Salesforce GTM

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This is a sample Salesforce Consulting Practice Go To Market Strategy Presentation. This also includes the basic Anual Operation Plan and resource planning.

Marketing

Self-service
Integration
Minimize
Silos
Omni
Channel
Customer
Satisfaction
Accomplish
Goals
Productivity
Customer
Data
Reporting
Customer
experience
Social
Media
Pre-existing
Customers
Customer
Retention
Geotagging

Trust Building
Formula
Business &
Market
Know How
Demonstrate
how to achieve
Business
Goals
Recommendation
for
Business Issues
Big Picture!
Over and beyond
the scope

Sales Cloud Service Cloud Marketing Cloud Community Cloud
Sales Cloud Pardot Marketing Cloud Community Cloud
Sales Cloud Service Cloud Pardot Marketing Cloud Community Cloud
Sales Cloud Service Cloud Pardot Marketing Cloud Community Cloud
Sales Cloud Service Cloud Pardot Marketing Cloud Community Cloud
Sales Cloud Service Cloud Pardot Marketing Cloud
Sales Cloud Service Cloud Pardot Marketing Cloud Community Cloud
Sales Cloud Service Cloud Pardot Marketing Cloud Community Cloud
Sales Cloud Service Cloud Pardot Marketing Cloud Community Cloud
Sales Cloud Service Cloud
Sales Cloud Service Cloud Pardot Marketing Cloud
NOTE: Including but not limited focus

LOS, Asset Management, Customer On-Boarding, KYC, Self Servicing …
A2A, Lead Distribution, Geo-Mapping, Mentoring, Payment …
Customer 360, Journey Management, Social Media …
Dip Email, Claim Management, Client Servicing, Social Media …
Geo Mapping, Caregiver, Collaboration, Auto Reminders …
ERP Integration, Order fulfilment, Service Management, Warehousing &Distribution
Dealer Management, Spare Management …
Payment gateway integration, Automated KYC …
Funding, Customer Complaints, Tracking ongoing engagements …
Customer Acquisition, Customer Servicing …
NOTE: Including but not limited focus.

88%
9%
3%
Q3
91%
9%
0%
Q1
88%
9%
3%
Q2
84%
8%
8%
Q4
NOTE: Licenses is the Salesforce Licenses Sales commission

₹ -
₹ 50,00,000
₹ 1,00,00,000
₹ 1,50,00,000
₹ 2,00,00,000
Q1 Q2 Q3 Q4
Support
Llicenses
Services

₹ -
₹ 50,00,000
₹ 1,00,00,000
Fin-Tech Ed-Tech Hi-Tech Insurance Healthcare Manufacturing eCommerce Automotive Digital
Agencies
Non-Profit
Q4
Q3
Q2
Q1
NOTE: Licenses and Support booking is not considered in this.

₹ -
₹ 50,00,000
₹ 1,00,00,000
₹ 1,50,00,000
Sales Cloud Service Cloud Pardot Marketing Cloud Community Cloud Licence Support
Q4
Q3
Q2
Q1
NOTE: Licenses and Support booking is not considered in this.

Sales Team
0
1
2
3
4
Sales Cloud
Developer
Service Cloud
Developer
Pardot Developer Marketing Cloud
Developer
Community Cloud
Developer
Prooject Manager Salesforce
Arcitect
Salesforce Demo
Creator
Account
Executive
Q1 Q2 Q3 Q4
NOTE: Each Salesforce developer productivity is assumed to be ₹7,00,000 p.m.

NOTE: Satisfaction measurement matrix needs to be designed on these seven parameters.

Yosef Nowgaonkar
yosef.nowgaonkar@gmail.com
+91 9920029148

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Salesforce GTM

2. Self-service Integration Minimize Silos Omni Channel Customer Satisfaction Accomplish Goals Productivity Customer Data Reporting Customer experience Social Media Pre-existing Customers Customer Retention Geotagging

3. Trust Building Formula Business & Market Know How Demonstrate how to achieve Business Goals Recommendation for Business Issues Big Picture! Over and beyond the scope

5. Sales Cloud Service Cloud Marketing Cloud Community Cloud Sales Cloud Pardot Marketing Cloud Community Cloud Sales Cloud Service Cloud Pardot Marketing Cloud Community Cloud Sales Cloud Service Cloud Pardot Marketing Cloud Community Cloud Sales Cloud Service Cloud Pardot Marketing Cloud Community Cloud Sales Cloud Service Cloud Pardot Marketing Cloud Sales Cloud Service Cloud Pardot Marketing Cloud Community Cloud Sales Cloud Service Cloud Pardot Marketing Cloud Community Cloud Sales Cloud Service Cloud Pardot Marketing Cloud Community Cloud Sales Cloud Service Cloud Sales Cloud Service Cloud Pardot Marketing Cloud NOTE: Including but not limited focus

6. LOS, Asset Management, Customer On-Boarding, KYC, Self Servicing … A2A, Lead Distribution, Geo-Mapping, Mentoring, Payment … Customer 360, Journey Management, Social Media … Dip Email, Claim Management, Client Servicing, Social Media … Geo Mapping, Caregiver, Collaboration, Auto Reminders … ERP Integration, Order fulfilment, Service Management, Warehousing &Distribution Dealer Management, Spare Management … Payment gateway integration, Automated KYC … Funding, Customer Complaints, Tracking ongoing engagements … Customer Acquisition, Customer Servicing … NOTE: Including but not limited focus.

7. ₹ ₹ ₹ ₹

8. 88% 9% 3% Q3 91% 9% 0% Q1 88% 9% 3% Q2 84% 8% 8% Q4 NOTE: Licenses is the Salesforce Licenses Sales commission

9. ₹ - ₹ 50,00,000 ₹ 1,00,00,000 ₹ 1,50,00,000 ₹ 2,00,00,000 Q1 Q2 Q3 Q4 Support Llicenses Services

10. ₹ - ₹ 50,00,000 ₹ 1,00,00,000 Fin-Tech Ed-Tech Hi-Tech Insurance Healthcare Manufacturing eCommerce Automotive Digital Agencies Non-Profit Q4 Q3 Q2 Q1 NOTE: Licenses and Support booking is not considered in this.

11. ₹ - ₹ 50,00,000 ₹ 1,00,00,000 ₹ 1,50,00,000 Sales Cloud Service Cloud Pardot Marketing Cloud Community Cloud Licence Support Q4 Q3 Q2 Q1 NOTE: Licenses and Support booking is not considered in this.

12. Sales Team 0 1 2 3 4 Sales Cloud Developer Service Cloud Developer Pardot Developer Marketing Cloud Developer Community Cloud Developer Prooject Manager Salesforce Arcitect Salesforce Demo Creator Account Executive Q1 Q2 Q3 Q4 NOTE: Each Salesforce developer productivity is assumed to be ₹7,00,000 p.m.

13. NOTE: Satisfaction measurement matrix needs to be designed on these seven parameters.

14. • • • • • • • • •

15. • • • • • • • •

16. Yosef Nowgaonkar yosef.nowgaonkar@gmail.com +91 9920029148

Salesforce GTM

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