Why the Salesforce Analytics Cloud Is a Game Changer


The Salesforce Analytics Cloud. Using personalized, self-service analytics and native Salesforce integration, you can now develop a deeper understanding of your business users. From sales reps to customers, the Analytics Cloud allows anyone to instantly find and share answers without having to consult an analyst or your IT department. Take a look at what we believe makes Salesforce’s newest release a game changer for the cloud giant.


Instant Accessibility


The Analytics Cloud provides every business user the tools to find answers to their questions intuitively. You no longer have to go through a rigid framework to get the exact dataset and dashboard you want. The interactive nature of this service makes getting accurate and relevant information effortless. Build the dashboard you want. Only include the datasets that apply to the current prospect or sales rep. It can all be done in the Analytics Cloud.


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Dreamforce is Over… Now What?


Dreamforce is one of the most magical events of the year. It’s a place where anything can happen, and you can make connections with nearly anyone under the sun. And last week we got to experience everything that Salesforce.com’s annual conference has to offer. We made the trip out to San Francisco for Dreamforce 2014, slept very little, attended countless breakout sessions, listened to incredible keynote speeches, saw some breathtaking musical performances, and met an abundance of people with goals very similar to yourself.


But Dreamforce is over. Now what? It was incredible experience, but how do you prevent from losing the passion for the future that filled the air while in the Bay Area? Here are our tips for moving forward from Dreamforce 2014.

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Customer Spotlight: The State of Utah


Marc Benioff, chairman and CEO of Salefore.com has been chosen to keynote Utah Technology Council’s 2014 Hall of Fame Gala on November 7, an annual black-tie event that honors the Utah technology industry.

The event highlights individuals with ties to Utah who have made significant contributions to information technology, sustainable business practices, and other important issues through leadership and innovation at many top U.S. firms. Former keynote speakers for the event include Jeff Bezos of Amazon.com, Steve Ballmer of Microsoft, Mark Hurd of Oracle, and many industry giants.

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Not on Office 365? It’s time to upgrade.


Chances are, you’ve probably heard of Office 365. But maybe you haven’t upgraded from your legacy version of Exchange/Outlook to Microsoft’s new cloud-based platform yet. You may have just paid for Microsoft’s most recent physical software package. You may be concerned about security in the cloud. You may not see the necessity. There are countless other reasons out there for not upgrading as well, but the argument in favor of moving to the cloud is far more convincing. Here’s why:


Connect to Your Account On All Devices

One major issue with Office 2013 and other traditional software packages is limited accessibility. For legacy versions of Office, you can access Word, Powerpoint, and other programs from at most two computers. And for salespeople who are constantly on the move, that may cause problems. With Office 365, you can connect through a portal from nearly anywhere as well as on any device. The age of limited software accessibility has passed. The age of cloud computing in software has arrived. 

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Cirrus Insight Makes the Admin’s Life Easier

Cirrus Insight is here to help administrators and their organizations make the most out of Salesforce. Here’s how.

Driving Adoption & Usage

The single biggest reason that CRM implementations fail is lack of user adoption. If users fail to update records in Salesforce, then the data becomes stale and ultimately useless. And without valuable data in Salesforce, users don’t have a compelling reason to go into Salesforce – it’s a vicious cycle. Fortunately, Cirrus Insight makes using Salesforce so easy that it dramatically increases user adoption and utilization of Salesforce. Users create and update a lot more records.  Our users have logged millions of emails to Salesforce and created hundreds of thousands of new leads, contacts, opportunities, cases, and other Salesforce records. Most importantly, by having contextual Salesforce information right in their Gmail inbox, users are constantly reminded of the value Salesforce provides to them as salespeople. As a result, users are motivated to keep records updated – it’s a virtuous cycle of increased adoption creating more and more value.

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Salesforce and Email Integration Is a No-Brainer


At Cirrus Insight, we pride ourselves in offering the most comprehensive Salesforce and Email integration tool on the market. Salesforce remains one of the largest CRM and cloud computing companies on Earth, and nearly everyone uses email while working. While Salesforce and Email both have a major place in the office, what makes integrating the two services crucial? Just because we can doesn’t mean we should. In addition, who says that the product would be easy to understand or if demand even exists for what we offer? Take a look at this review of our product by William Coffin on the Salesforce App Exchange. He hit the nail on the head when answering these questions.


Must Have Product if you Use Salesforce and Google Apps

“This is a great tool that saves me an appreciable amount of time daily and makes the tedious tasks of logging customer communications to salesforce a breeze. Its a no-brainer in my books if you use the two platforms. Both our sales and support team rely on it daily!”


While written when we only offered integration with Gmail, the value it provided William can now be actualized by Office 365/Outlook users as well. One of the most valuable assets for any company is the time of its employees. By allowing users to add customer information into Salesforce from their inbox, it eliminates the time-intensive task of switching between the two services. Not only does Cirrus Insight save time, it also makes it easier to ensure the data you are transferring to Salesforce is accurate.

In the end, we agree with William. If you use Salesforce and an email inbox (odds are pretty good you do), Salesforce and Email integration is a no-brainer. Check out Cirrus Insight for Google Apps and Office 365 today in order to get the most of Salesforce data and inbox communication.

Why Should I Integrate Salesforce and Pardot?


Salesforce and Pardot. These two tools are extremely powerful separately, but their true value derives from integrated usage. Here is some background information on each as well as a case for why you should integrate the two.




In the very simplest of terms, Pardot automates your marketing communication programs in order to increase sales and improve efficiency. That’s a fine goal to have, but it’s pretty darn difficult to accomplish in real life. But through some of the methods listed below, Pardot can drastically improve the quality of your marketing.


