Aen010 Stroka 091907

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    Aen010 Stroka 091907 - Presentation Transcript

    1. Internationalization: The Multis Julie Akawie, ESI International Vicky Schott, X-Rite, Inc. Jim Stroka, salesforce.com Admin III: Expanding into New Areas
    2. Safe Harbor Statement
      • “ Safe harbor” statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements including but not limited to statements concerning the potential market for our existing service offerings and future offerings. All of our forward looking statements involve risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions proves incorrect, our results could differ materially from the results expressed or implied by the forward-looking statements we make.
      • The risks and uncertainties referred to above include - but are not limited to - risks associated with possible fluctuations in our operating results and cash flows, rate of growth and anticipated revenue run rate, errors, interruptions or delays in our service or our Web hosting, our new business model, our history of operating losses, the possibility that we will not remain profitable, breach of our security measures, the emerging market in which we operate, our relatively limited operating history, our ability to hire, retain and motivate our employees and manage our growth, competition, our ability to continue to release and gain customer acceptance of new and improved versions of our service, customer and partner acceptance of the AppExchange, successful customer deployment and utilization of our services, unanticipated changes in our effective tax rate, fluctuations in the number of shares outstanding, the price of such shares, foreign currency exchange rates and interest rates.
      • Further information on these and other factors that could affect our financial results is included in the reports on Forms 10-K, 10-Q and 8-K and in other filings we make with the Securities and Exchange Commission from time to time. These documents are available on the SEC Filings section of the Investor Information section of our website at www.salesforce.com /investor . Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements, except as required by law.
    3. Agenda
      • Internationalization at ESI
        • Julie Akawie, Business Analyst
      • Localizing Salesforce at X-Rite
        • Vicky Schott, CRM Business Analyst
      • Key Takeaways
      • Q&A
    4. Internationalization with Salesforce
      • Global company…..
      • Local users
    5. Internationalization with Salesforce
      • Summer ’07 Features
        • Historical currency exchange rates!
        • Delegated Administration
        • Translation Workbench
        • 15 supported languages (Russian added)
    6. Julie Akawie Business Analyst ESI International [email_address]
    7. Sao Paulo Belo Horizonte Johannesburg Windhoek Cape Town Durban Dubai Madrid Barcelona Bern Zurich Frankfurt London Hamburg Stockholm Cologne Munich Vienna Beijing Shanghai Hong Kong Tokyo Sydney Canberra Brisbane Melbourne Detroit, MI Montreal Ottawa Boston, MA New York Washington, DC/Arlington, VA Charlotte, NC Orlando, FL Chicago, IL Atlanta, GA Houston, TX Dallas, TX San Antonio, TX Phoenix, AZ Las Vegas, NV Denver, CO Minneapolis, MN San Diego, CA Los Angeles, CA San Francisco, CA Seattle, WA Vancouver Mumbai About ESI International ESI provides complete integrated solutions designed to help our clients improve business performance in the areas of—
      • Project Management
      • Contract and Vendor Management
      • Requirements Management
      • Business Skills.
      Singapore
    8. About ESI International & Informa plc PRODUCTS USED: Unlimited Edition: Salesforce Automation, Marketing Automation, Service & Support, Custom Integration 1000 150 USERS 40 countries 12 countries GEOGRAPHY 7500 380 EMPLOYEES Information Distribution Performance Improvement INDUSTRY Informa ESI
    9. All Global Companies Face Similar Challenges
      • Multiple Currencies
      • Product Offerings
      • Languages
      • Time Zone differences
      • Cultural differences
    10. ESI’s Challenges for Global Deployment
      • Business Challenges
        • Forecasting Confusion
        • Product Jumble
        • User Support
    11. The Solution
      • How did we address these challenges?
        • Implementing Salesforce.com!
        • Multicurrency
        • Regional Pricebooks
        • Business Unit and Delegated Administration
    12. Multicurrency
      • Before….
        • Excel Spreadsheets
        • Is this Euros or Sterling?
        • Time wasted with manual currency calculations
      • After….
        • Forecasting in 13 currencies
        • Managers see forecasts through eyes of their direct reports
        • Automatic currency conversion
    13. Advanced Currency Management: How it works 1. Feature is activated 2. New rate is created Begin Time End Time 1 USD = .5712 GBP End Time 1 USD = .5611 GBP Begin Time 1 USD = 0.5712 GBP 9/1/2006 1 USD = .5611 GBP End Time Begin Time 1 USD = .5712 GBP 9/1/2006 10/1/2006 1 USD = 0.5510 GBP .5617 GBP 3. New rate created, Previous edited
    14. Multi-Currency Feature Comparison
    15. Advanced Currency Management Accurate pipeline reporting – Utilize dated exchange rates when reporting on opportunities “ Freeze” amounts in historical opportunity records – Use dated exchange rates to display accurate converted amounts for opportunities and opportunity products Accurate Campaign Statistics reporting – Utilize dated exchange rates when tracking closed won opportunities for a campaign 1 2 3
    16. Multicurrency - Results
      • Simple
        • To use
        • To understand
      • Transparent
      • Intuitive
      • Users don't even have to think about it!
    17. Localizing salesforce.com
      • Regional Pricebooks
        • Product availability by currency and region
        • Translated product names
        • Integration to notify non-salesforce.com users at a certain stage in the process
      • Regional Home page components
        • New Product Announcements
        • Local Training Schedule
        • Group Calendars
      • Profiles and Field Level Security
        • Some fields just don’t apply to certain regions!
      • Naming Conventions
        • Campaigns
        • Opportunities
