your secret weapon: top admin apps from the appexchange - dreamforce 2012 - 9/18

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  • 1. Your Secret Weapon:Top Admin Apps from the AppExchange Leyla D. Seka, David Pier, Iron Mountain Mike Gerholdt, ACT David Belove, Apptus

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, 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- products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of, 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., inc. assumes no obligation and does not intend to update these forward-looking statements. 3. Leyla D. SekaVice President, AppExchange &Partner Operations 4. The Worlds Largest Cloud Ecosystem Leading Enterprise App Marketplace 1.4M Installs 1600+ Apps 2500+ System Integrators 5. Brand new 6. Key Solutions for AdminsUser AdoptionOrg ManagementData LabsDepartmental Apps 7. Easily Ensure Adoption Within Your CompanyAdoption Dashboards Track who is logging into Leverage metrics to force the behavior you want in your organization 8. Leverage Productivity Tools to Get Work Done FastLeverage utility apps to help you manage all facets of your org,such as: Data Loading Org Visualization Managing role hierarchies 9. Data Cleansing helps you keep reporting accurate Proactive Tools Dupe Catcher Dupe Blocker Address Validation Reactive Tools DemandTools RingLead Mass Update & Mass Edit from List View Mass Delete 10. Labs are Free & Easy to Use Free & fully-customizable Over 250 labs apps available now! Some Admin Favorites: Find Nearby Accounts Graphics Pack Action Plans Milestones 11. David PierSr. Manager, Business Systems 12. All about Iron Mountain World leader in information/document management services NYSE:IRM 2,500 SFDC Users (global) Chatter,, Service Cloud Apps: DupeBlocker, Conga, Eloqua,Brainshark, Docusign, Sundog,Boulder Logic, labs Over 28 million records 13. Key Features Advanced pipeline reporting/analysis Track pipeline history/changesBenefits Intelligent forecasting Identify risk 14. Key Features Secure e-signature Automatic merging Send and receive documents from virtually any device EasyBenefits Tied into Salesforce Reporting Close business faster Full audit trail 15. DupeBlockerCRMfusionKey Features Prevent duplicate leads/contacts from enteringSalesforce Automatic merging Advanced filters/scenarios Report on effectiveness Easy!Benefits Clean data!!! Save time 16. Mike GerholdtManager of Social Enterprise@Mike Gerholdt 17. All about ACT,Inc. ACT is an independent, not-for-profit organization that provides a broad array of assessment, research, information, and program management solutions in the areas of education and workforce development Enterprise Edition. Used Salesforce for over 7 years Over 500 users 18. Conga MergeAppExtremesKey Features Easy to merge Salesforce Data and render it as adocument Execution of multiple actionBenefits Handles multiple templates Buttons are simple to code, and to users everything isa click away 19. Delegated Task ManageriTools Key Features Filter Delegated Tasks by status and assigneduser to quickly identify the ones that may needyour attention. Simple configurations Notifications when tasks are deleted, completed, or re-opened. Benefits License Management First 10 seats free to non-profits and NGOs Seamlessly integrated into the user interface for a natural fit. 20. TaskRay[Bracket] Labs Key Features Understand project and team status at a glancethanks to virtual whiteboards with virtual stickynotes Drag and drop UI designed for simplicity and easeof use - no training, just start using! Benefits Deep integration with Chatter Fully customizable to track important data andinteract with other objects in Salesforce 21. David BeloveVP of Sales Operations 22. All About Apttus Fast-growing San Mateo-based AppExchange Partner 100% Native applicationsCPQ + CLM Pioneering app in 2006 Commitment Management Apps CPQ (Configure/Price/Quote) CLM (Contract Lifecycle Management) Advanced Approvals MS Office-to-Salesforce integration 23. Apttus xAuthor for Chatterapttus.comFeatures: Access Chatter from within MS Office appsno jumpingaround Share individual slides, attachments, spreadsheetsections or tabs, or document paragraphs Save email to any SFDC objectBenefits: Simplifies sharing MS Officedocuments Encourages Chatter adoption andenterprise collaboration Inexpensive and easy to useMS Word Chatter 24. InsideViewinsideview.comFeatures: Enriches Lead, Contact andAccount records Multi-synch feature Provides custom alerts Freemium modelBenefits: Quicker, better prep for Challenger sales calls 25. LinkedIn for Features: Access LinkedIn profiles from Lead, Contact and Account records Benefits: Quicker prep for sales calls Identify connections Improved visibility for BDRs and sales reps Ensures that entire team has access 26. Sales Methodssalesmethods.comFeatures: Integrated org charts foropportunities and accounts Grabs existing contacts Drag n drop UI Includes influence andopinion indicatorsBenefits: Visually demonstrates whether rep has donehomework Easy to install and use 27. Quvidian Sales Playbooksqvidian.comFeatures: New and improved version available soon Defines specific plays to advance opportunities Associates completed plays with Stages Transfers data into Accommodates any methodology Dynamically presents playsBenefits: 24 x 7 coach Speeds repetitive tasks Clarifies where a deal really stands Highlights what works and what doesn t New user interface 28. Leyla D. SekaDavid PierMike GerholdtDavid BeloveVP, AppExchange & Partner Sr. ManagerManager of the Social VP Sales Operations Operations Business Systems Enterprise