A G S007 Dunham 091807


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  • A G S007 Dunham 091807

    1. 1. Upwardly Mobile: Getting Started with Force.com Mobile Holly Faulkner, Choicepoint Leahanne Merritt, PHH Arval Admin I: Getting Started
    2. 2. Safe Harbor Statement <ul><li>“ Safe harbor” statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements including but not limited to statements concerning the potential market for our existing service offerings and future offerings. All of our forward looking statements involve 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. </li></ul><ul><li>The risks and uncertainties referred to above include - but are not limited to - risks associated with possible fluctuations in our operating results and cash flows, rate of growth and anticipated revenue run rate, errors, interruptions or delays in our service or our Web hosting, our new business model, our history of operating losses, the possibility that we will not remain profitable, breach of our security measures, 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 service, customer and partner acceptance of the AppExchange, successful customer deployment and utilization of our services, 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. </li></ul><ul><li>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. These documents are available on the SEC Filings section of the Investor Information section of our website at www.salesforce.com /investor . Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements, except as required by law. </li></ul>
    3. 3. Imagine it. Learn it. Use it….Force.com Mobile <ul><li>Introductions </li></ul><ul><li>Product overview </li></ul><ul><li>How and Why? </li></ul><ul><li>Great results, but I wish I had… </li></ul><ul><li>Force.com Mobile website </li></ul><ul><li>“ Take backs” to the office </li></ul><ul><li>Q&A </li></ul>
    4. 4. Holly Faulkner Director, CRM Applications Leahanne Merritt Manager, CRM Liza Dunham and Steven Lee Customer Success Managers salesforce.com Moderated By:
    5. 5. Force.com Mobile: Product Overview <ul><li>Look up customer data </li></ul><ul><li>Modify opportunity status or amount </li></ul><ul><li>Assign tasks from the field </li></ul><ul><li>Log emails and calls </li></ul><ul><li>Enter activity information </li></ul><ul><li>Check orders </li></ul><ul><li>Lookup nearby accounts </li></ul><ul><li>Check/change case status </li></ul><ul><li>Log new case </li></ul><ul><li>Lookup solution </li></ul><ul><li>Log emails and tasks </li></ul><ul><li>Access customer information </li></ul><ul><li>Close a case </li></ul>
    6. 6. Devices Supported <ul><li>Blackberry 7000 and 8000 series models, with Blackberry OS of 4.0 or higher </li></ul><ul><li>Palm OS Treo 600, 650, 680, 700p </li></ul><ul><li>Select Pocket PC devices running Windows Mobile 5 </li></ul>
    7. 7. Online vs Mobile View 26 Fields populated 12 Fields populated
    8. 8. All About Choicepoint Company Logo Here <ul><ul><li>INDUSTRY : Services </li></ul></ul><ul><ul><li>EMPLOYEES : 5,000 </li></ul></ul><ul><ul><li>GEOGRAPHY : US </li></ul></ul><ul><ul><li># Apex Mobile USERS : 200 </li></ul></ul><ul><ul><li># USERS : 616 UE </li></ul></ul><ul><ul><li>PRODUCT(S) USED : Salesforce SFA & Call Center, 12 AppExchange Applications </li></ul></ul>ChoicePoint's WorkPlace Solutions group offers a full range of pre- and continuing employment screening products and services. Through instant online screening services, comprehensive background checks and drug testing, ChoicePoint is well-positioned to meet the varying employment needs of its corporate customers.
