SFDC Roll-Out v1c

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  • 1. Salesforce.com Added Functionality
    Travis Dow
  • 2. SFDC Customization – Why?
    Know what you can improve.
    Goals and Challenges:
    • How to combine more data sources seamlessly into SFDC. (40+ sources within scope)
    • 3. Show aircraft at an individual tail level.
    • 4. How to then represent/show that data.
    • 5. Show all relevant data on one screen.
    • 6. Improve business/sales processes.
  • SFDC Presentation Overview
    Know what you can improve.
  • Data Sources
    40+ Sources within scope
  • 16. Data to SFDC
    The data is supported by IT and will have a refresh schedule.
    Include sources and functionability in small steps
    Still working out some bugs
    Duplicate data to BizView (two way data transfer – improves reporting)
    2011 starting to integrate SFDC with ATR.
  • 17. New Sources
    Salesforce.com now includes a list of all BGA aircraft globally searchable by Tail or Serial Number (etc.)
    Data now shown on a tail/serial number level are:
    Aircraft configurations
    From Jetnet
    From the EMEAI Channel Partner Forecast process
    From the RMU Mapper
    Services
    MSP Contract Information
    Happ Contract Information
    GDC subscriber information
    RMU Mapper
    Platforms
    Sales Regions
    Go to the “documents” tab to view additional SFDC training material. (Link)
  • 18. Static Platform Data vs. Tail Level Data
    Both have configuration (flight deck etc.) data, so be aware of the difference
    • “Aircrafts (Customer Fleet)” refers to the aircraft by serial number/tail.
    • 19. Data is specific to an individual aircraft
    • 20. Is updated regularly and from many sources.
    • 21. “Aircraft Platforms” has more general information about the make and model.
    • 22. Data is specific to the make and model.
    • 23. Does not change much (static data)
    • 24. RMU Mapper
  • Aircraft by Tail
    Examples:
    Engine
    Services
    Configuration
    Opportunities
    More information on what data is under the tail level go to the SFDC FAQ here. (Question 11)
    Where possible all opportunities should be tied to a tail in SFDC!
  • 25. Aircraft by Tail HAPP/MSP
    Each aircraft now has its MSP/HAPP contracts attached.
    40+ Sources incorporated in SFDC
    • Easily seen at aircraft level:
  • Data uploaded directly from card readers
    Customize any card reader to upload a business card directly to contacts/opportunities in SFDC
    Every field customizable.
    We use this for trade shows, but can also be used for surveys, emails etc. from almost any scanner.
    40+ Sources incorporated in SFDC
  • 26. Google Maps
    From SFDC reports
  • 27. Loading SFDC data into Google Maps
    Create a report
    Export
    Upload to Google Maps
    Map:
    Accounts
    Aircraft
    ASM Regions (based on real data)
    Easily identify data issues in SFDC
    e.g.: easily see an aircraft under the wrong ASM or country.
  • 28. Loading SFDC data into Google Maps
  • 29. ICAO by ASM
    Try it out yourself here.
  • 30. Console
    Better way to view data
  • 31. Console Description:
    The Console allows you to see a list, an item from that list and its related data all on one screen.
    Example:
    A list of all aircraft (top)
    One aircraft tail number including owner, MSP/HAPP, avionics, engine, opportunities, installed RMU’s (bottom left)
    All related data such as contacts, possible RMU’s, other aircraft in owner’s fleet etc. (bottom right)
    Same goes for regions, aircraft platforms, RMU’s etc.
  • 32. AC Tail level
  • 33. Console
    Choose what to view (Regions, RMU’s, Aircraft, Accounts, etc.)
    You see the master list SFDC has, the detail of one chosen item from the list and the related data of that item all at the same time.
    More detailed overview of how to get into the console and its uses is in the SFDC training documents here.
    Go to the “documents” tab to view additional SFDC training material. (Link)
  • 34. Aircraft by Tail HAPP/MSP
    Happ and MSP are also visible with the SFDC Console.
    Go to the “documents” tab to view additional SFDC training material. (Link)
  • 35. AC Platform
    See all RMU’s available for the AC
  • 36. Sales Regions
    See all AC and Operators etc. in a region/country/state
  • 37. Sales Regions
    See all AC and Operators etc. in a region/country/state
  • 38. Chatter
    Networking for SFDC
  • 39. Easy Updates and Communications via Chatter
    Similar idea of Facebook and Twitter
  • 40. Easy Updates and Communications via Chatter
    Add notes to any Opportunity, user, account etc.
    The owner of that account etc. gets an email with a direct link.
    Communicate directly through SFDC and share data in SFDC easier.
    Follow other’s updates similar to facebook/twitter.
    IE 7 or above required.
    Track whatever you want and add notes
  • 41. Proposals
    Sales Process improvement
  • 42. Channel Partner Forecasts/Proposals
    Proposals are now generated from SFDC opportunities and better configuration data is gathered from this process.
