This document summarizes Cirrus Insight, a solution that integrates Microsoft Office 365 with Salesforce. It discusses how Cirrus Insight allows users to access Salesforce features and functionality within their Office 365 inbox, providing a seamless experience across devices. Key benefits highlighted include creating and editing Salesforce records from email, tracking email opens in Salesforce, and increasing productivity and customer engagement. The rise of cloud-based Office 365 and Salesforce is also summarized.

1. CIRRUS INSIGHT:
A MORE EFFICIENT SALES SOLUTION
OFFICE 365
& SALESFORCE

2. 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
TABLE OF
CONTENTS
2

3. 3
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

4. 4

5. Source: “Microsoft by the Numbers: The Enterprise Cloud,” 2013 5
Long recognized
as the undisputed
leader in enterprise
productivity software,
Microsoft is committed
to making the Office
365 platform the
place to manage your
business.
Integrating your customer relationship management
(CRM) program into Office 365 puts you at the forefront
of Microsoft’s massive investment.
Enterprises currently
represent
of Microsoft’s
business globally.
More
than 1
million
U.S. government
employees use
Office 365.
Microsoft has
invested
$15
billion
to build its massive
cloud infrastructure.
58%
1 MILLION
15
BILLION
The Rise of Office 365

6. Sources: “Microsoft Office 365, Exchange Server and Outlook Market Analysis 2014–2018,” The Radicati Group; BetterCloud.com 6
Microsoft has built the Office
365 platform to create a
seamless experience across
devices. It used to be different
experiences for different
devices.
Now, it’s one experience for
all devices.
This will increase
adoption by
increasing
usability.
Cloud-based messaging and
collaboration continues to show
strong growth and is expected
to represent 43% of worldwide
business mailboxes by 2018.
Cloud-based mailboxes,
powered by Microsoft Exchange
server technology, currently
represent 31% of all worldwide
Business Cloud Mailboxes.
Cloud-provisioned office system
users will grow 28.5% each year to
695 million users by 2022. This will
constitute 60% of the 2022 global
user base.
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.

7. 7

8. Sources: Salesforce.com Customer Relationship Survey Results, 2013; BetterCloud.com Survey 2013 8
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.
of Salesforce customers
indicate that they definitely
or probably will continue to
use Salesforce in the future.
have
recommended
Salesforce to
a colleague.
of CRM customers use
a cloud-based CRM
chose Salesforce.com.
93%
69%
41.6%
33.8%

9. 9
Source: “The State of Salesforce” 2013–2014, Bluewolf
WHY DO COMPANIES KEEP CHOOSING 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 at their best.
Customer Engagement
The solution: Cirrus Insight works across all devices. It brings Salesforce features and functionality into the inbox to power productivity and customer engagement.
The problem:
Bcc to Salesforce is very limited: no inbox intelligence from Salesforce; emails can only relate to contacts
and not other records
in Salesforce.
Salesforce for Outlook doesn’t work with Outlook Web Access or OWA Apps (iPhone, iPad, Android, and Windows).
believe that customer engagement will surpass productivity
to drive growth.
make customer engagement their top priority.
84%
60%

10. 10

11. 11
Cirrus Insight: Integrating
Office 365 with Salesforce
Bridging the gap between
Office 365 and Salesforce,
Cirrus Insight brings the
power of your CRM to
the place where you meet
and interact with your
customers: the inbox.
One platform: Microsoft’s Office 365
innovative and game-changing “one app for
all devices” development platform means that
Cirrus Insight is available everywhere, with one
seamless user experience across all devices.
Activate the Cirrus Insight
for Office 365 app for
instant availability across all
devices. It works online with
Outlook Web Access, as
well as on iPhone, iPad,
and Android OWA apps
and on Outlook 2013
(with Exchange 2013
hosted or on premise).
Use and track the most effective messaging
with Salesforce templates integration.
Create and edit Salesforce records.
Save emails and attachments to
Salesforce with a click.
Track and see who opens your emails with
real-time notifications.
Customize your Salesforce
experience within Office 365.
Source: Cirrus Insight

12. Sources: EmailMonday.com; “2013 Internet Trends,”Kleiner, Perkins, Caufield, and Byers“; “U.S. Consumer Device Preference Report,” Moveable Ink, 2014, Cirrus Insight
TODAY, MORE EMAIL IS READ ON MOBILE DEVICES THAN ON DESKTOPS.
Cirrus Insight powers
the mobile enterprise.
With more than 500 5-star reviews on the Salesforce AppExchange, Cirrus Insight helps users reach their goals through increased productivity, engagement, and CRM activity.
• Easy install
• Single sign-on (SSO)
• Salesforce OAuth 2.0
• SMB and Fortune 500 companies
• Government institutions
• Higher education
On average, people check their phones 23 times a day for messaging purposes.
66% of all emails
are opened on
mobile devices.
CIRRUS INSIGHT FEATURES
CIRRUS INSIGHT SUPPORTS
66%
12

13. Cirrus Insight:
A Robust Platform
1,000,000,000
10,000,000
1,000,000
Salesforce API transactions
emails logged to Salesforce
new leads and contacts created
• Faster sales cycles
• More leads
• Faster customer support response time
• Better customer satisfaction and retention
• No more cut and paste
25% increase in end-user productivity
5X
70%
2X FASTER
3X
5X
in user engagement and data creation
more leads and contacts generated in Salesforce with Cirrus Insight
MORE
INCREASE
SALES CYCLES
INCREASE
Salesforce data input
in Salesforce ROI
13
Source: Cirrus Insight

14. Sources: Study conducted by Cisco 14
BRING YOUR
OWN DEVICE:
Employees expect a
seamless work experience
on any device. Employees
count on the ability to
quickly and easily run
any application on their
personal technology at
work. Cirrus Insight for
Office 365 works on
any mobile device.
WITH CIRRUS
INSIGHT,
YOU GET
THE #1
CHOICE FOR
SALESFORCE
& OFFICE 365,
ENSURING
MAXIMUM
CLOUD ROI. That means Cirrus Insight’s functionality across all
devices is invaluable.
In 2013, 90% of U.S.
employees used their
personal devices for
work purposes. 90%

15. 15
KEY PERFORMANCE
INDICATORS
Cirrus Analytics
• 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.
Powered by Cirrus Insight
Cirrus Management Dashboard
• Easily manage your users, licenses, permissions,
and settings.
• Gain total control over your deployment.
1 2
Source: Cirrus Insight

16. 16
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.