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Salesforce SME Packages | Sales & Marketing

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Salesforce SME Packages | Sales & Marketing

  1. 1. How SMEs can drive revenue growth with Salesforce? Get more leads. Drive lead conversion. Increase customer lifetime value SME PACKAGES FOR SINGAPORE CUSTOMERS
  2. 2. Forward-Looking Statements "Safe harbor" statement under the Private Securities Litigation Reform Act of 1995: This presentation contains forward-looking statements about the company's financial and operating results, which may include expected GAAP and non-GAAP financial and other operating and non-operating results, including revenue, net income, diluted earnings per share, operating cash flow growth, operating margin improvement, expected revenue growth, expected current remaining performance obligation growth, expected tax rates, stock-based compensation expenses, amortization of purchased intangibles, shares outstanding, market growth, environmental, social and governance goals and expected capital allocation, including mergers and acquisitions, capital expenditures and other investments. The achievement or success of the matters covered by such forward-looking statements involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions prove incorrect, the company’s results could differ materially from the results expressed or implied by the forward-looking statements it makes. The risks and uncertainties referred to above include -- but are not limited to -- risks associated with the effect of general economic and market conditions; the impact of geopolitical events, natural disasters and actual or threatened public health emergencies, such as the ongoing Coronavirus pandemic; the impact of foreign currency exchange rate and interest rate fluctuations on our results; our business strategy and our plan to build our business, including our strategy to be the leading provider of enterprise cloud computing applications and platforms; the pace of change and innovation in enterprise cloud computing services; the seasonal nature of our sales cycles; the competitive nature of the market in which we participate; our international expansion strategy; the demands on our personnel and infrastructure resulting from significant growth in our customer base and operations, including as a result of acquisitions; our service performance and security, including the resources and costs required to avoid unanticipated downtime and prevent, detect and remediate potential security breaches; the expenses associated with our data centers and third-party infrastructure providers; additional data center capacity; real estate and office facilities space; our operating results and cash flows; new services and product features, including any efforts to expand our services beyond the CRM market; our strategy of acquiring or making investments in complementary businesses, joint ventures, services, technologies and intellectual property rights; the performance and fair value of our investments in complementary businesses through our strategic investment portfolio; our ability to realize the benefits from strategic partnerships, joint ventures and investments; the impact of future gains or losses from our strategic investment portfolio, including gains or losses from overall market conditions that may affect the publicly traded companies within our strategic investment portfolio; our ability to execute our business plans; our ability to successfully integrate acquired businesses and technologies; our ability to continue to grow unearned revenue and remaining performance obligation; our ability to protect our intellectual property rights; our ability to develop our brands; our reliance on third-party hardware, software and platform providers; our dependency on the development and maintenance of the infrastructure of the Internet; the effect of evolving domestic and foreign government regulations, including those related to the provision of services on the Internet, those related to accessing the Internet, and those addressing data privacy, cross-border data transfers and import and export controls; the valuation of our deferred tax assets and the release of related valuation allowances; the potential availability of additional tax assets in the future; the impact of new accounting pronouncements and tax laws; uncertainties affecting our ability to estimate our tax rate; uncertainties regarding our tax obligations in connection with potential jurisdictional transfers of intellectual property, including the tax rate, the timing of the transfer and the value of such transferred intellectual property; the impact of expensing stock options and other equity awards; the sufficiency of our capital resources; factors relatedto our outstanding debt, revolving credit facility and loan associated with 50 Fremont; compliance with our debt covenants and lease obligations; current and potential litigation involving us; and the impact of climate change. Further information on these and other factors that could affect the company’s financial results is included in the reports on Forms 10-K, 10-Q and 8-K and in other filings it makes with the Securities and Exchange Commission from time to time. These documents are available on the SEC Filings section of the Investor Information section of the company’s website at. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements, except as required by law. Third party trademarks are the property of their owners.
  3. 3. What we will cover today? ● Who is Salesforce? ● How our SME Package benefits small businesses like you? ● How does the setup process work? How do we support you after that? ● Commercial Terms ● Q&A
  4. 4. Success with SMEs
  5. 5. What prevents SMEs & Startups from scaling? BEFORE AFTER Each department using their own solution Marketing Customer Service Sales Partner 1. Cost of integration 2. Losing business due to bad experience for customers 3. Missed opportunities due to lack of visibility across entire business and customer journey
  6. 6. Trailblazer Success & Community • World’s #1 CRM • Fast Time to Value • Scalable & Flexible Who is Salesforce?
