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Salesforce Platform: Extend Your
Social Strategy with the
AppExchange
Becca Krass, salesforce.com, AppExchange Curator - @becsmay
Dave McDermott, Kelly Services, Director of Sales Enablement - @davemcdermott
Andrew Bartels, PSA Insurance & Financial Services, Director of IT - @adb1146
Richard Rothschild, Pandora, VP of Information Services
Sara Varni, salesforce.com, Director of ISV Marketing
Safe Harbor
 Safe harbor statement under the Private Securities Litigation Reform Act of 1995:

 This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties
 materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or
 implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking,
 including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements
 regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded
 services or technology developments and customer contracts or use of our services.

 The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality
 for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results
 and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of intellectual property and other
 litigation, risks associated with possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating
 history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful
 customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers.
 Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-
 Q for the most recent fiscal quarter ended July 31, 2012. This documents and others containing important disclosures are available on the SEC
 Filings section of the Investor Information section of our Web site.

 Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available
 and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features
 that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
Becca Krass
AppExchange Curator
@becsmay
In/beccakrass
The World is all About Apps
The             is the Leading Marketplace for
Business Apps

                                   1700+
                                       Apps

                                    20K+
                                      Reviews

                                   1.4M+
                                      Installs
We Have Apps for Just About Everything
                                                                           Expense
                                                                                          Recruiting
 Marketing     Accounting                                                 Management




  Contract     IT       Field
                                 eLearning eSignature Collaboration   Sales   Analytics Compensation
 Management Helpdesk   Service
•   All new design for easy access
•   Optimized for mobile for a great
    experience at work, home or on-the-go
•   New organization by category, industry
    and collection for easier discovery of apps
•
Bring Your Customers To Life Within Your Company

                                                                     Project Management
              eSignature                                             Accounting
Compensation Management                                              IT Help Desk



Field Service
Surveys                                                                            Recruiting




                    Marketing                                 Productivity
                    Automation                                   Tools

                                 Cloud   .   Mobile   .   Social
Sell: Streamline Processes, Close More Business


              eSignature
Compensation Management




                           Cloud   .   Mobile   .   Social
Sell: Docusign eSignature

• Send documents electronically
  to collect eSignatures

• Sign from any device

• Follow status via Chatter
Sell: Xactly Express Compensation Management


•Pay commissions or bonuses
 based on bookings or cash
 receipt

•View current and historical
 commission payments
Service: Delight Your Customers with World-Class Support


               eSignature
 Compensation Management



 Field Service
 Surveys




                            Cloud   .   Mobile   .   Social
Service: ServiceMax Field Service

•Manage work orders, optimize
 scheduling for field agents

•Manage inventory, warranties,
 contracts & entitlements

•Available for iPad
Service: Clicktools Customer Surveys

•Build fully branded
 surveys, scripts, forms and
 landing pages

•Create/amend ANY
 salesforce information
Market: Find & Nurture Your Best Leads


              eSignature
Compensation Management



Field Service
Surveys




                    Marketing
                    Automation

                                 Cloud   .   Mobile   .   Social
Market: Marketo Marketing Automation


•Email marketing and landing
 page creation

•Lead nurturing

•Lead scoring & analytics
Collaborate: Bring Data & Users Together in Real-Time


              eSignature
Compensation Management



Field Service
Surveys




                    Marketing                                 Productivity
                    Automation                                   Tools

                                 Cloud   .   Mobile   .   Social
Collaborate: ePrize Contest Builder
•Promote a competitive spirit with
 gamification

•Launch sales competitions within
 Chatter

•Reward activities like:
   •Follow-up on leads
   •Advancing opportunities
   •Adding records, completing
    fields
Work: Recruit and Retain the Best Employees


              eSignature
Compensation Management



Field Service
Surveys                                                                      Recruiting




                    Marketing                                 Productivity
                    Automation                                   Tools

