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 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

    1. 1. Greg Burris Sales Engineer Your Sites. Our Cloud. Your Sites. Our Cloud. Greg Burris Sales Engineer
    2. 2. 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
    3. 3. We’ve Expanded 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
    4. 4. What Can You Build with 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
    5. 5. How It Works Your Site In Our Cloud Build Your Data In Design The Perfect UI Name With Any URL WWW Use With a CNAME Alias
    6. 6. Sites Gallery http://
    7. 7. Case Study: Auto Club Group Rob Prynn
    8. 8. Introduction <ul><li>We have 1000+ SFDC users across multiple states </li></ul><ul><li>We have been using the UE of SFDC since 2008 </li></ul><ul><li>Headquarters are in Dearborn, MI </li></ul><ul><li>We sell auto, home, and life insurance </li></ul><ul><li>Support multi-line agents across multiple states </li></ul>
    9. 9. Background <ul><li>We work with partners who supply us leads (customer who request an insurance quote) </li></ul><ul><li>There is no standardized format when we receive the leads and who receives them is unclear </li></ul><ul><li>We are not sure when the customer requested to receive a quote from us </li></ul><ul><li>We are not sure when our agents receive the leads and or if they are following up on them </li></ul><ul><li>There is a lot of human/manual intervention required </li></ul>
    10. 10. Challenge <ul><li>Leads from multiple sources on paper, email, napkins, faxes, etc. </li></ul><ul><li>Paper based forms lost, misplaced, never submitted </li></ul><ul><li>No tracking or visibility </li></ul><ul><li>No analytics </li></ul><ul><li>Credit for referrals required labor intensive manual process </li></ul><ul><li>Data accuracy questionable at best </li></ul>
    11. 11. Solution <ul><ul><li>Create a web based solution using “web to lead” functionality in SFDC </li></ul></ul><ul><ul><li>Automatically route leads to agents in the geographical area or call center as needed </li></ul></ul><ul><ul><li>Create a secure internet page that can be leveraged for future programs </li></ul></ul><ul><ul><li>Pass URL to lead source (turnkey operation) </li></ul></ul><ul><ul><li>Feed leads from vendor directly to ACG with no human intervention </li></ul></ul><ul><ul><li>Track analytics on a daily, weekly, monthly basis </li></ul></ul><ul><ul><li>Establish ROI </li></ul></ul><ul><ul><li>Scalable solution regardless of volume of leads </li></ul></ul>
    12. 12. Steps to complete <ul><ul><li>Created web to lead HTML </li></ul></ul><ul><ul><li>Created lead assignment rule based on zip codes </li></ul></ul><ul><ul><li>Created SFDC Domain (Site) </li></ul></ul><ul><ul><li>Created SFDC Page for Site (10 Minute from start to finish) </li></ul></ul><ul><ul><li>Tagged all leads from a given page with lead source and static campaign (edit picklist values in web to lead code) </li></ul></ul><ul><ul><li>Passed page to IT to clean-up, add logos (minimal effort) </li></ul></ul><ul><ul><li>Created custom Dashboards/Reports (Daily, Weekly, Trending, ROI) </li></ul></ul><ul><ul><li>Page is reusable </li></ul></ul>
    13. 13. Demonstration <ul><ul><li>Show web to lead </li></ul></ul><ul><ul><li>Add site and page </li></ul></ul><ul><ul><li>Paste in HTML </li></ul></ul><ul><ul><li>Edit picklist </li></ul></ul><ul><ul><li>Show finished product Web page </li></ul></ul><ul><ul><li>Show leads in SFDC with Campaign/lead source </li></ul></ul><ul><ul><li>Show Dashboard </li></ul></ul><ul><ul><li>Show Quote Scout Metrics and ROI </li></ul></ul>
    14. 14. Advantages of SFDC <ul><ul><li>Business Process Review (BPR) to production in one week </li></ul></ul><ul><ul><li>Business side control </li></ul></ul><ul><ul><li>Limited IT resources needed (standardize HTML) </li></ul></ul><ul><ul><li>Large volume of reporting options </li></ul></ul><ul><ul><li>Ability to forward dashboard snapshots to external parties via Outlook rules </li></ul></ul><ul><ul><li>No need to go thru standard extensive website process </li></ul></ul><ul><ul><li>ROI was immediate $$$ </li></ul></ul>