Mobilizing the Customer Experience:
The Power & Potential of Salesforce1
JOIN THE CONVERSATION

@magnet360

@smurphy_m360
@tjdupes

#iSeries
OUR MANTRA
SALESFORCE EXPERTISE

/// Partner Since 2004
/// 2,000+ Platform Projects

/// 95+ Certifications
/// 8.9 Customer Satisfa...
INFLUENCER SERIES – SALESFORCE1

JANUARY 2014
AGENDA
•
•
•
•
•
•
•

What is Salesforce1?
Salesforce1 Mobile capabilities
Customer Journey
What’s on the Roadmap?
What to...
WHAT IS SALESFORCE1?
Q: WHAT IS SALESFORCE1?
"Salesforce1 was the big development revealed at
salesforce.com's huge Dreamforce 2013
conference....
SALESFORCE1 – PLATFORM

Salesforce1 App
Salesforce1 Platform APIs

Force.com

Heroku1

ExactTarget
Fuel

Salesforce1 Platf...
SALESFORCE1 – WHAT’S NEW

APIs

Rest APIs

Bulk APIs

Tooling
APIs

Metadata
APIs

Analytics
APIs

Social
APIs

ET API

St...
SALESFORCE1 MOBILE APP
EXPERIENCE SALESFORCE1 APP

All your past investments...

…now in the future

CRM
AppExchange
Apps
Custom
Apps

Notificati...
CUSTOM OBJECTS… NATIVE APP

#iSeries @Magnet360 @smurphy_m360 @tjdupes
PUBLISHER ACTIONS

#iSeries @Magnet360 @smurphy_m360 @tjdupes
DEMO – PUBLISHER ACTION
VISUALFORCE APPS

#iSeries @Magnet360 @smurphy_m360 @tjdupes
DEMO – VISUALFORCE PAGE
CUSTOMER JOURNEY
CUSTOMER JOURNEY

Engage
& Grow

Awareness

Regular Use
& Support

Active
Evaluation

Onboard

#iSeries @Magnet360 @smurph...
CONNECTING CUSTOMER LIFECYCLE
• Customer Journey - Current/Future
• Map Journey to Technology/Data –
Current/Future
• Iter...
WHAT’S ON THE ROADMAP –
SPRING ‘14
ROADMAP - COMMUNITIES
• Communities will be
available in the
Mobile browser app

#iSeries @Magnet360 @smurphy_m360 @tjdupe...
ROADMAP – CHATTER GROUPS
• Customize the
group layouts and
publisher actions

#iSeries @Magnet360 @smurphy_m360 @tjdupes
ROADMAP – SOCIAL
• People in Common
• Associate and view
Twitter profiles for
Accounts, Contacts
and Leads

#iSeries @Magn...
ROADMAP – CHARTS
• Embed report charts
in record detail page
• Automatically
filtered based on the
object they are
embedde...
ROADMAP – SALESFORCEA
• SalesforceA – Administration on your Mobile

#iSeries @Magnet360 @smurphy_m360 @tjdupes
WHAT TO DO NEXT
WHAT TO DO NEXT?
•
•
•
•
•
•

Download Salesforce1 if you haven’t already
Start using the app, as-is, out of the box
Watch...
THANK YOU – Q & A

#iSeries @Magnet360 @smurphy_m360 @tjdupes
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Magnet 360 iSeries: Mobilizing the Customer Experience. The power and potential of Salesforce1.

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Salesforce1 was the talk of Dreamforce. But what does it mean for your organization and your customers? Join us for a deeper dive into salesforce.com’s most compelling platform innovation yet. Hear perspective from Magnet 360 consultants about how Salesforce1 will help you connect in new ways with your customers and the next generation of apps and devices.

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Magnet 360 iSeries: Mobilizing the Customer Experience. The power and potential of Salesforce1.

