Mobile AppExchange in the Field Great Apps at Work


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Mobile AppExchange in the Field Great Apps at Work

  1. 1. Mobile AppExchange in the Field Gina Davis, AppExchange Mobile Business Unit Track: New AppExchange Developer
  2. 2. Today’s Agenda Taking a Look at Mobile Applications in the Field Field Service Work Order Management (w/ Peripheral Scanner Support) Mobile Mapping Mash-ups 15 minutes Q & A 5 minutes Customer Speaker How PHH Arval built a mobile application 15 minutes Building an AppExchange Native Mobile Application 15 minutes AppExchange Mobile: Introduction & Overview What is it and how does it work? 10 minutes
  3. 3. 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>
  4. 4. Platform Secure & Scalable ISV Standards Create & Publish Deliver Everywhere Mobile Run Integrate Mash-Ups Deliver Globally Think Global, Act Local
  5. 5. Directory <ul><li>Event Management </li></ul><ul><li>Expense Management </li></ul><ul><li>Human Resource Management </li></ul><ul><li>Order Management </li></ul><ul><li>Market Research </li></ul><ul><li>Product Management </li></ul><ul><li>Recruiting </li></ul><ul><li>Reseller Certification </li></ul><ul><li>Return Authorization </li></ul><ul><li>Quote Management </li></ul><ul><li>Price Management </li></ul><ul><li>Account Management </li></ul><ul><li>Employee Performance Management </li></ul><ul><li>Vacation Requests </li></ul><ul><li>Document Management </li></ul><ul><li>Many others… </li></ul>AppExchange Mobile-Ready <ul><li>Real Estate </li></ul><ul><li>Healthcare </li></ul><ul><li>Financial Budgeting </li></ul><ul><li>Lead Finder </li></ul><ul><li>Data Quality </li></ul><ul><li>Bug Tracking </li></ul><ul><li>Channel Fund Management </li></ul><ul><li>Financial Management </li></ul><ul><li>Channel Planning </li></ul><ul><li>Channel Rebates </li></ul><ul><li>Campaign Management </li></ul><ul><li>Education </li></ul><ul><li>Conference Management </li></ul><ul><li>Sales Compensation Management </li></ul><ul><li>Sales Methodology </li></ul><ul><li>Credit Management </li></ul>Over 60 Mobile Apps Available Today!
  6. 6. Mobilizing All Customer Applications Salesforce CRM AppExchange Applications Customer Applications and Objects 1 60+ 37,000+ Every customer-built object is mobile-ready today!
  7. 7. <ul><li>AppExchange Mobile currently supports a number of handheld devices including: </li></ul><ul><ul><li>RIM BlackBerry (color models) </li></ul></ul><ul><ul><li>Palm Treo 600, 650 and 700p </li></ul></ul><ul><li>Also Launching Winter ’07… </li></ul><ul><ul><li>Windows Mobile 5! </li></ul></ul>Supported Devices <ul><li>Contact your technical support representative to see if your handheld device model is supported </li></ul>
  8. 8. <ul><li>AppExchange Mobile is an intelligent mobile client solution </li></ul><ul><ul><li>Instant access to information </li></ul></ul><ul><ul><li>No dependency on wireless coverage </li></ul></ul><ul><ul><li>Simple intuitive UI </li></ul></ul><ul><li>All natively built AppExchange applications can be enabled as mobile applications </li></ul><ul><ul><li>Custom objects </li></ul></ul><ul><ul><li>Custom fields </li></ul></ul><ul><ul><li>Custom tabs </li></ul></ul><ul><li>HTTP fields included in page layouts enable links to external functionality </li></ul>Platform
  9. 9. Platform Architecture <ul><li>How does it work? </li></ul>
  10. 10. <ul><li>Currently unsupported AppExchange platform functionality </li></ul><ul><ul><li>Custom links </li></ul></ul><ul><ul><li>s-Controls </li></ul></ul><ul><ul><li>File attachments </li></ul></ul>What’s Not Ready
