10 Ways to improve your Salesforce.com Application in 2013
30 minute webinar presentation
February 6th, 2013
Housekeeping
• This webinar is 25 mins
5 minutes set for questions

• Q&A at the end of the presentation
Please ask questi...
What you will learn today
• 10 ways to improve your Salesforce.com application in 2013

• We will discuss in each topic:
•...
Who is Emtec?
Emtec… ‘Big enough to do the work, small enough to care’
EMTEC THE COMPANY
• Serving clients for over 46 years
• 14 locati...
Our Salesforce.com Practice
• Key Partnerships
• Dedicated Salesforce.com Practice
• Total of 60+ certifications, in Sales...
10 Ways to improve your Salesforce.com Application in 2013
#10 – Leverage Home Page as a ‘One Stop Shop’
#10 – Leverage Home Page as a ‘One Stop Shop’
• Why this idea is valuable
•Allows users to stay within the application
•Ag...
#9 – Foster collaboration by using Salesforce.com social tools
#9 – Foster collaboration by using Salesforce.com
social tools
• Why this idea is valuable
• Reduce email volume
• Acceler...
#8 – Support a multi-device mobile strategy
#8 – Support a multi-device mobile strategy
• Why this idea is valuable
•Promotes user productivity by making key informat...
#7 – Implement a user adoption & training strategy
#7 – Implement a user adoption & training strategy
• Why this idea is valuable
•Maintaining user engagement and effectiven...
#6 – Continuous Improvement
#6 – Continuous Improvement
• Why this idea is valuable
•Streamline user experience by reducing clutter
•Increases adoptio...
#5 – Audit your instance against new functionality
#5 – Audit your instance against new functionality
• Why this idea is valuable
•Accelerate potential improvements in funct...
#4 – Use automation capabilities to reduce manual effort
#4 – Use automation capabilities to reduce manual effort
• Why this idea is valuable
•Users can focus on activities that m...
#3 – Bring other functional groups onto the platform
#3 – Bring other functional groups onto the platform
• Why this idea is valuable
•Improve collaboration between functional...
#2 – Enrich and improve your data
#2 – Enrich and improve your data
• Why this idea is valuable
•Duplicate data causes reporting issues, reduces visibility,...
#1 – Integrate Salesforce.com with key systems
#1 – Integrate Salesforce.com with key systems
• Why this idea is valuable
•Adds value to your existing IT investments and...
Q&A
10 Ways To Improve Your Salesforce.com Application In 2013

1. Integrate Salesforce.com with key systems
2. Enrich and imp...
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Webinar: Ten Ways to Enhance Your Salesforce.com Application in 2013

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Join Emtec and learn ten ways you can enhance your Salesforce.com Application in 2013

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Webinar: Ten Ways to Enhance Your Salesforce.com Application in 2013

