Salesforce Platform: Extend Your Social Strategy with the AppExchange - Dreamforce 2012 - 9/18


Published on

Extend your social business vision with 1650+ partner solutions on the AppExchange. Join us as we cover the top social apps on the market today, from DocuSign to Concur. If you are searching for ways to extend your social strategy and get even more value out of Salesforce, you cant miss this session.

  • Be the first to comment

  • Be the first to like this

No Downloads
Total views
On SlideShare
From Embeds
Number of Embeds
Embeds 0
No embeds

No notes for slide

Salesforce Platform: Extend Your Social Strategy with the AppExchange - Dreamforce 2012 - 9/18

  1. 1. Salesforce Platform: Extend YourSocial Strategy with theAppExchangeBecca Krass,, AppExchange Curator - @becsmayDave McDermott, Kelly Services, Director of Sales Enablement - @davemcdermottAndrew Bartels, PSA Insurance & Financial Services, Director of IT - @adb1146Richard Rothschild, Pandora, VP of Information ServicesSara Varni,, Director of ISV Marketing
  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 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. Becca KrassAppExchange Curator@becsmayIn/beccakrass
  4. 4. The World is all About Apps
  5. 5. The is the Leading Marketplace forBusiness Apps 1700+ Apps 20K+ Reviews 1.4M+ Installs
  6. 6. We Have Apps for Just About Everything Expense Recruiting Marketing Accounting Management Contract IT Field eLearning eSignature Collaboration Sales Analytics Compensation Management Helpdesk Service
  7. 7. • All new design for easy access• Optimized for mobile for a great experience at work, home or on-the-go• New organization by category, industry and collection for easier discovery of apps•
  8. 8. Bring Your Customers To Life Within Your Company Project Management eSignature AccountingCompensation Management IT Help DeskField ServiceSurveys Recruiting Marketing Productivity Automation Tools Cloud . Mobile . Social
  9. 9. Sell: Streamline Processes, Close More Business eSignatureCompensation Management Cloud . Mobile . Social
  10. 10. Sell: Docusign eSignature• Send documents electronically to collect eSignatures• Sign from any device• Follow status via Chatter
  11. 11. Sell: Xactly Express Compensation Management•Pay commissions or bonuses based on bookings or cash receipt•View current and historical commission payments
  12. 12. Service: Delight Your Customers with World-Class Support eSignature Compensation Management Field Service Surveys Cloud . Mobile . Social
  13. 13. Service: ServiceMax Field Service•Manage work orders, optimize scheduling for field agents•Manage inventory, warranties, contracts & entitlements•Available for iPad
  14. 14. Service: Clicktools Customer Surveys•Build fully branded surveys, scripts, forms and landing pages•Create/amend ANY salesforce information
  15. 15. Market: Find & Nurture Your Best Leads eSignatureCompensation ManagementField ServiceSurveys Marketing Automation Cloud . Mobile . Social
  16. 16. Market: Marketo Marketing Automation•Email marketing and landing page creation•Lead nurturing•Lead scoring & analytics
  17. 17. Collaborate: Bring Data & Users Together in Real-Time eSignatureCompensation ManagementField ServiceSurveys Marketing Productivity Automation Tools Cloud . Mobile . Social
  18. 18. Collaborate: ePrize Contest Builder•Promote a competitive spirit with gamification•Launch sales competitions within Chatter•Reward activities like: •Follow-up on leads •Advancing opportunities •Adding records, completing fields
  19. 19. Work: Recruit and Retain the Best Employees eSignatureCompensation ManagementField ServiceSurveys Recruiting Marketing Productivity Automation Tools Cloud . Mobile . Social
  20. 20. Work: Jobscience Recruiting•Source, track and manage candidates with resume parsing & intelligent search•Syndicate postings via social networks•Design recruiting campaigns to target talent
  21. 21. Innovate: Connect Your Back Office to the Front Office Project Management eSignature AccountingCompensation Management IT Help DeskField ServiceSurveys Recruiting Marketing Productivity Automation Tools Cloud . Mobile . Social
  22. 22. Innovate: Milestones Project Management• Basic project management: track projects, milestones, and tasks Labs• Collaborate via on project progress and task status
  23. 23. Innovate: FinancialForce Accounting & PSA• Full accounting solution to manage: • Billing • Accounts Receivable • Collections • General Ledger • Accounts Payable • Reporting & Analysis• PSA to manage projects, timecards, billing, & expenses
  24. 24. Innovate: Remedyforce IT Service Desk Management• ITIL-based service desk management• Out-of-the-box: • Incident/problem management • Change management • Service request catalogue • Self-service portal •