  7. 7. Sales & Marketing SME Package Header [Optional description text] Header [Optional description text] Header [Optional description text] 1 2 3 Drive lead conversions Ensure no deal slips through the cracks Increase number of leads and business performance with real-time data Increase customer lifetime value Grow and keep existing customers
  8. 8. Gain visibility into exactly how your business is performing Real time update on the key metrics that matter We have the ability to do much more detailed reporting. That enables us to do a much deeper dive into our numbers, which allows us to get closer to our customers. We can get those insights much more easily, which saves us at least four to six hours per week on reporting. Justin Choo, CEO, Knorex
  9. 9. Generate more leads with real-time marketing data Generate more leads. Maximize every dollar you spend on ads.
  10. 10. Sales & Marketing SME Package Header [Optional description text] Header [Optional description text] Header [Optional description text] 1 2 3 Drive lead conversions Ensure no deal slips through the cracks Increase number of leads and business performance with real-time data Increase customer lifetime value Grow and keep existing customers
  11. 11. Insert Your Image Here Powered by : What happens from a prospect perspective? Prospect sees post/ad on FB, Google, Instagram, LinkedIn, Twitter and clicks on the link to go to site 7 Training Tips for Your First Half Marathon Training for your first half marathon? Keep these keys in mind to cross the finish line strong. 10 Weeks to Half Marathon: Training Plan Don’t shy away from the challenge of running 13.1 miles: our plan will to get you to the finish line. Not so good accounting Choose from six levels of accounting services plans and learn which plan would work best for you. Old-school Corporate Secretaries We prefer to do things extra manually to increase the hassle for both you and us google.com Low code software for insurance 9:41 Ad ᐧ companyname.com COMPANY NAME – Low Code for Insurance Our Accountants answer fast and help optimise tax.
  12. 12. Insert Your Image Here Powered by : Custom Sign-up Form Make sure your brand appears the way you want it to … or optimize for execution • Capture simple attributes • Start tracking clicks and activities • Content gating • Autoresponder to check valid email • Redirect on form completion companyname.com/form 9:41 Email SIGN UP To access our world-class free guide Download e-book What are you hoping to learn from this? Full Name Title I agree to the Terms of Service and Privacy Policy Get our e-book on the future of accounting and taxation for new age e-commerce.
  13. 13. Never let any opportunity slip through the cracks “One of the most beneficial outcomes is that we are able to track opportunities through all the stages of our six-to-nine-month sales cycle. It gives us up-to-date numbers in real-time and that’s very important.” - Peter Mah, VP of Global Sales, V-Key
  14. 14. Track all opportunities to ensure they are followed up with
  15. 15. Track all opportunities to ensure they are followed up with 20x Merchant Growth in 2 years
  16. 16. What happens to the leads that fall through the cracks? LEAD OPPORTUNITY CUSTOMER MQL ● Missed opportunities ● Leads and existing customers with huge revenue potential but no one engaging them $ $
  17. 17. Stay top of mind, Nurture at scale until they are ready to buy Increase nurture campaign uptake by 20%
  18. 18. Create emails from scratch using the drag-and-drop editor, or starting off with a template
  19. 19. Sales & Marketing SME Package Header [Optional description text] Header [Optional description text] Header [Optional description text] 1 2 3 Drive lead conversions Ensure no deal slips through the cracks Increase number of leads and business performance with real-time data about your business Increase customer lifetime value Grow and keep existing customers
  20. 20. Start renewal conversations in advance to ensure greater control over churn Ensure & automate renewal of contracts
  21. 21. Are you maximizing the potential of your business? Increase customer lifetime value Net Retention Rate 140% before IPO
  22. 22. Know your key accounts Understand who is the most engaged and which campaigns appeal to them the most For your top 5 Key Customers
  23. 23. WHAT YOU GET Header [Optional description text] Header [Optional description text] Header [Optional description text] 1 2 3 Drive lead conversions Ensure no deal slips through the cracks Increase number of leads and business performance with real-time data about your business Increase customer lifetime value Grow and keep existing customers
  24. 24. How long does the setup take?
