Small Business, Big Footprint  Ross Bauer, VP Product Development Plum Benefits. Jim Martin, Senior Director of Sales Oper...
SPEAKER INTRO/TRANSITION SLIDE Ross Bauer VP/Product Development [email_address]
<ul><ul><li>INDUSTRY : Media & Entertainment </li></ul></ul><ul><ul><li>EMPLOYEES : 40 </li></ul></ul><ul><ul><li>GEOGRAPH...
Your slide title <ul><ul><li>SFA, SSS, Marketing Automation, Extensive use of API </li></ul></ul><ul><ul><li>Initial Rollo...
Jim Martin Senior Director of Sales Operations COMPANY NAME/LOGO Ross Bauer VP, Product Development Bryan Yeung Associate ...
Ross and his team have leveraged salesforce.com to automate and refine many areas of Plum Benefits’ business. In addition ...
Plum Benefits Implementation Overview Salesforce Web Site Eloqua Finance &  Accounting Call Center Content Mgmt Tracking M...
Automating Repetitive Activities <ul><ul><li>We use the  web-to-lead  and  web-to-case  functionality that comes with Sale...
Create User Profile
Organize and Empower Sales and Service Reps <ul><ul><li>Content Management </li></ul></ul><ul><ul><ul><li>Empower account ...
Content Management
 
Salesforce Web Site
Validating Email Domain
Providing Real-Time Web Site Service
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Small Business, Big Footprint: How New Ventures Can Win w/ Salesforce.com

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Small Business, Big Footprint: How New Ventures Can Win w/ Salesforce.com

  1. 1. Small Business, Big Footprint Ross Bauer, VP Product Development Plum Benefits. Jim Martin, Senior Director of Sales Operations Cyveillance Inc. Track 1: Becoming Customer Centric
  2. 2. SPEAKER INTRO/TRANSITION SLIDE Ross Bauer VP/Product Development [email_address]
  3. 3. <ul><ul><li>INDUSTRY : Media & Entertainment </li></ul></ul><ul><ul><li>EMPLOYEES : 40 </li></ul></ul><ul><ul><li>GEOGRAPHY : US </li></ul></ul><ul><ul><li># USERS : 40 </li></ul></ul><ul><ul><li>PRODUCT(S) USED : SFA, Service & Support, API, 3 downloaded AppExchange applications </li></ul></ul>Plum Benefits is a leading provider of employee perks program. They negotiate and aggregate discounts to entertainment events (such as theater, sporting events, concerts, etc) and make them available to corporate employees via company-sponsored extranets. We currently provide service to approximately 25,000 corporations in the US.
  4. 4. Your slide title <ul><ul><li>SFA, SSS, Marketing Automation, Extensive use of API </li></ul></ul><ul><ul><li>Initial Rollout, 60 days </li></ul></ul><ul><ul><li>3 dedicated reps fielding inbound phone, email and web cases. 15 reps dedicated to outbound/proactive service </li></ul></ul><ul><ul><li>Heavy integration with our web site </li></ul></ul><ul><ul><li>Migrated 5-years of activity history from our previous CRM system, Goldmine. </li></ul></ul>
  5. 5. Jim Martin Senior Director of Sales Operations COMPANY NAME/LOGO Ross Bauer VP, Product Development Bryan Yeung Associate Sales Engineer Salesforce.com Moderated By: Our Customer Panel
  6. 6. Ross and his team have leveraged salesforce.com to automate and refine many areas of Plum Benefits’ business. In addition to utilizing out-of-the box applications like sales force and marketing automation, Plum Benefits have built and integrated several custom applications that enable them to a) improve quality of service and b) increase sales without increasing the need for human capital Ross Bauer VP/Product Development Hall of Fame <ul><li>Quick Facts </li></ul><ul><ul><li>Developed a custom web-to-contact application to manage over 20,000 active B2B relationships. </li></ul></ul><ul><ul><li>Integrated a custom web site content and image management system with salesforce </li></ul></ul><ul><ul><li>Created an internal help desk ticketing system using custom objects and workflows </li></ul></ul>Meet Him At: XXX
  7. 7. Plum Benefits Implementation Overview Salesforce Web Site Eloqua Finance & Accounting Call Center Content Mgmt Tracking Movement of content from salesforce to the web Contact syncing
  8. 8. Automating Repetitive Activities <ul><ul><li>We use the web-to-lead and web-to-case functionality that comes with Salesforce.com </li></ul></ul><ul><ul><li>We also developed our own web-to-contact functionality using the salesforce API: </li></ul></ul><ul><ul><ul><li>All contacts that register on our web site are employees of corporations that already subscribe to our service </li></ul></ul></ul><ul><ul><ul><li>We use email address domains (attached to the account level) to validate new employee sign-ups on our web site </li></ul></ul></ul><ul><ul><ul><li>The application is also used to de-dupe and to write (and in some cases move) contacts into the correct salesforce accounts </li></ul></ul></ul>
  9. 9. Create User Profile
  10. 10. Organize and Empower Sales and Service Reps <ul><ul><li>Content Management </li></ul></ul><ul><ul><ul><li>Empower account managers to sell more product by giving them direct control/access to their clients’ offers as they appear on our web site </li></ul></ul></ul><ul><ul><li>Email Domain Management </li></ul></ul><ul><ul><ul><li>Control corporations’ access to our web site using email address domains </li></ul></ul></ul><ul><ul><ul><li>Store as custom object associated to account </li></ul></ul></ul><ul><ul><ul><li>Any new employee registering on our web site must have an email address that matches a domain stored in saleforce.com </li></ul></ul></ul><ul><ul><li>Offer real-time customer support to Web Customers </li></ul></ul><ul><ul><ul><li>Empower service reps to solve typical web account problems in real-time by integrating salesforce with our web site user database (i.e. password resets, problems registering) </li></ul></ul></ul>
  11. 11. Content Management
  12. 13. Salesforce Web Site
  13. 14. Validating Email Domain
  14. 15. Providing Real-Time Web Site Service

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