[salesforce.com] Did You Know (General)?


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This deck outlines the hidden gems of salesforce.com CRM that you likely didn't know was available, including Event & Conference management, Bug Tracking, Content Management, Competitor Tracking and much more.

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[salesforce.com] Did You Know (General)?

  1. 1. Did you know?
  2. 2. Did you know salesforce.com includes an enterprise content library?
  3. 3. Integrated Content Management Salesforce LibrariesCloud Content – Single Platform• Search, Tag, Rate, Collaborate• Subscriptions, Version Control, Workflow• Assemble presentations in the cloud• Browser/Device Content Preview• Share/Deliver content with links not attachments• Find your content in seconds with indexed search• Share Content inside Chatter feeds
  4. 4. Did you know that there is afree survey management solution on the AppExchange?
  5. 5. Integrated End User Surveys Feedback through Surveys • Drag and Drop Survey Templates • Distribute Surveys through Email • Capture real-time results on Contact or Case records • Customizable reports and dashboards • Single Platform for user FeedbackSurvey Force is a Free Force.com Labs application that allows you to capturefeedback in salesforce.com. Survey Force allows you to create 3 types of questions(single select, multi select and free form text) and order your questions via dragand drop. Surveys are deployed via email templates and Sites. Survey results arerelated to the Contact and/or Case. Reports and Dashboards can be leveraged toanalyze survey results.
  6. 6. Did you know that salesforce.comhas a free Time Off Management application?
  7. 7. Manage PTO on Force.com Time-off Manager (PRO) Tracker • Intelligent workflow to route PTO requests between employees and managers • Sophisticated business rules to approve/reject PTO requests automatically • Creates real-time team calendar of upcoming PTO days • Integrates to Payroll systems to manage PTO accrualsTOM is a richly functional time-off management application.It manages the flow of time-off requests from employees tomanagers for approval, and provides a mechanism to sendapproved requests to a payroll system for incorporation intotime-off balance calculations
  8. 8. Did you know salesforce.com has a freesoftware defect/bug tracking application?
  9. 9. Integrated Bug Tracking Real-time Bug Tracking and Analysis • Manages all the test cases, feature requests and bugs logged for your product suite • Monitors time and availability of developer and quality assurance engineer resources • Enables you to compare the quality of products across your product suiteBugs and feature requests can be monitored to identify theproducts that are generating the most problems — andconsuming the most resources. With the consolidated dataprovided by Appforce Bug Tracking and Quality Assurance you canspot quality trends, keep track of the status of individual bugs, andsee who is assigned to review the severity of bugs.
  10. 10. Did you know salesforce.com has a freeCustomer Reference Management application?
  11. 11. Customer Reference ManagementShare Customer Stories/References• Learn the best customer stories for your products and services• Link customer stories to key accounts or opportunities• Search keywords or competitive wins to find the best references for your deals• Centralize your best customer stories and share across the enterpriseCustomer Stories allows you to document and quickly find successstories with your customers, partners, competitive wins, and salesreferences. This app is based on the application salesforce.com usesinternally to track similar stories.
  12. 12. Did you know salesforce.com has a free Event Management application?
  13. 13. Conference Manager on Force.com Event Management Automation • Manage the event details, venues, sponsors, critical contacts • List potential speakers or moderators; submit for approval • Collaborate on presentations, signage, venue layout and logistics • Run reports and show dashboards of conference planning progressTrue to its name, Conference Management creates a singlerepository of information about conferences. You can usethe application to manage your participation in industryevents and compare your level of involvement with that ofyour competitors.
  14. 14. Did you know salesforce.com has a free application for tracking competitive intelligence?
  15. 15. Collaborative Competitive Analysis Know Your Enemy • Displays the latest news and tweets about your competition • Leverage Chatter to connect your competitive experts with your sales or marketing organization • Leverage Salesforce Libraries to ensure your sales team has the most up to date presentations and tear sheetsFor competitive strategy teams, the Competitors object is a single place to updatethe sales team on the latest tear sheets, kill decks, and strategies. Enable Chatterand your sales team gets instant feed updates and the ability to share their owntricks and tactics. If your organization does not have a competitive strategy team,"Know Your Enemy" empowers reps to add a new competitor, share their personalexpertise, and connect with other reps that may be familiar with that competitor.
  16. 16. Did you know that salesforce.com includes a crowd sourced discussion forum?
  17. 17. Salesforce Answers Integrated Real-Time Answers • Ask questions to your entire community pool • Search for FAQs and review common answers • Answer questions or rate the validity of others to promote best answers • Empower users to build a tribal knowledge base community for long term successYour employees can seek help from others in thecommunity with the Answers feature. They can askquestions and vote on Answers, and you can capturethe best information in the knowledge base.
  18. 18. Did you know that salesforce.com is available on your Blackberry, iPad/iPhone or Android?
  19. 19. Salesforce at your fingertips • Your critical records and information are at your fingertips no matter where you are • Look up numbers, email addresses and office locations from your phone • Stay productive from anywhereSalesforce Mobile Lite keeps you connected. With instantaccess on your handheld device, you can access vitalinformation like accounts, contacts, leads, opportunities anddashboards wherever you are. (Available for the iPhone,iPad, Blackberry and Android.)*Mobile Lite is read-only
  20. 20. Did you know that salesforce.com integrates with Google Apps?
  21. 21. Salesforce for Google Apps + Integrated Cloud Office Apps • Web-based managed email • Collaborate on office docs, spreadsheets and presentations inside salesforce.com • Integrate Google Talk for real-time chatIntegrate the leader in cloud-based office productivity solutionswith the enterprise leading cloud application platform
  22. 22. Did you know you can build and host websites on Force.com?
  23. 23. Custom Websites on Force.comInternal or External Sites• Integrated Database• Integrated Security Model• Site Hosting and Scale and Maintenance• Integrated Content Management• Microsites, Landing Pages, Campaign Sites, Survey Sites, Event Sites, Registration Pages, Ideas SitesThe fastest way to build and run any Web site orWeb application. Not just basic Web sites.Force.com sites include a database, integration withyour back-end systems, workflow and approvalrules, analytics, and more—all in the cloud
  24. 24. What else don’t you know?Chris CranisSr. Account Executive415-830-4129@forceius