Getting Started with Mobile on Salesforce1


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As presented at the UK & Ireland Salesforce1 Essentials Roadshow in the Summer of 2014.

The mobile revolution connects billions of devices, creating opportunities for companies of all sizes, to deliver timely, location-aware, and highly contextual engagements. Customer companies use mobility to create deeper connections with their customers, employees, partners, and products. Whether you are a large enterprise or a start-up, join us to learn how your company can kick-start its mobile strategy and create a surefire path to mobile success.

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Published in: Business, Technology

Getting Started with Mobile on Salesforce1

  1. 1. Getting Started with Mobile on Salesforce1 @sivellsf Scott Ivell Senior Manager, UK Product Marketing @gdenny189 Gary Denny Principal Sales Engineer
  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 any litigation, risks associated with completed and any 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-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These 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. Why does Mobile Matter?
  4. 4. The Rise of Mobile Computing 4 3Q08 2Q09 1Q10 4Q10 3Q11 2Q12 1Q13 Your Employees & Customers Your Company 76 Million PCs 230 Million iOS/AndroidUnit Sales Source: Strategy Analytics. “Global Smartphone Shipments Hit Record 230 Million Units in Q2 2013.” July 2013. Source. Gartner. July 2013. 2Q13
  5. 5. Welcome to the Internet of Customers Terminal Client Devices Products 3G/4G SNA Mainframe LAN/WAN Server Cloud Social Ÿ Mobile Ÿ Cloud Ÿ Connected 1,000,000s 1,000s 1,000,000,000s
  6. 6. The Internet of Customers: The Business Opportunity Connected Customers Connected Partners Connected Employees Connected Communities Connected Apps&Products
  7. 7. Mobile Opportunity Decrease Sales Cycle Decrease Administrative Time Increase Forecast Accuracy Reduce Sales Call Costs Increase Win Rates Eliminate Redundant Activities Increase Field Sellling Time
  8. 8. Copyright 2013 Duarte Inc. Confidential. 8 Source: Gartner AADI Summit, “Mobile and Social: Major Drivers of Your Web.” August 14-15, 2012. Our Employees Live in Micro-moments
  9. 9. Copyright 2013 Duarte Inc. Confidential. We Get Things Done in Micro-Moments Deposit a check Share a photo Pay for coffee Hail a cab Book a flight Find a restaurant Reserve a table Trade a stock Pay a bill Create a music station
  10. 10. Copyright 2013 Duarte Inc. Confidential. ...approve a purchase order ...collaborate on opportunities ...get notified during key account events ...create a quote ...capture meeting details account history ...share a file securely For Work, we want to... ...escalate customer issues dashboards
  11. 11. Where are the Mobile Business Apps?
  12. 12. 90% Of All Enterprise Apps Will be Mobile by 2017 20% Source: Gartner, Ian Finley, Research VP; 2010 of enterprise apps are mobile 2013 2017 90% of enterprise apps will be desktop and mobile
  13. 13. But it’s Difficult to Build Connected Apps Complexity of form factors Limited number of developers Multiple operating systems Multiple platforms have deployed apps½< 60% 40% 20% PercentofRespondents Mobile apps are critical Mobile apps deployed 2013 Study of 1,300 Global Executives “The Rise of the Customer-Led Economy”
  14. 14. It Takes Too Long to Build Apps on Legacy Platforms buy & setup hardware install complex software define user access build & test security make it mobile & social setup reporting & analytics build app Legacy Platforms 6-12 Months? Idea App
  15. 15. Salesforce1 Platform is the Fastest Path from Idea to App AppIdea build app Idea buy & setup hardware install complex software define user access build & test security make it mobile & social setup reporting & analytics build app Legacy Platforms App 6-12 Months?
  16. 16. The Salesforce1 Customer Platform Transform your sales, service, & marketing: Connect all your customer data Connect all your apps Breakthrough for Developers, Admins, Partners, and Employees Salesforce1 Platform APIs Salesforce1 Mobile App Salesforce1 Platform Services Heroku1 ExactTarget Fuel
  17. 17. Experience Salesforce on Any Device Download the Salesforce1 Mobile App today. Your AppExchange Apps Your CRM Your Custom Apps All your past investments... Feed First UI Notifications Platform Publisher Actions in the future Salesforce1
  18. 18. Salesforce1 Unifies the Salesforce Mobile Experience Salesforce Touch CRM access Custom apps Agility of HTML5 Chatter Mobile Feeds People & Groups Files Native experience Salesforce1 Mobile App Logger & Forcepad Sales productivity tools Task management Call logging Salesforce Classic CRM data Analytics Tasks & events Native phone features
  19. 19. Getting Started with Mobile
  20. 20. Customize the Salesforce1 Mobile App for Your Business Your Custom AppsYour Business Actions Add any custom employee apps to the Salesforce1 App Create custom business actions to get work done in the feed Your AppExchange Apps Connect mobile-optimized partner apps right inside the Salesforce1 App
  21. 21. Demonstration
  22. 22. Adp customer story slide ADP Equips Sales to Run Their Business from their Mobile Devices •  Customized Publisher actions for sales reps to quickly take action on the go •  Access mobile dashboards to keep track of sales •  Lead to close selling process all on mobile •  Digital sales aid for face-to face selling •  All content stored in Salesforce and accessible through a native iPad app •  Branded with all custom content including video
  23. 23. Going Beyond your First Steps
  24. 24. Two Great Ways to Build Your Mobile App Portfolio Salesforce1 Mobile App Configurable by Admins out of the box Custom Mobile Apps Built by Developers with our Mobile Services For employee facing apps For customer-facing experiences All built on the Salesforce1 Platform
  25. 25. Create Branded, Customer-facing Apps with Salesforce1 Mobile Services Digital Sales Aid Class Scheduling Event Collaboration Customer Orders
  26. 26. Join the Salesforce1 Group in the Success Community Access Release Resources Collaborate with Peers Interact with Product Managers Get all Your Release Questions Answered Receive Special Access to Sneak Peeks