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Generation Automation: Using Workflows & Approvals to Increase Efficiency
 

Generation Automation: Using Workflows & Approvals to Increase Efficiency

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Workflow rules and approval processes are great tools to automate and streamline your key business processes. This session will focus on how you can capitalize on these tools to drive high value to ...

Workflow rules and approval processes are great tools to automate and streamline your key business processes. This session will focus on how you can capitalize on these tools to drive high value to your organization. Turns out maximum efficiency isn't an oxymoron after all...

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    Generation Automation: Using Workflows & Approvals to Increase Efficiency Generation Automation: Using Workflows & Approvals to Increase Efficiency Presentation Transcript

    • Generation Automation Using Workflow and Approval to Increase Efficiency
      Administrators
      Vaughn Abbey: salesforce.com
      Leyna Hoffer: Merrill Corporation
      Maggie Jolitz: VinSolutions
    • Safe Harbor
      Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.
      The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the fiscal year ended April 30, 2009 and our other filings. These documents are available on the SEC Filings section of the Investor Information section of our Web site.
      Any unreleased services or features referenced in this or other press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
    • How can you automate business processes in your company?
    • Session Goals
      Mission: Show you the tools you need to automate key business processes in your company
      We will show you
      • Why Workflow matters to your business
      Our vision of workflow and approval
      How to automate your key business processes
    • Workflow Rules
      Capture key business events with automated actions
      Email Alerts
      Tasks
      Field Updates
      Web Service Outbound message
    • Approval Processes
      Simple and Sophisticated Routing to Automate Manual Approval processes
      Route to Manager
      Route to queues
      Dynamic Routing (Apex)
      Email approvals
      Parallel approvers
    • Workflow is…
      Definition of a set of rules…
      Send email
      ~~~~~~~~
      ~~~~~~~~
      Update field
      ~~~~~~~~
      ~~~~~~~~
      Create task
      ~~~~~~~~
      ~~~~~~~~
      Send outbound
      Message
      ~~~~~~~~
      …for actions…
      …which pass documents,
      information or tasks…
      …among participants*…
      *participant = resource (human or machine)
      …to automate a business process, in whole or part.
    • Where do Workflow and Approvals fit in?
    • Workflow matters to your business because…
      ..when you…
      …you enable…
      …which helps you strategically…
      Define the processes
      critical to your business
      &
      rulesto automate
      those processes
      Reduce risks
      Improved Efficiency
      Process Improvement
      Better process control
      Flexibility
      Lower costs
      Improve Customer Service
    • Salesforce.com workflow tools continue to evolve
      Graphical Approval Process Editor
      Personalized Email Alerts
      Richness of Workflow Offering
      Campaign Member Workflow
      Approval Email Settings
      Process Visualizer
      2011
      2010
    • Write out the steps involved
      Identify the objects
      Map out the data flow
      Create the process in salesforce.com
      Measure and refine
      A guide to automate a business process
    • Write out the steps of the process
      Case is entered for a Feature Request
      Email sent to the product manager
      The product manager prioritizes the feature request
      Release built into the roadmap
      Product manager sends release details back to the rep
      Details returned to the customer
    • Identify the Objects
      Case is entered for a Feature Request
      Email sent to the product manager
      The product manager prioritizes the feature request
      Release built into the roadmap
      Product manager sends release details back to the rep
      Details returned to the customer
    • Map out the Data Flow
      Case is entered for a Feature Request
      Email sent to the product manager
      The product manager prioritizes the feature request
      Release built into the roadmap
      Product manager sends release details back to the rep
      Details returned to the customer
    • Create in Salesforce
    • Measure and Refine
    • Leyna Hoffer
      Merrill Corporation
    • All About Merrill Corporation
      • Headquartered in St. Paul, Minnesota
      • Founded in 1968 – 40+ years strong
      • ~$1 Billion company
      • More than 5,000 employees in 85 global locations
      • From Europe to Asia to Australia and more
      • Global infrastructure, local presence
      Company Logo Here
    • All About Merrill Corporation
      • Main business segments
      • Legal and Financial Transaction Services (LFTS)
      • Marketing and Communication Services (MCS)
    • All About Merrill Corporation
