i t e008 bezar 091907
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Full session information and video available on successforce.com.TRANSCRIPT
Building New Apps on the Force.com Platform
Howard Brown, CRC Health
Narinder Singh, Appirio
Eric Bezar, salesforce.com
IT Exec: Chief Innovation Officer
Slide 2
Safe Harbor Statement
“Safe harbor” statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements including but not limited to statements concerning the potential market for our existing service offerings and future offerings. All of our forward looking statements involve risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions proves incorrect, our results could differ materially from the results expressed or implied by the forward-looking statements we make.
The risks and uncertainties referred to above include - but are not limited to - risks associated with possible fluctuations in our operating results and cash flows, rate of growth and anticipated revenue run rate, errors, interruptions or delays in our service or our Web hosting, our new business model, our history of operating losses, the possibility that we will not remain profitable, breach of our security measures, the emerging market in which we operate, our relatively limited operating history, our ability to hire, retain and motivate our employees and manage our growth, competition, our ability to continue to release and gain customer acceptance of new and improved versions of our service, customer and partner acceptance of the AppExchange, successful customer deployment and utilization of our services, unanticipated changes in our effective tax rate, fluctuations in the number of shares outstanding, the price of such shares, foreign currency exchange rates and interest rates.
Further information on these and other factors that could affect our financial results is included in the reports on Forms 10-K, 10-Q and 8-K and in other filings we make with the Securities and Exchange Commission from time to time. These documents are available on the SEC Filings section of the Investor Information section of our website at www.salesforce.com/investor. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements, except as required by law.
Slide 3
Agenda
The joys of being an IT executive
Creating leverage with the Salesforce
platform
Demo: creating a simple app
Customer case study
Next steps
Q & A
Slide 4
Agenda
The joys of being an IT executive
Creating leverage with the Salesforce
platform
Demo: creating a simple app
Customer case study
Next steps
Q & A
Slide 5
The CIO Agenda 2007 Creating Enterprise Leverage
Improve business processes
Control enterprise wide operating costs
Attract, retain and grow customer relationships
Improve the effectiveness of the enterprise workforce
Expand use of information/intelligence in products and services
Deploy new business capabilities to meet strategic goals
Faster innovation (shorter product/service life cycles)
CIOs will need to find sources of enterprise leverage to raise performance and make their companies stand out in a crowded market.. “ ”
— Gartner Inc, Executive Summary: Creating Enterprise Leverage: The 2007 CIO Agenda
Slide 6
The IT Innovation Dilemma
Business Demands Innovation IT Constraints
Rapid customization of apps
Integrated business processes
Deployment of new vendor apps
Development of new custom apps
Backlog of requests
Limited internal resources & budget
Complex infrastructure to manage
Upgrades are expensive and risky
Slide 7
Agenda
The joys of being an IT executive
Creating leverage with the Salesforce
platform
Demo: creating a simple app
Customer case study
Next steps
Q & A
Slide 8
InnovationInfrastructureServices
Network
Storage
Operating System
Database
App Server
Web Server
Data Center
Disaster Recovery
ApplicationServices
Security
Sharing
Integration
Customization
Web Services
API
Multi-Language
Multi-Currency
Workflow
Analytics
Multi-Device
Messaging
Search
OperationsServices
Authentication
Availability
Monitoring
Patch Mgmt
Upgrades
Backup
NOC
IT
Why Are Customers Building Apps on Our Platform?