  25. 25. Bring Your Customers To Life Within Your Company Project Management eSignature AccountingCompensation Management IT Help DeskField ServiceSurveys Recruiting Marketing Productivity Automation Tools Cloud . Mobile . Social
  26. 26. Bonus Round: 6 More Apps to Check Out! Jitterbit Ringlead Import/Export data, flat Identify and de-dupe files and databases existing leads CalendarAnything LinkedIn for Salesforce Create calendars for any Connect Contacts to standard or custom object LinkedIn profiles Memonic Action Plans Clip web content and Set up sales templates for attach to accounts easy follow-up
  27. 27. Dave McDermottDirector, Sales Enablement@davemcdermott
  28. 28. All About Kelly Services, Inc. Kelly is one of the world’s largest talent supply chain management companies. We invented the staffing industry, and remain at the forefront of industry innovation. 2004 Launched Salesforce CRM (54 users) 2008 Fell in love with the AppExchange 2010 Chatter launched globally; one of our first truly global applications; cultural shift begins (7,500 users) 2012 Social Enterprise License signed (12,000+ users)
  29. 29. Kelly Services – 65 years and counting…
  30. 30. Kelly’s Social Enterprise (we love apps…)
  31. 31. Global Supplier Relations, DocuSign Challenge: How do we process massive amounts of paperwork, customized by program, all requiring signature, in the most efficient way possible? Results: • Over 6,000 envelopes sent to date (80,000) pieces of paper. 120,000 envelopes in the next 3 years. • We also used it to process 8,000 requests resulting from a legislative change.
  32. 32. Demand Generation, Marketo Sales Insight Challenge: How do we know what’s a hot lead? How do we track when it becomes a win? Results: • Campaigns Members: 60,000 • Opportunities Tracked: 804 • Millions in Wins!
  33. 33. Andrew BartelsDirector of
  34. 34. All About PSA Insurance & Financial Services PSA Insurance & Financial Services is a diversified Financial Services firm with offices in Baltimore, Maryland & and metro Washington, D.C.  Implementation includes full bi-directional integration between backend Agency Management System, GL and  Primary ETL Tool deployed is Informatica Cloud  All users have access to Sales Cloud or Chatter  100% Adoption achieved within 6 months of deployment
  35. 35. The Top Three Apps Deployed at PSA
  36. 36. Connecting Front and Back Offices, Informatica Challenge: Provide bi-direction data connectivity between & backend ERP Systems Results: • 360 degree view of customer relationship • 100% Daily use of Salesforce by all Producers • Allowed cross system BI to be performed in Salesforce
  37. 37. Project Management, TaskRay from Bracket Labs Challenge: Make everyday task & project management social Results: • Brings visibility to project management • Virtual Whiteboard • Full Chatter integration • Changes the priority Discussion
  38. 38. Find Hidden Relationships, BranchIT for Salesforce Challenge: Instantly answers the question of who knows somebody at this prospect Results: • Grants visibility into your greatest untapped relationship data silo • Leads to warm introductions as opposed to cold calls • The ‘BranchIT’ Moment story
  39. 39. Richard RothschildVP of Information Services
  40. 40. Pandora: We’re All About Apps Sales Analytics Accounting Sales Intelligence HCMAdvertising Network Sales Comp Vendor Education Customer Support Pandora Auto Pandora Home Pandora Mobile Pandora Business
  41. 41. Today’s Focus: Vana HCM, FinancialForce, Brainshark Accounting HCMVendor Education
  42. 42. Human Capital Management, Vana Workforce Vana Workforce is a global provider of human capital software and service solutions specifically designed to the needs of small and medium enterprises delivered on-demand  Complete and Integrated Human Capital Management Suite  Global HR, Benefits, Leave & Absence, Performance and Talent, Succession  Time Entry, Payroll Connect, Chatter Collaboration
  43. 43. Accounting End-to-End, FinancialForce Accounting FinancialForce Accounting is a full end-to-end solution – Billing, Accounts Receivable, GL, Accounts Payable, Financial Reporting & CRM – built natively on  Chatter integration moves Accounting into the heart of the business to avoid problems and improve customer services  Simplify processes like invoicing, collecting cash, and servicing customers  Generate invoices with one click from your integrated Salesforce CRM
  44. 44. Communication and Training, Brainshark Easily transform static content such as PowerPoints into voice-enriched online and mobile video presentations.  Share as links with customers, prospects, partners, or employees and track viewing details in Salesforce  Deliver more effective, measureable sales & marketing communications and online training  Product high-impact online video presentations quickly and easily
  45. 45. Dave McDermott Andrew Bartels Richard Rothschild Sara Varni Becca Krass Kelly Services PSA Insurance & Pandora Financial Services