  11. 11. <ul><li>Mobile applications are not full replicas of their wire line counterparts – they are extensions </li></ul><ul><ul><li>Streamline layouts and functionality </li></ul></ul><ul><li>Intensive business logic should reside server-side </li></ul><ul><ul><li>Limited processing capability </li></ul></ul><ul><ul><li>Limited input capability </li></ul></ul><ul><ul><li>Strict memory constraints </li></ul></ul><ul><li>Mobile users do not work with mobile applications in the same way </li></ul><ul><ul><li>Small handheld device screens </li></ul></ul><ul><ul><li>Less focused attention </li></ul></ul><ul><ul><li>Performance expectations extremely high </li></ul></ul>Building A Mobile App – Things to Consider
  12. 12. <ul><li>Use AppExchange developer tools to implement the application data model and business logic </li></ul><ul><ul><li>Workflow and business logic triggered by the API works with AppExchange Mobile </li></ul></ul><ul><li>Modify page layout design as needed </li></ul><ul><ul><li>Salesforce “twisties” are beneficial in a mobile application </li></ul></ul><ul><li>Define the AppExchange Mobile profile for the application </li></ul><ul><ul><li>Streamline page layouts </li></ul></ul><ul><ul><li>Implement data filters </li></ul></ul><ul><ul><li>Design custom views </li></ul></ul><ul><li>Test in a mobile simulator environment </li></ul><ul><ul><li>Identify potential problems </li></ul></ul><ul><ul><li>Iterate on profile implementation </li></ul></ul><ul><li>Deploy! </li></ul>Building a Mobile Application
  13. 13. Building Mobile Profiles <ul><li>The “Profile Overview” includes sections for building the components of mobile profile </li></ul><ul><li>Edit tabs, page layouts, filters and custom views from this screen </li></ul><ul><li>Functionality by section: </li></ul><ul><li>Entity Properties – Configure tab order, name and visibility </li></ul><ul><li>Entity Fields – Streamline page layouts </li></ul><ul><li>Entity Filters – Create filters to define limit the mobile dataset </li></ul><ul><li>Entity Customized Views – Create custom views for quick sorting and navigation </li></ul>
  14. 14. <ul><li>Taking a look at the Expense Tracker Application gone mobile… </li></ul>Product Demonstration
  15. 15. Console SSO – Winter ‘07 Access the AppExchange Mobile through an AppExchange Application package
  16. 16. Leahanne Merritt Manager, CRM [email_address]
  17. 17. PHH Arval <ul><li>Leading fleet management company </li></ul><ul><li>North American sales force </li></ul><ul><li>Global business </li></ul><ul><ul><li>Partners in Mexico, Japan, Europe, Africa </li></ul></ul><ul><li>3 separate business units </li></ul><ul><ul><li>USA </li></ul></ul><ul><ul><li>Canada </li></ul></ul><ul><ul><li>PHH FirstFleet </li></ul></ul>INDUSTRY: Transportation EMPLOYEES: 1,300 GEOGRAPHY: North American PRODUCT(S) USED: Unlimited Edition AppExchange Mobile 20 Custom Tabs # USERS: 310
  18. 18. The AppExchange Solution <ul><li>Challenge: </li></ul><ul><ul><li>Integration with home-grown back-end systems is critical to the proposal process </li></ul></ul><ul><ul><li>Current process based on an “Old-school” ways of doing things </li></ul></ul><ul><ul><ul><li>Handshake and rubber stamp method </li></ul></ul></ul><ul><li>Solution: </li></ul><ul><ul><li>Customized Salesforce Accounts, Contacts, Opportunities and Activities to work with current business process </li></ul></ul><ul><ul><li>Built 5 custom objects to integrate Salesforce with the proposal process </li></ul></ul><ul><ul><ul><li>3 custom objects related to Salesforce Opportunities </li></ul></ul></ul><ul><ul><ul><li>2 custom object related to Salesforce Accounts </li></ul></ul></ul>
  19. 19. Key Pieces - Proposal Process Implementation <ul><li>Formal credit approval </li></ul><ul><ul><li>Added on to the opportunity </li></ul></ul><ul><li>Equipment line items </li></ul><ul><ul><li>Lease structure </li></ul></ul><ul><ul><li>Financing </li></ul></ul><ul><ul><li>Terms </li></ul></ul><ul><ul><li>Make/Model/Year </li></ul></ul><ul><li>Proposal Structure </li></ul><ul><li>Proposal Status Tracking </li></ul><ul><li>200+ Custom Fields </li></ul>
