I F N005 Steve Wright91807

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  • I F N005 Steve Wright91807

    1. 1. Making the World A Better Place With On Demand Kevin Kellenberger and Drew Piston, Red Cross of the Bay Area Dan Caulfield, Hire A Hero Robert Bennett, Family Service Agency Steven Saboe, US Department of State Nonprofit, Government and Education
    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. Steve Wright Director of Innovation [email_address]
    4. 4. Agenda <ul><li>Intro – 5 mins </li></ul><ul><li>Case Studies – 40 mins </li></ul><ul><ul><li>American Red Cross, Bay Area Chapter </li></ul></ul><ul><ul><li>Hire A Hero </li></ul></ul><ul><ul><li>Family Service Agency </li></ul></ul><ul><ul><li>US Department of State </li></ul></ul><ul><li>Q and A – 15 mins </li></ul>
    5. 5. Why this is not your ordinary, every day, run of the mill case study presentation… <ul><li>Creating a Better World </li></ul><ul><ul><li>These organizations are applying their knowledge, their skill and their passion, not to make profit, but to create a better world from which we all will profit. </li></ul></ul><ul><li>Achieving a 360 view </li></ul><ul><ul><li>These organizations have created a unified view of their organizations while managing </li></ul></ul><ul><ul><ul><li>1,000s of volunteers </li></ul></ul></ul><ul><ul><ul><li>dozens of partners loosely and, in one case, acrimoniously joined </li></ul></ul></ul><ul><ul><ul><li>stakeholders spread across the globe </li></ul></ul></ul><ul><li>Managing and Creating Community </li></ul><ul><ul><li>These are Organizations are leveraging the on demand, networked-by-default nature of the salesforce.com platform to create and maintain social networks, collaborations and joint ventures </li></ul></ul><ul><li>Generating Results </li></ul><ul><ul><li>These organizations leveraging the rich data set in their salesforce.com implementations to run their programs effectively and efficiently as well as demonstrate their impact, an impact measured not just in dollars but in jobs, public safety and mental health. </li></ul></ul>
    6. 6. Kevin Kellenberger Director, Disaster Services [email_address] Drew Piston Salesforce Administrator [email_address]
    7. 7. About The American Red Cross Bay Area Chapter <ul><ul><li>INDUSTRY : Non-profit </li></ul></ul><ul><ul><li>EMPLOYEES : 80 </li></ul></ul><ul><ul><li>VOLUNTEERS : 2500+ </li></ul></ul><ul><ul><li>COMMUNITY PARTNER ORGANIZATIONS : 3000+ </li></ul></ul><ul><ul><li>GEOGRAPHY : 6 counties around the bay, 4.5 million+ population </li></ul></ul><ul><ul><li>ACTIVITIES : 500+ disasters/year, train 150,000/year in preparedness </li></ul></ul><ul><ul><li># USERS : 70 </li></ul></ul><ul><ul><li>PRODUCTS USED : Salesforce.com Enterprise Edition, Vertical Response </li></ul></ul>Mission: The American Red Cross, a humanitarian organization led by volunteers and guided by its Congressional Charter and the Fundamental Principles of the International Red Cross Movement, will provide relief to victims of disaster and help people prevent, prepare for, and respond to emergencies.
