The document discusses Salesforce's approach to customer success. It outlines resources like Trailhead for self-guided learning, communities for peer support, and services like accelerators and expert guidance. Customer success plans offer standard and premier options with guidance, support, and response times tailored to needs. The key is providing flexible resources at every stage to ensure customers succeed with Salesforce.
Case Study: Salesforce CPQ (Configure Price Quote) for Software as a Service ...Jade Global
Salesforce CPQ Case Study:
Business Requirements
Migrate all quote templates from existing tools to Salesforce CPQ as the main tool for the booking and Sales process
Support project lifecycle activities, including Requirement Gathering, Design, Development, Testing and Deployment
Configure Products based on business needs
An adaptable configuration of validation and pricing rules to prevent booking errors
Upgrade User Experience with guided flow
Enable core CPQ functions on mobile platforms
Business Challenges
OOTB functionality did not meet certain business requirements
Business changed requirements frequently causing rework
Business testing was not completed as quickly as items were being developed
Not able to properly format quotes Formatting of quote generation
Products being selected together incorrectly
Long list of products without any groupings - poor user experience
Approvals were not tracked, Lack of mobile approvals
Solution – Salesforce CPQ (Steelbrick)
Customizable quote templates
Validations to prevent users from selecting products that shouldn’t be selected together
Prompts to guide the user to review products before continuing with product selection
Enabled approvals with mobile capabilities
Connect with us:
Info@jadeglobal.com 1 877-523-3448
Website: http://www.jadeglobal.com
LinkedIn: http://www.linkedin.com/company/jade-...
Facebook: https://www.facebook.com/jadeglobal/
Twitter: https://twitter.com/JadeGlobal
As companies and their product/service lists grow, it becomes increasingly difficult to manage product pricing, identify great upsell opportunities, and keep track of deals being offered by your competition. On top of this, sales reps aren’t given up-to-date pricing information on their products, leading to slower quote times and lost opportunities. Configuring a quote can be a time consuming task, especially when critical data is not easily accessible in real time.
The Salesforce CPQ training is ideal for a new system administrators responsible for the setup, configuration, and maintenance of their Organization’s Salesforce CPQ application.
Salesforce CPQ Online training develops the functional skills required for the successful execution Salesforce CPQ application.
We will also involve you in hands-on projects during training, and this helps you in clearing the Salesforce CPQ certification exams.
Salesforce Sales Cloud services are basically too help the Sales reps and help in managing connections, close the deals, to sell the products and services. The tools, included in Sales cloud are Chatter, Data.com. opportunities and quotes, work process and approval, Forecasting and Analysis, App Exchange, Partner Management, Email and calendaring, Marketing and Leads. Sales Cloud provide following features
Case Study: Salesforce CPQ (Configure Price Quote) for Software as a Service ...Jade Global
Salesforce CPQ Case Study:
Business Requirements
Migrate all quote templates from existing tools to Salesforce CPQ as the main tool for the booking and Sales process
Support project lifecycle activities, including Requirement Gathering, Design, Development, Testing and Deployment
Configure Products based on business needs
An adaptable configuration of validation and pricing rules to prevent booking errors
Upgrade User Experience with guided flow
Enable core CPQ functions on mobile platforms
Business Challenges
OOTB functionality did not meet certain business requirements
Business changed requirements frequently causing rework
Business testing was not completed as quickly as items were being developed
Not able to properly format quotes Formatting of quote generation
Products being selected together incorrectly
Long list of products without any groupings - poor user experience
Approvals were not tracked, Lack of mobile approvals
Solution – Salesforce CPQ (Steelbrick)
Customizable quote templates
Validations to prevent users from selecting products that shouldn’t be selected together
Prompts to guide the user to review products before continuing with product selection
Enabled approvals with mobile capabilities
Connect with us:
Info@jadeglobal.com 1 877-523-3448
Website: http://www.jadeglobal.com
LinkedIn: http://www.linkedin.com/company/jade-...