    See the whole step by step process here.
    The Proposal is generated directly from the opportunity (all data does not need to be re-entered)
  • 43. Channel Partner Forecasts/Proposals
  • 44. RMU Mapper
    Viewing possible aftermarket opportunities by Platform
  • 45. RMU Mapper
    Retrofits, Modifications, Upgrades mapped to available aircraft platforms.
    View everything that can go on a platform or view all platforms a product can go on.
    Console View
    Platform View
  • 46.
  • 47. Dashboards
    Graphs/Reports
  • 48. Dashboards
  • 49.
  • 50. Dashboards
  • 51. Salesforce and ExactTarget
    Tracking emails using data from SFDC
  • 52. ExactTarget and Salesforce.com
    Use a report directly from salesforce.com to send out a mass email in ExactTarget
    Automatically updates salesforce.com as replies are received.
    Cuts steps for organizing and tracking campaigns
  • 53. ExactTarget and Salesforce.com
  • 54. Data Tracking
    Adding/Tracking data in SFDC
  • 55. Easy Account Management/Assignement
    Easily Assign a whole Region, Country/ies, State or Airport (in case state is split) in a few clicks.
    This will assign everything under it to the chosen ASM: Accounts, Aircraft, Airports etc.
    (not opportunities)
  • 56. Additional Owners of the Aircraft
    You can now associate more than one company with an aircraft (like with JetNet.)
    Includes MSP Contract owners, etc.
    Now a “many-to-many” relationship.
  • 57. Adding installed RMU’s
    clicking on “New Installed Aircraft RMU” will
    now bring up the RMU mapper. E.g. if you are
    looking at at a G550 (shown) it will bring up all
    records of RMU’s available for the G550
  • 58. Opportunities now tied to aircraft
    Wherever possible an opportunity should be tied to an aircraft. This is important for reporting and keeping track of aircraft configurations over time.
    Before you close an opportunity update the aircraft’s configuration.
    All data should be related to aircraft to have a better overview!
  • 59. Maintenance Data
    Predicting when an aircraft will be in the hangar
  • 60. Maintenance Data to SFDC
    Overall Goals:
    Show “Next Event” date, then event 2, 3, 4, & 5 on each aircraft.
    Show whether Events are A, B, C or D check
    Show available RMU’s (from RMU mapper ) if not “installed” available for next specific type of check.
    ASM can hit a button to Auto create opportunity (for the a/c serial number, RMU, date etc)
  • 61. Maintenance Data to SFDC
    Shows what RMU’s are available during which maintenance events and when the maintenance events will be.
    Currently under development (to show the data in a better way)
  • 62. Plugins
    3rd Party Vendor Applications
  • 63. 3rd Party Plugins
    Over 800 Applications from 450 Software vendors. (as of 2008)
    Connect to project management
    Outlook
    External web pages
    Excel
    Surveys
    Etc, etc, etc…
    Over 800 Applications tie into Salesforce.com
  • 64. Service Cloud
    Problem Ticketing System etc.
  • 65. Cases and problem tracking
    Completely customizable.
    Track time open, problem areas, problem frequency
  • 66. FAQ
    Tips & Tricks
  • 67. SFDC FAQ
    All FAQ answers are here.
    Frequently asked Questions and tips:
    Opportunities/Leads:
    1. What do I have to fill in for an Opportunity?
    2. What is an opportunity Owner vs Co-Owner?
    3. How do I convert a lead to an opportunity?
    4. Opportunities for Fleets (more than one Aircraft)
    Finding Information:
    5. How do I get the search bar on the side?
    6. How do I view/find my opportunities? (Create new view?)
    7. How do I see an operator’s fleet?
    8. How do I know what products can go on what aircraft platforms? (Is the RMU mapper in SFDC?)
    9. How can I see the channel partners/operators in my area?
    10. Viewing reports and dashboards.
    Aircraft
    11. How do I know what is on an Aircraft? (Configuration)
    General SFDC setup:
    12. How do I change my tabs?
    13. How do I set up my “Home” tab?
  • 68. Future Developments
    Combining more data sources
    SAP?
    Ask me about administration or reporting.
  • 69. Further training/overview
    Bookmark this link!
    More detailed information and step-by-step procedures for the sales BGA sales department can be found under:
    https://na6.salesforce.com/015?fcf=00l30000000ul2t
    Navigate there anytime within Salesforce by clicking on “documents” and going to the SFDC Training folder.
    The documents are:
    • SFDC FAQ
    • 70. Dashboards and Reports
    • 71. Console overview
    • 72. Basic opportunity process
    • 73. Basic leads process
    • 74. Channel Partner Forecast Procedure
    All these documents are updated as processes change or as SFDC gets more data.