    8. 8. Key Challenges <ul><li>Business Challenges – Managing Information: </li></ul><ul><ul><li>Keeping track of and communicating with volunteers, spontaneous volunteers, and trainees from partner agencies </li></ul></ul><ul><ul><li>Manage various types of relationships across departments: </li></ul></ul><ul><li>Workplace trainings </li></ul><ul><li>Vendors </li></ul><ul><li>Government partners </li></ul><ul><li>Corporate donors </li></ul><ul><li>Disaster response </li></ul><ul><li>Disaster planning </li></ul><ul><li>Preparedness training </li></ul><ul><li>CPR/First Aid training </li></ul><ul><li>Authorized providers </li></ul>
    9. 9. Key Challenges, Cont. <ul><li>Other Challenges </li></ul><ul><ul><li>Lack of systems for relationship management </li></ul></ul><ul><ul><li>Inadequate systems imposed from HQ </li></ul></ul><ul><ul><li>No money for infrastructure investment </li></ul></ul><ul><ul><li>No processes for coordinating the work of various departments </li></ul></ul>
    10. 10. Goals <ul><li>Develop a single system for tracking, reporting and communicating with volunteers and partner agencies. </li></ul><ul><li>Better coordinate planning and execution of external training activities. </li></ul><ul><li>“One Red Cross” approach to enhance our ability to bring many segments of the community together for the purpose of building a disaster resilient Bay Area. </li></ul>
    11. 11. The Solution <ul><li>How did we address these challenges? </li></ul><ul><ul><li>Customization of salesforce.com to fit our unique needs </li></ul></ul><ul><ul><li>Web-to-Lead functionality </li></ul></ul><ul><ul><li>Email Templates </li></ul></ul><ul><ul><li>Workflow </li></ul></ul><ul><ul><li>AppExchange implementations </li></ul></ul><ul><ul><li>Integration with VerticalResponse </li></ul></ul><ul><ul><li>Custom buttons </li></ul></ul><ul><li>Deployment Details </li></ul><ul><ul><li>Salesforce.com Enterprise Edition and Vertical Response </li></ul></ul><ul><ul><li>70 Users </li></ul></ul><ul><ul><li>Department by department roll-out and training </li></ul></ul><ul><ul><li>One part-time Administrator </li></ul></ul><ul><ul><li>Volunteer-based data entry support </li></ul></ul><ul><ul><li>Increased automation and customization. </li></ul></ul>
    12. 12. Results <ul><li>Improved tracking of new volunteers – Contact info centralized and easily updated. </li></ul><ul><li>Improved tracking of course requests – Scheduled and conducted 46% more courses than previous fiscal year. </li></ul><ul><li>Fourteen departments sharing information about external partner contacts – Currently developing agreements on how to approach and engage partners. </li></ul>
    13. 13. Demo Template <ul><li>Department: Disaster Preparedness </li></ul><ul><li># Users: 12 </li></ul><ul><li>Key Requirements </li></ul><ul><ul><li>Streamlined course scheduling process </li></ul></ul><ul><ul><li>Accurate and straightforward reporting </li></ul></ul><ul><li>Key Benefits </li></ul><ul><ul><li>Data entry limited (web-to-lead function) </li></ul></ul><ul><ul><li>Automated emails, templates, and instructor queries. </li></ul></ul><ul><ul><li>“ Canned” dynamic reports that are easily run and modified </li></ul></ul>
    14. 14. Sample Screen Shot
    15. 15. Sample Screen Shot
    16. 16. Sample Screen Shot
    17. 17. Dan Caulfield Founder and Executive Director Hire A Hero [email_address]
    18. 18. All About Hire A Hero <ul><ul><li>INDUSTRY : Internet Communities and Staffing </li></ul></ul><ul><ul><li>EMPLOYEES : 10 </li></ul></ul><ul><ul><li>GEOGRAPHY : National </li></ul></ul><ul><ul><li># USERS : 10 </li></ul></ul><ul><ul><li>PRODUCT(S) USED : SFA, Service & Support </li></ul></ul>Hire A Hero is a national not for profit charity dedicated to eliminating the Military Service Penalty by providing the military community with the social networking platform and tools to facilitate a smooth transition from the Military back to civilian life. MySpace + Craigs List tailored for the Military community. “ The best reward for Military service is a civilian quality job.”
    19. 19. Key Challenges <ul><li>Achieving Critical Mass </li></ul><ul><ul><li>Chicken and Egg of Job Board Model </li></ul></ul><ul><ul><li>Social Network Evangelist </li></ul></ul><ul><ul><li>Protect Users from Scams </li></ul></ul><ul><li>Partnerships for Speed, Scale </li></ul><ul><ul><li>Tracking and Reporting as a strategic tool for Partnership </li></ul></ul><ul><ul><li>Simple integration with large “old school” partners </li></ul></ul><ul><ul><li>Transparency and open loop feedback critical to protect fiefdoms </li></ul></ul><ul><li>Adoption </li></ul><ul><ul><li>Reward and recognize Key Stakeholders </li></ul></ul><ul><ul><li>Potential power users not working the system </li></ul></ul><ul><ul><li>Distributed Reporting </li></ul></ul><ul><li>Revenue </li></ul>