  25. 25. Sales Cloud Setup: 2 Weeks Footer In Scope ● Setup custom profile and users ● Configure and customize: ○ Leads, accounts, contacts, opportunities ○ Up to 2 custom objects ○ Custom fields ○ List views ○ Activity tracking ● Setup high-impact Lightning features (Kanban, Path, Guidance for Success, etc.) ● Review duplicate & matching rules ● Gmail or Outlook integration (Einstein Activity Capture) ● Create 5 reports & 2 dashboard ● Basic guidance on data import Out of Scope ● Process Automation - Approval Process, Workflows, etc. (add ons) ● 3rd Party Integrations ● Data Importing/Loading ● Setup of advanced Features such as Products, Pricebooks, Quotes configurations, Flows, Process Builder, etc (add ons) ● Custom Code (e.g : Apex Triggers, Apex Code, Custom Components) ● Change Management, End User Training ● Einstein Features, Inbox Lightning Sync & Sales Cloud Einstein
  26. 26. Marketing Setup: 5 Weeks In Scope ● Validate technical setup* ● Guided install of Salesforce Pardot ● Review Engagement Studio program assets: email template, form, landing page, unsubscribe page and email preference center ● Customize up to 3 default emails, landing pages, and forms; or one migrated email, landing page, and form ● Review automation and segmentation capabilities ● Introduce Pardot reporting ● Integrate Sales Cloud (if applicable) ● Setup B2B Marketing Analytics and Engage (if applicable) ● Advise on Data import, User set up, Customer fields, Campaigns ● All work in scope is done in production Out of Scope ● Custom HTML or Creative services (asset design & development ● Process automation - approvals, workflows, etc. ● 3rd party integrations (webinars, messaging, etc.) ● Non-standard B2B Marketing Analytics dashboards, such Multi-Touch Attribution & Account Based Marketing ● Strategic marketing services, including marketing plan development or execution ● Custom Code (e.g : Apex Triggers, Apex Code, Custom Components) ● Advanced Salesforce features: Salesforce Reporting, Products, Quotes configurations, Flows, Process Builder, etc. ● Work or Training in Sandbox Environment Note: Customer will provide the relevant content, including HTML, CSV files, user exports, custom field IDs, etc. * Supported data sync configuration: Sales Cloud Professional Edition and higher, including Salesforce Person Accounts
  27. 27. How do we ensure your success?
  28. 28. Unlock Business Value We help you make the most out of your investment Premier Success from Salesforce “We are so happy to be using Premier… you reap so many benefits, including faster implementation & process automation.” ● Health check ● Expert Coaching ● Onboarding & Implementation Guidance ● Ask-an-Expert Office Hours
  29. 29. How we support you after implementation? Proven Customer Success Open Ecosystem for Quick Innovation 24/7 Support Unlimited number of 1-1 Expert Coaching sessions Leverage the power of 8,000 connected applications through www.AppExchange.com Free On-Demand Learning for All Prepare for the future by skilling-up your entire org on www.Trailhead.com
  30. 30. Pardot How To: Pardot: Use Engagement Studio We Just bought Pardot Now What? (recorded on-demand webinar) How to: Pardot: Send List Emails (recorded on-demand webinar) How to: Pardot: Use Forms and Landing Pages Review: Pardot: Health Get Started With Premier Getting Started: Pardot: New Admin Onboarding (recorded on-demand webinar) Expert Coaching by Salesforce
  31. 31. Sales Cloud Insights: Sales Cloud: Gain Insights From Your Dashboard Getting Started: Sales Cloud: Adoption Fast Start Getting Started: Sales Cloud: Fast Start Getting Started: Sales Cloud: Field Setup and Layout How To: Sales Cloud: Set Up Lead or Opportunity Workspace How To: Sales Cloud: Manage Activities in Lightning Insights: Sales Cloud: Design Reports and Dashboards (Webinar) How To: Sales Cloud: Set Up Outlook Integration OR Set Up Gmail Integration How To: Sales Cloud: Prevent Duplicate Records Choose based on your business needs Get Started With Premier Expert Coaching Journey
  32. 32. Commercial Terms
  33. 33. SME Package: Sales & Marketing No. of Sales Users USD License Fees Implementation PSG Subsidies* After subsidies* 5 users $12,600 $10,000 $6,888 $15,712/Year 10 users $15,300 $9,048 $16,252/Year 15 users $18,540 $11,640 $16,900/Year ● *Subsidies depends on eligibility of the customer and the assumption is if you get full 80% subsidy ● The above quotation includes Licenses Fees for Sales Cloud Professional Edition; Pardot Growth; Premier Support; Pardot Premier and Implementation. This is a discounted bundle which only applies when all items are purchased at the same time. ● No limitation to number of users for Marketing. Marketing implementation done by Brew Interactive ● Contract is for one year only. Full annual payment is to be made within 30 days of invoicing. ● This pricing does not include GST yet. GST will be added on in the final invoice ● Billing has to be done to a Singapore based Billing entity
  34. 34. Example: 5 Users Annual Licenses ● 5 Sales Cloud Licenses: $5,400 per annum ● Marketing: $7,200 per annum 1 Time Implementation ● $10,000 Total subsidies available by PSG: ● $6,888* First Year Cost after subsidies ● $5,400 + $7,200 + $10,000 - $6,888 = $15,712 2nd Year Cost ● $5,400 + $7,200 = $12,600 *Assuming you get full 80% subsidy from IMDA
  35. 35. Get your CRM in 5 Steps 1.Engage Salesforce 2.Quotation 3.Application 4.Award - IMDA notify via email when approved (4 weeks - 6 weeks) - SME login to BGP to accept Letter of Offer (LOF) SME applies on business grant portal (BGP) indicating Salesforce as vendor of choice, with quotation of package SME can start project immediately after submission Salesforce provides quotation to SME SME expresses interest in Salesforce 5.Claim - SME pays and submit claims on BGP. This takes up to 4-6 weeks
  36. 36. Q&A

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