  1. 1. 10 Ways to improve your Salesforce.com Application in 2013 30 minute webinar presentation February 6th, 2013
  2. 2. Housekeeping • This webinar is 25 mins 5 minutes set for questions • Q&A at the end of the presentation Please ask questions using the GoToMeeting Chat Panel • The webinar is recorded Follow up email will be sent to materials you can share with your team Emtec, Inc. Proprietary & Confidential. All rights reserved 2012. 2
  3. 3. What you will learn today • 10 ways to improve your Salesforce.com application in 2013 • We will discuss in each topic: •Why the idea is valuable •How to get started •Implementation considerations Emtec, Inc. Proprietary & Confidential. All rights reserved 2012.
  4. 4. Who is Emtec?
  5. 5. Emtec… ‘Big enough to do the work, small enough to care’ EMTEC THE COMPANY • Serving clients for over 46 years • 14 locations, including 8 development centers • Voted One of the Top 100 Places to Work by Cranes Chicago in 2012 • Our consultants have an average of 14 years of experience. Nearly 45% have advanced certifications • 73% of our PMs, Architects & Consultants worked at Tier 1 consultancies in a previous life • $255M IT Services Provider • Regularly compete & win against larger IT service providers US Locations • Radnor, PA (HQ) • Atlanta, GA • Chicago, IL • Dayton, Ohio • Freemont, CA • Jacksonville, FL • Herndon, VA • Minneapolis, MN • Springfield, NJ • St. Louis, MO THE WORLD Global Offices • Toronto, Canada • Ottawa, Canada • Pune, India • Bangalore, India Emtec, Inc. Proprietary & Confidential. All rights reserved 2012. • Emtec has completed more than 1,100 Package Application engagements, including: - • Over 1,000 full-time professionals EMTEC AROUND EMTEC SERVICES AT A GLANCE 200+ Oracle clients with more than 415 engagements - 206 EPM / Hyperion & OBIEE clients and 323 engagements - 186 Microsoft Dynamics and more than 255 projects • Emtec is a premier provider of SaaS and Emerging technologies consulting, including more than 75 Salesforce.com engagements, Including Sales Cloud, Service Cloud and Custom Cloud • Emtec has performed more than 6.3M hours of application development and maintenance work ranging from Business Analysis to Product Development • Emtec has served more than 565 Infrastructure services clients where we have: - Deployed more than 1.85M servers, personal computers, tablets and mobile devices - Installed or provided more than 925 exabytes of storage (That’s a whole lot…) - Triaged more than 30,000 L1 support incidents - Implemented service management solutions for more than 125 clients 5
  6. 6. Our Salesforce.com Practice • Key Partnerships • Dedicated Salesforce.com Practice • Total of 60+ certifications, in Sales, Service and Custom Clouds. • Project Work: 70+ SFDC projects delivered • One of the fastest growing Emtec practices, 221% over last year. • Very High Customer Satisfaction (CSAT) ratings with Salesforce.com (9.8/10) Strategic Services Cutting Edge Functionality Easy to Engage Implementations & Services Application Strategy Strategy Mapping ROI and TCO Studies User Adoption Studies Realignment/Reconfiguration projects Mobile applications Social Quick Starts Advanced Reporting & Analytics New release visioning Salesforce.com implementation services Application Integration Salesforce.com Org merges Managed Admin Services Rapid prototyping Emtec, Inc. Proprietary & Confidential. All rights reserved 2012. 6
  7. 7. 10 Ways to improve your Salesforce.com Application in 2013
  8. 8. #10 – Leverage Home Page as a ‘One Stop Shop’
  9. 9. #10 – Leverage Home Page as a ‘One Stop Shop’ • Why this idea is valuable •Allows users to stay within the application •Aggregate links to critical systems for easy access •Improves user adoption • How to get started •Identify commonly used information sources •Avoid clutter; simple is better • Implementation considerations •Consider components such as: –User customizable news feeds –Links to portals, internal websites (leverage single-sign on) –Consolidated analytics - embedded Analytics via Visualforce •Group information by user function –Plan layouts by key functional areas Emtec, Inc. Proprietary & Confidential. All rights reserved 2012.
  10. 10. #9 – Foster collaboration by using Salesforce.com social tools
  11. 11. #9 – Foster collaboration by using Salesforce.com social tools • Why this idea is valuable • Reduce email volume • Accelerate collaboration via crowd-sourcing • Shrinks the enterprise by bringing geographically diverse users together • Gamification (Work.com) can improve performance • How to get started • Define use case and desired outcomes • Create metrics and rewards • Create usage guidelines • Implementation considerations • Monitoring and nurturing are key to adoption • Executives should lead by example – use Chatter! • Roll-out and training plan is critical Emtec, Inc. Proprietary & Confidential. All rights reserved 2012.
  12. 12. #8 – Support a multi-device mobile strategy
  13. 13. #8 – Support a multi-device mobile strategy • Why this idea is valuable •Promotes user productivity by making key information available where users work •Boost employee satisfaction • How to get started •Tailor the user experience to the device if you are BYOD. Not all devices are created equal •Define key functionality and data needed •Salesforce Touch • Implementation considerations •Visualforce pages may render differently in Touch – test first •Mobile licensing costs Emtec, Inc. Proprietary & Confidential. All rights reserved 2012.