                                 Cloud   .   Mobile   .   Social
Work: Jobscience Recruiting

•Source, track and manage
 candidates with resume parsing
 & intelligent search

•Syndicate postings via social
 networks

•Design recruiting campaigns to
 target talent
Innovate: Connect Your Back Office to the Front Office

                                                                     Project Management
              eSignature                                             Accounting
Compensation Management                                              IT Help Desk



Field Service
Surveys                                                                            Recruiting




                    Marketing                                 Productivity
                    Automation                                   Tools

                                 Cloud   .   Mobile   .   Social
Innovate: Milestones Project Management

• Basic project management: track       Force.com
 projects, milestones, and tasks        Labs

• Collaborate via        on project
 progress and task status
Innovate: FinancialForce Accounting & PSA

• Full accounting solution to
 manage:
   • Billing
   • Accounts Receivable
   • Collections
   • General Ledger
   • Accounts Payable
   • Reporting & Analysis

• PSA to manage projects,
 timecards, billing, & expenses
Innovate: Remedyforce IT Service Desk
         Management
• ITIL-based service desk
 management

• Out-of-the-box:
  • Incident/problem management
  • Change management
  • Service request catalogue
  • Self-service portal
  •
Bring Your Customers To Life Within Your Company

                                                                     Project Management
              eSignature                                             Accounting
Compensation Management                                              IT Help Desk



Field Service
Surveys                                                                            Recruiting




                    Marketing                                 Productivity
                    Automation                                   Tools

                                 Cloud   .   Mobile   .   Social
Bonus Round: 6 More Apps to Check Out!
         Jitterbit                  Ringlead
         Import/Export data, flat   Identify and de-dupe
         files and databases        existing leads


        CalendarAnything            LinkedIn for Salesforce
        Create calendars for any    Connect Contacts to
        standard or custom object   LinkedIn profiles


         Memonic                    Action Plans
         Clip web content and       Set up sales templates for
         attach to accounts         easy follow-up
Dave McDermott
Director, Sales Enablement
@davemcdermott
All About Kelly Services, Inc.

                Kelly is one of the world’s largest talent supply chain
                management companies. We invented the staffing industry,
                and remain at the forefront of industry innovation.


                2004    Launched Salesforce CRM (54 users)
                2008    Fell in love with the AppExchange
                2010    Chatter launched globally; one of our first truly
                        global applications; cultural shift begins (7,500 users)
                2012    Social Enterprise License signed (12,000+ users)
Kelly Services – 65 years and counting…
Kelly’s Social Enterprise (we love apps…)
Global Supplier Relations, DocuSign
                             Challenge:
                                 How do we process massive amounts of
                                 paperwork, customized by program, all
                                 requiring signature, in the most efficient
                                 way possible?


                             Results:
                             •   Over 6,000 envelopes sent to date
                                 (80,000) pieces of paper. 120,000
                                 envelopes in the next 3 years.
                             •   We also used it to process 8,000 requests
                                 resulting from a legislative change.
Demand Generation, Marketo Sales Insight

                            Challenge:
                                How do we know what’s a hot lead?
                                How do we track when it becomes a win?


                            Results:
                            •   Campaigns Members: 60,000
                            •   Opportunities Tracked: 804
                            •   Millions in Wins!
Andrew Bartels
Director of IT
@adb1146
linkedin.com/in/andrewbartels
All About PSA Insurance & Financial Services

              PSA Insurance & Financial Services is a diversified
              Financial Services firm with offices in Baltimore, Maryland &
              and metro Washington, D.C.