Facebook: https://www.facebook.com/jadeglobal/
Twitter: https://twitter.com/JadeGlobal
As companies and their product/service lists grow, it becomes increasingly difficult to manage product pricing, identify great upsell opportunities, and keep track of deals being offered by your competition. On top of this, sales reps aren’t given up-to-date pricing information on their products, leading to slower quote times and lost opportunities. Configuring a quote can be a time consuming task, especially when critical data is not easily accessible in real time.
The Salesforce CPQ training is ideal for a new system administrators responsible for the setup, configuration, and maintenance of their Organization’s Salesforce CPQ application.
Salesforce CPQ Online training develops the functional skills required for the successful execution Salesforce CPQ application.
We will also involve you in hands-on projects during training, and this helps you in clearing the Salesforce CPQ certification exams.
Salesforce Sales Cloud services are basically too help the Sales reps and help in managing connections, close the deals, to sell the products and services. The tools, included in Sales cloud are Chatter, Data.com. opportunities and quotes, work process and approval, Forecasting and Analysis, App Exchange, Partner Management, Email and calendaring, Marketing and Leads. Sales Cloud provide following features
Salesforce Marketing Cloud Training | Salesforce Training For Beginners - Mar...Edureka!
This Edureka Salesforce Marketing Cloud training video for beginners will help you learn Salesforce marketing cloud benefits, what it is, its various features, use case along with marketing cloud demo. This training video is ideal for beginners to learn Salesforce marketing cloud. You can also read the blog here: https://goo.gl/CS6aV4
Introduction to Salesforce | Salesforce Tutorial for Beginners | Salesforce T...Edureka!
( Salesforce Training: https://www.edureka.co/salesforce-administrator-and-developer-training)
This tutorial will give you an introduction to the Salesforce CRM and talk tell you how & why Salesforce has emerged as one of the leading cloud computing companies today.
This video covers the following topics:
1. Salesforce:- Need & Rise
2. Features Of Salesforce
3. Demo: Salesforce In Action
Salesforce Sales Cloud: Best Practices to Win More DealsCloud Analogy
Salesforce Sales Cloud includes a variety of services and products that help salespeople close more deals and develop stronger customer connections. Check out this presentation for more details on Sales Cloud.
Do you want to be able to integrate external systems to Salesforce without copying the data and be able to write back to that system? Join us to go through several techniques that will allow you to leverage Lightning Connect's new write capability to its fullest potential. We'll show you how to build robust two-way integrations using a variety of declarative and programmatic tools and techniques. In addition, we'll explore common pitfalls like high operation latency and transaction semantics to help you avoid potential failures.
Our Configure, Price, Quote (CPQ) Solution Study covers one of the six categories presented in our Sales Enablement Best Practices Report. As the name implies, Configure, Price, Quote (CPQ) solutions provide functionality to support complex sales transactions. CPQ systems enable sales teams to custom design or configure a solution for a customer from different product sets, options or piece parts; price the solution appropriately and prepare a quote for the customer in a negotiated sales situation.
We define CPQ as comprising the strategies, processes, technologies and tools that support the organization’s ability to effectively configure products/services from a set of options, price a customized solution based on relevant internal and external factors and provide a digitally generated quote for customer signature and payment.
This study covers the following sections:
- Executive Summary
- What is Configure, Price, Quote?
- Benefits of CPQ
- The CPQ Solutions Landscape
- CPQ Deployment Lifecycle
- Vendor Selection Criteria
- Action Plan
- Analyst Bottom Line
- About the Research Analysts
- Our Solution Study Methodology
- About Demand Metric
There are 8 premium tools & templates linked inside of this solution study:
- CPQ Readiness Assessment
- Sales Enablement Framework
- CPQ Strategy Scorecard
- CPQ Vendors Matrix
- CPQ System RFP Template
- CPQ Vendor Evaluation Matrix
- MarCom Plan Methodology
- CPQ Program Metrics Dashboard
To obtain this document, visit us at http://www.demandmetric.com/register
Join our webinar to learn best practices for maximizing user experience and productivity in Service Cloud. Learn from our Salesforce PM and UX service leads on how you as an #AwesomeAdmin can create engaging experiences for your agents and help them solve cases faster with pre-built apps and automation.
