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Dallas Salesforce User Group September Meeting


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  • 1. CRM Success In The Cloud
    Dallas User Group
    September 2009 Meeting
  • 2. Agenda
    Welcome & Introductions
    About the User Group
    Winter ‘10 Release Details
    Open Discussion
  • 3. 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 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, 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 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, 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 quarterly report on Form 10-Q filed on August 19, 2009 and in other filings with the Securities and Exchange Commission. These documents 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 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.
  • 4. About the User Group
    Build an enthusiastic local community group that enables members to be more successful with
    Success – provide a forum for members to exchange ideas, best practices, and lessons learned using
    Flexibility – develop a meeting structure that allows for flexibility, changing member needs, and maturity level
    Quality - ensure that the content being delivered reflects the needs of a majority of the members
  • 5. About the User Group – Where to Connect
  • 6. What’s in it for you?
    New ideas
    Tips & tricks
    Explore partner tools and services
  • 7. Updates/Events/Happenings
  • 8. Upcoming Events
    Cloudforce Tour: Dallas
    October 21st 12:30 – 6:00pm
    Sheraton Dallas (downtown)
    Register here
    Tracks for prospective/new, experienced & platform customers
    Question: Dallas UG lunch prior to event?
  • 9. Upcoming Events
    November 17-20, 2009 (
    Remember to use the UG promotion (CRUSER)
    $100 off thru October 31st (making it $899)
    User ROI site to justify the trip
  • 10. Winter ‘10 Release Overview
  • 11. Winter ‘10Release
    Ideas Released in Winter ‘10
    Release Notes
    Winter ‘10 Release Preview
  • 12. Winter ‘10Release
    Sales Cloud Highlights
    Dashboard Microscope
    Color Picker
    Chart Mixer
    Campaign Scorecard
    Campaign Assistant
  • 13. Winter ‘10 – Dashboard Enhancements
  • 14. Winter ‘10 – Campaign Scorecard
  • 15. Winter ‘10 – Campaign Scorecard Con’t
  • 16. Winter ‘10 – Campaign Assistant
  • 17. Winter ‘10Release
    Service Cloud Highlights
    Community – Answers (Pilot)
    Salesforce Knowledge
    Salesforce for Twitter
  • 18.
  • 19. Winter ‘10 – Salesforce Knowledge
  • 20. Winter ‘10 Release
    Custom Cloud Highlights
    Package Anything
    Bulk Loader
    Sandbox to Production – Production to Sandbox
    Custom Help on Standard Fields
    Lookup Filters
  • 21. Winter ‘10 Release Schedule
  • 22. Group Q & A
  • 23. A few sites to bookmark…
    Dallas User Group Community
    Salesforce Ideas
    Salesforce on Facebook
    Lots of options on Twitter (@asksalesforce, @successforce, @salesforcenews, @forcedotcom, @salesforcejobs Jobs
    YouTube – Growing online demo video library
  • 24. Final Items
    Next UG Meeting – December?
    Future Meeting Themes/Sponsors?
    Continue/Start/Stop Survey Coming Out
    Suggestions to Maximize Dallas User Group
  • 25. Thank you!