               Implementation includes full bi-directional integration between
                backend Agency Management System, GL and salesforce.com
               Primary ETL Tool deployed is Informatica Cloud
               All users have access to Sales Cloud or Chatter
               100% Adoption achieved within 6 months of deployment
The Top Three Apps Deployed at PSA
Connecting Front and Back Offices, Informatica

                             Challenge:
                             Provide bi-direction data connectivity
                             between salesforce.com & backend ERP
                             Systems


                             Results:
                             •   360 degree view of customer relationship
                             •   100% Daily use of Salesforce by all
                                 Producers
                             •   Allowed cross system BI to be performed
                                 in Salesforce
Project Management, TaskRay from Bracket Labs
                           Challenge:
                           Make everyday task & project management
                           social


                           Results:
                           •   Brings visibility to project management
                           •   Virtual Whiteboard
                           •   Full Chatter integration
                           •   Changes the priority Discussion
Find Hidden Relationships, BranchIT for Salesforce

                             Challenge:
                             Instantly answers the question of who
                             knows somebody at this prospect


                             Results:
                             •   Grants visibility into your greatest
                                 untapped relationship data silo
                             •   Leads to warm introductions as opposed
                                 to cold calls
                             •   The ‘BranchIT’ Moment story
Richard Rothschild
VP of Information Services
Pandora: We’re All About Apps


                   Sales Analytics                                         Accounting

       Sales Intelligence                                                           HCM


Advertising Network                                                                       Sales Comp


   Vendor Education                                                                     Customer Support

                      Pandora Auto                                       Pandora Home
                                     Pandora Mobile   Pandora Business
Today’s Focus: Vana HCM, FinancialForce, Brainshark


                                       Accounting

                                               HCM




Vendor Education
Human Capital Management, Vana Workforce

                  Vana Workforce is a global provider of human capital software
                  and service solutions specifically designed to the needs of
                  small and medium enterprises delivered on-demand

                   Complete and Integrated Human Capital Management Suite
                   Global HR, Benefits, Leave & Absence, Performance and Talent,
                    Succession
                   Time Entry, Payroll Connect, Chatter Collaboration
Accounting End-to-End, FinancialForce Accounting

                   FinancialForce Accounting is a full end-to-end solution –
                   Billing, Accounts Receivable, GL, Accounts Payable,
                   Financial Reporting & CRM – built natively on Force.com.


                    Chatter integration moves Accounting into the heart of the business
                     to avoid problems and improve customer services
                    Simplify processes like invoicing, collecting cash, and servicing
                     customers
                    Generate invoices with one click from your integrated Salesforce
                     CRM
Communication and Training, Brainshark

                  Easily transform static content such as PowerPoints into
                  voice-enriched online and mobile video presentations.



                   Share as links with customers, prospects, partners, or employees
                    and track viewing details in Salesforce
                   Deliver more effective, measureable sales & marketing
                    communications and online training
                   Product high-impact online video presentations quickly and easily
Dave McDermott     Andrew Bartels       Richard Rothschild   Sara Varni       Becca Krass
  Kelly Services   PSA Insurance &           Pandora         salesforce.com   salesforce.com
                   Financial Services
Salesforce Platform: Extend Your Social Strategy with the AppExchange - Dreamforce 2012 - 9/18

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Salesforce Platform: Extend Your Social Strategy with the AppExchange - Dreamforce 2012 - 9/18