    9. 9. Why and How? <ul><li>Why we deployed Force.com Mobile </li></ul><ul><ul><li>Reps claimed they could not log activities or update opportunities while “on the road” </li></ul></ul><ul><li>How we deployed Force.com Mobile </li></ul><ul><ul><li>Became best friends with my Blackberry administrator </li></ul></ul><ul><ul><li>Developed page layout that made sense on the Blackberry. </li></ul></ul><ul><ul><li>Delivered training via webinar/powerpoint. </li></ul></ul>
    10. 10. Great results, but I wish I had… <ul><li>Great results </li></ul><ul><ul><li>Higher Adoption Rate due to constant connectivity.  </li></ul></ul><ul><ul><li>Workflow rules function with a higher level of efficiency.  </li></ul></ul><ul><ul><li>One of the best and most well received applications (out of 14) I’ve ever internally released.  </li></ul></ul><ul><li>I wish I had… </li></ul><ul><ul><li>Become best friends with my Blackberry administrator early in the process </li></ul></ul><ul><ul><li>Championed my legal department sooner in the process </li></ul></ul><ul><ul><li>Understood value of pre work!!! </li></ul></ul>
    11. 11. All About PHH Arval Company Logo Here <ul><ul><li>INDUSTRY : Financial Services </li></ul></ul><ul><ul><li>EMPLOYEES : 1,200 </li></ul></ul><ul><ul><li>GEOGRAPHY : Global </li></ul></ul><ul><ul><li># Apex Mobile USERS : ~50 </li></ul></ul><ul><ul><li># USERS : 332 UE </li></ul></ul><ul><ul><li>PRODUCT(S) USED : Salesforce SFA, 10 AppExchange Applications </li></ul></ul>PHH Arval is a leading provider of outsourced commercial fleet management services in the United States and Canada, serving corporate clients and government agencies with car and truck fleets. Experience the PHH difference.
    12. 12. Why and How? <ul><li>Why we deployed Force.com Mobile </li></ul><ul><ul><li>Need for Real-Time Data vs. “When I get Time” </li></ul></ul><ul><li>How we deployed Force.com Mobile </li></ul><ul><ul><li>Held a focus group with 5 users from 5 different groups </li></ul></ul><ul><ul><li>60 day pilot </li></ul></ul><ul><ul><li>Field by field evaluation to see if field should be deployed </li></ul></ul><ul><ul><li>Got help </li></ul></ul><ul><ul><li>Trained users on web application prior to Force.com Mobile deployment </li></ul></ul><ul><ul><li>User based profiles </li></ul></ul>
    13. 13. Great results, but I wish I had… <ul><li>Great results </li></ul><ul><ul><li>Restored Utilization to 90% </li></ul></ul><ul><ul><li>Internal Market Segment Improvements </li></ul></ul><ul><ul><li>3 separate Business units all calling on the same companies </li></ul></ul><ul><ul><li>Internal Customers were happy to have a choice </li></ul></ul><ul><li>I wish I had… </li></ul><ul><ul><li>Gotten professional help </li></ul></ul><ul><ul><li>Set expectations the Blackberry is not a PC </li></ul></ul><ul><ul><li>Engaged with internal IT </li></ul></ul><ul><ul><li>Created a How-To Guide </li></ul></ul>
    14. 14. Visit: https://www.salesforce.com/platform/mobile-platform/ <ul><li>Free Trial sign up </li></ul><ul><li>Partner Information </li></ul><ul><li>Live device demos </li></ul><ul><li>Training Classes </li></ul><ul><ul><li>Mobile Admin Bootcamp : 2-day class deployment/management class on Force.com Mobile. </li></ul></ul><ul><ul><li>Mobile Success Coach: A half-day combination of Web-based training and one-on-one consulting to get you started </li></ul></ul><ul><ul><li>Custom Training : On-site training catering to specific needs. </li></ul></ul>
    15. 15. Take these messages back to the office! <ul><li>Generate Executive Sponsorship / Champions before you start!!! </li></ul><ul><li>Set expectations the Blackberry is not a PC!!! </li></ul><ul><li>Realize you are deploying to a device – take into consideration memory and model differences. </li></ul>
    16. 16. Session Feedback Let us know how we’re doing! <ul><li>Please score the session from 5 to 1 (5=excellent,1=needs improvement) in the following categories: </li></ul><ul><ul><li>Overall rating of the session </li></ul></ul><ul><ul><li>Quality of content </li></ul></ul><ul><ul><li>Strength of presentation delivery </li></ul></ul><ul><ul><li>Relevance of the session to your organization </li></ul></ul>We strive to improve, t hank you for filling out our survey. <ul><li>Additionally, please score each individual speaker on: </li></ul><ul><ul><li>Overall delivery of session </li></ul></ul>
    17. 17. Questions and Answers