Solution Manual for Financial Accounting, 11th Edition by Robert Libby, Patri...
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
4. Why is Everyone So Excited About The AppExchange? 350+ Applications 15,000+ Installed Applications 150,000+ Test Drives Numbers as of October 2006
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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
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