One Stop Shop for SMBs to Manage Their Entire Business


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From sales, to marketing, and finance, join us to learn how you can manage your entire business within Salesforce. You'll hear from other SMB customers about how they're using this tool to manage their business end to end, and will leave armed with new ways you can leverage this application for success.

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One Stop Shop for SMBs to Manage Their Entire Business

  1. 1. A One-Stop-Shop for SMBs:How Salesforce Can Manage Your Entire BusinessTim Anderson, Customers for Life, salesforce.comDale McVeen, President, Bishop TechnologiesChris McVeen, Director Client Services, Bishop TechnologiesDavid Ciccarelli, CEO,
  2. 2. 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, 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 product or service availability, 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, new products and services, 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 outcome of intellectual property and other litigation, risks associated with possible mergers and acquisitions, 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 products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of, inc. is included in our annual report on Form 10-Q for the most recent fiscal quarter ended July 31, 2012. This documents and others containing important disclosures 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 presentations, 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., inc. assumes no obligation and does not intend to update these forward-looking statements.
  3. 3. Session Objectives• Learn from successful customers• Think about Salesforce as a tool to run ALL of your Front-Office• Leave session with solutions to specific businesses challenges
  4. 4. Agenda Welcome – Tim Anderson, Customer Story – Bishop Technologies Customer Story – Q&A
  5. 5. Delight Your Customers with the Social Enterprise Cloud . Mobile . Social
  6. 6. Dale McVeenPresidentChris McVeenDirector, Client Services
  7. 7. All about Bishop Technologies Electronic Messaging and Data Archive Migrations • Founded in 2002 • Based in Chicago, IL • 24 Sales Cloud, 2 Service Cloud, 20 Customer Portal • Market carved out of email archiving and compliance
  8. 8. Our Early Challenges
  9. 9. Our Strategy…Ever Evolving Basic 1:1 Early Salesforce Deeper QuickCommunication Implementation Development GrowthCore Processes Centralize Integration and Streamline and Structure Accounts and Automation Automation and Developed Support Model Initiatives Begin Collaboration2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012
  10. 10. One-Stop-Shop Marketing Sales Accounting Support Engineering Collaboration Campaign & Opportunities, Expense Control & Customer Portal CRM Data & Commission Client ExperienceLead Management Quotations & Knowledge Base & Project Project Status Forecasts Management ExactTarget Management SLA Timer
  11. 11. Manage Entire Customer Lifecycle Quote Support Creation Portal Client SLA Website Timer Inquiry
  12. 12. GovernanceChange Request Analyzed by Review with Key Plan for Deployment via via Case Salesforce Admin Stakeholders Implementation Salesforce Admin
  13. 13. Key Takeaways• Think big, but realistic• Prioritize strategies from all roles• Aim for functionality to be within two degrees of top-line corporate goals
  14. 14. David CiccarelliChief Executive Officer
  15. 15. All about Online marketplace for professional voice over talents. We transformed a 100 year old industry.  Founded in 2003  Based in London, Ontario  26 Unlimited Edition
  16. 16. How We Innovate Audition and Hire Professionals From the Web, iPhone or iPad
  17. 17. We Run Our Whole Business on Salesforce Marketing Sales Support Collaboration HR AnalyticsGoogle Adwords PowerDialer for Email, Web Ideas and Time-off, Business Decision and Act-On for Inside Sales Forms, Chat and for Project Flex-Time & Made from “Single Marketing Team Phone Management Vacation Point of Truth”
  18. 18. We Score Leads with Act-On
  19. 19. Our Sales Team Loves PowerDialer
  20. 20. We Support Our Customers with LiveAgent
  21. 21. Everyone’s Got a Good Idea
  22. 22. Projects Are Managed in
  23. 23. Human Resources Made Simple
  24. 24. Top Lessons Learned Start your search on AppExchange Prequalify Vendors with their level of Salesforce integration Use Admin Request from Premier Support Systematize every department with Salesforce
  25. 25. Dale McVeen Chris McVeen David Ciccarelli Tim Anderson President, Director Client Services, CEO, Customers for Life,Bishop Technologies Bishop Technologies