  • Lead grading – Not every lead turns into a deal. And if you have been in the industry long enough, you begin to get a good idea of those leads that tend to materialize as well as those that won’t. Pardot’s lead grading technology allows you to narrow your search to meet up with those that match your ideal customer profile.
  • Prospect activity tracking – Keep track of which leads you have followed up with as well as when you met.
  • Lead nurturing – Allows you to focus on leads that are sales-ready and prevent losing cold leads.
  • Landing Pages – Collect information from prospects without having to manually enter each one individually.
  • ROI ReportingTrack your marketing campaign’s ROI and cost-per-opportunity.




It probably needs no introduction, but Salesforce is a Customer Relationship Management (CRM) platform that helps to track sales activities. Just like any CRM tool, Salesforce.com allows users to track sales through the pipeline, project revenue, and collect and store data on existing customers while organizing new customers and sales opportunities. The platform also organizes your sales team by managing tasks and logging calls. Who would have thought it? Salesforce assists your sales force.

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Microsoft Launches Sales Productivity Bundle


What does the future hold for Microsoft? The software and technology giant has made enormous strides in the past couple years to move past their dependence on physical software sales. The industry they dominated for so long has been quietly moving in the direction of more cloud-based solutions.  And for a while, it seemed like Microsoft could potentially get left behind.


Those days are long gone though, and Microsoft’s announcement of a Sales Productivity Bundle cements that position. The bundle includes the Dynamics CRM Online Professional, Office 365 Enterprise E3, and Power BI. And as a limited time offer, Microsoft will be offering the bundle for a promotional price of only $65 per user per month. The price of $65 for the new bundle has been guaranteed through June 2015.  The inherent value of the three software packages will certainly be enticing for many.


Combined with the online Office suite (Word, Excel, PowerPoint, Outlook, etc.) and the self-service analytics offered by Power BI, you have nearly everything members of your sales team could need. The ultimate goal is to enhance collaboration and connected so that your sales team can close more deals, faster. Microsoft believes they make a strong case for accomplishing that goal with their Sales Productivity Bundle.


Does this mean that I need to ditch Salesforce, Google Apps, and other tools in favor of Microsoft’s new bundle? Of course not. There is an old saying that goes: “Competition is a lot like cod liver oil. First it makes you sick, but then it makes you better.” Salesforce has been one of the most innovative companies in the world for quite some time, and I think you would be hard pressed arguing there is a company that provides a better CRM solution. That being said, Microsoft now offers a comparable cloud-based product package with their new Sales Productivity bundle. Something certainly worth noting.

If you use Microsoft’s Office 365 platform, but prefer the industry-standard Salesforce.com for your CRM solution, make sure to check out Cirrus Insight for Office 365! Our Salesforce and inbox integration allows you to get more out of both SFDC and Outlook.

Salesforce Introduces Sales Cloud1 and Service Cloud1


Right before the start of Dreamforce, Salesforce.com (SFDC) made a huge announcement this past week. They are reinventing the way that the Sales Cloud and Service Cloud operate. The cloud computing giant and host of Dreamforce famously introduced Salesforce1 at Dreamforce in 2013 last year, making a statement that SFDC would ensure mobile-capability is a top priority. With the introduction of the Sales Cloud1 and Service Cloud1 this past week, Salesforce continues to place extreme importance on enabling their customers to do anything on a smartphones that can be done on a desktop.


With this massive news coming out before Dreamforce, we can barely hold back our excitement for all that is in store for this week in San Francisco. In case you missed it, below is a quick overview of what the Sales Cloud1 and Service Cloud1 offer.


Sales Cloud1


Some of the new apps for Sales Cloud1 apps include the following:


  • Today – Hailed as a “Google Now-like app,” it will display your top tasks, dashboards, upcoming meetings, weather, and news. Sales reps can look at Today before their next meeting to find relevant details about attendees or recent activity with the account.


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The Inbox is Your CRM


Coming up next week is the event that everyone has been waiting for: Dreamforce. It brings together some of the brightest minds in cloud computing as well as massive names in politics, music, and other industries.  (Heard of Hillary Clinton, Al Gore, Bruno Mars? They will all be speaking at Dreamforce this year.) Despite these massive names, what brings us back to Dreamforce year after year are the networking opportunities. Salesforce.com hosts the event, and nearly everyone there uses Salesforce in some form or another. That means all attendees have a very unique set of skills which we can learn from. Similarly, at Cirrus Insight, we believe we have something to teach and offer to everyone that will be making the trip to the ‘Frisco Bay for Dreamforce.


To lead into what we have to offer, I’ve got a quick logic question for you concerning Dreamforce. When there, what will you do more: Check your email or login to Salesforce? These will probably be the two most common actions from most at Dreamforce, but which will you use more?


Gotcha, that’s a trick question.


Would you believe me if there was a way to use them both at the same time? A way to shoot customers an email while viewing and interacting with your leads, opportunities, and other Salesforce data? Believe it or not, it exists. Not only does it exist, we have made that integration seamless and easy to use.


With Cirrus Insight, the inbox is your CRM.


The answer to my riddle earlier should be exact same number for both checking emails and logging in to Salesforce. Because with Cirrus Insight, you’re always connected to Salesforce as you check and send emails from any device. I could tell you more, but a picture is worth a thousand words. So a moving picture (YouTube video) is gonna save you a lot of reading time. Check out these introductory videos for our Google Apps and Office 365 integration with Salesforce.


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