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How Does Salesforce Do It? Driving Collaboration in the Online Success Community
 

How Does Salesforce Do It? Driving Collaboration in the Online Success Community

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The Salesforce Success Community now exceeds 850,000 members and continues to grow daily. As avid members, we all look for ways to engage with Salesforce.com customers, partners, and experts. The ...

The Salesforce Success Community now exceeds 850,000 members and continues to grow daily. As avid members, we all look for ways to engage with Salesforce.com customers, partners, and experts. The online community provides a new way to connect, find answers, contribute ideas, collaborate, and discuss. By leveraging audio and web conferencing technology integrated with Salesforce, Salesforce amplifies collaboration and idea-sharing with real-time, online meetings, trainings, and webinars.

Looking for ways to be more impactful in the Salesforce Success Community? Join us as we explore how Salesforce is leveraging the ReadyTalk conferencing platform to bolster User Group and Advocacy Programs. You will learn:

How Salesforce User Groups are expanding their reach with collaborative monthly meetings.
Why Salesforce MVPs are integrating an online element into training and certification programs.
The benefits of creating live and recorded webinars for thought leadership in the Salesforce Success Community.
The power of seamlessly integrating webinar and recording data into Salesforce to drive workflows and follow-up.

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  • Setup an environment where multiple people in the Success Community – "Salesforce Certification Study Group" can collaborate with each other while they prepare for their certification exams.
  • Setup an environment where multiple people in the Success Community – "Salesforce Certification Study Group" can collaborate with each other while they prepare for their certification exams.
  • Individuals are given homework with business scenarios and they need to design solutions in Salesforce.They get on a call two days a week for hour and a half and share what they have done with the entire group. Everyone learns something new from watching what other people have done.
  • We have been able to schedule two session a week for hour and halfWe all share our screens and we discuss what everyone has done via the conference call number provided by ReadyTalkWe record each session and make it available to all attendees so that they can go back and review what was discussed
  • We have one member take their certification exam and passedThe rest of the group will take their exams at DreamforceFuture plans include setting up multiple sessions for multiple levels of certifications
  • Here are all the reasons why meeting are never convenient ….blah blah…These (on the left) are all the reasons why we see the benefit of utilizing collaborative meetings using a conferencing platformBroadcasting to remote membersRecord so members can watch at their convenience
  • Meeting Planning and Presentation Collaboration Made Easy With ReadyTalkDreamforce Planning -Many sessions are user submitted stories of success with multiple people working to jointly create a cohesive presentation. ReadyTalk makes this easy.Regional User Group Event Planning - Midwest Dreamin’ 2014 is a regional user group event being planned for late Spring / early Summer 2014. It is a collaborative effort of about 15 user group leaders. ReadyTalk is the ideal tool to bring together a group of passionate people to plan an awesome event.
  • Whether you have a challenge you’ve been dying to run by someone or want to have additional conversation around the question you posted to Salesforce Answers, this is the forum for you to get real time feedback from subject matter experts.
  • The benefits of creating live and recorded webinars for thought leadership in the Salesforce Success Community Josh Hoskins/ Appirio- Focus on Webinars & Thought leadership (7-10 minutes)
  • Discussion on specific workflows for follow-upAutomatic sync at the campaign, lead and contact level Sync with campaign for trackable follow-up; no more importing lists and updating statusesSync at contact/lead level helps sales reps tailor follow-up; no longer reliant on marketing or SF admin to get the dataMultiple views of webinar historyCan view ReadyTalk history within RT custom object or in campaign historyQuick sense of how engaged a prospect is and area of interests from reg, polling, and post-event survey data (pain points, separate hot leads from content junkies, create reports & tasks for sales teamWebinar data on opportunity recordCreate custom report link on opportunity record to see meeting registration confirmation and/or attendance data for all contacts linked to your opportunity’s accountNotifications to account owners based on webinar activityThis is where the beauty of workflow comes in handy; assuming you tied your meeting record to a SF campaign, you can setup a workflow rule from the Campaign member object to send an email directly to the Lead or Contact Ownder based on status (ie. Confirmed or attended)Customized dashboard metricsStandard dashboards/reports are included in the ReadyTalk app install, but there is nothing stopping you from customizing that to suit your specific needsFor example, if you are trying to encourage your Sales team to invite their prospects to an upcoming webinar through a contest, you can create dashboards based on the ReadyTalk Meeting Member Created By fieldTake a look at our blog for more detail

