s o p009 saxena 091907
DESCRIPTION
Full session information and video available on successforce.com.TRANSCRIPT
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How to Effectively Leverage the AppExchange
Amit Saxena, salesforce.com
Rob Lamb, Clickability
Michael Kostow, Ingres
Track: Sales - Operations and Performance
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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.
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Key Takeaways
Learn from AppExchange stories from customer
How to effectively leverage the AppExchange for
Sales Operations applications
Must know AppExchange Apps for Sales
Operations and Performance
Best Practice: 5 Step process for evaluating and
implementing AppExchange application
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“I learned so much at Dreamforce, and I think
our biggest problem now is figuring out what we
want to do next. You know, of all the different
options, which ones will we roll out first?”
- Segway
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Agenda
AppExchange?
Case Study – Electronic Contract Management
Case Study – On-demand Sales Analytics
Navigating your way on AppExchange Directory
Killer Apps you MUST know
Best Practice
Q&A
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What is the AppExchange?Your One-Stop Shop for Business Applications
Find Evaluate Install & DeployLearn
Maximize the value of your CRM investment Come fully pre-integrated with Salesforce CRM and the Force.com Extend the same on-demand success to other departments and functions
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Q2'05 Q3'05 Q4'05 Q1'06 Q2'06 Q3'06 Q4'06 Q1'07 Q2'07 Today
31,500+
Customers Love the AppExchange
Customer Installs to Date
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Why is Everyone So Excited?
700+ Applications
13 Application Categories
13 Industry Verticals
35,000+ Developers
With AppExchange, we can immediately begin test driving and installing new applications to leverage the best ideas and new development without reinventing the wheel. —Jan LaHayne
CIO, Littelfuse
Top Ten Innovations of 2006– Forbes Magazine
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Use of Salesforce Has EvolvedHow AppExchange Fits with the Platform and CRM
2World’s first multi-tenant language & development platform
3World’s on-demand applications marketplace1World’s most
trusted enterprise CRM
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What Opportunities Does The AppExchange Present?
• Email Marketing• Integrated Telephony• Data Quality• Configuration Tools
• IT & Operations• Human Resources• Finance & Administration• R&D
• Pre-sales Processes• Sales and Marketing Productivity• Vertical Expertise• Post-sales Business Processes
Pre-Integrated Solutions
Automate More Business Processes
Extended CRM
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Rob Lamb
Director, Customer and Partner Development
Case Study 1: Electronic Contract Management
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• INDUSTRY: Media/Marketing/Software
• EMPLOYEES: 40
• GEOGRAPHY: US / EMEA
• # USERS: 38 (100% Login Rate)
• PRODUCT(S) USED: SFA, Service & Support, AppEx Recruiting, EchoSign
Clickability is an SaaS provider of Content Management Solutions to large media and enterprise marketing customers.
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Key Points
Identifying Potential Business Leverage Points
Solution Overview
Implementation Strategies and Results
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Identifying Sales Process Opportunity
Sales Process Opportunities are generally the
result of the identification of a current bottleneck
and are in response to pain.
Predicting and preparing for a business tipping
point is much cheaper and less painful than waiting
for it.
Don’t build a process for where you are. Build a
process for where you want to be.
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Contract Management – Key Challenges
3 Key Challenges to our business
Control
Workflow /Accountability
Improved Customer Experience
#1 Goal is close more business
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EchoSign – EchoSign for Salesforce.com
Kathy Lord, Vice President of Sales, Intacct says: “A Must for Any Sales 2.0 Organization -- EchoSign is an absolute must for any sales team looking to survive in a Sales 2.0 world. After our initial roll-out, our time to signature went from days to just minutes. Even more surprisingly our reps and services team have embraced it like fish to water. Additionally, our order management is now completely digital and almost 100% automated.”
Solution Highlight
Complete signature automation within
Salesforce.com View contract history
Signed contracts saved with opportunity or
contact
Accelerate the sales process
Track every deal in real-time access
Decrease post-sale administration
Improve customer signing experience
Close deals faster!
What the customers are saying:
Implementation Statistics:# of customers: 400 customers; 100,000 usersAvg. implementation time: 1 hour
Want to learn more? Check out Partner pavilion.
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Why EchoSign?
Integrated contract signature management insides Salesforce.com Contracts sent out from Salesforce.com
Contracts stored with Opportunity or Contact
Accelerates the Sales Process
Track Every Deal in Real time
Delivers accurate forecasts
Decrease post sale administration
AppExchange certified with positive reviews
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EchoSign: Seamless Integration with Salesforce.com
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Key Value: Control
All Contracts PDF format.
Universal and Operating System Independent• Avoid Office 95, 97, XP, etc.
ReadOnly• Removes risk of intentional or unintentional contract
modification
Email Authentication & Password Protection• Completely secure
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Key Value: Workflow / Accountability
Supports existing workflow/business process
Not changing flow, just effectiveness
Contracts stored within SFDC opps
All parties involved automatically notified throughout
Reminders of contract tasks
Auto send of executed contracts (Sorry FedEx)
Visibility
Immediate access of authorized to see status of contracts
Sales can sell not provide updates
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Key Value: Improved Customer Experience
“The first fax machine was invented by Scottish mechanic and inventor Alexander Bain. In 1843, Alexander Bain received a British patent for “improvements in producing and regulating electric currents and improvements in timepieces and in electric printing and signal telegraphs”, in laymen's terms a fax machine.”
Today we are NOT going to party like its 1843 If your product is moving to the next level so should the
processes that support it. (Is there paper in the fax?)
