S B C009 Yeung 091907

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    S B C009 Yeung 091907 - Presentation Transcript

    1. Small Business, Big Footprint Support I: Becoming Customer Centric Jim Martin, Senior Director, Sales Operations Cyveillance Inc. Ross Bauer, VP Product Development PLUM Benefits Moderated by Bryan Yeung, Associate Sales Engineer Salesforce.com
    2. Safe Harbor Statement “Safe harbor” statement under the Private Securities Litigation Reform Act of 1995: This press release contains forward-looking statements including but not limited to statements regarding our expected future revenue, GAAP diluted earnings per share, expected tax rate, anticipated shares outstanding, and concerning the potential market for our existing service 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, including our Form 10-K for the fiscal year ended January 31, 2007. 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. Cyveillance, Inc. James L. Martin, Jr. Senior Director, Sales Operations jmartin@cyveillance.com
    4. All About Cyveillance, Inc. Since 1997, Cyveillance has taken a leadership role in protecting companies and their customers from threats arising on the Internet. Cyveillance provides security beyond the protection of IT environment components and toward protection of the business itself. • INDUSTRY: Internet Security and Cyber Intelligence • EMPLOYEES: 100 • GEOGRAPHY: Global reach, main office Arlington, VA • # USERS: 52 • PRODUCT(S) USED: SFA, Service & Support, 4 custom apps, 6 custom tabs
    5. Cyveillance SalesForce Implementation  Professional Version with 4 custom apps (compensation tracking, service, sales and support) and 7 custom objects (commission program, employee, incentive program, project, project case connector)  Initial deployment in 30 days, full customized implementation in 6 months  27 Total SSS Users  9 Front Line CSRs  4 Escalation CSRs  4 Management, 10 Operations  Integrated with corporate website for lead management and generation and customer information requests  Transferred from corporate website customer contact data, customer profile data; Pricing information imported from billing system, contracts imported from contracts database
    6. From white paper request to lead, all information from the web request is placed in a new SalesForce lead
    7. Custom Marketing Campaign Management Object
    8. Automated Detailed Customer Configuration Information Sent For Product Setup
    9. Fully Integrated Case Management
    10. External partner ticket tracking and full case history are used by support to perform customer requests
    11. Ross Bauer VP/Product Development rbauer@plumbenefits.com
    12. Plum Benefits is a leading provider of employee perks program. They negotiate and aggregate discounts to entertainment events (such as theater, sporting events, concerts, etc) and make them available to corporate employees via company-sponsored extranets. We currently provide service to approximately 25,000 corporations in the US. • INDUSTRY: Media & Entertainment • EMPLOYEES: 40 • GEOGRAPHY: US • # USERS: 40 • PRODUCT(S) USED: SFA, Service & Support, API, 3 downloaded AppExchange applications
    13. About Plum Benefits Implementation  SFA, SSS, Marketing Automation, Extensive use of API  Initial Rollout, 60 days  3 dedicated reps fielding inbound phone, email and web cases. 15 reps dedicated to outbound/proactive service  Heavy integration with our web site  Migrated 5-years of activity history from our previous CRM system, Goldmine.
    14. Plum Benefits Implementation Overview Finance & Salesforce Accounting Movement of content from Salesforce to the web Contact t syncing Tr gm ac M nt kin te g on C Web Site Call Center Email Distribution 14
    15. Automating Repetitive Activities  We use the web-to-lead and web-to-case functionality that comes with Salesforce.com  We also developed our own web-to-contact functionality using Salesforce API:  All contacts that register on our web site are employees of corporations that already subscribe to our service  We use email address domains (attached to the account level) to validate new employee sign-ups on our web site  The application is also used to de-dupe and to write (and in some cases move) contacts into the correct Salesforce accounts 15
    16. Create User Profile 16
    17. Organize and Empower Sales and Service Reps  Content Management  Empower account managers to sell more product by giving them direct control/access to their clients’ offers as they appear on our web site  Email Domain Management  Control corporations’ access to our web site using email address domains  Store as custom object associated to account  Any new employee registering on our web site must have an email address that matches a domain stored in Salesforce  Offer real-time customer support to Web Customers  Empower service reps to solve typical web account problems in real- time by integrating Salesforce with our web site user database (i.e. password resets, problems registering) 17
    18. Content Management 18
    19. 19
    20. Salesforce Web Site 20
    21. Validating Email Domain 21
    22. Providing Real-Time Web Site Service 22
    23. 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 Additionally, please score each individual speaker on: Overall delivery of session We strive to improve, thank you for filling out our survey.
    24. Our Customer Panel Moderated By: Bryan Yeung Associate Sales Engineer salesforce.com Jim Martin Senior Director of Sales Operations Ross Bauer VP, Product Development

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