Cloudforce Sydney 2012 - Sales Cloud for Beginners


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This was a Lunchtime Breakout session from Cloudforce Sydney June 14, 2012

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Cloudforce Sydney 2012 - Sales Cloud for Beginners

  1. 1. Sales Cloud for BeginnersIntroduction to the World’s #1 Sales App  Todd Enders,  Kaisa Freeman, Rio Tinto  Bobby Lancaster,
  2. 2. Safe HarborSafe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-lookingstatements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptionsproves incorrect, the results of, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including anyprojections of subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans ofmanagement for future operations, statements of belief, any statements concerning new, planned, or upgraded services ortechnology developments and customer contracts or use of our services.The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering newfunctionality for our service, our new business model, our past operating losses, possible fluctuations in our operating results andrate of growth, interruptions or delays in our Web hosting, breach of our security measures, risks associated with possible mergersand acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, andmotivate our employees and manage our growth, new releases of our service and successful customer deployment, our limitedhistory reselling products, and utilization and selling to larger enterprise customers. Further information onpotential factors that could affect the financial results of, inc. is included in our annual report on Form 10-K for themost recent fiscal year ended January 31, 2012. This document and others are available on the SEC Filings section of the InvestorInformation section of our Web site.Any unreleased services or features referenced in this or other press releases or public statements are not currently available andmay not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based uponfeatures that are currently available., inc. assumes no obligation and does not intend to update these forward-looking statements.
  3. 3. Todd EndersDirector, Product Marketing @toddenders
  4. 4. The Sales Cloud is the World’s #1 Sales AppMarket Leadership Customer Success Product InnovationMagic Quadrant Leader Groundswell Award 94% Innovative Would Recommend CompanyMarket Leader Technology of the Year Tina Koppe, Sales Analyst
  5. 5. Customers Succeed Across Every Major Metric Average Percentage Improvements Reported by Customers Source: Customer Relationship Survey conducted April 2011, by an independent third-party, MarketTools Inc., on 4,500+ customers randomly selected. Response sizes per question vary.
  6. 6. Delight Your Employees and Customers in a Whole New Way Employee Customer Social Network Social Network Social Collaborate Profile Market Work Service Extend Sell
  7. 7. Sales Cloud: Sales for the Social Enterprise Sell
  8. 8. Reps Are Being Left Out of Today’s Buying Process Customers Sales Rep May I suggest … I was hoping to find… May I suggest … May I suggest…
  9. 9. They’re Wasting Time Looking for Information
  10. 10. Sales Cloud: Connect With Everything You Need to Win Customer Employee Social Social Network Network
  11. 11. Sales Cloud: All Your Sales Need at Your Fingertips Sell from Connect Anywhere Collaborate to Win with Partners Gather Make Smart Social Intelligence Decisions Find New Automate your Customers Processes Sell
  12. 12. Find New Customers Faster Listen for Social Leads Identify Key Decision MakersIdentify new market needs Get to decision makers fasterListen and respond to customers Plan accounts territoriesGet an edge on your competition Work with clean, accurate data
  13. 13. Gather Intelligence From Across the Social Web Know What Matters to Your Customers
  14. 14. Connect Reps with the Insight & Expertise to Win Connect People, Data, and Process Sales OpsCustomers Leads Price List Product Executive Promotions Expert Forecasts Competitive Legal Expert Pitch Deck Contracts
  15. 15. Connect With Customers in Private Deal RoomsYour Customer Your Deal Team
  16. 16. Make Smarter Decisions as a Team Measure What Matters Share & Collaborate on Metrics Anyone Can Get Insights Fast
  17. 17. Sell from Anywhere with Mobile Mobile apps keep you productive on the road Native Sales Cloud app for iOS, Blackerry Native Chatter app for iOS, BlackBerrry, Android HTML5 app for any device
  18. 18. Tailor The Sales Cloud to Fit Your Business Customize Extend Integrate Your Business Process #1 Cloud Marketplace Open to Any System 21 million+ 1,400+ 50% of Transactions Customizations Applications through API
  19. 19. Over 50 New Features in the Sales Cloud Winter Spring Summer ‘12 ‘12 ‘12 Social Accounts Calculated Columns Chatter Feed Search Social Leads Multiple File Upload Collaborative Forecasts D&B Account Data Drag and Drop File Upload Customer Groups Salesforce for Android Campaign Cross-filters File Deliveries Touch (Pilot) Chatter Answers in Portals File Recommendations Shared Activities (Pilot) Collaborative Forecasts GA Expanded Account Details Smart Search Forecast Drilldown Salesforce for Outlook Bulk Edit YouTube & Klout Chatter Mobile Updates Salesforce for Outlook 64-bit Radian6 Social Hub Forecast Quotas Chatter for Outlook File recommender Automated Match and Fill Mobile Dashboards (iPad) Filtered Dashboards Forecast Quota Attainment Social Contacts Personal Reports Joined Reports Charting New Reports Tab Selective Outlook Sync Shared Tasks User Based Report Types Analytics for iPad Premium D & B Data Report Type Quick Find Enterprise Analytics Advanced Industry Search Reports & Dashboards Data Bucketing Partner Portal Assets Quick Find Dynamic Dashboard Filters Joined Reports Touch Beta for iPad Recent Reports Cross Filters Visual Workflow Subflows Any many more... Expanded Report Filters Expanded Stare and Compare And many more... And many more...
  21. 21. Who are we? Rio Tinto is a world leader in finding, mining and processing the Earth’s mineral resources Five principal product groups - Aluminium, Copper, Diamonds & Minerals, Energy and Iron Ore - plus two support groups: Technology & Innovation and Exploration Rio Tinto will exclusively provide the metal to produce the 4,700 gold, silver and bronze medals at the London 2012 Olympic and Paralympic GamesMy role: Education partnerships Salesforce customer since late 2011 with 30 licenses
  22. 22. Eduforce* • One platform to manage and measure partnerships with educational institutions Goals • Attract key talent • Execute global brand management campaigns • Align with global SAP system Options • Rollout Microsoft Dynamics CRM • Rollout the Sales Cloud Decision*Salesforce For Education Partnerships, Talent Attraction And Brand Campaign Management
  23. 23. Eduforce* • Project management  fast track design and delivery • Internal Chatter adoption What • Private Chatter groups created for partners • Database build in progress Worked • Most active users in the UK and US • Aligned our vision with business strategy • Established KPIs •Outlook integration •Rollout Chatter to wider group in Q3/4 2012 What’s •Integration of graduate sourcing and campaign management processes Next •Boost login rates •Improve executive sponsorship*Salesforce For Education Partnerships, Talent Attraction And Brand Campaign Management
  24. 24. Bobby LancasterSales Engineer
  25. 25. Sales Cloud Demo
  26. 26. Thank You!
  27. 27. Don’t Forget to Submit Your Survey!Stop by the registration kiosks to complete your sessionsurveys. We have 200 KeepCups to give away as well as the chance to win a $500 iTunes voucher! Thank you! NSW Permit No. LTPS/12/05010