Architecting Apps for the AppExchange

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  • 1. Architecting Apps for the AppExchange Todd McKinnon, VP Development, Andrew Smith, Product Manager, AppExchange Track: IT Executives
  • 2. Safe Harbor Statement
    • “ Safe harbor” statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements the achievement of which involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions proves incorrect, our results 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 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 the integration of Sendia Corporation’s technology, operations, infrastructure and personnel with ours; unexpected costs or delays incurred in integrating Sendia with, which could adversely affect our operating results and rate of growth; any unknown errors or limitations in the Sendia technology; any third party intellectual property claims arising from the Sendia technology; customer and partner acceptance and deployment of the AppExchange and AppExchange Mobile platforms; interruptions or delays in our service or our Web hosting; our new business model; breach of our security measures; possible fluctuations in our operating results and rate of growth; the emerging market in which we operate; our relatively limited operating history; our ability to hire, retain and motivate our employees and manage our growth; competition; our ability to continue to release and gain customer acceptance of new and improved versions of our CRM service; unanticipated changes in our effective tax rate; fluctuations in the number of shares outstanding; the price of such shares; foreign currency exchange rates and interest rates.
    • Further information on these and other factors that could affect our financial results is included in the reports on Forms 10-K, 10-Q and 8-K and in other filings we make with the Securities and Exchange Commission from time to time, including our Form 10-K for the fiscal year ended January 31, 2006. These documents are available on the SEC Filings section of the Investor Information section of our website at .
    • Any unreleased services or features referenced in this or other 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 purchase decisions based upon features that are currently available., inc. assumes no obligation and does not intend to update these forward-looking statements, except as required by law.
  • 3. Agenda
    • Why Customers and Partners are Building Apps
    • App Exchange 101
    • How to Build Apps
    • Customer Success Story: Me!
    • AppExchange: Past, Present, Future
    • Q&A
  • 4. Customer Use of Has Evolved CRM Applications
    • Sales
    • Marketing
    • Service & Support
    Customized and Integrated
    • Meta Customizations
    • Rich Web Services Integrations
    ERP Legacy Platform Customers building new On-Demand apps Ecosystem Partners building integrated solutions Directory Directory of On-Demand Business Apps
  • 5. Why are Customer Building Apps? What if you could extend CRM to automate other sales, marketing and support business processes? What if new apps you developed were automatically integrated with your CRM data? What if you could extend your success with to other departments? Ease of Integration Automate More Business Processes Extended CRM
  • 6. Opportunities for Extending Success With On-Demand Human Resources Recruiting Vacation Requests Training Finance Expense Reports Purchase Orders Budgets Operations Project Management Event Managment Professional Services Management IT IT Asset Tracking Bug Tracking Feature Requests Which users have been left out? Which business processes are still manual?
  • 7.
    • Developed a sophisticated purchase order system
    • Installed and customized a quoting app from the AppExchange
    • Extended the AppExchange Project Management App to suite Altium’s needs
    • Rapid deployment of critical business applications
    • Reduced application support burden for IT
    • IT can now focus attention on strategic activities like getting Altium’s products to market
    Altium used the AppExchange to deploy six critical business applications in only four weeks CIO, Altium Corporation Sales Sales Service & Support Marketing Campaigns Customer Requests Quoting Purchase Orders Project Management Electronic Components
  • 8.
    • Demo Inventory: Tracks inventory, total costs and return for demonstration assets.
    • Got: Users create, send, and measure large outbound email campaigns.
    • Drives adoption by increasing usage
    • Inventory and availability of demonstration assets available to sales and product experts
    • Return on assets tracked for inventory planning
    Ian Brown General Manager, Sales PerkinElmer LAS Canada Inc PerkinElmer uses The AppExchange to replaces custom Lotus Notes development "The AppExchange gives our employees visibility into availability, costs and returns for millions of dollars in demonstration instruments " Sales Sales Service & Support Marketing Customer Delight Sales Service & Support Demo Inventory Vacation Requests Call Scripting Got Campaigner
  • 9.
    • 352+ AppExchange customers
    • 200+ Leads
    • 1301 Test Drives
    • >40% Close Rate on AppExchange Leads
    Accelerating ISV Success through the AppExchange Success Stats
  • 10.
