The document provides an agenda for a Salesforce for Beginners presentation. It includes:
- An opening from 09:30-09:40
- A demo of Sales Cycle Management from 09:40-10:40
- A break from 10:40-11:00
- A discussion of Salesforce Killer Features from 11:00-11:40
- A overview of Salesforce's App Store from 11:40-11:50
- A review of Services Management from 11:50-12:20
- A Q&A session from 12:20-12:30
5. What we Do
Map all organizational requirements starting with infrastructure through applications
Build a comprehensive cloud migration plan
Innovation- We are specializing in the best of breed solutions
Experienced excellence team
About CloudZone
Who We Are
The leading Cloud commuting provider: Infrastructure,
Security, Big data
We provide holistic solutions to all your computing needs
Our mission is to be a trusted advisor and a journey partner
Improved experience of working with the lead providers: AWS,
Google, Salesforce…
6. Business Review
• Define Key Business Challenges
• Process Mapping
Technical Assessment
• Current VS. Desired State
• Overview of Business Applications
& Systems
Plan & Implement
• Formulate a Solution
• Implementation & Project
Management
Deliver End-to-End CRM Solutions
8. My week with Salesforce
What Do I Need?
Interact with
Customers
Interact with
My Peers
Manage
Opportunities
Manage
Quotations
Manage my
Schedule
Sell…Sell…Sell
9. My week with Salesforce
What Do I Need?
Interact with
Customers
Interact with
My Peers
Manage
Opportunities
Manage
Quotations
Manage my
Schedule
Sell…Sell…Sell
How Do
I Want
to do It?
Easily
Quickly
On Road
Minimum
Effort
10. My week with Salesforce
How Do
I Want
to do It?
Easily
Quickly
On Road
Minimum
Effort
What Do I Need?
Interact with
Customers
Interact with
My Peers
Manage
Opportunities
Manage
Quotations
Manage my
Schedule
Sell…Sell…Sell
What Do I Get?
11. AppExchange
What is AppExchange
Popular Apps – Examples & Review
Salesforce Killer Features
Administration
Automation – Emails, Reminders & Workflows
Creating & Managing Objects & Fields
Customized Reports and Dashboards
13. What Do My Customers Need?
Get
Help
Get
Information
Communicate
with Me
Service Extraordinaire
How Do
They
Want to
do It?
Easily
Quickly
On Road
Minimum
Effort
14. Service Extraordinaire
How Do
They
Want to
do It?
Easily
Quickly
On Road
Minimum
Effort
What Do My Customers Need?
Get
Help
Get
Information
Communicate
With Me
What Do I Get?
15. • Deliver smarter, more personalized support anywhere across
the platform with Service Cloud
• 360-degree view of every customer.
• Support customers over their favorite channel.
• See all the details of a case, at a glance.
• Respond with the right level of service.
• Identify opportunities.
• Reduce case volume with a self-service portal.
Service Cloud Features