Slide 9
Innovation
Us
InfrastructureServices
ApplicationServices
OperationsServices
BusinessServices
YouUs
Slide 10
Create Any Database
Create Any User Interface
Create AnyBusiness Logic
Run On Our Infrastructure
Complete On-Demand Development Stack
Slide 11
Create any table
Add any field
Build any relationship
Security & sharing
Automatic tuning
Automatic backups
Automatic upgrades
Create Any Database
Slide 12
Data Validation
Audit History Tracking
Web Services
Stored Procedures
HTTP Callouts
Triggers
Complex Transactional Logic
100% Automatic Upgrades
Create Any Business Logic
Clicks
Calcs
Code
Slide 13
Immediate & time-based workflow
Escalation rules
Assignment rules
Email notifications
Automated task creation
Automated field updates
Reminders
Flexible routing options
Send SOAP messages to other systems
End-to-end approval processes
Create Any Workflow
Slide 14
Embed Any Mash-Up Use AJAX Anywhere
Create Any Button or LinkBuild Any Form
Slide 15
Introducing
Run your UI code on our servers …
Use Apex to build complex interaction logic …
Leverage our library of visual components …
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Slide 16
App Framework: Productivity, Not Plumbing
Core Services
Application Services
Application Framework
Operations
Traditional Platforms App Framework
Slide 17
Agenda
The joys of being an IT executive
Creating leverage with the Salesforce
platform
Demo: creating a simple app
Customer case study
Next steps
Q & A
Slide 18
Demo: Creating An Expense Tracking App
Department: Enterprise Wide
Key Requirements Enforce expense policies
Implement process controls
Meet compliance requirements
Key Benefits Eliminate costly error-prone manual
process
Enhance visibility of expense
spending by department
Slide 19
Agenda
The joys of being an IT executive
Creating leverage with the Salesforce
platform
Demo: creating a simple app
Customer case study
Next steps
Q & A
20
Howard A. Brown
VP Marketing, CRC Health Group
Narinder Singh
CMO, Appirio
21
CRC Health Group
22
Aspen Education - Ecosystem of the Business
Programs (Facilities)
Regional Sales
Educational Consultants
Potential Clients
National Resource
Center
InternetCRC Corporate
23
Acquisition Success - Instrument and Improve Sales, Marketing, Intake and Operations
MarketingInternet Network
Advertising
Public Relations
Tradeshows
Collateral
SalesClinical Professionals
Educational Consultants
Health Care
Legal System
Schools
RelationshipsReferral Sources
Resource Center
Cross-Referrals
Competition
AnalysisRevenue
Capacity
New Business
Best Practices
IntakeConversion Rates
Loss Reasons
Inquiry Pipeline
Follow-up
Census
24
Achievement of Business Objectives Required Successful User Adoption
“ [The CRM] has exceeded ALL of my expectations! This system has truly made my work flow smoother, has cut my reporting time in half and allows me to gather the data for my business strategy with lightning speed.”
Debbie Hopper, Western Regional Liaison, AEGBusiness Development
“ [The CRM] has exceeded ALL of my expectations! This system has truly made my work flow smoother, has cut my reporting time in half and allows me to gather the data for my business strategy with lightning speed.”
Debbie Hopper, Western Regional Liaison, AEGBusiness Development
25
The “CRCForce” Application Model
Massive Platform Usage
• 27 Custom Objects
• 400+ Custom Fields -
• 20+ S-controls
• 20+ Workflows
• 500+ Reports
• 50+ Dashboards Security and Multiple
Sharing Rules History Tracking Person Accounts Record Types / Page
Layouts API Integration eFax Integration
26
Demonstration
27
Convenient User-Features and Behaviors
28
100% User Adoption
Phase I Integration Complete
Expand Platform Usage
Reduce Reporting Time
Develop Intake Best Practices
Create Transparency into Multi Channel Marketing
Increase Census
100% User Adoption
Phase I Integration Complete
Expand Platform Usage
Reduce Reporting Time
Develop Intake Best Practices
Create Transparency into Multi Channel Marketing
Increase Census
Overall Goals and Results
Slide 29
Agenda
The joys of being an IT executive
Creating leverage with the Salesforce
platform
Demo: creating a simple app
Customer case study
Next steps
Q & A
Slide 30
5 Ways You Can Create Enterprise Leverage
1. Automate manual business processes
2. Meet compliance requirements with a few clicks
3. Improve collaboration in a distributed organization
4. Use reports & dashboards to provide the business
with real time intelligence on performance
5. Migrate and rationalize aging applications
Slide 31
What Type of Apps Are a Good Fit?Data and Process Centric Apps Are the Sweet Spot
Consumer
Internet
Enterprise
Department
Group
Content Data Process Transaction
When to Use PaaS?
Relational data
Forms
Reporting & Analytics
Workflow and Approvals
Audit and Compliance
Data Security and Sharing
What type of application is it?
Slide 32
Conclusion
The Force.com Platform is a great source of enterprise leverage
PaaS has many advantages over traditional software platforms
Sign up for a free ADN account today and try it yourself
Talk to your Account Exec or CSM about platform user licenses
Slide 33
Additional Resources
Apex Developer Network (ADN)
www.salesforce.com/developer
Successforce release guides
www.salesforce.com/products/summer07.jsp
Training & education programs
www.salesforce.com/services-training/education-services/public/
AppExchange directory
www.appexchange.com
Slide 34
Agenda
The joys of being an IT executive
Creating leverage with the Salesforce
platform
Demo: creating a simple app
Customer case study
Next steps
Q & A
End of Presentation
Slide 36
Session FeedbackLet us know how we’re doing!
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We strive to improve, thank you for filling out our survey.
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Slide 37
What are Customers Building on the Salesforce Platform?
Recruiting
IT and HR
Purchase Orders
Recruiting and Contract Management
Public Relations
The Salesforce platform is positioned to offer us an incredibly powerful foundation on which we can deliver enterprise-wide business applications.
CIO, Borland