S2 A007 Alexander 091807

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    S2 A007 Alexander 091807 - Presentation Transcript

    1. Jim Malloy and Barbara Kuntz Vice President Sales and CRM Admin Hero Miyachi Unitek [email_address] ; [email_address] Lower Costs AND Drive Big Deals: Salesforce Mobile Sales II: Advanced Strategies Ethan Alexander Director, Salesforce Mobile Moderated by:
    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. Miyachi Unitek
        • INDUSTRY : Manufacturing
        • EMPLOYEES : 200
        • GEOGRAPHY : Global
        • # Salesforce USERS and Mobile Users : 140 salesforce, 35 Mobile
        • Products in use: SFA, Service & Support, Mobile
        • AppExchange Apps:
          • Mass Update Opportunity Close Dates
          • Mass Update Addresses Change
          • Marketing Influence Report
          • Salesforce for Google Adwords
          • CRM Surveyor
          • Vertical Response
          • Adoption Dashboards
          • MapQuest for AppExchange
      Miyachi Unitek is the Leading Supplier of Equipment and Systems for Resistance Welding, Laser Welding, Laser Marking, Heat Seal Bonding, and Hermetic Sealing to the Global Electronics, Automotive, Medical Device, and General Industrial Markets
    4. Case Study Template – Key Challenges
      • Business Challenges
      • 16 Sales Managers working with 45 Manufacturers Sales Representatives (Partner Companies) in just about every country in the world
        • Lugging laptops all over the world
        • Updates from the field into salesforce
        • Forecasting “non-existent”
        • Field sales efficiency
        • Email and last minute phone calls don’t cut it
      • Technology Challenges
        • Internet browser is just not in the rental car / airplane
        • Real time means real time
    5. Key Challenges
      • Summary of Challenges
        • High Costs
        • Reduced revenue
        • Inefficiency
        • Low customer service
      Help is here
    6. Objectives for the Field Users of Salesforce
      • Develop “wow” and usability factor from the sales management team - like wireless e-mail
      • Improve timeliness and quality of salesforce.com data updates
      • Improve field sales management productivity with customers and partners worldwide
      • Increase sales rep adoption and usage
      • Deployment Details
        • Streamline some parts of Salesforce
        • Deployed Salesforce Mobile to our 35 Global Users
        • Trained them on web versus Mobile
        • Worked with an Authorized Mobile Integrator: Ventus Solutions
    7. Salesforce Mobile Makes a Difference
      • What were the results?
        • Data connections no longer a question
        • Instantaneous Salesforce updates - Data quality much improved – 80+% log in
        • Forecasting is now accurate and up to date
        • Field sales efficiency up ~ 50% and the WOW factor is here
        • Productivity gain of 6 hour per week per field sales person
        • 0.5% sales increase due to faster customer service and being first to an opportunity
          • Windshield Time is now Productive Time
    8. Bigger Deals and Lower Costs? Where?
      • Bigger Deals (Jim….here I’m trying to tie in the title to the success – we can keep or lose it)
        • Found in better management of relationships
        • If you know the opportunities you know where the deals are
        • Leave no excuses on the table – the customers appreciate the focus and strength of the reps
      • Lower Costs
        • Efficiency and ownership of the deals are in the field
        • Mobile has added hours to our work week
        • I will have to get back to you is replaced by I have it right here
    9. How to Apply What You’ve Learned
      • Determine your mobile objectives
      • Utilize supported mobile devices
      • Work with your field users to identify simple yet key “wows” to win together
      • Training is key to adoption and success
      • Make your goals all your goals
      • Continually improve on what works and share the team wins
    10. Demo of Mobile
      • Key uses such as Call Logging, Opportunity Management and custom Views
    11. Jim Malloy and Barbara Kuntz Vice President Sales and CRM Admin Hero Miyachi Unitek [email_address] ; [email_address] Ethan Alexander Moderated by: THANK YOU!
    12. 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

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