How Does Salesforce Do It? Driving Collaboration in the Online Success Community How Does Salesforce Do It? Driving Collaboration in the Online Success Community Presentation Transcript

  • Matt Brown Advocacy Program Manager From Salesforce Customer to User Group attendee to MVP inaugural class to now manager in charge of the User Group and MVP Programs
  • Salesforce Success Community • Our online community to date 920,000+ customers and partners • What’s the purpose? • Connect faster • Find answers • Contribute ideas • Collaborate & discuss • Help & Training • Over 500 collaboration groups - 160 of those User Groups • Take advantage of the wealth of networking opportunities and knowledge (if you’re not already)
  • How We Met: SFDC User Group Program & ReadyTalk A natural fit
  • How We Use the Technology… • ReadyTalk provides their webinar platform to 160 Global User Groups • MVPs host Office Hours calls with the Community • Our Vision is to provide three major benefits to User Groups with this partnership…
  • Three major benefits: 1. Extend User Group events to remote members 2. Record event presentations to provide to the community 3. Provide fully virtual meeting options for larger regional and industry groups
  • How User Groups Take Advantage of the Technology • Example Use Cases  Ashima Saigal, Michigan Non-profit UG leader, uses ReadyTalk to conduct UG meetings, connecting with those who join remotely  Chicago UG leader, Denise Carbone, is using ReadyTalk to meet, discuss upcoming events and plan for future meetings with her co-leaders.  Trish Perkins, Greensboro UG leader with Cloud 4 Good, uses the platform every day to attend staff meetings, discuss Salesforce design, config and 3rd party integrations with clients, collaborate with colleagues, do training with clients and onboarding with co workers.
  • What Else Can I Use it For? • What are some other use cases you see in the Community for a Webinar application such as ReadyTalks? – Ask Eric • Are there other ways that the User Group Program can leverage ReadyTalk? – Ask Deepa • Why did the MVPs see the value of a Webinar application over a standard conference call application? – Ask Joshua
  • Deepa Patel Halak Consulting, LLC Salesforce.com MVP Silicon Valley User Group Co-Leader
  • Business Case: Training & Certification Who: Community members of Salesforce Certification Study Group What: An online study environment Why: To collaborate with each other while they preparing for certification exams.
  • How We Train • Provide and discuss homework for upcoming sessions • Review and learn from work done by everyone
  • How Has ReadyTalk Helped? • Schedule Bi-Weekly calls • Screen Share and Video collaboration • Record sessions for review
  • Results! • Passed Certification Exam • Future Plans – Add more sessions
  • Thank You! 415.233.4240 www.halakconsulting.com
  • How Salesforce User Groups are Expanding Their Reach with Collaborative Online Meetings
  • Eric Dreshfield • Assoc. Mgr., North America Medical Sales Reporting and Analysis • Southern Indiana Salesforce User Group Leader • southernindiana@salesforceusergroups.com • Twitter: @ericdresh
  • Business Case: Collaborative Meetings Reasons Why People Can’t Attend User Group meetings • The location isn’t convenient • The date/time is doesn’t work • Traffic is horrible • Out of town on business, but I’d still like to participate • I’m sick (or my kids are) so I’ll keep my distance, but I don’t want to miss out on important info
  • We found a Solution Broadcast the session - remote members can participate from their homes, offices, airports… AND Record the session - members can watch (or review) it at their convenience
  • How We Collaborate Dreamforce Presentations Regional User Group Event Planning
  • How has ReadyTalk Helped? Remotely or In Person, we can: • Share stories of success • Generate ideas • Create a cohesive presentation • Plan for future Salesforce events Ultimately, we can engage with peers, regardless of location
  • Joshua Hoskins Solution Architect & Community Advocate for SUCCESS! • Launched MVP Office Hours • San Francisco Developer User Group Co-Lead 2013 • Re-Launched Singapore User Group 2012 • Contributed Salesforce Expertise to several Non-Profits Orgs • Orlando Salesforce User Group Leader 2009-2012 • Produced “Dreamforce To You!” 3 Years in a Row