How Salesforce CRM Improves Your Sales Pipeline?Cloud Analogy
The most powerful driver for salespeople to improve customer interaction and loyalty is a strong customer relationship management system like Salesforce.
What Is Salesforce? | Salesforce Training - What Does Salesforce Do? | Salesf...Edureka!
This Edureka Salesforce Tutorial slides for beginners will take you through why Salesforce became popular, what is Salesforce, Salesforce products along with a Salesforce use case. This Salesforce tutorial video is ideal for beginners to learn what is Salesforce. You can read the blog here: https://goo.gl/rEHG4a
Salesforce Service Cloud Training | Salesforce Training For Beginners - Servi...Edureka!
This Edureka Salesforce Service Cloud training video for beginners will help you learn Salesforce marketing cloud benefits, what it is, its various features, use case along with service cloud demo. This training video is ideal for beginners to learn Salesforce service cloud.
Did you inherit a cluttered org with no documentation? Are you trying to figure out why you have 500 fields on an object? Join this session and collaboratively learn from other customers about the most common traits of a messy implementation, and how you can untangle yours.
Salesforce was founded with a vision to redefine the Cloud CRM model. It sowed the seeds for a new era of cloud computing and brought in revolutionary changes to the concept of Customer Relationship Management. The USP of Salesforce is its presence across-the-board. It competes with Oracle, SAP, and Microsoft in the top-market. While these three competitors match Salesforce’s features, Salesforce offers far superior and flexible solutions with value for your money.
To get in touch, write to us at: jghosh@suyati.com
Salesforce Marketing Cloud Training | Salesforce Training For Beginners - Mar...Edureka!
This Edureka Salesforce Marketing Cloud training video for beginners will help you learn Salesforce marketing cloud benefits, what it is, its various features, use case along with marketing cloud demo. This training video is ideal for beginners to learn Salesforce marketing cloud. You can also read the blog here: https://goo.gl/CS6aV4
Introduction to Salesforce | Salesforce Tutorial for Beginners | Salesforce T...Edureka!
( Salesforce Training: https://www.edureka.co/salesforce-administrator-and-developer-training)
This tutorial will give you an introduction to the Salesforce CRM and talk tell you how & why Salesforce has emerged as one of the leading cloud computing companies today.
This video covers the following topics:
1. Salesforce:- Need & Rise
2. Features Of Salesforce
3. Demo: Salesforce In Action
Salesforce Sales Cloud: Best Practices to Win More DealsCloud Analogy
Salesforce Sales Cloud includes a variety of services and products that help salespeople close more deals and develop stronger customer connections. Check out this presentation for more details on Sales Cloud.
Do you want to be able to integrate external systems to Salesforce without copying the data and be able to write back to that system? Join us to go through several techniques that will allow you to leverage Lightning Connect's new write capability to its fullest potential. We'll show you how to build robust two-way integrations using a variety of declarative and programmatic tools and techniques. In addition, we'll explore common pitfalls like high operation latency and transaction semantics to help you avoid potential failures.
Our Configure, Price, Quote (CPQ) Solution Study covers one of the six categories presented in our Sales Enablement Best Practices Report. As the name implies, Configure, Price, Quote (CPQ) solutions provide functionality to support complex sales transactions. CPQ systems enable sales teams to custom design or configure a solution for a customer from different product sets, options or piece parts; price the solution appropriately and prepare a quote for the customer in a negotiated sales situation.
We define CPQ as comprising the strategies, processes, technologies and tools that support the organization’s ability to effectively configure products/services from a set of options, price a customized solution based on relevant internal and external factors and provide a digitally generated quote for customer signature and payment.
This study covers the following sections:
- Executive Summary
- What is Configure, Price, Quote?
