S1 P010 S P O H N 091907

Driving Sales Productivity with Force.com Connect for Microsoft Outlook Sales I: Pipeline Basics Markus Spohn, salesforce.com

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.

Markus Spohn Director Product Management, Integration mspohn@salesforce.com

Agenda  Why is Outlook Integration important?  Product Overview  What’s new in Version 3.0?  What’s on the Roadmap?  Additional Resources  Q&A

Why is Microsoft Outlook integration important?

Connect for Microsoft Outlook Why is it important? Business User

Connect for Microsoft Outlook Why is it important?  Users Business User  Increase user productivity with easy data input into Salesforce  Users have easy interaction with Salesforce from a familiar Outlook interface  Eliminate Double Data Entry  Managers  Dramatic increase in Salesforce adoption

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 synchronizes 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 loss of context by adding this email to the appropriate Opportunity in Salesforce directly from Microsoft Outlook

Connect for Microsoft Outlook Overview

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  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

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 Sale sforc e Desktop Administration Office Console Toolkit Outlook Sync Salesforce Exchange Manager Force.com Fire wal Database API l

Connect for Microsoft Outlook Functionality  Synchronize Contacts  Contacts in Outlook can be marked for sync with Salesforce  Setup options make it possible to control how the latest changes to Contact info in each system affects the other system • Import from Salesforce • Export to Salesforce • Two way Synchronize

Connect for Microsoft Outlook Functionality  Synchronize Calendar Events  Events in the Outlook Calendar 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. • Import from Salesforce • Export to Salesforce • Two way Synchronize

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. • Import from Salesforce • Export to Salesforce • Two way Synchronize

Connect for Microsoft Outlook Functionality  Add Email to Salesforce  Use Email to quickly create Tasks and Cases in Salesforce  Email Attachments can also be added

Connect for Microsoft Outlook Functionality  Salesforce Address Book  Use the Salesforce Address Book to quickly find Contacts and Leads, then add them as email recipients

Connect for Microsoft Outlook Configuration and Administration  Configuration  The Salesforce Options make it easy to control the behavior of the Outlook Edition

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

Connect for Microsoft Outlook Installation & System Requirements  Download Connect for Microsoft Outlook from Salesforce.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

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

What’s new in Version 3.0?

Connect for Microsoft Outlook What’s new in Version 3.0  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)

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 quot;whoquot; or quot;whatquot; record on the fly without leaving the client application

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’

What’s on the Product Roadmap?

Connect for Microsoft Outlook Product Roadmap  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 synchronization - Shift to flexible online sync profiles

Connect for Lotus Notes Product Roadmap  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

Additional Resources

Connect for Microsoft Outlook Additional Resources  Help & Training in salesforce.com  Help | Working Remotely | Outlook Edition  Connect for Microsoft Outlook – Tip Sheet https://na1.salesforce.com/help/doc/en/salesforce_outlook_edition_cheatsheet.pdf  Connect for Microsoft Outlook – Advanced Admin Cheat sheet: Please request this from your CSM or Salesforce.com Support.

Connect for Lotus Notes Additional Resources  Help & Training in salesforce.com  Help | Working Remotely | Lotus Notes Edition  Connect for Lotus Notes – Tip Sheet https://na1.salesforce.com/help/doc/en/salesforce_lotus_cheatsheet.pdf  Connect for Lotus Notes – Advanced Admin Cheat sheet: Please request this from your CSM or Salesforce.com Support.

QUESTION & ANSWER SESSION Markus Spohn Director Product Management, Integration Email: mspohn@salesforce.com

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.

Customer Hall of Fame Wh a t th e fa ns a re s a ying : Ke vin R . B ole n, Vic e P re s ide nt of S a le s a nd Ma rke ting s a ys : “…Ac ros s tim e z one s , c ulture s , a nd la ng ua g e s , Ma ryAlic e ke e ps th e te a m s in line , on-line , a nd we ll inform e d, a nd doe s it a ll with a la ug h a nd a s m ile . Our s uc c e s s with S a le s forc e a nd th e re ve nue it h e lps us g e ne ra te would not b e pos s ib le with out h e r c re a tivity, dilig e nc e , a nd e ne rg y. S h e is a true h e ro to our org a niz a tion.quot; Fame d S tatis tic s : MaryAlic e Jewe ll 63% Log in R a te Bo wne Glo bal S o lutio ns 5 Cus tom Ta bs 5 Cus tom Obje c ts S pe c ialis t, Glo bal S ale s S uppo rt Apps Downloa de d: S tra te g ic Ac c ount P la nning & Adoption Da s h b oa rd Me e t Me At: • Ne w S ys te m Admin Tra c k: World-Cla s s Want to hear more? Check out my case study. Tra ining P rog ra ms • Conne c t on De ma nd: Ma rya lic e

Customer Hall of Fame Wh a t th e fa ns a re s a ying : B ob Ha ttori, Vic e P re s ide nt Ope ra tions of C ox B us ine s s S e rvic e s s a ys , “S h e is n’t a fra id to “pus h th e e nve lope ” – wh e th e r it is c h a lle ng ing our own b us ine s s pra c tic e s or th e s upport te a m a t S a le s forc e .c om . He r a b ility to s pe a k c om forta b ly with a ll le ve ls in our org a niz a tion h a s b e e n a tre m e ndous a s s e t, a nd it h a s g e ne ra te d a h ig h le ve l of re s pe c t for our org a niz a tion.” Trac y Le hmbe rg Fame d S tatis tic s : 80% Log in R a te Co x Bus ine s s S e rvic e s , LLC 16 Cus tom Ta b s Pro je c t Manag e r 15 Cus tom Ob je c ts Cus tom e r Apps B uilt: P roje c tforc e , Cons truc tionforc e Me e t Me At: Want to hear more? Check out my case study. • Me dia Lunc h R oundta ble • Conne c t on De m a nd: Tra c ly

S1 P010 S P O H N 091907

by Dreamforce07

Accessibility

Categories

Upload Details

Usage Rights

Statistics

S1 P010 S P O H N 091907 Presentation Transcript