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Your Secret Weapon: Top Admin Apps from the AppExchange


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Get more out of with over 1500 pre-integrated apps on the AppExchange. Join us to uncover some of the hottest solutions on the market today, from social and mobile tools to project management and recruiting apps.

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Your Secret Weapon: Top Admin Apps from the AppExchange

  1. 1. Your Secret Weapon:Top Admin Apps from the AppExchange Leyla D. Seka, David Pier, Iron Mountain Mike Gerholdt, ACT David Belove, Apptus
  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 non- 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. Leyla D. SekaVice President, AppExchange &Partner Operations
  4. 4. The World’s Largest Cloud Ecosystem Leading Enterprise App Marketplace 1.4M Installs 1600+ Apps 2500+ System Integrators
  5. 5. Brand new
  6. 6. Key Solutions for Admins User Adoption Org Management Data Cleansing Labs Departmental Apps
  7. 7. Easily Ensure Adoption Within Your CompanyAdoption Dashboards §  Track who is logging into §  Leverage metrics to force the behavior you want in your organization
  8. 8. Leverage Productivity Tools to Get Work Done Fast Leverage utility apps to help you manage all facets of your org, such as: §  Data Loading §  Org Visualization §  Managing role hierarchies
  9. 9. Data Cleansing helps you keep reporting accurate Proactive Tools §  Dupe Catcher §  Dupe Blocker §  Address Validation Reactive Tools §  DemandTools §  RingLead §  Mass Update & Mass Edit from List View §  Mass Delete
  10. 10. Labs are Free & Easy to Use Free & fully-customizable Over 250 labs apps available now! Some Admin Favorites: §  Find Nearby Accounts §  Graphics Pack §  Action Plans §  Milestones
  11. 11. David PierSr. Manager, Business Systems
  12. 12. All about Iron Mountain •  World leader in information/ document management services •  NYSE:IRM •  2,500 SFDC Users (global) •  Chatter,, Service Cloud •  Apps: DupeBlocker, Conga, Eloqua, Brainshark, Docusign, Sundog, Boulder Logic, labs •  Over 28 million records
  13. 13. Key Features§  Advanced pipeline reporting/analysis§  Track pipeline history/changesBenefits§  Intelligent forecasting§  Identify risk
  14. 14. Key Features§  Secure e-signature§  Automatic merging§  Send and receive documents from virtually any device§  EasyBenefits§  Tied into Salesforce Reporting§  Close business faster§  Full audit trail
  15. 15. DupeBlockerCRMfusionKey Features§  Prevent duplicate leads/contacts from entering Salesforce§  Automatic merging§  Advanced filters/scenarios§  Report on effectiveness§  Easy!Benefits§  Clean data!!!§  Save time
  16. 16. Mike GerholdtManager of Social Enterprise@Mike Gerholdt
  17. 17. All about ACT,Inc. ACT is an independent, not-for-profit organization that provides a broad array of assessment, research, information, and program management solutions in the areas of education and workforce development §  Enterprise Edition. §  Used Salesforce for over 7 years §  Over 500 users
  18. 18. Conga MergeAppExtremes Key Features •  Easy to merge Salesforce Data and render it as a document •  Execution of multiple action Benefits •  Handles multiple templates •  Buttons are simple to code, and to users everything is a “click” away
  19. 19. Delegated Task ManageriTools Key Features •  Filter Delegated Tasks by status and assigned user to quickly identify the ones that may need your attention. •  Simple configurations •  Notifications when tasks are deleted, completed, or re-opened. Benefits •  License Management •  First 10 seats free to non-profits and NGOs •  Seamlessly integrated into the user interface for a natural fit.
  20. 20. TaskRay[Bracket] Labs Key Features •  Understand project and team status at a glance thanks to virtual whiteboards with virtual sticky notes •  Drag and drop UI designed for simplicity and ease of use - no training, just start using! Benefits •  Deep integration with Chatter •  Fully customizable to track important data and interact with other objects in Salesforce
  21. 21. David BeloveVP Sales Operations
  22. 22. All About Apttus Fast-growing San Mateo-based AppExchange Partner 100% Native applications CPQ + CLM Pioneering app in 2006 “Commitment Management” Apps §  CPQ (Configure/Price/Quote) §  CLM (Contract Lifecycle Management) §  Advanced Approvals §  MS Office-to-Salesforce integration
  23. 23. Apttus xAuthor for Features: •  Access Chatter from within MS Office apps—no jumping around •  Share individual slides, attachments, spreadsheet sections or tabs, or document paragraphs •  Save email to any SFDC object Benefits: •  Simplifies sharing MS Office documents •  Encourages Chatter adoption and enterprise collaboration •  Inexpensive and easy to use MS Word Chatter
  24. 24. Features: •  Enriches Lead, Contact and Account records •  Multi-synch feature •  Provides custom alerts •  Freemium model Benefits: •  Quicker, better prep for Challenger sales calls
  25. 25. LinkedIn for Features: •  Access LinkedIn profiles from Lead, Contact and Account records Benefits: •  Quicker prep for sales calls •  Identify connections •  Improved visibility for BDRs and sales reps •  Ensures that entire team has access
  26. 26. Sales Features: •  Integrated org charts for opportunities and accounts •  Grabs existing contacts •  Drag n drop UI •  Includes influence and opinion indicators Benefits: •  Visually demonstrates whether rep has done homework •  Easy to install and use
  27. 27. Quvidian Sales Features: •  New and improved version available soon •  Defines specific plays to advance opportunities •  Associates completed plays with Stages •  Transfers data into •  Accommodates any methodology •  Dynamically presents plays Benefits: •  24 x 7 coach •  Speeds repetitive tasks •  Clarifies where a deal really stands •  Highlights what works and what doesn t New user interface
  28. 28. Leyla D. Seka David Pier Mike Gerholdt David BeloveVP, AppExchange & Partner Sr. Manager Manager of the Social VP Sales Operations Operations Business Systems Enterprise