- Benefits of CPQ
- The CPQ Solutions Landscape
- CPQ Deployment Lifecycle
- Vendor Selection Criteria
- Action Plan
- Analyst Bottom Line
- About the Research Analysts
- Our Solution Study Methodology
- About Demand Metric
There are 8 premium tools & templates linked inside of this solution study:
- CPQ Readiness Assessment
- Sales Enablement Framework
- CPQ Strategy Scorecard
- CPQ Vendors Matrix
- CPQ System RFP Template
- CPQ Vendor Evaluation Matrix
- MarCom Plan Methodology
- CPQ Program Metrics Dashboard
To obtain this document, visit us at http://www.demandmetric.com/register
Join our webinar to learn best practices for maximizing user experience and productivity in Service Cloud. Learn from our Salesforce PM and UX service leads on how you as an #AwesomeAdmin can create engaging experiences for your agents and help them solve cases faster with pre-built apps and automation.
How Salesforce CRM Improves Your Sales Pipeline?Cloud Analogy
The most powerful driver for salespeople to improve customer interaction and loyalty is a strong customer relationship management system like Salesforce.
What Is Salesforce? | Salesforce Training - What Does Salesforce Do? | Salesf...Edureka!
This Edureka Salesforce Tutorial slides for beginners will take you through why Salesforce became popular, what is Salesforce, Salesforce products along with a Salesforce use case. This Salesforce tutorial video is ideal for beginners to learn what is Salesforce. You can read the blog here: https://goo.gl/rEHG4a
Salesforce Service Cloud Training | Salesforce Training For Beginners - Servi...Edureka!
This Edureka Salesforce Service Cloud training video for beginners will help you learn Salesforce marketing cloud benefits, what it is, its various features, use case along with service cloud demo. This training video is ideal for beginners to learn Salesforce service cloud.
Did you inherit a cluttered org with no documentation? Are you trying to figure out why you have 500 fields on an object? Join this session and collaboratively learn from other customers about the most common traits of a messy implementation, and how you can untangle yours.
Salesforce was founded with a vision to redefine the Cloud CRM model. It sowed the seeds for a new era of cloud computing and brought in revolutionary changes to the concept of Customer Relationship Management. The USP of Salesforce is its presence across-the-board. It competes with Oracle, SAP, and Microsoft in the top-market. While these three competitors match Salesforce’s features, Salesforce offers far superior and flexible solutions with value for your money.
To get in touch, write to us at: jghosh@suyati.com
Didn't get a chance to stop by the Cloud Services demo booth? No worries! You can download our presentation materials here. See how our Salesforce advisors can help you maximize your Salesforce investment with key Cloud Services offerings, including Accelerators, Premier Success Plans, Advisory Services and Strategic Projects.
Check out our website to learn more about all of our Cloud Services offerings:
http://sforce.co/1ZuutDV
How Morgan Stanley is Using Apps to Transform the WorkplaceDreamforce
Join us to learn how IT can be the hero and help accelerate HR transformations. Learn how to create a seamless experience for employees on the front end, all completely integrated with your core HR systems on the back end. Join us to hear from Morgan Stanley on how they're building and deploying apps to better service, engage, and retain employees. Speakers: Brian Kelly, Morgan Stanley's Executive Director of HR IT and Ashvin Parmar, Capgemini's Business Information Management Principal
Removing Uninteresting Bytes in Software FuzzingAftab Hussain
Imagine a world where software fuzzing, the process of mutating bytes in test seeds to uncover hidden and erroneous program behaviors, becomes faster and more effective. A lot depends on the initial seeds, which can significantly dictate the trajectory of a fuzzing campaign, particularly in terms of how long it takes to uncover interesting behaviour in your code. We introduce DIAR, a technique designed to speedup fuzzing campaigns by pinpointing and eliminating those uninteresting bytes in the seeds. Picture this: instead of wasting valuable resources on meaningless mutations in large, bloated seeds, DIAR removes the unnecessary bytes, streamlining the entire process.
