Jfirce ’  . .

Driving Sales Productivity with
Force. com Connect for Microsoft Outlook

Sales I:  Pipeline Basics
Markus ...
Safe Harbor Statement

"Safe harbor” statement under the Private Securities Litigation Reform Act of 1995: This presentati...
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force
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iviarkus Spohn
Director Product Manageme...
Agenda

Why is Outlook Integration important? 
Product Overview

What’s new in Version 3.0?

What’s on the Roadmap? 

Addi...
Why is
Microsoft Outlook integration
important? 

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Connect for Microsoft Outlook
Why is it important? 

Business User

iriicms oft l
Connect for Microsoft Outlook
Why is it important? 

' Users Business User

' Increase user productivity E %l

with easy d...
Connect for Microsoft Outlook

Common Use Cases

- Contact sharing

Sales Reps need to share their contacts with others on...
Ga

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Connect for Microsoft Outlook

Overview
Connect for Microsoft Outlook

Basics

Connect for Microsoft Outlook Edition

is a plug-in for Microsoft® Outlook® that al...
Connect for Microsoft Outlook

Basic Architecture

- Connect for Microsoft Outlook is a standard Outlook plug-in
' Install...
Connect for Microsoft Outlook

Functionality

- Synchronize Contacts

' Contacts in Outlook can be
marked for sync with __...
Connect for Microsoft Outlook

Functionality

Vuwn.  tour I

I Synchronize Calendar Events

I Events in the Outlook
Calend...
Connect for Microsoft Outlook

Functionality

Synchronize Tasks

Outlook Tasks can be marked
for sync with Salesforce
Setu...
Connect for Microsoft Outlook

Functionality

I Add Email to _
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Connect for Microsoft Outlook

Functionality

I Salesforce Address
Book
I Use the Salesforce

Address Book to
quickly find...
Connect for Microsoft Outlook

Configuration and Administration

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I. -vuI. IY:...
Connect for Microsoft Outlook

Configuration and Administration

Administration

The Salesforce Options
can be preset with...
Connect for Microsoft Outlook
Installation & System Requirements

' Download Connect for Microsoft Outlook from

Sa| esfor...
Connect for Lotus Notes

Feature parity with Connect
for Microsoft Outlook 3.2
release

Requires IBM Lotus Notes
6.0, 6.5,...
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What’s new in Version 3.0?
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Connect for Microsoft Outlook ‘

What’s new in Version 3.0 "

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Support...
Connect for Microsoft Outlook %]

What’s new in Version 3.0

' Support for Custom Objects

' Custom Tabs in Salesforce are...
Connect for Lotus Notes

What’s new in Version 3.0

Support for Person Accounts
" Support for Windows Vista

Opt-out Synch...
(hi-in

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What’s on the Product Roadmap?
Connect for Microsoft Outlook ‘_
Product Roadmap ’

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Performance and Stability fo...
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Connect for Lotus Notes
Product Roadmap

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Performance and Stability focus
Focu...
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Connect for Microsoft Outlook %]

Additional Resources

I Help & Training in sa| esforce. com

I Help |  Working Remotely ...
Connect for Lotus Notes %

Additional Resources

I Help & Training in Salesforce. com

I Help |  Working Remotely |  Lotus...
QUESTION & ANSWER
SESSION

1 ‘efbrcem -' S» Markus Spohn

¥§. L.: >.s O I Evllusxf . 
Director Product Management, 
Integr...
Session Feedback
Let us know how we’re doing! 

