Go from receiving an email to a professional quote in just 4 clicks while still capturing that information in Salesforce!

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From Inbox to Quote in 4 Clicks

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Integrate your business apps
Reduce cost and complexity, super-charge collaborationToday’s Speakers
Jason Hubbard, VP of Marketing
Cirrus Insight
Paul Vranas, Director of Sales
Alternative Technology Solutions
Jeff Underdahl, VP of Product Innovation
Alternative Technology Solutions

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Integrate your business apps
Reduce cost and complexity, super-charge collaborationThe Sales Process Starts in the Inbox
How do you move from
an email to a quote in 4
clicks?
It all begins with simply
opening an email.

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Integrate your business apps
Reduce cost and complexity, super-charge collaborationThe Problem
This is where the bottleneck usually occurs though. You’re now
the only one with access to details of the sale.
That’s where Salesforce steps in. However, even then, it’s
extremely inconvenient to switch back and forth between your
inbox and Salesforce...

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Integrate your business apps
Reduce cost and complexity, super-charge collaborationWhat’s Being Done About Poor Salesforce adoption?

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Integrate your business apps
Reduce cost and complexity, super-charge collaborationIntroducing Cirrus Insight

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Integrate your business apps
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Reduce cost and complexity, super-charge collaborationWe Make Apps that Integrate the Inbox with Salesforce
Cirrus Insight integrates your inbox,
calendar, and contacts (in both Google
Apps and Office 365) with Salesforce.

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Integrate your business apps
Reduce cost and complexity, super-charge collaborationWhy Should I Integrate the Inbox and Salesforce?
Problem
Sales and support reps live in their inbox and on
their calendar, but that important customer data
needs to flow to and from Salesforce.
Solution
Bring Salesforce to reps in the inbox and sync with
their calendar 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 apps
Reduce cost and complexity, super-charge collaborationNative Salesforce / Google Apps Integration
Gmail to Salesforce
Gmail Buttons and Links
Add Google Docs to Salesforce

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Integrate your business apps
Reduce cost and complexity, super-charge collaborationDid You Know Mobile CRM?

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Integrate your business apps
Reduce cost and complexity, super-charge collaborationCirrus 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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Integrate your business apps
Reduce cost and complexity, super-charge collaborationWho uses Cirrus Insight?
We serve over 50,000 customers from small businesses to large enterprises.

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Live Demo

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THANK YOU