In this work, we equipped AFL, a popular fuzzer, with DIAR and examined two critical Linux libraries -- Libxml's xmllint, a tool for parsing xml documents, and Binutil's readelf, an essential debugging and security analysis command-line tool used to display detailed information about ELF (Executable and Linkable Format). Our preliminary results show that AFL+DIAR does not only discover new paths more quickly but also achieves higher coverage overall. This work thus showcases how starting with lean and optimized seeds can lead to faster, more comprehensive fuzzing campaigns -- and DIAR helps you find such seeds.
- These are slides of the talk given at IEEE International Conference on Software Testing Verification and Validation Workshop, ICSTW 2022.
UiPath Test Automation using UiPath Test Suite series, part 4DianaGray10
Welcome to UiPath Test Automation using UiPath Test Suite series part 4. In this session, we will cover Test Manager overview along with SAP heatmap.
The UiPath Test Manager overview with SAP heatmap webinar offers a concise yet comprehensive exploration of the role of a Test Manager within SAP environments, coupled with the utilization of heatmaps for effective testing strategies.
Participants will gain insights into the responsibilities, challenges, and best practices associated with test management in SAP projects. Additionally, the webinar delves into the significance of heatmaps as a visual aid for identifying testing priorities, areas of risk, and resource allocation within SAP landscapes. Through this session, attendees can expect to enhance their understanding of test management principles while learning practical approaches to optimize testing processes in SAP environments using heatmap visualization techniques
What will you get from this session?
1. Insights into SAP testing best practices
2. Heatmap utilization for testing
3. Optimization of testing processes
4. Demo
Topics covered:
Execution from the test manager
Orchestrator execution result
Defect reporting
SAP heatmap example with demo
Speaker:
Deepak Rai, Automation Practice Lead, Boundaryless Group and UiPath MVP
The Metaverse and AI: how can decision-makers harness the Metaverse for their...Jen Stirrup
The Metaverse is popularized in science fiction, and now it is becoming closer to being a part of our daily lives through the use of social media and shopping companies. How can businesses survive in a world where Artificial Intelligence is becoming the present as well as the future of technology, and how does the Metaverse fit into business strategy when futurist ideas are developing into reality at accelerated rates? How do we do this when our data isn't up to scratch? How can we move towards success with our data so we are set up for the Metaverse when it arrives?
How can you help your company evolve, adapt, and succeed using Artificial Intelligence and the Metaverse to stay ahead of the competition? What are the potential issues, complications, and benefits that these technologies could bring to us and our organizations? In this session, Jen Stirrup will explain how to start thinking about these technologies as an organisation.
zkStudyClub - Reef: Fast Succinct Non-Interactive Zero-Knowledge Regex ProofsAlex Pruden
This paper presents Reef, a system for generating publicly verifiable succinct non-interactive zero-knowledge proofs that a committed document matches or does not match a regular expression. We describe applications such as proving the strength of passwords, the provenance of email despite redactions, the validity of oblivious DNS queries, and the existence of mutations in DNA. Reef supports the Perl Compatible Regular Expression syntax, including wildcards, alternation, ranges, capture groups, Kleene star, negations, and lookarounds. Reef introduces a new type of automata, Skipping Alternating Finite Automata (SAFA), that skips irrelevant parts of a document when producing proofs without undermining soundness, and instantiates SAFA with a lookup argument. Our experimental evaluation confirms that Reef can generate proofs for documents with 32M characters; the proofs are small and cheap to verify (under a second).
Paper: https://eprint.iacr.org/2023/1886
Le nuove frontiere dell'AI nell'RPA con UiPath Autopilot™UiPathCommunity
In questo evento online gratuito, organizzato dalla Community Italiana di UiPath, potrai esplorare le nuove funzionalità di Autopilot, il tool che integra l'Intelligenza Artificiale nei processi di sviluppo e utilizzo delle Automazioni.