Please score the session from 5 to 1 (5=exce| |ent,1=needs
improvement) in...
Customer Hall of Fame
What the la ns 21 re s aying: 

Kevin R.  Bolen,  Vice l’resiclent0l‘Sales and
Ma rkeling sa}'s: “.....
Customer Hall of Fame
Whatthe fans are saying: 

Bob Hattori,  Vice President Operations ofCox
Business Services says, “Sh...
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S1 P009 S P O H N 091907

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S1 P009 S P O H N 091907

  1. 1. Jfirce ’ . . Driving Sales Productivity with Force. com Connect for Microsoft Outlook Sales I: Pipeline Basics Markus Spohn, salesforce com
  2. 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 ofterings and future offerings. All of our lorward looking statements involve risks. uncertainties and assumptions. It 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 make 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 possibilid 'iiat 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 eftective tax rate. fluctuations in the number of shares outstanding. the price of such shres, 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 at the Investor Information section of our website at www. seIestorce. com/ investor. Selesforcecom. inc. assumes no obligation and does not intend to update these forward- looking statements. except as required bylaw.
  3. 3. 1, . .,v /5 ‘. ,.x’V, ’_’. m"(‘, .". ‘ . . force ‘:5. : -:ess Dr: terns *1.’ iviarkus Spohn Director Product Management, Integration mspohn@salesforce. com 93. ff m. :c{ J‘ 7 __
  4. 4. Agenda Why is Outlook Integration important? Product Overview What’s new in Version 3.0? What’s on the Roadmap? Additional Resources Q&A /1‘>:1’. c('}'7 7_
  5. 5. Why is Microsoft Outlook integration important? / t‘): 'L'. c(‘}'7 r_
  6. 6. Connect for Microsoft Outlook Why is it important? Business User iriicms oft l
  7. 7. Connect for Microsoft Outlook Why is it important? ' Users Business User ' Increase user productivity E %l with easy data input into mnmhmxnitonlut Salesforce - Users have easy interaction with Salesforce from a familiar Outlook interface ' Eliminate Double Data Entry I Managers ' Dramatic increase in Salesforce adoption
  8. 8. Connect for Microsoft Outlook Common Use Cases - Contact sharing Sales Reps need to share their contacts with others on their team. get access to the contacts info of others. and keep up-to-date with the latest changes to contact details. Connect for Microsoft Outlook Connects and synchroni7es their personal Outlook Contact folders with the Salesforce Contact database - Calendar Syncing Sales Reps may create all their meetings and tasks in Outlook - but the system of record for tracking and reporting is Salesforce. Using Connect for Microsoft Outlook, they can easily sync these two environments. for full visibility across both systems - Adding data to Salesforce A Sales rep receives an email from a prospect with specific questions on a pending deal Using Connect for Microsoft Outlook the rep can avoid switching applications, logons. double data entry and 05.5 of context by adding this email to the appropriate Opportunity in Salesforce directly from Microsoft Outlook
  9. 9. Ga rnrrrctl fcr Mir lmaft Duzlnnk Connect for Microsoft Outlook Overview
  10. 10. Connect for Microsoft Outlook Basics Connect for Microsoft Outlook Edition is a plug-in for Microsoft® Outlook® that allows you to conveniently interact with Salesforce from your Outlook interface connectI'orMicrosot'tOutiook Synchronize your Contacts Synchronize your Calendar events and Tasks in both systems Quickly add Emails to Salesforce as Tasks or Cases Use the Salesforce Address Book to email Contacts and Leads
