Domain 1: Vision and Strategy Daniel Sieff, Sprint Corporation Matt O’Connor, salesforce.com Best Practices: Global Enterprise
Safe Harbor Statement “ Safe harbor” statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements including but not limited to statements concerning the potential market for our existing service offerings and future offerings. All of our forward looking statements involve 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. The risks and uncertainties referred to above include - but are not limited to - risks associated with possible fluctuations in our operating results and cash flows, rate of growth and anticipated revenue run rate, errors, interruptions or delays in our service or our Web hosting, our new business model, our history of operating losses, the possibility that we will not remain profitable, breach of our security measures, 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 service, customer and partner acceptance of the AppExchange, successful customer deployment and utilization of our services, 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.  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. These documents are available on the SEC Filings section of the Investor Information section of our website at  www.salesforce.com /investor . Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements, except as required by law.
Daniel Sieff Senior Manager for Sales CRM [email_address]
Alice:  Would you tell me, please, which way I ought to go from here? The Cat:  That depends a good deal on where you want to get to Alice:  I don't much care where. The Cat:  Then it doesn't much matter which way you go.
Vision and Strategy Definition Vision –  the   desired end-state of your initiative  “ Customer loyalty is our highest priority. Personalized service for all customers. Provide the communication channels the customer wants.” Strategy –  the roadmap for how you will achieve your vision
Why are Vision and Strategy Important? “ Almost every company that has benefited from a customer relationship management initiative has done so after developing a coherent CRM strategy” -Gartner
Without a Vision and Strategy Lack of clear purpose  Difficult changes can become barriers Lack of results or unmeasured results  Long-term commitment is a challenge Your vision and strategy helps the organization articulate the desired end state and how to get there
 
All About Sprint Nextel INDUSTRY : Communications EMPLOYEES : 64,600 REVENUE:  $41 Billion GEOGRAPHY : Global #   USERS : 4,952 PRODUCTS USED : Salesforce SFA & PRM, Force.com Mobile, 7 AppExchange applications “ Salesforce.com represents a significant resource commitment on the part of Sprint’s leadership team. We are committed to providing the integrated and standardized tools needed to stay competitive and provide a superior customer experience.”            Mark Angelino,  President, Sales & Distribution
Key Challenges Lack of sales pipeline and sales activity visibility  Inconsistent sales processes High-turnover and associated ramp-up costs Lack of intellectual property  Sprint / Nextel Merger Enabling Sprint Powered Workplace
The Solution Implement standardized sales and account planning process Capture key account data and sales history Implement accounts teams and sharing rules to facilitate collaboration Integrate with Hoover’s, First Research Implement Cases for internal support Deployment Details SFA, PRM, AppExchange, Force.com Mobile  Users – 2,500 > 5,000 Training – face-to-face Multiple segments and channels 4.5 months
Critical Success Factors Defining the  vision  and  strategy   through a business case High-touch  Deployment Crawl > Walk > Run Continuous  Innovation   Plan Act Evaluate
Defining Vision through a Business Case Objective  Define the vision, build executive support and obtain commitment  Challenges Numerous executives to communicate with – Sprint  and  Nextel Inconsistent expectations across groups Approach  Keep it simple – executives want the bottom line There is no one size fits all Recognizing it will change with the business
Crawl > Walk > Run Strategy Objective  Build adoption and application value incrementally Challenges Saying no is difficult Multiple teams with different needs Approach Complete prioritization of features and functions Detailed review sessions with the end users – focus on pains 80/20 rule – biggest bang for the buck
High-touch Deployment Strategy Objective  Drive adoption (addiction) through as many human touches and interactions as possible  before, during  and  after Challenges  Cost – each touch has a cost ($$$)  Geographies – national and international Keeping everyone happy Approach Face-to-face training and support for  every  user Change management  Post deployment on site help desk for each site Support SLA - dedicated support team with < 24 hour response time 4,000+ Users 157 Offices 46 Cities 30+ Countries 4 Continents
Continuous Innovation Strategy Challenges Balancing continual improvement and stability Keep the good users happy Make under-performing users good users Objective Continually increase application value and work towards achieving the vision Approach Create a feedback loop  Speed to implementation Face-to-face interviews/ surveys with all stakeholders Data driven decisions Plan Act Evaluate
Continuous Improvement Strategy
What were the results? >90%  Addiction  from Sales Users >700,000 Leads Routed in 2006 Ramp up time reduced by 33% Reduction in Admin time for Sales Reps Reduction in customer churn “ I wouldn’t know what to do if you took salesforce.com away- it would be a step backward” – Manager of Sales, Pacific Northwest “ My new reps are up and running 30% faster because of using Salesforce” –Branch Manager of Sales, LA Metro
The Road Ahead… Never rest on your laurels Continue to promote champions and success stories Make Salesforce the ‘one-stop-shop’  Mash-ups and interfaces to continue to drive value Additional channels
Key Takeaways… Don’t be Alice –  invest in developing a  vision  and a  strategy Crawl > Walk > Run –  take small steps to achieve you vision High-touch –  recognize the human side of change and don’t stop at deployment Continuous improvement –  establish processes to maintain momentum, engagement and value
Session Feedback Let us know how we’re doing! Please score the session from 5 to 1 (5=excellent,1=needs improvement) in the following categories: Overall rating of the session Quality of content Strength of presentation delivery Relevance of the session to your organization We strive to improve, t hank you for filling out our survey. Additionally, please score each individual speaker on: Overall delivery of session
Daniel Sieff Senior Manager for Sales CRM Matt O’Connor  Engagement Manager QUESTION & ANSWER

