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Huntsville Salesforce User Group Presentation


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Configero expert Jody Hamlett led the user group meeting in Huntsville, AL where he presented real-world use cases and best practices on and social media integration to attendees. Other hot topics included highlights from the Summer ’12 Release, How to Become a Social Enterprise leveraging Radian6, Professional Services Automation and other Configero products, and best-practice approaches that help enable success on the Salesforce platform.

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Huntsville Salesforce User Group Presentation

  1. 1. User Group Meeting June 2012
  2. 2. Configero – Jody Hamlett Configero is an Atlanta-based certified Partner, delivering best-of-breed consulting services and solutions to address the most critical business issues impacting user adoption, technology optimization, data quality, visibility and more.Broad Platform ExperienceIndustry Domain Expertise Jody Hamlett, Managing Director •One of the first 500 to get Salesforce certified •Lead over 200+ Salesforce implementations since 2006 •Focused on Sales Growth and Sales Effectiveness
  3. 3. Summer ‘12 Release
  4. 4. Summer release Successjoined reports Challenge Solution Result  Disconnect between  Joined reports and  Saves 2-3 hours per One of the largest membership oppty information and dashboards week of manual excel budget/goals updates organizations of professional golfers  Executive Dashboards that sponsors and provides events that  Unable to provide exec that support  Provides real-time generate revenue for charitable causes. level dashboards access to the without major manual information in the most  Scheduled reports on a modifications and using useful format weekly basis excel
  5. 5.
  6. 6. A Better Way to Build Custom Apps
  7. 7. Framework Enables complex app development in weeks • •
  8. 8. Free Productivity Applications Built on the Application Framework Rapid development, intuitive, designed to optimize user experience
  9. 9. Successcase management Challenge Solution Result Leveraged platform to develop custom framework and application for world-class interactive communications and marketing technology company.
  10. 10. Workflow in the Cloud What are you still using Excel for? Which business processes are manual, repetitive or standardized? Which processes are unique to your organization’s operations? • Leads • Opportunities • Cases • Activities • Data Loader
  11. 11. Thought Leadership
  12. 12. How Can You Get More Out of Salesforce?Best Practice approaches that enable successthrough expertise and benchmarking Salesforce Business Data Quality Optimization Process Review Assessment  Increase your probability  Identify the additional need  Increase in data renewal for more licenses or usability  Increase user adoption functionality  Enable more dashboard  Enhance automation and  Enable executive and data driven additional processes sponsorship decisions Results: Results: Results:  Re-launch Salesforce  Benchmark against other  Data De-dupe  Maximize existing customers  Data Cleansing purchase of Salesforce  Helps executives understand  Implementation of data  Health check where they are and what quality controls they need
  13. 13. How Can You Get More Out of Salesforce?Use Case Examples: Functionality • Account PlansApplication Automation & Expanding Functionality • Product Wizards • Custom Quoting • Asset Management • Custom Portals • Survey Automation • Data Input ControlsData Quality Analysis & Application Health Check • Marketing Automation • Project Automation • CTI Integrations • Integrations with ERPExpanding functionality & Extending to other users
  14. 14. Sneak Preview: Professional Services Automation AppDesigned to address limitations of traditional tools –ideal for service-driven organizations• Project Automation• Forecasting• Workflow Management• Resource Management• Collaboration
  15. 15. Get Started Today  Salesforce Demo  30-Day Free Trial  Business Process Review Contact Us 1-855-CRM-HERO