Cloudforce Essentials Brisbane 2012 - Business Success for SMBs


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Cloudforce Essentials Brisbane 2012 - Business Success for SMBs

  1. 1. Business Success for Small &Medium BusinessesAsk the ExpertsRhonda Robati, salesforce.comCommercial SMB Manager, Australia & New Zealand
  2. 2. Safe harbor Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves 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 any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology 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 new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of intellectual property and other litigation, risks associated with possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of, inc. is included in our annual report on Form 10-Q for the most recent fiscal quarter ended July 31, 2012. This documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available., inc. assumes no obligation and does not intend to update these forward-looking statements.
  3. 3. Session Objectives • How successful companies transformed their business • Gain insight into how solutions can help grow your business efficiently and effectively • Offer a benchmark to your checklist (people, process & tools) in transforming your business to thrive, not just survive
  4. 4. Agenda Introduction – Rhonda Robati, Customer Story – Ash Richardson, Nu Steel Homes Customer Story – Ben Bradshaw, SponsoredLinx Customer Story – Brian Boyd, Q&A
  5. 5. Small & Medium Businesses Are Driving theEconomy 50% 64% Private Sector Jobs Generated in Employees Past 15 Years U.S. Department of Commerce, U.S. Small Business Administration, U.S. Census Bureau
  6. 6. But Small & Medium Businesses Face Unique ChallengesLimited IT Disconnected Lack of BusinessResources Systems Insight Business Struggles
  7. 7. Ash RichardsonManaging Director
  8. 8. What do you do as a business?
  9. 9. Why Salesforce?• Workflow – not just a sales database• Intuitive usability – training / speed of change / adoption• In-house customisation – every week•Market leader + AppExchange growth
  10. 10. What are the results / outcomes?• Fully automated sales process• 210 steps from enquiry to “house keys”•Staff roles allocated against each step – clear accountability•Workflow triggers for x-team next steps• Tailored reports/dashboards for every internal meeting• Company policies and “how to” knowledge as individual Solutions• Approvals/exceptions tracked per job• Inbound calls and internal initiatives tracked•Transparent client “weekly” and “milestone” satisfaction call checks•Minimal but high impact custom code innovation: • Supplier quotes and purchasing • Materials deliveries and build schedules • Tracking $ variations
  11. 11. What would you do differently?• Run whole business on Salesforce from the start … sales / service / support /on-selling• Avoid systems integration … use AppExchange or stay flexible• 100% staff adoption requires less carrot and consistent stick … audits / bonusreductions•Start implementation with all executives … rethink processes / KPIs /information / roles / outsourcing
  12. 12. Ben BradshawCEO & Founder
  13. 13. What do you do as a business?• SponsoredLinX provide online marketing service & advice with total solutions• Australia‟s Largest Google Partner• We service 1000‟s of businesses Australia-wide• Develop Web & Mobile Solutions
  14. 14. Why Salesforce?• No infrastructure to maintain and look after• Salesforce are able to scale to your business needs and requirements• Ability to lock aspects of Salesforce to Roles and Profiles• Centralised Dashboards and Sales Figures• Extensive API usage & supported by a wide range of third party applications
  15. 15. What are the results / outcomes?• Speed & flexibility including customisation specific to our business processes• Improved productivity for staff - which filters through to happier customers• Improved collaboration between staff and departments• Centralised enquiry collection from all our websites• Better workflow from initial enquiry, right through to accounts and contacts
  16. 16. What would you do differently?• Rollout Salesforce in stages per department instead of company wide• Spend more time training staff of the benefits during Salesforce rollout• Setup Salesforce earlier rather then later in the business life-cycle
  17. 17. Brian BoydCEO
  18. 18. What does your business do?• Assist members / clients to create their own wealth through direct property ownership• Research and identify investment „hot spots‟ that will provide capital growth in the medium term• Project manage client‟s investment property construction
  19. 19. Why Salesforce?We require….• Ability to make small customisations „in house‟• Access by my mobile sales team and sales co-ordinator
  20. 20. What are the results / outcomes• Ability to access excellent reporting• Ability to make customisations as required• Inability to maximise Salesforce as cannot locate a „local‟ partner that can adopt a sales environment within the customisations
  21. 21. What would you do differently?• Map out all processes in detail prior to engaging a consultant to customise Salesforce