📕 Vedremo insieme alcuni esempi dell'utilizzo di Autopilot in diversi tool della Suite UiPath:
Autopilot per Studio Web
Autopilot per Studio
Autopilot per Apps
Clipboard AI
GenAI applicata alla Document Understanding
👨🏫👨💻 Speakers:
Stefano Negro, UiPath MVPx3, RPA Tech Lead @ BSP Consultant
Flavio Martinelli, UiPath MVP 2023, Technical Account Manager @UiPath
Andrei Tasca, RPA Solutions Team Lead @NTT Data
Essentials of Automations: The Art of Triggers and Actions in FMESafe Software
In this second installment of our Essentials of Automations webinar series, we’ll explore the landscape of triggers and actions, guiding you through the nuances of authoring and adapting workspaces for seamless automations. Gain an understanding of the full spectrum of triggers and actions available in FME, empowering you to enhance your workspaces for efficient automation.
We’ll kick things off by showcasing the most commonly used event-based triggers, introducing you to various automation workflows like manual triggers, schedules, directory watchers, and more. Plus, see how these elements play out in real scenarios.
Whether you’re tweaking your current setup or building from the ground up, this session will arm you with the tools and insights needed to transform your FME usage into a powerhouse of productivity. Join us to discover effective strategies that simplify complex processes, enhancing your productivity and transforming your data management practices with FME. Let’s turn complexity into clarity and make your workspaces work wonders!
Smart TV Buyer Insights Survey 2024 by 91mobiles.pdf91mobiles
91mobiles recently conducted a Smart TV Buyer Insights Survey in which we asked over 3,000 respondents about the TV they own, aspects they look at on a new TV, and their TV buying preferences.
Dev Dives: Train smarter, not harder – active learning and UiPath LLMs for do...UiPathCommunity
💥 Speed, accuracy, and scaling – discover the superpowers of GenAI in action with UiPath Document Understanding and Communications Mining™:
See how to accelerate model training and optimize model performance with active learning
Learn about the latest enhancements to out-of-the-box document processing – with little to no training required
Get an exclusive demo of the new family of UiPath LLMs – GenAI models specialized for processing different types of documents and messages
This is a hands-on session specifically designed for automation developers and AI enthusiasts seeking to enhance their knowledge in leveraging the latest intelligent document processing capabilities offered by UiPath.
Speakers:
👨🏫 Andras Palfi, Senior Product Manager, UiPath
👩🏫 Lenka Dulovicova, Product Program Manager, UiPath
Enhancing Performance with Globus and the Science DMZGlobus
ESnet has led the way in helping national facilities—and many other institutions in the research community—configure Science DMZs and troubleshoot network issues to maximize data transfer performance. In this talk we will present a summary of approaches and tips for getting the most out of your network infrastructure using Globus Connect Server.
Climate Impact of Software Testing at Nordic Testing DaysKari Kakkonen
My slides at Nordic Testing Days 6.6.2024
Climate impact / sustainability of software testing discussed on the talk. ICT and testing must carry their part of global responsibility to help with the climat warming. We can minimize the carbon footprint but we can also have a carbon handprint, a positive impact on the climate. Quality characteristics can be added with sustainability, and then measured continuously. Test environments can be used less, and in smaller scale and on demand. Test techniques can be used in optimizing or minimizing number of tests. Test automation can be used to speed up testing.
DevOps and Testing slides at DASA ConnectKari Kakkonen
My and Rik Marselis slides at 30.5.2024 DASA Connect conference. We discuss about what is testing, then what is agile testing and finally what is Testing in DevOps. Finally we had lovely workshop with the participants trying to find out different ways to think about quality and testing in different parts of the DevOps infinity loop.
Welcome to the first live UiPath Community Day Dubai! Join us for this unique occasion to meet our local and global UiPath Community and leaders. You will get a full view of the MEA region's automation landscape and the AI Powered automation technology capabilities of UiPath. Also, hosted by our local partners Marc Ellis, you will enjoy a half-day packed with industry insights and automation peers networking.
