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Extending Salesforce Using the AppExchange Heather Durden, salesforce.com Amit Saxena, First Advantage CREDCO Laurie Esch-Taylor, Quantum Track:  Sales Executives
Safe Harbor Statement ,[object Object],[object Object],[object Object],[object Object]
Heather Durden DIRECTOR of PRODUCT MARKETING [email_address]
Why is Everyone So Excited About The AppExchange? 350+  Applications 15,000+  Installed Applications 150,000+  Test Drives Numbers as of October 2006
What’s on The AppExchange Directory? ,[object Object],Partner Apps Apps from the Community Components
What is the Value of All of These Apps and Components? What if you take advantage of the best ideas from a community of 24,800 customers? What if you could get partner solutions that worked ‘out of the box’? What if you could extend your success with salesforce.com to other departments? Ease of Integration Automate More  Business Processes Extended CRM
My Favorite Apps – Advanced Call Scripting Branching Call Scripts  –   provide structured qualification scripts to your Telesales agents  Scoring  –   a scoring engine will increase the quality of qualified leads and let agents know when leads can be converted Graphical Authoring Wizard  –   Easy to use interface to create  update complex branching call scripts Record Updates  –   Simplify the data entry process by updating fields on parent records 1 2 3 4 1 2 3 4 Used for Telesales and Customer Service Scripts can be associated to Leads, Cases, Opportunities, Contacts, Accounts
My Favorite Apps – Koral Content Collaboration 1 One Click to Documents  –   Press button for one-click search for documents related to an opportunity Configurable Search  –   Search based on industry, products and competitors.  You configure.  Or use search bar for custom search See Details by Hovering  –   Hover over documents and you will see more document information Attach Files To Record  –   You can attach files so that they will be available throughout the life of the opportunity Preview  –   You can preview files online  –  without the need to download them 1 2 2 3 3 4 5 4 5
Amit Saxena Manager, Business Application Services [email_address]
AppExchange and North Pole ,[object Object],[object Object],[object Object]
Company Introduction ,[object Object],[object Object],[object Object],[object Object],INDUSTRY:  Financial Services EMPLOYEES:  600 GEOGRAPHY:  US PRODUCT(S) USED:  SFA, Service & Support, 4 downloaded AppExchange applications and 6 AppExchange components # USERS:  230
Key Challenges  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Our Solution - AppExchange ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
How did we find the right solutions?
AppExchange Framework ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Identify  Needs Rollout Pilot Research on  AppExchange Measure Adoption
Example: Sales Inefficiencies  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],1 Multiple custom links  –   Need to click on one link at a time.  1 1
Before  Multiple Windows -  End up opening up to 4 windows which caused clutter. 1 2 3 4 1 2 3 4
Example: Quick Solution to Sales Inefficiencies  AppExchange Library -  download component from component library in AppExchange New custom link  –   replaced 5 custom links with 1 custom link for Lead or Account research No cut and paste  –   Account name and Address information is auto populated in web pages. 1 2 3 1 2
After (Benefits) Reduce cycle time -  Reduced research time from 12 min to 5 min No Clutter  –   No need to leave Salesforce.com. Only 1 window pop-up Data Auto-fill  –   Account name and Address information is auto populated in web pages. 1 2 3 3 2
Overall Results ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Laurie Esch-Taylor Director, Business Process [email_address]
Company Introduction ,[object Object],[object Object],[object Object],[object Object],[object Object],INDUSTRY:  High Tech EMPLOYEES:  2,500 GEOGRAPHY:  Global PRODUCT(S) USED:  SFA, 3 downloaded AppExchange applications # USERS:  381
Key Challenges  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The Solution – Lead Conversion and Data Quality  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],DEPLOYMENT DETAILS
Example – Demand Tools Mass Convert
Example – Deduplication
Example – Mass Change
The Solution – Motivating Sales ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],DEPLOYMENT DETAILS
Example – Compel Integration
The Solution – Acquisition (Migrate Data) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],DEPLOYMENT DETAILS
How to Get Started ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],AppExchange Directory: http://www.salesforce.com/appexchange Over 100 apps in the Sales category
QUESTION & ANSWER SESSION Amit Saxena Manager, Business Applications Laurie Esch-Taylor Director, Business Process
Session Feedback Let us know how we’re doing! ,[object Object],[object Object],[object Object],[object Object],[object Object],Save time! Use your cell phone or mobile device to send Feedback via SMS/Text Messaging! Send a message to  26335 In the message body:   Session 185, ####   For example, “ Session 123, 5555 ” Session ID:  185 Session ID # Scores for 4 categories SMS Voting powered by:

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Extending Salesforce Using the AppExchange

  • 1. Extending Salesforce Using the AppExchange Heather Durden, salesforce.com Amit Saxena, First Advantage CREDCO Laurie Esch-Taylor, Quantum Track: Sales Executives
  • 2.
  • 3. Heather Durden DIRECTOR of PRODUCT MARKETING [email_address]
  • 4. Why is Everyone So Excited About The AppExchange? 350+ Applications 15,000+ Installed Applications 150,000+ Test Drives Numbers as of October 2006
  • 5.
  • 6. What is the Value of All of These Apps and Components? What if you take advantage of the best ideas from a community of 24,800 customers? What if you could get partner solutions that worked ‘out of the box’? What if you could extend your success with salesforce.com to other departments? Ease of Integration Automate More Business Processes Extended CRM
  • 7. My Favorite Apps – Advanced Call Scripting Branching Call Scripts – provide structured qualification scripts to your Telesales agents Scoring – a scoring engine will increase the quality of qualified leads and let agents know when leads can be converted Graphical Authoring Wizard – Easy to use interface to create update complex branching call scripts Record Updates – Simplify the data entry process by updating fields on parent records 1 2 3 4 1 2 3 4 Used for Telesales and Customer Service Scripts can be associated to Leads, Cases, Opportunities, Contacts, Accounts
  • 8. My Favorite Apps – Koral Content Collaboration 1 One Click to Documents – Press button for one-click search for documents related to an opportunity Configurable Search – Search based on industry, products and competitors. You configure. Or use search bar for custom search See Details by Hovering – Hover over documents and you will see more document information Attach Files To Record – You can attach files so that they will be available throughout the life of the opportunity Preview – You can preview files online – without the need to download them 1 2 2 3 3 4 5 4 5
  • 9. Amit Saxena Manager, Business Application Services [email_address]
  • 10.
  • 11.
  • 12.
  • 13.
  • 14. How did we find the right solutions?
  • 15.
  • 16.
  • 17. Before Multiple Windows - End up opening up to 4 windows which caused clutter. 1 2 3 4 1 2 3 4
  • 18. Example: Quick Solution to Sales Inefficiencies AppExchange Library - download component from component library in AppExchange New custom link – replaced 5 custom links with 1 custom link for Lead or Account research No cut and paste – Account name and Address information is auto populated in web pages. 1 2 3 1 2
  • 19. After (Benefits) Reduce cycle time - Reduced research time from 12 min to 5 min No Clutter – No need to leave Salesforce.com. Only 1 window pop-up Data Auto-fill – Account name and Address information is auto populated in web pages. 1 2 3 3 2
  • 20.
  • 21. Laurie Esch-Taylor Director, Business Process [email_address]
  • 22.
  • 23.
  • 24.
  • 25. Example – Demand Tools Mass Convert
  • 28.
  • 29. Example – Compel Integration
  • 30.
  • 31.
  • 32. QUESTION & ANSWER SESSION Amit Saxena Manager, Business Applications Laurie Esch-Taylor Director, Business Process
  • 33.