  1. 1. Mobilizing the Customer Experience: The Power & Potential of Salesforce1
  2. 2. JOIN THE CONVERSATION @magnet360 @smurphy_m360 @tjdupes #iSeries
  3. 3. OUR MANTRA
  4. 4. SALESFORCE EXPERTISE /// Partner Since 2004 /// 2,000+ Platform Projects /// 95+ Certifications /// 8.9 Customer Satisfaction Score
  5. 5. INFLUENCER SERIES – SALESFORCE1 JANUARY 2014
  6. 6. AGENDA • • • • • • • What is Salesforce1? Salesforce1 Mobile capabilities Customer Journey What’s on the Roadmap? What to do next? Q&A Networking Happy Hour #iSeries @Magnet360 @smurphy_m360 @tjdupes
  7. 7. WHAT IS SALESFORCE1?
  8. 8. Q: WHAT IS SALESFORCE1? "Salesforce1 was the big development revealed at salesforce.com's huge Dreamforce 2013 conference. But many left the conference wondering the same thing: What exactly is Salesforce1? A new mobile app? New sales, service, and marketing applications? A new set of application programming interfaces (APIs)? New development tools?” - John R. Rymer, Forrester #iSeries @Magnet360 @smurphy_m360 @tjdupes
  9. 9. SALESFORCE1 – PLATFORM Salesforce1 App Salesforce1 Platform APIs Force.com Heroku1 ExactTarget Fuel Salesforce1 Platform Services #iSeries @Magnet360 @smurphy_m360 @tjdupes
  10. 10. SALESFORCE1 – WHAT’S NEW APIs Rest APIs Bulk APIs Tooling APIs Metadata APIs Analytics APIs Social APIs ET API Streaming APIs Mobile SDK Developer Mobile Packs Offline Support Geolocation Custom Actions Identity Private App Exchange Mobile Notifications Visualforce1 Chatter Mobile Services Soap APIs Workflows Analytics Apex Multilanguage Heroku AddOns Email Services ET 1:1 ET fuel Multi-tenant Infrastructure Cloud Database Data-level Security Scheema Builder Sharing Model Translation Workbench Search Heroku1 Monitoring Core Services #iSeries @Magnet360 @smurphy_m360 @tjdupes
  11. 11. SALESFORCE1 MOBILE APP
  12. 12. EXPERIENCE SALESFORCE1 APP All your past investments... …now in the future CRM AppExchange Apps Custom Apps Notifications Platform Feed First UI Gelocation #iSeries @Magnet360 @smurphy_m360 @tjdupes
  13. 13. CUSTOM OBJECTS… NATIVE APP #iSeries @Magnet360 @smurphy_m360 @tjdupes
  14. 14. PUBLISHER ACTIONS #iSeries @Magnet360 @smurphy_m360 @tjdupes
  15. 15. DEMO – PUBLISHER ACTION
  16. 16. VISUALFORCE APPS #iSeries @Magnet360 @smurphy_m360 @tjdupes
  17. 17. DEMO – VISUALFORCE PAGE
  18. 18. CUSTOMER JOURNEY
  19. 19. CUSTOMER JOURNEY Engage & Grow Awareness Regular Use & Support Active Evaluation Onboard #iSeries @Magnet360 @smurphy_m360 @tjdupes
  20. 20. CONNECTING CUSTOMER LIFECYCLE • Customer Journey - Current/Future • Map Journey to Technology/Data – Current/Future • Iterate-to-business value #iSeries @Magnet360 @smurphy_m360 @tjdupes
  21. 21. WHAT’S ON THE ROADMAP – SPRING ‘14
  22. 22. ROADMAP - COMMUNITIES • Communities will be available in the Mobile browser app #iSeries @Magnet360 @smurphy_m360 @tjdupes
  23. 23. ROADMAP – CHATTER GROUPS • Customize the group layouts and publisher actions #iSeries @Magnet360 @smurphy_m360 @tjdupes
  24. 24. ROADMAP – SOCIAL • People in Common • Associate and view Twitter profiles for Accounts, Contacts and Leads #iSeries @Magnet360 @smurphy_m360 @tjdupes
  25. 25. ROADMAP – CHARTS • Embed report charts in record detail page • Automatically filtered based on the object they are embedded in #iSeries @Magnet360 @smurphy_m360 @tjdupes
  26. 26. ROADMAP – SALESFORCEA • SalesforceA – Administration on your Mobile #iSeries @Magnet360 @smurphy_m360 @tjdupes
  27. 27. WHAT TO DO NEXT
  28. 28. WHAT TO DO NEXT? • • • • • • Download Salesforce1 if you haven’t already Start using the app, as-is, out of the box Watch online videos, read the release notes Engage your users and your teams Find the gaps and prioritize enhancements Create the roadmap to start your journey – Start small and Iterate – Don’t boil the ocean Download Salesforce1 App #iSeries @Magnet360 @smurphy_m360 @tjdupes
  29. 29. THANK YOU – Q & A #iSeries @Magnet360 @smurphy_m360 @tjdupes

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