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Detroit Salesforce User Group - Sites

Detroit Salesforce User Group - Sites






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  • There’s never been a better time for cloud computing. Do more with less: - reduce cost- reduce risk- transform your company with cloud computing3 things on the agenda today: - think of force.com in a new way: intro new technology- 2 incredible partnerships, redefine cloud computing- introduce a new class of native apps

Detroit Salesforce User Group - Sites Detroit Salesforce User Group - Sites Presentation Transcript

  • Greg Burris Sales Engineer SalesForce.com Your Sites. Our Cloud. Your Sites. Our Cloud. Greg Burris Sales Engineer SalesForce.com
  • Customers are Asking … “ Why Can’t All IT Projectes be 5X Faster at ½ the Cost?” CRM Apps Web Apps Web Sites Finance Apps Manufacturing Apps Supply Chain Apps HR Apps Engineering Apps E-Commerce Sites Community Sites Customer Service Sites Marketing Sites Volunteering Sites Intranet Sites
  • We’ve Expanded Force.com to Power Any Web Site Now Generally Available Additional 1,000,000 page views for $1,000 per month Customer Edition Free Page Views Enterprise Edition 500,000 per month Unlimited Edition 1,000,000 per month
  • What Can You Build with Force.com Sites? E-commerce Sites Marketing Landing Pages Lead Forms Public Knowledge Base Case Submission Forms Public Ideas Sites Public Web Apps Custom Sites Community Sites
  • How It Works Your Site In Our Cloud Build Your Data In Force.com Design The Perfect UI Name With Any URL WWW Use With a CNAME Alias
  • Force.com Sites Gallery http:// developer.force.com/sitesgallery
  • Case Study: Auto Club Group Rob Prynn
  • Introduction
    • We have 1000+ SFDC users across multiple states
    • We have been using the UE of SFDC since 2008
    • Headquarters are in Dearborn, MI
    • We sell auto, home, and life insurance
    • Support multi-line agents across multiple states
  • Background
    • We work with partners who supply us leads (customer who request an insurance quote)
    • There is no standardized format when we receive the leads and who receives them is unclear
    • We are not sure when the customer requested to receive a quote from us
    • We are not sure when our agents receive the leads and or if they are following up on them
    • There is a lot of human/manual intervention required
  • Challenge
    • Leads from multiple sources on paper, email, napkins, faxes, etc.
    • Paper based forms lost, misplaced, never submitted
    • No tracking or visibility
    • No analytics
    • Credit for referrals required labor intensive manual process
    • Data accuracy questionable at best
  • Solution
      • Create a web based solution using “web to lead” functionality in SFDC
      • Automatically route leads to agents in the geographical area or call center as needed
      • Create a secure internet page that can be leveraged for future programs
      • Pass URL to lead source (turnkey operation)
      • Feed leads from vendor directly to ACG with no human intervention
      • Track analytics on a daily, weekly, monthly basis
      • Establish ROI
      • Scalable solution regardless of volume of leads
  • Steps to complete
      • Created web to lead HTML
      • Created lead assignment rule based on zip codes
      • Created SFDC Domain (Site)
      • Created SFDC Page for Site (10 Minute from start to finish)
      • Tagged all leads from a given page with lead source and static campaign (edit picklist values in web to lead code)
      • Passed page to IT to clean-up, add logos (minimal effort)
      • Created custom Dashboards/Reports (Daily, Weekly, Trending, ROI)
      • Page is reusable
  • Demonstration
      • Show web to lead
      • Add site and page
      • Paste in HTML
      • Edit picklist
      • Show finished product Web page
      • Show leads in SFDC with Campaign/lead source
      • Show Dashboard
      • Show Quote Scout Metrics and ROI
  • Advantages of SFDC
      • Business Process Review (BPR) to production in one week
      • Business side control
      • Limited IT resources needed (standardize HTML)
      • Large volume of reporting options
      • Ability to forward dashboard snapshots to external parties via Outlook rules
      • No need to go thru standard extensive website process
      • ROI was immediate $$$