      Implementation/Rollout highlights:
      • 303 Current Users
      • Rollouts planned for 2011
      • Canada
      • International
      • 350 Total Users
      • Phased Rollout beginning 9/09 – 2/11
    • Customer and Prospect Data Locations
      Salesforce.com
      Eloqua
      Prospects
      API Synch
      Leads
      Leads
      Contacts
      API Synch
      Contacts
    • Customer Contact Responsibility
      • Prospects
      • Marketingcultivates those names with national campaigns designed to provide highly targeted, relevant materials, and ultimately drive response and conversions.
      • Leads
      • Marketing is ultimately responsible to ensure that each person in the leads module has touch points.
      • Contacts
      • All touch points are managed by the Sales Reps. Are limited to the number of Contacts they can have – based on Product Line and Manager’s discretion.
    • Rep-Entered Lead Routing - Workflow
    • Workflow Demonstration
    • Rep-Entered Lead Routing
      • Post Salesforce/Workflow
      Pre Salesforce/Workflow
    • Sales Reps and Campaigns – Approval Process
      • Email Campaigns sent to < 250 Contacts, Rep is responsible to send on their own using:
      • Campaigns
      • Marketing Created Templates
      • Segmentation criteria gathered on the Contact record
      • Email Campaigns sent to >250 names, Eloqua Administrator deploys the Campaign
      • Uses an Approval workflow in Salesforce.com to alert the appropriate Eloqua Administrator
    • Approval Process Demonstration
    • Approval Process Diagram
    • Thank You
    • Maggie Jolitz
      VinSolutions
    • All About VinSolutions
      VinSolutions is an industry-leading developer of Internet-based automotive specific CRM, Internet lead management (ILM) and Inventory Management software.
      • Headquartered in Overland Park, Kansas (Kansas City)
      • Founded in 2006
      • 672% growth over last 3 years
      • 150 employees
      • >10 Million in Sales
      • Aug 2010 named the 33rd fastest growing software company in the US by Inc Magazine
    • Implementation Hi-lights
      • 120 Enterprise Users and 18 Platform Users
      • Self deployed but later realized benefits of a consulting partner doing implementation
      • 6 App Exchange objects
      • 12 Custom Objects
      • 2 API Interfaces
      • 1 force.com sites
      • Deploying Customer Portal Jan 2010
    • Company Structure- Sales
    • Company Structure- Implementation
    • Company Structure- Training
    • Company Structure- Support
    • Integrating Graphic Design Team into Projects
      Graphic Designers were not using Salesforce
      Emails were being sent for requests
      No visibility to volume of assignments
      No visibility to issues around design work
      No Quality Assurance process
      Customers complaining taking too long to get sites live
    • Process Flowchart
    • Object Layout
    • Process Workflow – Request/Submit
    • Process Workflow – Request
    • Process Workflow – Request
      Hovers quickly get users to the related lists
      Custom Buttons
    • Process Workflow – Request Comp
      Fields are auto-filled based on button selected
    • Process Workflow – Email
      Email to Designer
    • Process Workflow – Task
      New Task on Home Page
    • Process Workflow – Field Update
      Field Update
    • Process Workflow – Submit
      • User clicks on applicable button
      • Form auto-populated
      • Workflow sends email, assign tasks, updates fields
    • Approval Process
    • Approval Process Setup
      Easy to setup – walks you through entire process
    • Approval Process - Diagram
    • Approval Process - Diagram
    • Approval Process – Submit for Approval
      One Click triggers multiple actions
    • Approval Process Actions > Send Email
      Email with details of New Design to Approve
    • Approval Process Actions – Items to Approve
      Added to “Items to Approve” on Home Page
    • Approval Process Actions – Field Updates
    • Approval Process – Approve or Reject
      Approved
      Email Project Manager – Design Approved
      Field Update – Awaiting Customer Approval
      Rejected
      Email Designer– Design Rejected
      Field Update – Revisions Submitted
    • Workflow/Approval Process Benefits
      • Increased Data Integrity
      • Improved efficiency – less clicks, more productivity
      • Increased visibility to assignments
      • Approval Process addressed Quality Control issues
      • Complete Visibility to Directors thru Dashboards and Reporting
    • Thank You!
    • Summary
      Start using workflow and approval processes to automate and streamline your business.
      Automating business processes helps you to improve consistency, lower cost and reduce risk in your organization.
      Workflow is dynamic and not static, update your workflows to meet the changing needs of your business. Continually refine your automated business processes.
    • Resources at your disposal
    • Q & A Ask Questions, get expert answers
    • How Could Dreamforce Be Better? Tell Us!
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      OR
      Every session survey you submit is a chance to win an iPod nano!