- Donna Haywood of Working In needed a system to manage their global sales team, multiple products/currencies/taxes, and align with their finance system. They implemented Salesforce Enterprise and saw improved visibility, data-driven decision making, and automated billing.
- Stu Cowdell of Digital Island implemented Salesforce to scale their growing sales teams, manage performance, capture opportunities/quotes, and assign opportunities. This increased sales success and knowledge sharing.
- James Slater of Goodman Fielder implemented Salesforce Mobile to move from manual, error-prone processes to real-time data collection and compliance tracking. This increased speed, customer focus, performance management, and collaboration across teams.
Cloudforce Essentials Auckland 2012 - Business Success Ask the Experts
1. Business Success for Small &
Medium Businesses
Ask the Experts
Rhonda Robati, salesforce.com
Commercial SMB Manager, Australia & New Zealand
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 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 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 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-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
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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.
3. Session Objectives
• How successful companies transformed their business
• Gain insight into how salesforce.com solutions can help grow
your business efficiently and effectively
• Offer a benchmark to your checklist (people, process & tools)
in transforming your business to thrive, not just survive
4. Agenda
Introduction – Rhonda Robati, salesforce.com
Customer Story – Donna Haywood, Working In
Customer Story – Stu Cowdell, Digital Island
Customer Story – James Slater, Goodman Fielder
Q&A
6. W ki ng I n
or
-NZ Company
-Focus on helping employers who can’t find skills locally to recruit internationally via
our websites, magazine and expos
- Assisting employers with the migration process once employees found
-Offices in Auckland, Sydney, London
-Run events in
London, Manchester, Birmingham, Dublin, Johannesburg, Vancouver, Calgary, Edm
onton, Houston, Santiago and now Madrid
-UK events running since 2002
- Web driven - Almost 3 million visitors to our websites each year
8. W Sal esf or ce?
hy
Needed a system to manage the complexity of:
- Global sales team
- Multiple products
- Multiple currencies
- Multiple tax rates
Had no central visibility of pipelines
Excel database did not provide enough information for strategic analysis – revenue
by product, industry, country, state
Requirement to align with finance system
9. Sol ut i on
Implemented Salesforce Enterprise
Project team consisted of representatives from sales, finance and operations
Ensured all data required was captured
Worked with Trineo to develop an interface between Salesforce and Xero to automate the billing process.
Built weekly executive and individual salesperson dashboards
- Sales v Targets
- Pipeline graphs
- Activity graphs
- Discount analysis
Incentives put in place for sales team to use the system
- Target Reporting
- Workflow to e-mail successes to all
10. O com
ut es
- Improved visibility of pipeline
- Improved data for strategic analysis
- Improved productivity by automating the billing process
- Use of dashboard’s as reporting tools at all levels
- Alignment to finance system
PHASE TWO:
- Marketing campaigns
- Expo operation team
- Website and magazine production teams
12. Customer Success:
Digital Island
Who we are: The business choice for plugging in the cloud, business
Mobiles and IP Voice.
Market Position: We supply medium to large NZ businesses seeking to stay ahead with new technology combined with
great service and pricing.
We offer: Data Solutions, IP Voice, Traditional Business Lines, Mobiles, Toll Free, and associated services to NZ’s medium
enterprise market.
Our Clients: We have thousands of clients across NZ, with clients in nearly every industry, for example:
13. The Challenge:
Summary:
Digital Island’s continued strong growth lead to a requirement to optimize the management of our sales function to
ensure all opportunities were captured and converted – thus increasing sales!
Specific Requirements:
Provide the framework for successfully scaling up the sales teams in the New Year
Manage individual performance of sales staff and teams
Report on EOM and mid month on sales activities
Capture future opportunities and manage them
Capture quotation / customer information
Manage Customer Contracts & Resign schedules
Have the ability to assign and re-assign sales opportunities to meet our clients needs
14. The Solution:
Prerequisites:
The solution needed to be off the shelf, proven and scalable to meet our requirement.
Being a technology company with a high level of in house IT competency, we expected the implementation to be rapid
and successful.
Our implementation of Salesforce.com was just that!
Results of the implementation:
Our sales teams readily adopted the application
Salesforce.com has been extremely useful in terms of driving sales success, tracking results and identify areas
needing attention
Increased knowledge sharing through Chatter - for example competitor information is shared this way
Massive increase in Account Management effectiveness including resigns
Our operations team has just gone live with Service Cloud as a direct result of the success we had with Sales Cloud
16. Customer Success:
Goodman Fielder Sales Automation
Goodman Fielder is Australasia's leading listed food company. The company owns a host of iconic brands
that generations of Australians and New Zealanders have grown up with and put in their supermarket
trolleys every week.
Goodman Fielder are responsible for the production, sales and distribution of brands such as Meadow
Lea, Edmonds, Vogel’s, Freya’s, Nature’s Fresh, Meadow Fresh, Puhoi and Tararua
Goodman Fielder has No.1 or No.2 positions in most of the larger product categories, This leading product
offering is supported by an efficient distribution network that enables delivery of the company's products to
over 30,000 outlets every day including supermarkets, route outlets and food service customers.
The company is headquartered in Sydney and employs over 6,000 people in Australasia and the Pacific
Islands. We manufacture our products in almost 50 plants in Australia, New Zealand, Papua New
Guinea, Fiji and New Caledonia.
17. The Challenge:
ISSUE SOLUTION
All Field Sales tasks issued by head office via an array of Sept 09 - Implementation of Salesforce Mobile -
excel and word templates (30+) . Field Reps collected the Blackberry
results during store visits which was then sent to head
office and compiled weekly. 70 UE Force.com – Grocery Teams
10 week project
Limited face time with customers
Following restructure, extended user base to Route
Constrained speed to market on new products and Food Service, Distributor Managers, Business
promotion compliance Development and Outbound Sales team.
Manual, error prone, admin intensive and slow. Solution was replicated by Australia Field Sales
Redeployed technology - iPad early 2012
18. The Solution:
Prerequisites:
System not developed and maintained in house
Ability to integrate with SAP for core data
User friendly in look and feel
Mobility
Results of the implementation:
Dramatically increased the speed of determining GF position in the market.
Ability to track real time product launch results via Dashboard
More business intelligence about account/channel management strategy
Central management of cycle objectives delivered focus.
More proactively manage and measure Field Sales performance, behavior and process.
Enforce compliance manage and measure key business initiatives and activities
Immediacy of data and ability to react. Provide near real-time communication that allows for a
speedier reaction to customer issues and opportunities
Ability to reduce unproductive manual reporting
Ability to collaborate across departments