  20. 20. The Mobile Strategy <ul><li>Proposal processing is critical to our business process and salesperson success </li></ul><ul><li>Mobile application required to provide the solution to a highly mobile sales force </li></ul><ul><li>Took the minimalist approach to mobile application design </li></ul><ul><ul><li>Business process reviews </li></ul></ul><ul><ul><ul><li>Determine what mobile professionals really need to see </li></ul></ul></ul><ul><ul><li>Qualified mobile application must-haves v. nice-to-haves </li></ul></ul><ul><ul><li>Realistic expectation setting </li></ul></ul><ul><ul><ul><li>BlackBerry is not a PC </li></ul></ul></ul><ul><ul><li>Usability testing </li></ul></ul>
  21. 21. Building the Mobile Application <ul><li>Designed 12 mobile application definitions for differing business units and job roles </li></ul><ul><ul><li>Sales </li></ul></ul><ul><ul><li>Service </li></ul></ul><ul><ul><li>Finance </li></ul></ul><ul><ul><li>Marketing </li></ul></ul><ul><ul><li>Leadership </li></ul></ul><ul><li>Implemented mobile application definitions using AppExchange Mobile profiles and Advance Entity Filters </li></ul><ul><ul><li>No programming experience </li></ul></ul><ul><ul><li>No custom code required </li></ul></ul><ul><ul><li>9 implemented; 3 remaining </li></ul></ul><ul><ul><li>Challenging, but enlisted assistance </li></ul></ul>
  22. 22. PHH Arval Mobile Profile (example) <ul><li>4 custom objects included in this profile </li></ul><ul><li>Custom objects do not have tabs </li></ul><ul><li>Custom object data is filtered based on relationship to Opportunities and Accounts </li></ul><ul><li>SOQL and AppExchange Mobile macros used to implement filters </li></ul><ul><li>Page layouts are not modified </li></ul><ul><ul><li>For custom objects </li></ul></ul><ul><li>No custom views included </li></ul>
  23. 23. The Results <ul><li>Benefits: </li></ul><ul><ul><li>New process – replaces traditional paper forms </li></ul></ul><ul><ul><ul><li>Record is initiated in </li></ul></ul></ul><ul><ul><ul><li>Workflow to ensure real-time data receipt </li></ul></ul></ul><ul><ul><li>Enables simultaneous business action </li></ul></ul><ul><ul><ul><li>Credit approval </li></ul></ul></ul><ul><ul><ul><li>Name verification </li></ul></ul></ul><ul><ul><ul><li>Proposal creation </li></ul></ul></ul><ul><li>Potential Pitfalls: </li></ul><ul><ul><li>Need for real-time data updates </li></ul></ul><ul><ul><ul><li>20 min sync cycle from web application to device </li></ul></ul></ul><ul><ul><li>Workflow email notifications </li></ul></ul><ul><ul><ul><li>Link does not work on BB device </li></ul></ul></ul><ul><ul><li>AppExchange Mobile is a supplement </li></ul></ul><ul><ul><ul><li>Not a replacement for the web application </li></ul></ul></ul>
  24. 24. Work Order Management w/ <ul><li>Leaverage to build additional logic into your mobile application! </li></ul><ul><li>Infinite Peripherals extends the AppExchange Mobile platform with barcode scanner support </li></ul><ul><li>Apex code provides additional business logic to the mobile application </li></ul><ul><li>Quickly capture information in the field </li></ul>
  25. 25. Mapping Mash-ups <ul><li>Reasearch in Motion introduces mapping in their new 4.2 OS BlackBerry devices </li></ul><ul><li>AppExchange Mobile is the first to integrate with RIM maps </li></ul><ul><li>Integration with Accounts, Contacts and leads provides a link into RIM mapping technology </li></ul>
  26. 26. Mapping Mash-ups w/ <ul><li>Tierravision offers full Location Based Services (LBS) for mobile devices </li></ul><ul><li>Locator supports RIM BlackBerry, Palm Treo and Windows Mobile devices </li></ul><ul><li>Integration with AppExchange Mobile Contacts, Accounts and Leads is a link to mapping and GPS capabilities </li></ul>
  27. 27. Leahanne Merritt Manager, CRM Gina Davis Director, Product Strategy QUESTION & ANSWER SESSION
  28. 28. Thank You!