    • 80+ paying customers
    • 635 leads in pipeline
    • 100% customer adoption & retention
    • Secured additional round of VC funding
    • 2 applications: Project Management & Org Charting
    Building a Start-Up on the AppExchange
    • 180+ AppExchange Customers
    • 635+ Leads
    • 9,448 Test Drives
    • 877 Get It Nows
    Success Stats
  • 11. Agenda
    • Why Customers and Partners are Building Apps
    • App Exchange 101
    • How to Build Apps
    • Customer Success Story: Me!
    • AppExchange: Past, Present, Future
    • Q&A
  • 12. App Exchange 101
    • What is “upload?”
      • copying meta data
    • What is “install?”
    • Composite vs native vs mashup?
    • Upgrading
    • Uninstall
  • 13. Agenda
    • Why Customers and Partners are Building Apps?
    • App Exchange 101
    • How to Build Apps
    • Customer Success Story: Me!
    • AppExchange: Past, Present, Future
    • Q&A
  • 14. If You’ve Ever Customized CRM, You Can Build Apps! Business User Power User Administrator Business Analyst Professional Developer Configure Apps Customize Apps Develop Apps
    • Declarative
    • Point and Click
    • Meta-Customization
    • Procedural Code
    • Multiple languages
    Personalize Apps Browser User Excel User Excel Power User Basic DB Knowledge Light VBA or JavaScript SQL Expertise Java / .NET
  • 15. Build Brand New Apps Without Coding or Scripting Customize with Clicks not Code
    • Point-and-Click Model Delivers:
    • Data model customizations
      • Add tables
      • Add fields
      • Create relationships
    • User interface customizations
      • Diverse page layouts to support multiple business processes
    • Workflow
    • Custom applications
    All Customizations Are Upgraded With Zero Customer Effort
  • 16. When to Add Code to your Apps?
    • Integrations, Mash-Ups Custom Interface Development Build Complex Business Logic
  • 17. Considerations for Building Use Case Data Model User Experience
    • What problem does the application solve?
    • Is the solution simple? It is unique?
    • What information is stored in Salesforce, and where?
    • What other native features use that data? (e.g. workflow, analytics, mobile)
    • What is the look and feel of the application? What is the flow between the app and Salesforce?
    • How do users sign up and get started using the app?
  • 18. Let’s Take a Look at Our Recruiting App!
    • demo
  • 19. Building the App: Data Model
    • Positions
    • Candidates
    • Applications
    • Review Teams
    • Reviews
    • Review Team to User
    Custom Objects Needed
  • 20. Demo: Creating a Custom Object
  • 21. Demo: Creating a Custom Field
  • 22. Demo: Creating a Relationship Selecting the relationship type Master-Detail is a one to one relationship Lookup is a one to many relationship
  • 23. Demo: Creating a Formula Field Create a “percent of salary range” formula
  • 24. Agenda
    • Why Customers and Partners are Building Apps?
    • App Exchange 101
    • How to Build Apps
    • Customer Success Story: Me!
    • AppExchange Past, Present, Future
    • Q&A
  • 25. “… I use at least 4 different AppExchange applications everyday to run my business. I love them. The folks building this stuff must be great! Especially the managers! Todd McKinnon VP Development Business Users Love it ! What the fans are saying:
  • 26. Recruiting Application
  • 27. Patent Application
    • Department: R&D
    • Track and Manage workflow for Patents
      • Inventors, Legal (internal and external), Management
    • Key Benefits
      • Increased visibility and coordination
    Sample Screen of Demo Here (Add URL Link to Demo)
  • 28. Patent Application
  • 29. “… I was able to roll the view together as a more or less lunch time effort in a day and half … we have a docketing system, similar to the proprietary ones costing thousands.  Sure speaks volumes for AppExchange! “ Paul Durdik Senior Corporate Counsel and Director of Intellectual Property, Business Users Love it ! What the fans are saying:
  • 30. Release Management Application
    • Department: R&D
    • Track and Feature Requests and Defects
    • Key Benefits
      • Increased visibility and coordination
  • 31. Release Management Application
  • 32. Dreamforce Application
  • 33. Agenda
    • Why Customers and Partners are Building Apps?
    • App Exchange 101
    • How to Build Apps
    • Customer Success Story: Me!
    • AppExchange: Past, Present, Future
    • Q&A
  • 34. Recruiting: Winter ‘07
    • Andrew Smith
    • Key Requirements
      • Complete Visibility of Recruiting Process
      • Automate Recruiting Workflow
      • Utilize Winter ’07 technology
  • 35. Q & A Todd McKinnon Vice President, Development Andrew Smith Product Manager, AppExchange [email_address] [email_address]
  • 36. Session Feedback Let us know how we’re doing!
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