  11. 11. Connect for Microsoft Outlook Basic Architecture - Connect for Microsoft Outlook is a standard Outlook plug-in ' Installs on the user’s laptop/ desktop ' Talks to Outlook client using the Outlook Object Model - Does not talk to Exchange - Talks to Salesforce using the Force. com API dmll)i§tl‘d| iIpl1 (iimnle “U ' ‘_ ‘ tit "l" -fin -‘flu’ tlilluok
  12. 12. Connect for Microsoft Outlook Functionality - Synchronize Contacts ' Contacts in Outlook can be marked for sync with ___A____m_l . sf ‘ Salesforce E ,5 : ;"; ;"“" Setup options make it '7 3mm” Q4-grnvn possible to control how the ' oawm. latest changes to Contact info in each system affects the other system - Import from Salesforce - Export to Salesforce ° Two way Synchronize
  13. 13. Connect for Microsoft Outlook Functionality Vuwn. tour I I Synchronize Calendar Events I Events in the Outlook Calendar can be marked for ma sync with Salesforce J M egg! » Minor mun qutnri-»: In--«Iv. -uiir. -o, uiuutqiL Setup options make it 3‘. .,. .,, ... ,,. ..-, ,.. :.{ -mt hid: possible to control how the latest changes in each system affects the other system. I Import from Salesforce I Export to Salesforce I Two way Synchronize
  14. 14. Connect for Microsoft Outlook Functionality Synchronize Tasks Outlook Tasks can be marked for sync with Salesforce Setup options make it possible to control how the latest changes in each system affects the other system. I Import from Salesforce I E; ~:port to Salesforce I Two way Synchronize 1 . . I /3 ; ).. t’. ,'. '.'i. _.r’(, .‘’. 1 :4 , . . . . .. n I‘ ‘rim 7.1 v1rtn'iI: tnni“ , Lb“ i . -ii F. 3:1: i>. :.. -} [Ir- -- . _s , i:, II: '; '‘a‘ " ‘ L‘; -|. §.n. u a rise , *"-: :I , . I -: :;r; lc= i ~ii ' , , usearizx . . .2 ‘M . - a! bees are 4) update L31‘? '
  15. 15. Connect for Microsoft Outlook Functionality I Add Email to _ * r. m'. .;. .< 1'. »-ti Ifililrvliill . -ui . '‘ -tut: -. hurt; I Use Email to quickly ““"""""""’°"""""“""" ‘ Nu un-flab il. ~ -074-How create Tasks and ; ___, ,,, ‘,, ,_, ,__, ,‘_, ,,_, Cases in Salesforce I Email Attachments can also be added
  16. 16. Connect for Microsoft Outlook Functionality I Salesforce Address Book I Use the Salesforce Address Book to quickly find Contacts and Leads, then add them as email recipients : aI“*; —{<r-. “- r_. .. u. I , ‘IL Dr 3 in 11-! ‘rut ‘llm «-Mr! I I 54 ° V mall: hjrnua W-1:. c_r. ':riud. '-1: Qzileizveellhsxxoc ‘
  17. 17. Connect for Microsoft Outlook Configuration and Administration I rnntrn-. um| w °. -mu Dun mu In-vr-v-and I. -vuI. IY: n.'. -Ii: ~ L n I- ' The Salesforce Options *"'"~'-'= -- - rum: ca-. -rxe c make it easy to control ‘°“""“°"“ ‘ lard Inns ‘II-uni-¢&‘¢foc: r-D (‘vi the behavior of the [J Outlook Edition ‘“: :;; ;.. ... ... ,., .,. ... . I4 IN: -mini‘ Ioocac-Ii SUI? “ F -| ..aI. -.. I. ~~ ~. ..s. ... 2.. - : nu-nluh-n. It Au-nnuuo-u6lnv: .|r I-I oucrzuuu F l§I$I.9u1:w| >lin'vH". Q-It
  18. 18. Connect for Microsoft Outlook Configuration and Administration Administration The Salesforce Options can be preset with initial deployment and locked down by system administrators All Salesforce client applications respect the data visibility settings and sharing rules as defined in Salesforce ft'I'fI| i“nQ'Ih| fl'rI| ‘.OIlP'I1 l -an hvPtv~d: M| lh 5.. ..»-. |=. . l- us. .--.59.. -.5. 1-I'vqu. .uIII-'>s. w-.1Jv-suviqndru’-vlu Iazfiflwflficrlalfidvvhnvwvaliloa. nX§‘. 'I . ($753560; 5ie': §:'u": |'n'r'c'n'vEb'wo'~'un': € 7 llunu-nwlloll "IIGIM 7 Iluun-nnIl. ::u'u -. fi.'u zn-lira ‘- nvaIn:4!.0o¢I9Melcrv¢euI&vi| 7 iha-. ¢-an gamma l§IC§'. 'l"'U . '.. |.u; u 5 I167 -or ‘E113 ‘Ac NI Ca-10:! «in. an u. . Ithfyao drain-1 0.3 . . u iwdno-Izaslnh. IIIUF/ xncn-'Cmoc. v tvr-J‘vm~ma4. t I| .ufu-r~uun0u. n.. r $1901 I 0.. .‘. I 1] '--~' I
