Driving adoption by making Salesforce as easy to use as email

Brandon Bruce Cirrus Insight

Email: brandon@cirruspath.com

Brandon is a co-founder at Cirrus Insight.

Lives in Knoxville, Tennessee.

Previously worked as Director of Gifts and Grants for Maryville College.

The tallest presenter at this year’s Summit?

Kirsten Sands University of Maryland

Email: ksands@rhsmith.umd.edu

Kirsten is Director of EMBA Recruitment & Corporate Engagement at the Robert H. Smith School of Business at University of Maryland.   

Jesse Avila Georgetown University Email: jea42@georgetown.edu

Jesse is Assistant Director of Recruitment & Admissions for Executive Degree Programs at the McDonogh School of Business at Georgetown University.  

Local Trivia How well do you know New Orleans?

1. The Battle of New Orleans made which future president a national hero?

2. The Saint Charles streetcar line in New Orleans and the cable cars in San Francisco are the only two _________ national monuments.

3. New Orleans has more canals than what famous European city?

Local Trivia How well do you know New Orleans?

1. Why does it look like the Superdome is always sold out on TV?

2. What university has the oldest business school in the United States?

3. In 1813, Governor Claiborne offered a $500 reward for the capture of legendary pirate Jean Lafitte. How did Jean respond?

Final Jeopardy

The answer is The Inbox.

The clue is a video clip.

Remember, you have to phrase your response as a question to winFinal Jeopardy!

Final Jeopardy

The question is:

Where do users at all of these schools access and updateSalesforce?

Flash Poll A quick show of hands.

Salesforce

1. Who is already using Salesforce?

2. Who is thinking about using Salesforce?

Flash Poll A quick show of hands.

Roles

1. Who is a Salesforce user?

2. Who is a Salesforce admin?

3. Who is a Salesforce developer?

Flash Poll A quick show of hands.

Topic Areas

1. Who is involved in advancement?

2. Who is involved in recruitment?

Flash Poll A quick show of hands.

Salesforce Platform

1. Who has installed one or more applications from the Salesforce AppExchange?

2. Who uses Salesforce Chatter?

Flash Poll A quick show of hands.

Email Platform

1. Who uses Google Apps?

2. Who uses Office 365?

3. Who uses Microsoft Exchange?

Flash Poll A quick show of hands.

Email and Calendar Integration

1. Who uses Cirrus Insight?

2. Who uses a different application?

Why Cirrus Insight?

We believe Salesforce should be as easy as email.

About Cirrus Insight

Salesforce AppExchange partner since 2011.

The 3rd highest reviewed application of all-time on the Salesforce AppExchange behind DocuSign and EchoSign.

Headquarters in Irvine and Knoxville with offices in Atlanta, Chattanooga, and New York.

A great team of 55 employees including 9 Certified Salesforce Administrators.

What is Cirrus Insight?

A browser extension for Gmail, a plugin for Outlook, and mobile apps for iPhone, iPad, and Android.

Literally brings Salesforce into the inbox where your users work.

A picture is worth 1,000 words

Cirrus Insight works where you work

If you like what you hear in the session Easy Install You can install and start a free trial in two clicks at www.cirrusinsight.com Webinar or Demo Daily webinar at www.cirrusinsight.com/webinar or choose a time for a private demo at www.cirrusinsight.com/demo

Swag and Beer If you want to get a t-shirt or a unicorn: swag.cirrusinsight.com If you want a free beer: www.cirrusinsight.com/dreamforce

Fireside Chat Challenges, lessons learned, and best practices

Friends and rivals: University of Maryland and Georgetown University

Q&A Ask Us Anything

Thank You!