    20. 20. The Solution <ul><li>Achieving Critical Mass </li></ul><ul><ul><li>Call every user – Brand Differentiation </li></ul></ul><ul><ul><li>Integrated with every aspect of user communication </li></ul></ul><ul><ul><li>Implemented email campaigns </li></ul></ul><ul><ul><li>Reports to Identify fraud </li></ul></ul><ul><li>Managing Partners for Scale </li></ul><ul><ul><li>DOD, Military Branches, DOL, VA, Unions, Large Corporations </li></ul></ul><ul><li>Adoption </li></ul><ul><ul><li>Events and Campaigns to show success </li></ul></ul><ul><li>Revenue </li></ul><ul><ul><li>8 Touch </li></ul></ul><ul><li>Deployment Details </li></ul><ul><ul><li>“ We designed our social network and the web site around the functionality and simplified reporting of SalesForce.com.” </li></ul></ul>
    21. 21. Leveraging Success
    22. 22. Results <ul><li>Critical Mass </li></ul><ul><ul><li>Increased organic traffic from 10 new users a day to over 200 a day. </li></ul></ul><ul><li>Partners </li></ul><ul><ul><li>In Six Months: Formal Partnerships with National Guard, NGAUS, DOL, VA, Unions, Associations </li></ul></ul><ul><ul><li>$25 Million Funding Bill In US Senate and Companion Bill in House </li></ul></ul><ul><li>Adoption </li></ul><ul><ul><li>13.6% Job Board vs 30.1% for social networkers- Its working! </li></ul></ul><ul><li>Revenue </li></ul><ul><ul><li>Better revenue generation because of automated process and personal follow-ups </li></ul></ul>
    23. 23. Dashboards
    24. 24. CIRCE: Client Integrated Record of CarE Transforming mental health treatment with on-demand information Family Service Agency of San Francisco Changing Lives Since 1889
    25. 25. <ul><li>Serious mental illness (SMI) afflicts 9% of the population during their lifetime. </li></ul><ul><li>SMI causes more lost productivity than cancer and heart disease combined. </li></ul><ul><li>Serious mental illness includes major depression, schizophrenia, bipolar disorder, and many other conditions. </li></ul>
    26. 26. <ul><li>Psychosis impacts 3% of the adult population. </li></ul><ul><li>At any one time, 19,000 people in San Francisco are suffering from psychosis. Less than half are receiving even a minimal standard of care. </li></ul><ul><li>It is believed that the first two years are critical for the best outcomes for treatment. </li></ul><ul><li>The average youth goes three years before his/her psychosis is correctly diagnosed. </li></ul>
    27. 27. Transforming Mental Health Treatment <ul><li>Every year, FSA serves 1,000 of the most severely mentally ill people in San Francisco. </li></ul><ul><li>They usually have multiple issues, including schizophrenia, bipolar disorder, depression, trauma, and substance abuse. </li></ul><ul><li>Many are homeless, most are unemployed, most are physically ill. </li></ul><ul><li>We want to cure them! </li></ul>
    28. 28. A new model of care Rigorous Diagnosis Baseline Assessment Medication Cognitive Rehabilitation Outcome Assessment CIRCE Treatment
    29. 29. A new type of treatment team CIRCE Case Manager Therapist(s) Substance Abuse Counselor Employment Counselor Psychiatrist Healthcare provider Neuro-psychologist Cognitive Rehab Specialist
    30. 30. A new approach to service Leading Edge Service Advocacy Research CIRCE
    31. 31. Nonproliferation and Disarmament Fund (NDF) Managing the Diplomacy of Weapons Destruction: Using Government-to-Government Portals Steven A. Saboe, Director
    32. 32. <ul><li>Halt the proliferation of nuclear weapons, chemical weapons and biological weapons and their delivery systems. </li></ul><ul><li>Destroy existing nuclear, biological and chemical weapons and their production facilities. </li></ul><ul><li>Secure and safeguard nuclear materials and biological pathogens and limit the spread. </li></ul><ul><li>When the opportunity arises, eliminate advanced conventional weapons systems. </li></ul>NDF Mission An important NDF mission is to establish and conduct joint projects with host countries to eliminate weapons of mass destruction (WMD) throughout the world.  In particular, we seek to:
    33. 33. NDF Project Management <ul><li>NDF implements projects through a variety of vehicles. </li></ul><ul><ul><li>Contracts </li></ul></ul><ul><ul><li>Interagency agreements </li></ul></ul><ul><ul><li>International or bilateral agreements </li></ul></ul><ul><li>Tailors the vehicle to the specific project to ensure successful mission accomplishment in a safe and cost effective manner . </li></ul><ul><li>Serves as its own executive agent for project implementation . </li></ul>
    34. 34. Examples of NDF Accomplishments <ul><li>Removed over 100 pounds of at-risk HEU from Serbia to secure storage in Russia, enough material to produce several nuclear bombs. </li></ul><ul><li>Safely removed nuclear infrastructure from Libya to secure facilities in the U.S. Libya’s entire nuclear weapons program was eliminated within a few weeks at a cost of less than $2.5 million. </li></ul><ul><li>Eliminated chemical weapons (CW) production equipment and facilities and secured chemical agents in the Balkans, neutralizing a threat in an unstable region. </li></ul><ul><li>Funded the elimination of MANPADS in several countries. </li></ul><ul><li>Removed MTCR-class missiles and associated missile infrastructure from eastern Europe and Libya. </li></ul>