  • Business Case: Webinars & Thought Leadership MVP Office Hours – Your chance to collaborate with MVPs - LIVE! #LIVE Answers by the Community Bi-Weekly! How do you participate? 1. Go to http://OfficeHours.info/ 2. Join the Chatter Group 3. Click “Register Now” Link 4. Attend & Ask your Question! 1st Half Hour: #SalesforceCRM 2nd Half Hour: #ForceDotCom
  • How has ReadyTalk Helped? • No Waiting - Dialogue in Real Time • Multiple Point of Views • Recorded Sessions • Meeting Conflict • Podcast Subscription • Survey Feature
  • Recap of Use Cases (plus some more): • Training & Certification • Collaboration • Webinars for Thought Leadership • Record, Record, Record (a common theme) • Track recording metrics (who viewed, how long, how many times…) • Use metrics to optimize the next event • Edit & reuse in the community • Share, Share, Share • Social sharing capabilities, right within the platform • Take full advantage of that recorded content, spread the knowledge
  • ReadyTalk for Salesforce 25
  • The ReadyTalk API The Problem • Web conferencing platforms and other applications can’t automatically “talk” to one another • Getting data from one manual platform to another is often involves tedious, manual tasks: • Reduces efficiency • Compromises data accuracy • Delays sales follow-up The Solution • The API is all about INTEGRATION • The API enables ReadyTalk to programmatically share data with other applications such as: 26
  • Available Points of Integration  Schedule a new ReadyTalk Meeting 27
  • Available Points of Integration  Schedule a new ReadyTalk Meeting  Retrieve a list of meetings and the details specific ReadyTalk account 28
  • Available Points of Integration  Schedule a new ReadyTalk Meeting  Retrieve a list of meetings and the details specific ReadyTalk account  Create a registration for an individual for a specific meeting 29
  • Available Points of Integration  Schedule a new ReadyTalk Meeting  Retrieve a list of meetings and the details specific ReadyTalk account  Create a registration for an individual for a specific meeting  Retrieve registration, attendance, polling and postevent data 30
  • Available Points of Integration  Schedule a new ReadyTalk Meeting  Retrieve a list of meetings and the details specific ReadyTalk account  Create a registration for an individual for a specific meeting  Retrieve registration, attendance, polling and postevent data  Retrieve a list of recordings available on a specific ReadyTalk account 31
  • Available Points of Integration  Schedule a new ReadyTalk Meeting  Retrieve a list of meetings and the details specific ReadyTalk account  Create a registration for an individual for a specific meeting  Retrieve registration, attendance, polling and postevent data  Retrieve a list of recordings available on a specific ReadyTalk account  Retrieve registration and playback duration data for a specific recording 32
  • What is ReadyTalk for Salesforce? A full-featured and reliable conferencing platform that integrates seamlessly with Salesforce 33
  • Seamless Integration with Salesforce • Streamline Webinar Processes • Conduct Efficient Sales Demos 34
  • Pain Points for the Marketing User • ‘Excel Hell’ for compiling pre and postwebinar results • Too much delay with post-event follow-up • Tracking prospect activity within salesforce.com Marketing User 35
  • Seamless Integration with Salesforce • Streamline Webinar Processes • Conduct Efficient Sales Demos 36
  • Pain Points for the Sales User • Lack of visibility into my prospect’s activity • Limited window of time for a product demo • Time-consuming, manual processes for entering data into salesforce.com Sales User 37
  • The Solution: ReadyTalk for Salesforce Webinar Platform Attendance Data Registration Data Interactivity Data     No more tedious spreadsheets! Instant visibility Rapid follow-up No need to leave salesforce.com Automation CRM 38
  • ReadyTalk for Salesforce and Beyond What’s Already Included? What can be tweaked? Automatic data sync at the campaign, lead and contact level View webinar data on the opportunity record Multiple views of webinar history at the lead or contact level Notifications to account owners based on webinar activity Further lead qualification through the use of polling and post-event survey data Customized Dashboard Metrics 39