Meet the Product Managers


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Meet the Product Managers

  1. 1. Meet the Product Managers: Salesforce Analytics Darren Cunningham, Product Management Thomas Tobin, Product Management
  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 the achievement of which involves 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.  All statements other than statements of historical fact could be deemed forward-looking, including any projections of 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. </li></ul><ul><li>The risks and uncertainties referred to above include - but are not limited to - risks associated with the integration of Sendia Corporation’s technology, operations, infrastructure and personnel with ours; unexpected costs or delays incurred in integrating Sendia with, which could adversely affect our operating results and rate of growth; any unknown errors or limitations in the Sendia technology; any third party intellectual property claims arising from the Sendia technology; customer and partner acceptance and deployment of the AppExchange and AppExchange Mobile platforms; interruptions or delays in our service or our Web hosting; our new business model; breach of our security measures; possible fluctuations in our operating results and rate of growth; 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 CRM service; 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, including our Form 10-K for the fiscal year ended January 31, 2006. These documents are available on the SEC Filings section of the Investor Information section of our website at . </li></ul><ul><li>Any unreleased services or features referenced in this or other 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 purchase decisions based upon features that are currently available., inc. assumes no obligation and does not intend to update these forward-looking statements, except as required by law. </li></ul>
  3. 3. Agenda <ul><li>Our Approach to Analytics </li></ul><ul><li>Winter ’07 Overview and Demonstration </li></ul><ul><li>Roadmap Ideas </li></ul><ul><li>Roadmap Demonstration </li></ul><ul><li>Some Questions for You </li></ul><ul><li>Questions for Us? </li></ul>
  4. 4. The Salesforce Approach to Analytics <ul><li>Easy-to-use CRM reporting and dashboards </li></ul>
  5. 5. Our Guiding Principle Richness Usability Enterprise Bloat-ware Client-Server Graveyard As Easy to Use as and eBay
  6. 6. The Salesforce Approach to Analytics <ul><li>Easy to integrate best-of-breed analytics </li></ul><ul><ul><li>Partnerships through the AppExchange </li></ul></ul>
  7. 7. Salesforce Reporting and Dashboards Today <ul><li>Report on anything in </li></ul><ul><li>Report through time </li></ul><ul><ul><li>Time resolution (day/week/month/year) set per report </li></ul></ul><ul><li>Link back to details </li></ul><ul><ul><li>All reports have links to the data’s source object </li></ul></ul><ul><li>Convert report to dashboard component </li></ul><ul><ul><li>Take a report and make it a high-level analytic – instantly </li></ul></ul>
  8. 8. The Good News Today <ul><li>Simplicity </li></ul><ul><li>Real-time </li></ul><ul><li>Some history </li></ul><ul><ul><li>History on opportunities </li></ul></ul><ul><ul><li>History on forecasts </li></ul></ul><ul><ul><li>History on cases (Now available - Winter ’06) </li></ul></ul><ul><ul><li>History on leads (Summer ’06) </li></ul></ul>
  9. 9. Not Currently Possible <ul><li>No arbitrary reports </li></ul><ul><ul><li>Example: Opportunities and products and contacts in the partner role </li></ul></ul><ul><li>No outer joins </li></ul><ul><ul><li>Example: Opportunities with or without products </li></ul></ul><ul><li>No reporting on targets </li></ul><ul><ul><li>Apart from forecasts </li></ul></ul><ul><li>No parameterized reporting </li></ul>
  10. 10. Winter ’07 Analytics Capabilities <ul><ul><li>S-Controls as a dashboard components </li></ul></ul><ul><ul><li>Allows inline integration with 3 rd party and custom components. Deliver visually stunning, interactive dashboards. </li></ul></ul><ul><ul><li>Drill through to URL </li></ul></ul><ul><ul><li>Build guided analysis into dashboards allowing users to move easily from one dashboard to another in a logical fashion. </li></ul></ul><ul><ul><li>Run-only report permission </li></ul></ul><ul><ul><li>Restrict users from performing ad hoc analysis and report creation. Provides system administrators with greater control over user functionality. </li></ul></ul>1 2 3
  11. 11. Introducing Analytics Mash-Ups Insert any application component into a dashboard On Demand Spreadsheets Interactive Controls Any Analytic Component
  12. 12. Other Analytics Features in Winter ‘07 <ul><li>Save hierarchy level </li></ul><ul><li>2000 row limit for dashboard calculations increased to 5000 </li></ul><ul><li>Account owner report includes owner field in account lookup </li></ul><ul><li>Custom summary formula length extension to 400 </li></ul><ul><li>Go back to report from save button on report </li></ul><ul><li>User report now includes all user fields </li></ul>
  13. 13. Winter ’07 Demonstration
  14. 14. Submit Your Ideas and Feedback
  15. 15. Simplify Complex Report Creation <ul><li>Easily create custom report types </li></ul><ul><li>W ith or without and exception reports </li></ul><ul><li>Share report types with different profiles or groups </li></ul>
  16. 16. Top N as a Report Tabular Report Showing Top Ranked Values
  17. 17. Demonstration <ul><li>Custom Report Type and Top N prototype </li></ul>
  18. 18. <ul><li>Schedule dashboard refresh </li></ul><ul><li>Schedule and email dashboards and reports </li></ul><ul><li>Proactive alerts based on business rules </li></ul>Scheduling and Alerts
  19. 19. Programmatic Access to Analytics <ul><li>Deliver a dashboard and report API </li></ul><ul><li>Greater customization and flexibility for developers and partners </li></ul>nalytics
  20. 20. Analytics For All Your Channels <ul><li>Integrated and transparent demand/supply chains </li></ul><ul><li>PRM reports and scorecards </li></ul>Partner Reporting Portals Distributor portal for reseller deal registrations A Day in the Life….
  21. 21. Add Your Ideas / Promote / Discuss on
  22. 22. What Are Your Priorities? <ul><li>Dashboard Run-As User (personalized) </li></ul><ul><li>Schedule Dashboard Refresh </li></ul><ul><li>Schedule Dashboard / Report Delivery </li></ul><ul><li>Dashboard and Reports API </li></ul><ul><li>On-Demand Data Warehouse </li></ul><ul><li>Dashboard Usability (Drag & Drop) </li></ul><ul><li>Report Layout Usability (Drag & Drop) </li></ul><ul><li>Dashboard Printing </li></ul><ul><li>Folder Management (Sub-Folders) </li></ul><ul><li>Segmentation </li></ul><ul><li>Predictive Analytics </li></ul><ul><li>Other? </li></ul>
  23. 23. A Few Questions For You… <ul><li>Where do you want to go with on-demand analytics? </li></ul><ul><li>How involved is your IT department in your use of reports and dashboards? </li></ul><ul><li>What other analytical tools are you using today? </li></ul>
  24. 24. Questions For Us?
  25. 25. Where To Go Next? <ul><li>Research our partner solutions for advanced analytics </li></ul><ul><ul><li>Business Objects, JasperSoft, Visual Mining, Celequest, Lucidics, Dream Factory </li></ul></ul><ul><li>Visit our blog: http:// /analytics/ </li></ul><ul><li>Contact us: </li></ul><ul><ul><li>Darren Cunningham - [email_address] </li></ul></ul><ul><ul><li>Thomas Tobin - [email_address] </li></ul></ul>