📕 Curious on our agenda? Wait no more!
10:00 Welcome note - UiPath Community in Dubai
Lovely Sinha, UiPath Community Chapter Leader, UiPath MVPx3, Hyper-automation Consultant, First Abu Dhabi Bank
10:20 A UiPath cross-region MEA overview
Ashraf El Zarka, VP and Managing Director MEA, UiPath
10:35: Customer Success Journey
Deepthi Deepak, Head of Intelligent Automation CoE, First Abu Dhabi Bank
11:15 The UiPath approach to GenAI with our three principles: improve accuracy, supercharge productivity, and automate more
Boris Krumrey, Global VP, Automation Innovation, UiPath
12:15 To discover how Marc Ellis leverages tech-driven solutions in recruitment and managed services.
Brendan Lingam, Director of Sales and Business Development, Marc Ellis
The Art of the Pitch: WordPress Relationships and SalesLaura Byrne
Clients don’t know what they don’t know. What web solutions are right for them? How does WordPress come into the picture? How do you make sure you understand scope and timeline? What do you do if sometime changes?
All these questions and more will be explored as we talk about matching clients’ needs with what your agency offers without pulling teeth or pulling your hair out. Practical tips, and strategies for successful relationship building that leads to closing the deal.
1. Success Cloud: Revealing Our Secret for Success
Oslo Innovation Day - November 13, 2018
anilsson@salesforce.com
Adam Nilsson, Customer Success Manager
2. This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the
assumptions prove 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 any litigation, risks associated with completed and any 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-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These 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.
Statement under the Private Securities Litigation Reform Act of 1995
Forward-Looking Statement
3. We Pioneered Customer Success Together
Success
Managers
Advisors
Accelerators
Experience
Design
Intelligent
Customer
Success
2010
2014
2016
2018
1999
4. Your Path to Success with Salesforce Is Unique
Salesforce Success Cloud helps you create a faster path to results
Solve a
Specific Problem
Drive
Productivity
Improve
Operating Model
Create
Competitive Gap
Transform
Your Business
5. Salesforce Is On The Journey With You
You Can Choose How to Engage with Us
6. We Can Guide Customers Every Step of the Journey
With resources, programs and experts to fit their needs
Always on Resources
Trailhead
Trailblazer Community
Help Portal
7.
8. We Can Guide Customers Every Step of the Journey
With resources, programs and experts to fit their needs
Always on Resources
Trailhead
Trailblazer Community
Help Portal
Adoption Services
Accelerators
Interactive Webinars & Events
Circles of Success
Proactive Engagement
9. What are Circles of Success?
• Intimate, roundtable discussions
• Various products, industries, areas of interest
• Interactive, informal & consultative
• Hosted & moderated by topic experts
• Virtually & in-person
• Customers share best practices & network w/ peers
• Increase adoption & solve business challenges
10. We Can Guide Customers Every Step of the Journey
With resources, programs and experts to fit their needs
Always on Resources
Trailhead
Trailblazer Community
Help Portal
Adoption Services
Accelerators
Interactive Webinars & Events
Circles of Success
Proactive Engagement
Advisory Services
Architects
Customer-Centric Design
Innovation & Transformation
11. With Success Plans to Take You Further
Blaze Your Path to Success, Faster
Standard Premier
Guided Journeys
Success Community
Trailhead
Circles of Success
Interactive Webinars
Accelerators
Developer Support
Success Management
Admin Assist
Support
optional upgrade
12/5 Online
2-Day Response
24/7 Phone & Online
1-Hour Critical Response
12. Salesforce in Enterprise Market 2018
Telenor – Salesforce Innovation Day
Eirik Kristiansen, Head of CRM Systems, Telenor Norway, Enterprise Market
+47 90686566
Eirik.kristiansen@telenor.com
13. Telenors CRM System & Governance Model
How do we do it in the Enterprise market?
