Must Have Apps to Boost CRM Productivity
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The document discusses Cirrus Insight, a software that integrates email, calendars and contacts from systems like Google Apps and Outlook with the customer relationship management (CRM) platform Salesforce, allowing sales and support teams to access important customer data from their email and calendars to improve productivity, effectiveness and sales cycles. It provides an overview of Cirrus Insight's benefits, users, and introduces the speakers for an upcoming presentation.
Must Have Apps to Boost CRM Productivity
- 1. Google confidential | Do not distribute Integrate your business apps Reduce cost and complexity, super-charge collaboration
- 2. Google confidential | Do not distribute Integrate your business apps Reduce cost and complexity, super-charge collaborationA Common Example of Why Poor Adoption Occurs Your Email Inbox Many modern email clients and CRM platforms operate in the cloud, but getting them to cooperate isn’t always easy. CRM Software
- 3. Google confidential | Do not distribute Integrate your business apps Reduce cost and complexity, super-charge collaborationIntroducing Cirrus Insight
- 4. Google confidential | Do not distribute Integrate your business apps Google confidential | Do not distribute Reduce cost and complexity, super-charge collaborationWe make apps that integrate the inbox with Salesforce Cirrus Insight integrates your inbox, calendar, and contacts (in Google Apps, Outlook, and Office 365) with Salesforce.
- 5. Google confidential | Do not distribute 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.
- 6. Google confidential | Do not distribute 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
- 7. Google confidential | Do not distribute 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.
- 8. Google confidential | Do not distribute Live Demo
- 9. 9 Today’s Speakers Sue Fernand VP of Channel Sales: Cirruspath sfernand@cirruspath.com 949-229-0441
- 10. 10 Free Trial and 20% off your first year http://www.cirrusinsight.com?ref=consummate
- 11. Google confidential | Do not distribute QUESTIONS?
- 12. © Docomotion 2014 LES STEIN – VP GLOBAL SALES URI HOCHSTADTER – DIRECTOR CUSTOMER SUCCESS
- 13. Company History 1990 AUTOFONTFOUNDED 2014 DOCOMOTION EMBRACEDA NEW CLOUD-BASEDSTRATEGY AND PRODUCT FREE FORM(ON PREMISE) LAUNCHED 2007 DOCOMOTION - SALESFORCE EXTENSIONLAUNCHED 2015 2016 COMPANY RENAME DOCOMOTION
- 14. Who we are Docomotion is a company with many years experience in document generation tools and now expertize in cloud software solutions for advanced document automation. Easy to use and intuitive tools for designing generating and maintaining all types of business documents. Docomotion is a Leader in our field with best-of-breed capabilities An official SalesForce OEM partner
- 16. Enterprise Challenges 2 3 1 IT Resources are expensive Standardizing the output documentation Increase “Customer Engagement” Pressure to increase revenues via “Up-Sell” and “Cross-Sell” 4
- 17. Save up to 60% of your time, efforts and therefore costs by implementingour solution. ...Gain New Found Money. MS Word Based Quick & Easy document design experience. Bi-Directional Interactive forms Enhance the accuracy and informationin your CRM Marketing forms Personalized marketing / promotionalactivities Graphical Signature Increases conversionratesby eliminatingexit points Docomotion is Unique
- 18. Uri Hochstadter
- 19. Getting Started in 3 Simple Steps Installation Download App System Settings (3 simple steps) 1
- 20. Getting Started in 3 Simple Steps Design your 1st Form Define Data Model (Choose fields to include) Design your Form Simply copy/past using our drag & drop Designer Activate / Publish 2
- 21. Getting Started in 3 Simple Steps Installation Download App System Settings (3 simple steps) 1 Design your 1st Form Define Data Model (Choose fields to include) Design your Form Simply copy/past using our drag & drop Designer Activate / Publish 2 Generate & Distribute (Selected output format & distribute channel) 3
- 22. Docomotion Documentation Available directly from Salesforce Search Example
- 23. Docomotion Subscription Admin / Designer Administrators and Form Designers enabling the definition of Data Model and Form templates. Each subscription requires a minimum of 1 Admin user per organization. Professional Enables the generation of output including, PDF, HTML, Word, Email body. Supports Salesforce1 and silent API generation. Premier Includes Professional features + Generating interactive output. Includes graphical signature and uploading files. Converting documents into fully interactive customer engagement opportunities.
- 24. Docomotion Subscription Experts Overview (free of charge) Full analysis of your current organization document status Tailored path to document standardization according to your unique organizational requirements Implementation Accompanied by Assigned Customer Success Manager (CSM) Initial training program for your users 1st Document Design free of charge Customer Success Manager (CSM) included Converting documents into fully interactive customer engagement opportunities.
- 25. QUESTIONS?
- 26. THANK YOU
- 27. Contact us! w w w . d o b l e g r o u p . c o m @doblegroup /doblegroup /+doblegroup Company/doble-group-llc doblegroup /DobleGroup
- 28. Doble Group, LLC D o b l e G r o u p , L L C i s a b o u t i q u e c o n s u l t i n g f i r m t h a t f o c u s e s o n i m p r o v i n g c o m m e r c i a l b u s i n e s s r e s u l t s t h r o u g h C R M s o l u t i o n s a n d t h e a l i g n m e n t o f t h e o r g a n i z a t i o n , i t s p r o c e s s e s a n d t e a m s f o r s u c c e s s . W e d e l i v e r o u r s e r v i c e s t h r o u g h h i g h l y c u s t o m i z e d c o n s u l t i n g , t r a i n i n g a n d c o a c h i n g p r o g r a m s a n d t h e w o r l d ’ s # 1 C R M t e c h n o l o g i e s , S a l e s f o r c e .