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

1. Salesforce For Beginners
Noga Weiss
Salesforce Lead @ CloudZone

2. 09:30 – 09:40 Opening Words
09:40 – 10:40 Sales Cycle Management – Demo
10:40 – 11:00 Break
11:00 – 11:40 Salesforce Killer Features
11:40 – 11:50 Salesforce’s App Store
11:50 – 12:20 Services Management
12:20 – 12:30 Q&A
Agenda

3. What is Salesforce

4. Not only CRM…

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

7. Salesforce Services

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

12. Service Extraordinaire
What Do My Customers Need?
Get
Help
Get
Information
Communicate
with Me

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

17. Thank You!