Digital Care Sales Customer Service Dealers Product & Marketing Acquisitions Telemarketing
1 Strategy – Common CRM Processes - Structure
Channel Managers
Business Managers
Accenture
IT
Goverance team
14. Salesforce at Telenor Enterprise Market today
1 system • 4 optimized applications
Sales Service
Dealer
Portal
OneScreen
OneScreen
for Sales & Service channels
Sales for Business
for entire Sales organization
Partner Community
for collaboration with
dealers
Service for Business
as a Hub for Case and
Service Management
Sales | Sales Support | Partner
Support | Product & Marketing
Customer Service | Tele Sales |
Internal Retail (Consumer Only)
Customer Service | Customer
Interaction with Min Bedrift |
Fusion APIs
Dealers selling on behalf of
Telenor in the enterprise market
15. Diving into our governance model
Telenor – Salesforce Innovation Day
IT Accenture
Busines
s
Collaboratio
n
End users
Local admins/
Super users
Channel
manager
Business
manager
Internal IT
AD/AM
Vendor
Prioritie
s
Change Request Meetings
Funding
Model
16. From Classic to Lightning for Sales
- Low user adoption
- Sales reps considered Salesforce as a reporting tool
- Sales management did not use the CRM system
- Lots of manual tasks for sales conducted in other systems or manually
- Established a line project with key resources from sales to revise the existing sales process
- Dedicated one resource from our team to support sales
- Engaged and committed sales management – one manager responsible to anchor and implement new way of work
- Identified important pain points that could be solved by the CRM system
- Relaunched the revised sales process and implemented Sales Path (guided selling)
- Digitized critical business processes and embedded them into Salesforce
- Sales management started using CRM as single source for sales coaching and follow-up
- Regular meetings with key stakeholders in sales
- Extensive training both online and onsite
Telenor – Salesforce Innovation Day
Challenge
s
Actions
Solutio
n
17. Moving to Lightning significantly improved value
creation
Telenor – Salesforce Innovation Day
+ 25 %
18. Salesforce for Outlook usage:
significantly increased amount of data and data quality
Telenor – Salesforce Innovation Day
Lightning for
sales
19. 75 % of our users are logging in frequently
Telenor – Salesforce Innovation Day
• 75 % of our active users logged in in October
• 68 % of our users have logged in the last 7 days
20. Why did we succeed with the
move from Classic to
Lightning?
• The CRM system became a tool to improve and simplify important
processes for both Sales reps and Sales management
• Business critical processes were put into Salesforce, “forcing” people to
use the system
• Change in top management mindset – from not focusing on Salesforce
to a “If it is not in Salesforce, it doesn’t exist” attitude. Now, there are no
excuses for not using CRM.
• We provided new and improved dashboards
One basic example
Telenor – Salesforce Innovation Day
Weekly reporting was
time consuming and
manual
Fully digitized and not
requiring extra
time/effort – if you use
Salesforce, the report is
generated automatically
21. CSG & Premier Support have been key to our success
• Collaboration with the Customer Success team has been
of vital importance
• Support is just one phone call or email away!
• We run accelerator programs frequently to ensure that we
get the full benefit of our solutions
• When we changed the setup in the team I discussed this a
lot with our Customer Success Manager
• I have specifically asked the Customer Success Manager
to challenge our way of work and the way we have set up
our different solutions and processes
Telenor – Salesforce Innovation Day
22. Key Takeaways
• Invest and build strong competence in a centralized, internal team
• Members of the team have to be Salesforce certified and maintain their certifications
• Nominate super users and local admins across the organization to ensure user
adoption and end user support. Invest time in training and motivate these people.
• The business side is driving the development, but IT architects are crucial to ensure
proper governance
• Ensure you have a well functioning funding model to secure agile development
• Onsite resources have proven to be much more efficient than offshore
Telenor – Salesforce Innovation Day
23.
24. • Slide 25: Navigating help.salesforce.com
• Slide 26: Accelerator Library
• Slide 27: Salesforce Events Calendar
• Slide 28: Trailhead – the fun way to learn Salesforce
Appendix