      Localizing salesforce.com ESI EUR—200704—EV-BS (London) ESI USA--200709--DM--CIO Lead Gen Campaign (Change Mgmt) HW-DM-Creating Real Value WP Cisco (APAC)—Hui Yen Ko– Business Skills 2007 Cisco (US)—Dana Carter—Vendor Management Q1 2008 Cisco (India)—Padma V.—PM 2008
    18. Delegated Administration
      • Global Organization… Localized User Management
        • User Support
        • Views & Reports
        • Change Management
        • Sharing Best Practices
    19. Summer ’07 Features for Delegated Admins Login As User Delegation Enable delegated user administrators to login as users they administer to troubleshoot issues or provide assistance. Unlock User Accounts Now delegated administrators can unlock the users they manage. 1 2 2 1
    20. Admin Permissions
      • Some admin permissions get a “green light” for Delegated Administrators
      • Others should be granted with caution…
    21. Delegated Administration
      • Business Unit Admins
        • Receive Change requests from Users
          • Transmitting Requests to Change management Board
          • Participation in Weekly Best Practice Meetings
        • Communicate Changes to Users
          • New Features
          • New Functionality Rollouts
    22. Results
      • What were the results?
        • Global Standard for Pipeline and Forecast Management
        • Transparency in Product Portfolio
        • Improved Communication across Geographies
        • No surprises!
    23. Internationalization – Key Takeaways
      • Manage your Currencies = Manage your Pipeline
      • Inclusion is Key to Adoption
      • Leverage Local Resources
    24. Vicky Schott CRM Business Analyst X-Rite, Inc. [email_address]
    25. About X-Rite, Inc.
        • INDUSTRY : The Company serves a range of industries, including printing, packaging, photography, graphic design, video, automotive, paints, plastics, textiles, dental and medical
        • EMPLOYEES : 1,000 employees worldwide
        • GEOGRAPHY: X-Rite serves customers worldwide from its offices in Europe, Asia and the Americas
        • # USERS : 255
        • PRODUCT(S) USED : Salesforce Enterprise Edition, SFA, Campaign Management, Call Center, PRM (In Pilot), AppExchange: 2 vendors, 5 downloads
      We are the global leader in color measurement and color management, offering hardware, software and services for measuring, formulating and matching color.
    26. Key Challenges
      • Business Challenges
        • Needed global repository for customer relationships
        • Regional CRM databases were in local language
        • Many Users non-English speakers
        • Multiple Business Systems in English
        • 8 different currencies + 9644 Products = Complication
      • Deployment Challenges
        • Had to deploy Salesforce in 45 days!
        • Translation into 8 languages
        • Worldwide Training deployment
    27. The Solution
      • How did we address these challenges?
        • Planning!
          • KISS principle – start from scratch
          • Identified Internal Champions
        • Systems Integration
          • Integration with business systems using Force.com API
        • Localization
          • Translation Workbench
          • Local training, Localized materials
    28. Planning – Going from 0 to 60 in 45 days
      • Everybody played their part
        • Champions
          • Representation from every Department & Region
        • Sales Administration
          • Process reviews with Business Champions
          • Application configuration & Translation
          • End user training
        • IT
          • Big Bang - Data Migration
            • Business System Data: MAPICS ERP
            • Sales Data: ACT!, Outlook, Address books, Excel spreadsheets
          • Evolutionary - Systems Integration
            • Lead capture from Website
            • MAPICS ERP integration
    29. Integration with the Apex API
      • 0 to API from a programming geek (Jim Dornbush, X-Rite):
        • “ The software development process for building the X-Rite custom interfaces to Salesforce felt like a combination of cramming for a final exam and rapid prototyping all at the same time.”
        • “ For anyone attempting to recreate any of this in your environment the best advice is to study the API documentation front to back. There is a ton of stuff in there, and the updates keep coming that could have simplified some of the steps I took.”
    30. Integration with the Force.com API
      • Lead capture
      • Automatic monthly update of Exchange Rates
      • Product and Price Book Integration
        • Product Pricing & Descriptions
        • Printable OnDemand Pricebook
    31. Product and Price Book Integration 2. 1.
    32. Product and Price Book Integration
    33. On Demand Pricebook integration
    34. Localization
      • 8 languages
        • Chinese (Simplified)
        • Chinese (Traditional)
        • English
        • French
        • German
        • Italian
        • Japanese
        • Spanish
        • Coming soon… Russian!
      • Localized training materials
      • Regional training sessions
      • Translation Workbench
    35. Translation Workbench
      • Demo
    36. Results
      • What were the results?
        • Salesforce is our only translated business system
        • Higher adoption rates in Europe vs North America
        • Improved data quality
        • Better regional customer relationships
        • What’s in it for me? Pick your language!
    37. Imagine it. Learn it. Use it.
      • Key Considerations for your Global Deployment
        • Planning, Planning, Planning!
        • Delegated Administration for local users
        • Improve Adoption through Localization
    38. Session Feedback Let us know how we’re doing!
      • Please score the session from 5 to 1 (5=excellent,1=needs improvement) in the following categories:
        • Overall rating of the session
        • Quality of content
        • Strength of presentation delivery
        • Relevance of the session to your organization
      We strive to improve, t hank you for filling out our survey.
      • Additionally, please score each individual speaker on:
        • Overall delivery of session
    39. Julie Akawie Business Analyst Vicky Schott CRM Business Analyst Jim Stroka Engagement Manager, Professional Services EMEA QUESTION & ANSWER SESSION ESI International X-Rite, Inc. salesforce.com

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