Sales Cloud for Beginners

Introduction to the World’s #1 Sales App

Todd Enders, salesforce.com

Kaisa Freeman, Rio Tinto

Bobby Lancaster, salesforce.com

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Todd Enders

Director, Product Marketing

@toddenders

Product Innovation

Market Leader

Market Leadership

Magic Quadrant Leader Groundswell Award

Technology of the Year

Innovative Company

Customer Success

Tina Koppe, Sales Analyst

The Sales Cloud is the World’s #1 Sales App

94% Would Recommend

Customers Succeed Across Every Major Metric

Source: Salesforce.com Customer Relationship Survey conducted April 2011, by an

independent third-party, MarketTools Inc., on 4,500+ customers randomly selected.

Response sizes per question vary.

Average Percentage Improvements Reported by Customers

Delight Your Employees and Customers in a Whole New Way

Employee Social Network

Customer Social Network

Social Profile Market Collaborate

Work

Extend Sell

Service

Sales Cloud: Sales for the Social Enterprise

Sell

May I

suggest…

May I

suggest

…

I was hoping

to find…

May I

suggest

…

Reps Are Being Left Out of Today’s Buying Process

Customers Sales Rep

They’re Wasting Time Looking for Information

Sales Cloud: Connect With Everything You Need to Win

Customer

Social Network

Employee Social

Network

Sales Cloud: All Your Sales Need at Your Fingertips

Automate your

Processes

Make Smart

Decisions

Collaborate

with Partners

Sell from

Anywhere Connect

to Win

Gather

Social Intelligence

Find New

Customers

Sell

Find New Customers Faster

Listen for Social Leads Identify Key Decision Makers

Identify new market needs

Listen and respond to customers

Get an edge on your competition

Get to decision makers faster

Plan accounts territories

Work with clean, accurate data

Gather Intelligence From Across the Social Web

Know What Matters

to Your Customers

Connect Reps with the Insight & Expertise to Win

Product

Expert

Executive

Sales Ops

Forecasts

Competitive

Expert

Contracts

Price List

Pitch Deck

Legal

Leads

Promotions

Customers

Connect People, Data, and Process

Connect With Customers in Private Deal Rooms

Your Customer Your Deal Team

Make Smarter Decisions as a Team

Measure What Matters

Share & Collaborate on Metrics

Anyone Can Get Insights Fast

Mobile apps keep you productive on the road

Native Sales Cloud app for iOS, Blackerry

Native Chatter app for iOS, BlackBerrry, Android

touch.salesforce.com HTML5 app for any device

Sell from Anywhere with Mobile

Integrate Open to Any System

Tailor The Sales Cloud to Fit Your Business

Customize Your Business Process

21 million+

Customizations 50% of Transactions

through API

Extend #1 Cloud Marketplace

1,400+

Applications

Winter ‘12

Calculated Columns

Multiple File Upload

Drag and Drop File Upload

Campaign Cross-filters

Chatter Answers in Portals

Collaborative Forecasts GA

Forecast Drilldown

Chatter Mobile Updates

Forecast Quotas

Automated Match and Fill

Forecast Quota Attainment

Joined Reports Charting

Shared Tasks

Premium D & B Data

Advanced Industry Search

Partner Portal Assets

Touch Beta for iPad

Visual Workflow Subflows

Expanded Stare and Compare

And many more...

Social Accounts

Social Leads

D&B Account Data

Salesforce for Android

Touch (Pilot)

Shared Activities (Pilot)

Smart Search

YouTube & Klout

Radian6 Social Hub

File recommender

Filtered Dashboards

Personal Reports

Selective Outlook Sync

Analytics for iPad

Enterprise Analytics

Data Bucketing

Joined Reports

Cross Filters

Expanded Report Filters

And many more...

Spring ‘12

Summer ‘12

Over 50 New Features in the Sales Cloud

Chatter Feed Search

Collaborative Forecasts

Customer Groups

File Deliveries

File Recommendations

Expanded Account Details

Salesforce for Outlook Bulk Edit

Salesforce for Outlook 64-bit

Chatter for Outlook

Mobile Dashboards (iPad)

Social Contacts

New Reports Tab

User Based Report Types

Report Type Quick Find

Reports & Dashboards

Quick Find Dynamic Dashboard Filters

Recent Reports

Any many more...

FROM EXCEL TO EDUFORCE SALESFORCE FOR EDUCATION PARTNERSHIPS, TALENT ATTRACTION AND BRAND CAMPAIGN MANAGEMENT

Kaisa Freeman,

Group Education

Partnerships

Cloudforce 2012

Who are we?

My role: Education partnerships

Salesforce customer since late 2011 with 30 licenses

Rio Tinto is a world leader in finding, mining and processing the Earth’s mineral resources

Five principal product groups - Aluminium, Copper, Diamonds & Minerals, Energy and Iron Ore - plus two support groups: Technology & Innovation and Exploration

Rio Tinto will exclusively provide the metal to produce the 4,700 gold, silver and bronze medals at the London 2012 Olympic and Paralympic Games

Eduforce*

*Salesforce For Education Partnerships, Talent Attraction And Brand Campaign Management

Goals • One platform to manage and measure partnerships with

educational institutions

• Attract key talent

• Execute global brand management campaigns

Options • Align with global SAP system

• Rollout Microsoft Dynamics CRM

• Rollout the Sales Cloud

Decision

Eduforce*

*Salesforce For Education Partnerships, Talent Attraction And Brand Campaign Management

What Worked

• Project management fast track design and delivery

• Internal Chatter adoption

• Private Chatter groups created for partners

• Database build in progress

• Most active users in the UK and US

• Aligned our vision with business strategy

• Established KPIs

What’s Next

•Outlook integration •Rollout Chatter to wider group in Q3/4 2012 •Integration of graduate sourcing and campaign management processes •Boost login rates •Improve executive sponsorship

Bobby Lancaster

Sales Engineer

Sales Cloud

Demo

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