  • 1. Salesforce Platform: Extend Your Social Strategy with the AppExchange Becca Krass, salesforce.com, AppExchange Curator - @becsmay Dave McDermott, Kelly Services, Director of Sales Enablement - @davemcdermott Andrew Bartels, PSA Insurance & Financial Services, Director of IT - @adb1146 Richard Rothschild, Pandora, VP of Information Services Sara Varni, salesforce.com, Director of ISV Marketing
  • 2. Safe Harbor Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of intellectual property and other litigation, risks associated with possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10- Q for the most recent fiscal quarter ended July 31, 2012. This documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
  • 4. The World is all About Apps
  • 5. The is the Leading Marketplace for Business Apps 1700+ Apps 20K+ Reviews 1.4M+ Installs
  • 6. We Have Apps for Just About Everything Expense Recruiting Marketing Accounting Management Contract IT Field eLearning eSignature Collaboration Sales Analytics Compensation Management Helpdesk Service
  • 7. All new design for easy access • Optimized for mobile for a great experience at work, home or on-the-go • New organization by category, industry and collection for easier discovery of apps •
  • 8. Bring Your Customers To Life Within Your Company Project Management eSignature Accounting Compensation Management IT Help Desk Field Service Surveys Recruiting Marketing Productivity Automation Tools Cloud . Mobile . Social
  • 9. Sell: Streamline Processes, Close More Business eSignature Compensation Management Cloud . Mobile . Social
  • 10. Sell: Docusign eSignature • Send documents electronically to collect eSignatures • Sign from any device • Follow status via Chatter
  • 11. Sell: Xactly Express Compensation Management •Pay commissions or bonuses based on bookings or cash receipt •View current and historical commission payments
  • 12. Service: Delight Your Customers with World-Class Support eSignature Compensation Management Field Service Surveys Cloud . Mobile . Social
  • 13. Service: ServiceMax Field Service •Manage work orders, optimize scheduling for field agents •Manage inventory, warranties, contracts & entitlements •Available for iPad
  • 14. Service: Clicktools Customer Surveys •Build fully branded surveys, scripts, forms and landing pages •Create/amend ANY salesforce information
  • 15. Market: Find & Nurture Your Best Leads eSignature Compensation Management Field Service Surveys Marketing Automation Cloud . Mobile . Social
  • 16. Market: Marketo Marketing Automation •Email marketing and landing page creation •Lead nurturing •Lead scoring & analytics
  • 17. Collaborate: Bring Data & Users Together in Real-Time eSignature Compensation Management Field Service Surveys Marketing Productivity Automation Tools Cloud . Mobile . Social
  • 18. Collaborate: ePrize Contest Builder •Promote a competitive spirit with gamification •Launch sales competitions within Chatter •Reward activities like: •Follow-up on leads •Advancing opportunities •Adding records, completing fields
  • 19. Work: Recruit and Retain the Best Employees eSignature Compensation Management Field Service Surveys Recruiting Marketing Productivity Automation Tools Cloud . Mobile . Social
  • 20. Work: Jobscience Recruiting •Source, track and manage candidates with resume parsing & intelligent search •Syndicate postings via social networks •Design recruiting campaigns to target talent
  • 21. Innovate: Connect Your Back Office to the Front Office Project Management eSignature Accounting Compensation Management IT Help Desk Field Service Surveys Recruiting Marketing Productivity Automation Tools Cloud . Mobile . Social
  • 22. Innovate: Milestones Project Management • Basic project management: track Force.com projects, milestones, and tasks Labs • Collaborate via on project progress and task status
  • 23. Innovate: FinancialForce Accounting & PSA • Full accounting solution to manage: • Billing • Accounts Receivable • Collections • General Ledger • Accounts Payable • Reporting & Analysis • PSA to manage projects, timecards, billing, & expenses
  • 24. Innovate: Remedyforce IT Service Desk Management • ITIL-based service desk management • Out-of-the-box: • Incident/problem management • Change management • Service request catalogue • Self-service portal •
  • 25. Bring Your Customers To Life Within Your Company Project Management eSignature Accounting Compensation Management IT Help Desk Field Service Surveys Recruiting Marketing Productivity Automation Tools Cloud . Mobile . Social
