huntsville salesforce user group presentation
DESCRIPTION
Configero expert Jody Hamlett led the user group meeting in Huntsville, AL where he presented real-world use cases and best practices on Force.com and social media integration to attendees. Other hot topics included highlights from the Summer ’12 Release, How to Become a Social Enterprise leveraging Radian6, Professional Services Automation and other Configero products, and best-practice approaches that help enable success on the Salesforce platform. For more information or to request a demo, please contact us at [email protected].TRANSCRIPT
Huntsville Salesforce.com User
Group Meeting
June 2012
Configero – Jody Hamlett
Jody Hamlett, Managing Director• One of the first 500 to get Salesforce certified
• Lead over 200+ Salesforce implementations since 2006
• Focused on Sales Growth and Sales Effectiveness
Configero is an Atlanta-based certified Salesforce.com Partner, delivering best-of-breed consulting services and
solutions to address the most critical business issues impacting user adoption, technology optimization, data
quality, visibility and more.
Broad Platform Experience
Industry Domain Expertise
Summer ‘12 Release
Summer release Successjoined reports
Opportunity
Club Budget
Club Goals
Challenge Solution Result
One of the largest membership
organizations of professional
golfers that sponsors and provides
events that generate revenue for
charitable causes.
Disconnect between oppty information and budget/goals
Unable to provide exec level dashboards without major manual modifications and using excel
Joined reports and dashboards
Executive Dashboards that support
Scheduled reports on a weekly basis
Saves 2-3 hours per week of manual excel updates
Provides real-time access to the information in the most useful format
Force.com
A Better Way to Build Custom Apps
Force.com Framework
Enables complex app development in weeks
• Quickly build specific applications to support other business units on or off Salesforce which will increase adoption; CRM ROI
• Enable console view to easily manage data and increase usability when viewing and updating data is difficult
Force.com: Free Productivity Applications
Built on the Application Framework
Rapid development, intuitive, designed to optimize user experience
Addresses cluttered activity history display at Account level
Solution to expand Chatter visibility,
enabling roll-up to parent level
Force.com Successcase management
Bulk Editing
Dynamic Filtering
Process Execution
Challenge Solution Result
• Difficulty managing large volumes of cases
• Inefficient, manual process for routing
• Limited visibility into case status
• Developed custom application on grid framework for case management
• Enabled users to quickly and easily search, filter and update records in bulk
• Incorporated Chatter for team-wide visibility into cases
• Huge time savings
• Increased adoption
• Automation drives faster routing, case handling
Leveraged Force.com platform to
develop custom framework and
application for world-class
interactive communications and
marketing technology company.
Force.com: Workflow in the Cloud
What are you still using Excel for?
Which business processes are manual, repetitive or standardized?
Which processes are unique to your organization’s operations?
• Leads
• Opportunities
• Cases
• Activities
• Data Loader
Thought Leadership
How Can You Get More Out of Salesforce?
SalesforceOptimization
Business Process Review
Data Quality Assessment
Increase your probability renewal
Increase user adoption Enhance automation and
additional processes
Identify the additional need for more licenses or functionality
Enable executive sponsorship
Increase in data usability
Enable more dashboard and data driven decisions
Results:Re-launch SalesforceMaximize existing
purchase of SalesforceHealth check
Results:Benchmark against other
customersHelps executives understand
where they are and what they need
Results:Data De-dupeData Cleansing Implementation of data
quality controls
Best Practice approaches that enable success through expertise and benchmarking
Use Case Examples:
Application Automation & Expanding Functionality
Data Quality Analysis & Application Health Check
Expanding functionality & Extending to other users
How Can You Get More Out of Salesforce?
Functionality
• Account Plans• Product Wizards• Custom Quoting• Asset Management• Custom Portals• Survey Automation• Data Input Controls• Marketing Automation• Project Automation• CTI Integrations• Integrations with ERP
Designed to address limitations of traditional tools – ideal for service-driven organizations
• Project Automation
• Forecasting
• Workflow Management
• Resource Management
• Collaboration
Sneak Preview: Professional Services Automation App
Exclusive Pre-Release Program – 60-day Free Trial
