six Strategic Objectives You Can Conquer With Mobile CRM, 2013 – CRM Software % 20% 30% 15% +20%
  20. 20. 20 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. THE PLATFORM connects all of your: Infinitely customizable to your needs, THE APP incorporates all your: APPS CHATTER CUSTOM APPS RECORDS BUSINESS PROCESSES DEVICES CUSTOMER DATA
  21. 21. 21 4
  22. 22. 22 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 MOBILE APP Apple Mail OutlookGmail
  23. 23. 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! There’s a reason salespeople live there—it’s where their customers are. 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. 40XA DAY. 66% 23
  24. 24. 24 CIRRUS INSIGHT MOBILE IS BUILT FOR THE SALESPERSON (AND 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, and events 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
  25. 25. GET INSTANT SALESFORCE INTELLIGENCE IN YOUR MOBILE INBOX ABOUT: LEADS CONTACTS ACTIVITIES OPPORTUNITIES CASES AND MORE FROM SALESFORCE 25 Track emails with real-time notifications of who opens your email. Save emails to Salesforce with a click. Create and manage leads and contacts in Salesforce from inside the inbox.
  26. 26. MOBILE FIRST ON A TRUSTED PLATFORM Cirrus Insight trusted by: Compatibility: World-class support: A Dedicated Support Team, Video Guides, & Knowledge Base, • All email through IMAP/ActiveSync (GApps, Outlook, Lotus, etc.) • iOS • Integrations Whatever fields you have in Salesforce, you’ll have in Cirrus Insight Mobile. 26 Customizable: Enterprise Government Nonprofit Higher Education SMB
  27. 27. 27 Keep track with Cirrus Analytics and Dashboard. KEY PERFORMANCE INDICATORS Cirrus Analytics • 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. Management Dashboard • Easily manage your users, licenses, seats, permissions, and settings. • Total control over your deployment. 1 2
  28. 28. 28 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.

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