I-Phone Bills, Online Banking
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Implementation and Results
Planning Illustrate and Involve
Resistance to change Sticks, Carrots or Value
Speed 11 Minute Contract Turnaround
5 Days can make a difference
Savings Time – End of Quarter Fax Watch
Resources – Paper
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• INDUSTRY: Software
• EMPLOYEES: 275
• GEOGRAPHY: Global
• # USERS: ~120
• PRODUCT(S) USED: Salesforce.com SFA, Intacct, LucidEra
Ingres Corporation is the world’s leading provider of business open source services and solutions for companies of all sizes. Ingres Corporation offers a product family of enterprise-class, highly scalable databases and tools that are currently being used by more than 10,000 major global customers and partners.
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Ingres Corporation – Key Challenges
Business Challenges
• Global business/limited resources – operating in over 20 countries
• Inherited customer base with limited information
• No 360 degree view of our customer
Technology Challenges
• Implementation and integration between SaaS systems
• No consolidation point between Intacct and Salesforce
• Global phased roll-out
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Ingres Corporation – The Solution
How did we address these challenges?• Full SaaS solution – Salesforce, Intacct, LucidEra
• 360 degree customer view using LucidEra as the consolidation point between Intacct and Salesforce
• Manage the business via dashboards for all key metrics
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LucidEra – Revenue Cycle Analysis
Solution Highlight
Visibility across systems
Integration with financial data
Focused analytics – answers, not static
reports
Simplicity of design (drag and drop
interface)
AJAX rich-client experience
Fast implementation time
BI platform (vision beyond CRM)
What the customer are saying:
Implementation Statistics:# of deployments: 20+Avg. Implementation Time: 30 days
Other Solutions:• Sales Analysis (SFDC + Excel data analysis)
Want to learn more? Check out Partner pavilion.
“LucidEra really simplifies the overhead required of IT when rolling out a BI solution.”- Blackduck
“LucidEra has transformed how we do analysis in our business.”- Vertical Response
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INGRES Sales Operations Applications
Salesforce CRM
Excel Financials
IntacctERP
LUCIDERA BI Appliance
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LucidEra Dashboards
Opportunity Name from Salesforce.com
Opportunity Amount from Intacct
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LucidEra Dashboards, cont.
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Why LucidEra?
SaaS solution consistent with our corporate strategy
Integration to Salesforce & Intacct
Ability to use Excel in conjunction with apps Budget, quotas, and other data in spreadsheets can be integrated
User friendly analysis Dynamic slice and dice interface
AppExchange certified with positive reviews
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LucidEra Implementation
Phase 1 (Live)
Intacct – Live in US – using LucidEra to
consolidate pipeline between Intacct “sales
orders” and Salesforce “opportunity products”
Using LucidEra to provide full year history
consolidating Intacct “sales orders” and
“opportunity product” details
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LucidEra Next Steps
Phase 2
Global rollout
Consolidation of Intacct/Salesforce/2008 budget via
Excel
Executive dashboards capturing key metrics including:
• Pipeline
• Booked Business – Actual/Quota
• Revenue – Actual/Forecast
• Costs – Actual/Forecast
• Detail by Customer
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Navigating your way on AppExchange Directory
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AppExchange Kick-off
1. AppExchange 101 Webinar
2. AppExchange Essentials
3. Customer Success
4. Top 10 Applications
5. RSS Feeds/Blogs
How do I get to THESE?
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AppExchange for Sales: Operations and Performance
Key Categories
Compensation and Performance Management
Contract Management
Forecasting
Quoting and Orders
Other (Collaboration)
Free Sales Components
How do I get to HERE on AppExchange?
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Killer Apps for Sales Operations
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Killer Apps for Sales Operations
Compensation
Management
Contract
Management
Collaboration
Data Quality
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Killer Apps for Sales Operations
Quoting and
Orders
Sales Analytics
Forecasting
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AppExchange App Implementation Best practice
Identify Needs
RolloutPilotResearch on AppExchange
MeasureAdoption
Compile Top 3 pain
points/ideas
Existing monthly sales
meetings etc
Identify Actors
Research on AppExchange
Test Drive / Demo
Shortlist Apps/ components
Negotiate contract
Customize the application
Train users
Deploy application
Reports and adoption
dashboards
Reward top users
Write reviewWork with Administrator
Install on Sandbox
Download Apps to Production
Deploy to Pilot users
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More Ways to Experience
1. AppExchange GatewayYour portal to 200+ partner boothsLet our staff help you navigate!Booth 301 in the Expo Hall
2. AppConnection Game ShowFind the app of your dreams!Play or watch to win fabulous prizes.Demo Theatre, M12:30pm & T2:30pm
3. Demo StationsLet our experts show you howeasy it is to find, try, and install appsSE Corner of Campground
4. Seven Other AppExchange SessionsSee Conference Guide
1.
2.
3.
EXPO HALL
CAMPGROUND
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ROB LAMB
Director, Customer Development
MICHAEL KOSTOW
VP, Business Operations
AMIT SAXENA
Sr. Manager, Business Operations
QUESTION & ANSWER SESSION
salesforce.com
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Seed Questions
How do I get to AppExchange? Do I need a login? Can anyone download an App? What is AppExchange Certified application? How do find all Sales Ops applications? Can I start with trial before purchasing? What methodology should I use for AppExchange application
implementation? Can I share my thoughts/discuss with other users? How are rating driven? I have my own app/widget, how can I share with others? Can I uninstall an AppExchange app?
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