  19. 19. Connect for Microsoft Outlook Installation & System Requirements ' Download Connect for Microsoft Outlook from Sa| esforce. com: Setup | Personal Setup | Desktop Integration | Outlook Edition ' System Requirements for Connect for Microsoft Outlook 3: ' Operating System: Microsoft Windows 2000, XP Professional SP1, XP Professional SP2, or Vista ' Microsoft Outlook XP (2002), 2003, or 2007 - Outlook Edition 3.0 is not compatible with Outlook 2000 or Word 2000
  20. 20. Connect for Lotus Notes Feature parity with Connect for Microsoft Outlook 3.2 release Requires IBM Lotus Notes 6.0, 6.5, or 7.0 with default mail template fields / . connect for Lztus N-ztes 1 . . i /3 ; ).. t’_, ’.’. 'i. /fit". ' )4 ‘V F l‘-Ii iI~i~ii -'i 5: El 'i'M*- : l§¢l! VCI 3:’, -'3’-"Tic: ‘it ‘ C. iri<; .-. '. T:‘. ‘ i Iiiupi __ F -'r1,-'- ' N. .. in. »- il 4i . q.igt 1.1., ‘ _I-_ '- ELI . '.. Lis. -. DJA ’ this -. :~. | ?'¢"E ‘(Cf! I5|. i. J ¥(€l’! 'II€F fl wean 'nllr.1rcln' -u-r ‘M. -v Nan LC! . :ru: i n~. rr r'~n-. ~r- . I-I-. l.iu. . ‘J-"i: r'¢iio ‘(twist omm ILLS. .. I cu. 'I < Ih-at ‘h = vn. . '9'»-' Nb» learn _~t)0.L'cnm. -‘I: L)‘-. rr JU1-at la :11: "thw nfiin-I-Wu . ..'. -vr.1r - fob 01.! Cum -. .. _. J/ i3rt'. c(_? ' 7 _.
  21. 21. 95:93» lKfI1(‘(I fin Milu-tuft Dutludt CoI‘ili(tfo'Lc1uS New What’s new in Version 3.0?
  22. 22. I a Connect for Microsoft Outlook ‘ What’s new in Version 3.0 " . .,. . . ... -.. .t. ... ,.. -.. ;-. .. . .t. Support for Person Accounts Support for Windows Vista Support for Outlook 2007 Email Attachment support Upload attachments along with your email, all in one easy step (#1 Requested Feature for Connect for Microsoft Outlook 3.0)
  23. 23. Connect for Microsoft Outlook %] What’s new in Version 3.0 ' Support for Custom Objects ' Custom Tabs in Salesforce are now visible in Connect for Microsoft Outlook ' Association ' Create associations to related information in Salesforce. For example, Associate a calendar meeting to an Account and Opportunity, directly in Outlook ' Quick Create ' Support for email integration and synchronization. When an operation is being performed, associating an email to a contact or associating an event with an opportunity, users can create the "who" or "what" record on the fly without leaving the client application
  24. 24. Connect for Lotus Notes What’s new in Version 3.0 Support for Person Accounts " Support for Windows Vista Opt-out Synchronization Also known as ‘Always mark for sync 1, . .,« if” [H i ’/ I.’-lit! ‘ »-‘(v ‘ I4 ‘ / . I zen -1:1 tr: ' _ctu5 ‘. Noz- / i‘>rt'. c{§'7' __
  25. 25. (hi-in u)rmt1|l'tlMinr<2t'tO| r.': xik connedfoi'LtflJs Ncms What’s on the Product Roadmap?
  26. 26. Connect for Microsoft Outlook ‘_ Product Roadmap ’ inn: "rt l"-'wM-iIIr: :l'i". -iii’ xiii Performance and Stability focus Focus on client performance and stability by decoupling from host applications Opt-out Synchronization Make ‘Mark for Sync’ the default setting for all new records Online Administration Shift user permissions configuration from local xml files to online profile settings Profile based synchroni/ ation - Shift to flexible online sync profiles 9,. i ’ . ,:’. ,f; t"‘}fIt ’| ‘ 7 —'