B P G002 Oconnor 091707

  • 1.
    Domain 1: Visionand Strategy Daniel Sieff, Sprint Corporation Matt O’Connor, salesforce.com Best Practices: Global Enterprise
  • 2.
    Safe Harbor Statement“ Safe harbor” statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements including but not limited to statements concerning the potential market for our existing service offerings and future offerings. All of our forward looking statements involve 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. The risks and uncertainties referred to above include - but are not limited to - risks associated with possible fluctuations in our operating results and cash flows, rate of growth and anticipated revenue run rate, errors, interruptions or delays in our service or our Web hosting, our new business model, our history of operating losses, the possibility that we will not remain profitable, breach of our security measures, 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 service, customer and partner acceptance of the AppExchange, successful customer deployment and utilization of our services, 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. 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. These documents are available on the SEC Filings section of the Investor Information section of our website at www.salesforce.com /investor . Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements, except as required by law.
  • 3.
    Daniel Sieff SeniorManager for Sales CRM [email_address]
  • 4.
    Alice: Wouldyou tell me, please, which way I ought to go from here? The Cat: That depends a good deal on where you want to get to Alice: I don't much care where. The Cat: Then it doesn't much matter which way you go.
  • 5.
    Vision and StrategyDefinition Vision – the desired end-state of your initiative “ Customer loyalty is our highest priority. Personalized service for all customers. Provide the communication channels the customer wants.” Strategy – the roadmap for how you will achieve your vision
  • 6.
    Why are Visionand Strategy Important? “ Almost every company that has benefited from a customer relationship management initiative has done so after developing a coherent CRM strategy” -Gartner
  • 7.
    Without a Visionand Strategy Lack of clear purpose Difficult changes can become barriers Lack of results or unmeasured results Long-term commitment is a challenge Your vision and strategy helps the organization articulate the desired end state and how to get there
  • 8.
  • 9.
    All About SprintNextel INDUSTRY : Communications EMPLOYEES : 64,600 REVENUE: $41 Billion GEOGRAPHY : Global # USERS : 4,952 PRODUCTS USED : Salesforce SFA & PRM, Force.com Mobile, 7 AppExchange applications “ Salesforce.com represents a significant resource commitment on the part of Sprint’s leadership team. We are committed to providing the integrated and standardized tools needed to stay competitive and provide a superior customer experience.”           Mark Angelino,  President, Sales & Distribution
  • 10.
    Key Challenges Lackof sales pipeline and sales activity visibility Inconsistent sales processes High-turnover and associated ramp-up costs Lack of intellectual property Sprint / Nextel Merger Enabling Sprint Powered Workplace
  • 11.
    The Solution Implementstandardized sales and account planning process Capture key account data and sales history Implement accounts teams and sharing rules to facilitate collaboration Integrate with Hoover’s, First Research Implement Cases for internal support Deployment Details SFA, PRM, AppExchange, Force.com Mobile Users – 2,500 > 5,000 Training – face-to-face Multiple segments and channels 4.5 months
  • 12.
    Critical Success FactorsDefining the vision and strategy through a business case High-touch Deployment Crawl > Walk > Run Continuous Innovation Plan Act Evaluate
  • 13.
    Defining Vision througha Business Case Objective Define the vision, build executive support and obtain commitment Challenges Numerous executives to communicate with – Sprint and Nextel Inconsistent expectations across groups Approach Keep it simple – executives want the bottom line There is no one size fits all Recognizing it will change with the business