  • 26. Bonus Round: 6 More Apps to Check Out! Jitterbit Ringlead Import/Export data, flat Identify and de-dupe files and databases existing leads CalendarAnything LinkedIn for Salesforce Create calendars for any Connect Contacts to standard or custom object LinkedIn profiles Memonic Action Plans Clip web content and Set up sales templates for attach to accounts easy follow-up
  • 27. Dave McDermott Director, Sales Enablement @davemcdermott
  • 28. All About Kelly Services, Inc. Kelly is one of the world’s largest talent supply chain management companies. We invented the staffing industry, and remain at the forefront of industry innovation. 2004 Launched Salesforce CRM (54 users) 2008 Fell in love with the AppExchange 2010 Chatter launched globally; one of our first truly global applications; cultural shift begins (7,500 users) 2012 Social Enterprise License signed (12,000+ users)
  • 29. Kelly Services – 65 years and counting…
  • 30. Kelly’s Social Enterprise (we love apps…)
  • 31. Global Supplier Relations, DocuSign Challenge: How do we process massive amounts of paperwork, customized by program, all requiring signature, in the most efficient way possible? Results: • Over 6,000 envelopes sent to date (80,000) pieces of paper. 120,000 envelopes in the next 3 years. • We also used it to process 8,000 requests resulting from a legislative change.
  • 32. Demand Generation, Marketo Sales Insight Challenge: How do we know what’s a hot lead? How do we track when it becomes a win? Results: • Campaigns Members: 60,000 • Opportunities Tracked: 804 • Millions in Wins!
  • 33. Andrew Bartels Director of IT @adb1146 linkedin.com/in/andrewbartels
  • 34. All About PSA Insurance & Financial Services PSA Insurance & Financial Services is a diversified Financial Services firm with offices in Baltimore, Maryland & and metro Washington, D.C.  Implementation includes full bi-directional integration between backend Agency Management System, GL and salesforce.com  Primary ETL Tool deployed is Informatica Cloud  All users have access to Sales Cloud or Chatter  100% Adoption achieved within 6 months of deployment
  • 35. The Top Three Apps Deployed at PSA
  • 36. Connecting Front and Back Offices, Informatica Challenge: Provide bi-direction data connectivity between salesforce.com & backend ERP Systems Results: • 360 degree view of customer relationship • 100% Daily use of Salesforce by all Producers • Allowed cross system BI to be performed in Salesforce
  • 37. Project Management, TaskRay from Bracket Labs Challenge: Make everyday task & project management social Results: • Brings visibility to project management • Virtual Whiteboard • Full Chatter integration • Changes the priority Discussion
  • 38. Find Hidden Relationships, BranchIT for Salesforce Challenge: Instantly answers the question of who knows somebody at this prospect Results: • Grants visibility into your greatest untapped relationship data silo • Leads to warm introductions as opposed to cold calls • The ‘BranchIT’ Moment story
  • 39. Richard Rothschild VP of Information Services
  • 40. Pandora: We’re All About Apps Sales Analytics Accounting Sales Intelligence HCM Advertising Network Sales Comp Vendor Education Customer Support Pandora Auto Pandora Home Pandora Mobile Pandora Business
  • 41. Today’s Focus: Vana HCM, FinancialForce, Brainshark Accounting HCM Vendor Education
  • 42. Human Capital Management, Vana Workforce Vana Workforce is a global provider of human capital software and service solutions specifically designed to the needs of small and medium enterprises delivered on-demand  Complete and Integrated Human Capital Management Suite  Global HR, Benefits, Leave & Absence, Performance and Talent, Succession  Time Entry, Payroll Connect, Chatter Collaboration
  • 43. Accounting End-to-End, FinancialForce Accounting FinancialForce Accounting is a full end-to-end solution – Billing, Accounts Receivable, GL, Accounts Payable, Financial Reporting & CRM – built natively on Force.com.  Chatter integration moves Accounting into the heart of the business to avoid problems and improve customer services  Simplify processes like invoicing, collecting cash, and servicing customers  Generate invoices with one click from your integrated Salesforce CRM
  • 44. Communication and Training, Brainshark Easily transform static content such as PowerPoints into voice-enriched online and mobile video presentations.  Share as links with customers, prospects, partners, or employees and track viewing details in Salesforce  Deliver more effective, measureable sales & marketing communications and online training  Product high-impact online video presentations quickly and easily
  • 45. Dave McDermott Andrew Bartels Richard Rothschild Sara Varni Becca Krass Kelly Services PSA Insurance & Pandora salesforce.com salesforce.com Financial Services