  27. 27. X Connect for Lotus Notes Product Roadmap . ,y cc ‘ii1e‘Ctfi)i‘Lci'u-; N<: -I-PS Performance and Stability focus Focus on client performance and stability by decoupling from host applications Support for Lotus Notes 8 Online Administration Shift user permissions configuration from local xml files to online profile settings Profile based synchronization - Shift to flexible online sync profiles flair/ '/: ’,'r; i"f’, ’?; t ’l‘ )/ [‘)r('c(: /‘V7 —'
  28. 28. 1 . t‘ if)’ A-’. .i’r, ’_’. i.. ’l . .". 4 I4 / /" lg '1 unit 1 I l7 it Minn : l': ‘Chi’ )1 iii ui iir U. lui LLJL . Ni. -'t -. Additional Resources
  29. 29. Connect for Microsoft Outlook %] Additional Resources I Help & Training in sa| esforce. com I Help | Working Remotely | Outlook Edition I Connect for Microsoft Outlook — Tip Sheet https: //na1 . salesforce. comlheIp/ doc/ en/ salesforce_outlook_edition_cheatsheet. pc I Connect for Microsoft Outlook — Advanced Admin Cheat sheet: Please request this from your CSM or Sa| esforce. com Support.
  30. 30. Connect for Lotus Notes % Additional Resources I Help & Training in Salesforce. com I Help | Working Remotely | Lotus Notes Edition I Connect for Lotus Notes — Tip Sheet https: //na1 . salesforce. comlheIp/ doc/ en/ sa| esforce_lotus_cheatsheet. pdf I Connect for Lotus Notes — Advanced Admin Cheat sheet Please request this from your CSM or Salesforce. com Support.
  31. 31. QUESTION & ANSWER SESSION 1 ‘efbrcem -' S» Markus Spohn ¥§. L.: >.s O I Evllusxf . Director Product Management, Integration Email: mspohn@salesforce. com
  32. 32. Session Feedback Let us know how we’re doing! Please score the session from 5 to 1 (5=exce| |ent,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. . 3' "r. “l'i, .". .. ‘ fi): 'L‘. c(37 7_
  33. 33. Customer Hall of Fame What the la ns 21 re s aying: Kevin R. Bolen, Vice l’resiclent0l‘Sales and Ma rkeling sa}'s: “.. ..+eross lime zones, cultures, and languages, MaryAlice keeps the tea ms in line , online, 3 ml well inform e d. and does it all with a laugh and .1 smile. Our success with Salesforce and the revenue it helps us generate would not be possible without her creativity, diligence, and energy. She is .1 true hero to our organization. " MaryAlice Jewell 65”u Lngin R411- BOWIIE Global SOIIIIIOIIS 5 Cu-'tnIn T~lr. ~' Specialist, Global Sales Support ‘ “"-“‘"'“ "*""“‘~* Apps Do'nln. uletl: Stmtv. -git‘ Account Planning St : dn])llu| I l).1lllinJrtl 3:}I. uoNBRlDGF. l/ bet NE At: Want to hear more? Check out my case study’ . le vi’ 5 _'>' te In Adlnin Tra ck: Vorld —C| a . ~ 5 Training P rogra ms ' Connect on Demand: M. n'yalice_ I :1 / t‘)rL: c()7 _ “>9
  34. 34. Customer Hall of Fame Whatthe fans are saying: Bob Hattori, Vice President Operations ofCox Business Services says, “She isn’tafraid to “push the envelope" — whether it is challenging our own business practices or the support team atSalesforce. com. Herability to speak comfortably with all levels in our organization has been a tremendous asset, and it has generated a high levelofrespect for our organization. " Tracy Lehmberg Cox Business Services, LLC '“’"”° ‘‘‘’8‘" '3” 16 Custom labs Pmkct mnager I 5 Custom Objects Customer Apps Built: Projcctforec , co Constructionfurcc . BODMIIIIIIZAYIOIIS Meet Me At: Want to hear more? Check out my case study. - Media Lunch Rmmdtablc ° Connect on Demand: Traely . "' ‘ / ./ tilL; lIf0mr
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