  14. 14. #7 – Implement a user adoption & training strategy
  15. 15. #7 – Implement a user adoption & training strategy • Why this idea is valuable •Maintaining user engagement and effectiveness protects your investment in Salesforce.com •New employee ramp up time reduced • How to get started •Integrate into your new functionality release schedule •Keep pace with Salesforce.com releases •Define core concepts and functionality key to your specific implementation •Define use cases based on user roles and function • Implementation considerations •Leverage Salesforce.com training material for core concepts and components •Quick Reference Guides can be very effective Emtec, Inc. Proprietary & Confidential. All rights reserved 2012.
  16. 16. #6 – Continuous Improvement
  17. 17. #6 – Continuous Improvement • Why this idea is valuable •Streamline user experience by reducing clutter •Increases adoption by keeping application simple and current •Improves ease of maintenance • How to get started •Review role hierarchies, page layouts, unused fields, unused reports, dormant users, simplify sales process •Review findings and recommendations with governance team • Implementation considerations •Communicate changes to users •Test changes in Sandbox first Emtec, Inc. Proprietary & Confidential. All rights reserved 2012.
  18. 18. #5 – Audit your instance against new functionality
  19. 19. #5 – Audit your instance against new functionality • Why this idea is valuable •Accelerate potential improvements in functionality •Reduction of customizations • How to get started •Review release notes and training for each release. •Identify new functionality that can benefit your users • Implementation considerations •Evaluate existing requirements against new functionality •Communicate planned changes to users prior to implementing •Train users in new functions •Test in Sandbox first Emtec, Inc. Proprietary & Confidential. All rights reserved 2012.
  20. 20. #4 – Use automation capabilities to reduce manual effort
  21. 21. #4 – Use automation capabilities to reduce manual effort • Why this idea is valuable •Users can focus on activities that matter most •Consistent processes •Simplifies/eliminates data entry • How to get started •Identify manual processes as automation candidates •Define automation paths (auto-approvals,flow, workflow) • Implementation considerations •Not all functionality is available on all Salesforce.com editions •Ensure exception flows are accounted for in the process Emtec, Inc. Proprietary & Confidential. All rights reserved 2012.
  22. 22. #3 – Bring other functional groups onto the platform
  23. 23. #3 – Bring other functional groups onto the platform • Why this idea is valuable •Improve collaboration between functional groups •Potential to eliminate redundant systems •Reduce system maintenance costs • How to get started • • Start from your core implementation and work outward Utilize core features (case management, approvals, forecasting, marketing automation) • Implementation considerations •Review requirements against existing functionality •Move stand-alone applications onto the platform •Plan and communicate timing •Test in Sandbox first Emtec, Inc. Proprietary & Confidential. All rights reserved 2012.
  24. 24. #2 – Enrich and improve your data
  25. 25. #2 – Enrich and improve your data • Why this idea is valuable •Duplicate data causes reporting issues, reduces visibility, and can cause bad decisions •Clean data promotes user confidence in system •Augmented data can help identify new opportunities • How to get started •Implement scheduled data audits to identify and resolve duplicate records •Consider Data.com for a crowd sourced (Jigsaw) database of contacts mixed with D&B data •Augmented data can help identify new opportunities • Implementation considerations •Define ownership of survivor records carefully •Merging data impact visibility to records, existing reports, and view Emtec, Inc. Proprietary & Confidential. All rights reserved 2012.
  26. 26. #1 – Integrate Salesforce.com with key systems
  27. 27. #1 – Integrate Salesforce.com with key systems • Why this idea is valuable •Adds value to your existing IT investments and Salesforce.com •Improve end-to-end processes by reducing manual data sharing between systems •Provide users with key organizational data regardless of system-oforigin • How to get started •Identify key data that resides in systems external to Salesforce.com •Evaluate need to summarize or transform the data •Select an integration tool and strategy • Implementation considerations •Decide whether real-time or batch is needed for integration •Define security, source, and survivorship of data •Decide if integrations are uni-directional or bi-directional. Emtec, Inc. Proprietary & Confidential. All rights reserved 2012.
  28. 28. Q&A
  29. 29. 10 Ways To Improve Your Salesforce.com Application In 2013 1. Integrate Salesforce.com with key systems 2. Enrich and improve your data quality 3. Bring other functional groups onto the platform 4. Use automation capabilities to reduce manual effort 5. Audit your instance against new 6. Continuous improvement 7. Implement a user adoption & training strategy 8. Support a multi-device mobile strategy 9. Foster collaboration by using social 10. Leverage home page as a ‘one stop shop’ Emtec, Inc. Proprietary & Confidential. All rights reserved 2012.

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