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

1. CIRRUS INSIGHT:
BRIDGING THE GAP BETWEEN
MOBILE EMAIL AND
SALESFORCE
SALES ON THE
M VE

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

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
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
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
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
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

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
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. 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
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

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
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
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
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
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
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
4

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. 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
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. 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. 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
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.
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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.