  • 14.
    Crawl > Walk> Run Strategy Objective Build adoption and application value incrementally Challenges Saying no is difficult Multiple teams with different needs Approach Complete prioritization of features and functions Detailed review sessions with the end users – focus on pains 80/20 rule – biggest bang for the buck
  • 15.
    High-touch Deployment StrategyObjective Drive adoption (addiction) through as many human touches and interactions as possible before, during and after Challenges Cost – each touch has a cost ($$$) Geographies – national and international Keeping everyone happy Approach Face-to-face training and support for every user Change management Post deployment on site help desk for each site Support SLA - dedicated support team with < 24 hour response time 4,000+ Users 157 Offices 46 Cities 30+ Countries 4 Continents
  • 16.
    Continuous Innovation StrategyChallenges Balancing continual improvement and stability Keep the good users happy Make under-performing users good users Objective Continually increase application value and work towards achieving the vision Approach Create a feedback loop Speed to implementation Face-to-face interviews/ surveys with all stakeholders Data driven decisions Plan Act Evaluate
  • 17.
  • 18.
    What were theresults? >90% Addiction from Sales Users >700,000 Leads Routed in 2006 Ramp up time reduced by 33% Reduction in Admin time for Sales Reps Reduction in customer churn “ I wouldn’t know what to do if you took salesforce.com away- it would be a step backward” – Manager of Sales, Pacific Northwest “ My new reps are up and running 30% faster because of using Salesforce” –Branch Manager of Sales, LA Metro
  • 19.
    The Road Ahead…Never rest on your laurels Continue to promote champions and success stories Make Salesforce the ‘one-stop-shop’ Mash-ups and interfaces to continue to drive value Additional channels
  • 20.
    Key Takeaways… Don’tbe Alice – invest in developing a vision and a strategy Crawl > Walk > Run – take small steps to achieve you vision High-touch – recognize the human side of change and don’t stop at deployment Continuous improvement – establish processes to maintain momentum, engagement and value
  • 21.
    Session Feedback Letus know how we’re doing! Please score the session from 5 to 1 (5=excellent,1=needs improvement) in the following categories: Overall rating of the session Quality of content Strength of presentation delivery Relevance of the session to your organization We strive to improve, t hank you for filling out our survey. Additionally, please score each individual speaker on: Overall delivery of session
  • 22.
    Daniel Sieff SeniorManager for Sales CRM Matt O’Connor Engagement Manager QUESTION & ANSWER

Editor's Notes

  • #2 Thank you everyone for joining us today for our Vision and strategy session which is a part of the Best Practices: Global Enterprise track. During this session we will be talking about the importance of defining a clear vision and strategy for your SF initiative and also providing practical, field tested guidance on how you can do this within your organization, so that you can greatly improve your business results, obtain strong ROI on your SF investment and also generally make life easier for you and your teams as you undertake these initiatives. Whether you are planning an initiative, in process w/ one or just completed one – there will be valuable lessons for you to take w/ you back to your company. My name is Matt O’Connor, I’m an engagement mgr w/ SF in our Central region, I’ve been w/ SF for the past 2.5 yrs. During that time I’ve been responsible for some of our larger F500 implementations of SF and have worked w/ Customers on defining a solid vision and strategy as the basis for they SF implementation. Also w/ me is Daniel Sieff from Sprint Nextel. He will sharing the story of how Sprint clearly defined their vision and strategy for CRM and their use of SF for more than 5,000 users and how this has led to tremendous business results for their organization. We are very lucky to have Daniel w/ us today. TRANSITION – but before we dive into that…