    35. 35. <ul><li>Even if there is agreement in principle to work together on a specific WMD threat reduction issue, sensitive national security issues remain that limit trust, particularly if the parties involved are former adversaries. </li></ul><ul><li>Some countries will not permit USG personnel or U.S. citizens to play a direct role in the destruction of these weapons or facilities, thus complicating project management and oversight of USG funds. </li></ul><ul><li>Some countries are inherently dangerous for USG personnel or U.S. citizens and their direct involvement could place their lives at risk. </li></ul>Obstacles to Achieving NDF Objective
    36. 36. The Technology Challenge <ul><li>Given these challenges, the NDF needs capabilities that current systems do not provide. </li></ul><ul><li>These include: </li></ul><ul><ul><li>Universality </li></ul></ul><ul><ul><ul><li>The ability to communicate, coordinate and collaborate in near real time. </li></ul></ul></ul><ul><ul><ul><li>And do this anytime, anywhere and on anything that runs a modern web browser. </li></ul></ul></ul><ul><ul><li>Transparency AND Security </li></ul></ul><ul><ul><ul><li>Share information with those we do not fully trust, yet manage content so U.S. interests are protected. </li></ul></ul></ul><ul><ul><ul><li>Maintain accountability. </li></ul></ul></ul><ul><ul><li>Provide maximum operational flexibility while unifying processes and procedures </li></ul></ul>
    37. 37. Salesforce Spectrum of Access maps to State Dept. Spectrum of Trust <ul><li>NDF Core Employees </li></ul><ul><li>U.S. Agencies </li></ul><ul><li>U.S. Contractors </li></ul><ul><li>Allied Governments </li></ul><ul><li>Allied Contractors </li></ul><ul><li>Other Foreign Gov.s </li></ul><ul><li>Other Foreign Contractors & Entities </li></ul><ul><li>U.S. Agency </li></ul><ul><li>U.S. Contractor </li></ul><ul><li>Salesforce Users </li></ul><ul><li>State Dept. Employees </li></ul><ul><li>Salesforce Users </li></ul>Customer Portal Partner Portal Salesforce Core Applications Most Access Least Access
    38. 38. A Promising Approach <ul><li>Establish government-to-government portals to help manage WMD destruction projects. </li></ul><ul><ul><li>Establish collaboration across varying organizations (U.S. agencies, foreign governments, contractors, international organizations, NGOs). </li></ul></ul><ul><li>These portals would need the capability to: </li></ul><ul><ul><li>Network and build community. </li></ul></ul><ul><ul><li>Get online quickly so that opportunities are not lost. </li></ul></ul><ul><ul><li>Monitor and coordinate project implementation. </li></ul></ul><ul><ul><li>Receive, store and act on invoices for tasks accomplished. </li></ul></ul><ul><ul><li>Draw from and share data with NDF’s internal project management system. </li></ul></ul><ul><ul><li>Provide a forum for resolving disputes. </li></ul></ul><ul><ul><li>Yield quantifiable results for State Department principals and Congress. </li></ul></ul>
    39. 39. The Pilot Project <ul><li>NDF has chosen Saleforce's (SF) Customer Portal service to use as a pilot project to meet the goals and challenges described above.  Work on the pilot project began in August 2007. </li></ul><ul><li>We think this approach can help us overcome some of our obstacles for a number of reasons. </li></ul><ul><ul><li>It enables us to leverage rapidly deployable and powerful web-based applications. </li></ul></ul><ul><ul><li>The software can help to limit the USG IT burden. </li></ul></ul><ul><ul><li>It promises to facilitate efficient collaboration with internal and external users. </li></ul></ul><ul><ul><li>Its web-based applications and collaborative tools may enable us to reduce the number of USG employees deployed in politically sensitive or risky locations. </li></ul></ul><ul><ul><li>The technology promises to meet government security standards, performs well and is highly scalable. </li></ul></ul>
    40. 40. Don’t miss these Activities: <ul><li>Visit our Nonprofit, Government and Education Expo </li></ul><ul><ul><li>17 Partner Solutions </li></ul></ul><ul><ul><li>Enjoy a Latte and Network in our Industries Lounge </li></ul></ul><ul><li>Meet over 300 Nonprofit, Government and Education Attendees </li></ul><ul><ul><li>Industry Networking Event: Dinner & Cocktails: Tue 6:00pm </li></ul></ul><ul><ul><li>salesforcefoundation.org/npdreamforce07 </li></ul></ul>
    41. 41. 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>

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