Your Secret Weapon: Top Admin Apps from the AppExchange - Dreamforce 2012 - 9/18

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

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Get more out of salesforce.com with over 1500 pre-integrated apps on the AppExchange. Join us to uncover some of the hottest solutions on the market today, from social and mobile tools to project management and recruiting apps. This session repeats on Thursday at 10:30am.

Transcript of Your Secret Weapon: Top Admin Apps from the AppExchange - Dreamforce 2012 - 9/18

Page 1: Your Secret Weapon: Top Admin Apps from the AppExchange - Dreamforce 2012 - 9/18

Your Secret Weapon: Top Admin Apps from the AppExchange

Leyla D. Seka, salesforce.com David Pier, Iron Mountain Mike Gerholdt, ACT David Belove, Apptus

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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 salesforce.com, 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-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, 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. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.

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Leyla D. Seka Vice President, AppExchange & Partner Operations

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The World’s Largest Cloud Ecosystem

Leading Enterprise App Marketplace 1.4M Installs 1600+ Apps 2500+ System Integrators

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Brand new

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Key Solutions for Admins

User Adoption

Org Management

Data Cleansing

Force.com Labs

Departmental Apps

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Easily Ensure Adoption Within Your Company Adoption Dashboards §  Track who is logging into salesforce.com

§  Leverage metrics to force the behavior you want in your organization

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Leverage Productivity Tools to Get Work Done Fast

Leverage utility apps to help you manage all facets of your org, such as: §  Data Loading

§  Org Visualization

§  Managing role hierarchies

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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

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Force.com 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

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David Pier Sr. Manager, Business Systems

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•  World leader in information/document management services

•  NYSE:IRM

•  2,500 SFDC Users (global) •  Chatter, Data.com, Service Cloud

•  Apps: DupeBlocker, Conga, Eloqua, Brainshark, Docusign, Sundog, Boulder Logic, Force.com labs •  Over 28 million records

All about Iron Mountain

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Key Features §  Advanced pipeline reporting/analysis §  Track pipeline history/changes

Benefits §  Intelligent forecasting §  Identify risk

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Key Features §  Secure e-signature §  Automatic merging §  Send and receive documents from virtually any device §  Easy Benefits §  Tied into Salesforce Reporting §  Close business faster §  Full audit trail

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DupeBlocker CRMfusion

Key Features §  Prevent duplicate leads/contacts from entering

Salesforce §  Automatic merging §  Advanced filters/scenarios §  Report on effectiveness §  Easy! Benefits §  Clean data!!! §  Save time

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Mike Gerholdt Manager of Social Enterprise @Mike Gerholdt

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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

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Conga Merge AppExtremes

Key Features •  Easy to merge Salesforce Data and render it as a document •  Execution of multiple action Benefits •  Handles multiple templates •  Buttons are simple to code, and to users everything is a “click” away

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Delegated Task Manager iTools

Key Features •  Filter Delegated Tasks by status and assigned

user to quickly identify the ones that may need your 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.

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TaskRay [Bracket] Labs

Key Features •  Understand project and team status at a glance

thanks to virtual whiteboards with virtual sticky notes

•  Drag and drop UI designed for simplicity and ease of use - no training, just start using!

Benefits •  Deep integration with Chatter •  Fully customizable to track important data and

interact with other objects in Salesforce

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David Belove VP of Sales Operations

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All About Apttus

Fast-growing San Mateo-based AppExchange Partner

100% Native applications

Pioneering Force.com app in 2006 “Commitment Management” Apps

§  CPQ (Configure/Price/Quote)

§  CLM (Contract Lifecycle Management) §  Advanced Approvals

§  MS Office-to-Salesforce integration

CPQ + CLM

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Apttus xAuthor for Chatter apttus.com

Features: •  Access Chatter from within MS Office apps—no jumping around •  Share individual slides, attachments, spreadsheet sections or tabs, or document paragraphs •  Save email to any SFDC object

Benefits: •  Simplifies sharing MS Office documents •  Encourages Chatter adoption and enterprise collaboration •  Inexpensive and easy to use

MS Word Chatter

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InsideView insideview.com

Features: •  “Enriches” Lead, Contact and Account records •  Multi-synch feature •  Provides custom alerts •  “Freemium” model

Benefits: •  Quicker, better prep for “Challenger” sales calls

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LinkedIn for Salesforce linkedin.com

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

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Sales Methods salesmethods.com

Features: •  Integrated org charts for opportunities and accounts •  Grabs existing contacts •  Drag ‘n drop UI •  Includes influence and opinion indicators

Benefits: •  Visually demonstrates whether rep has done “homework” •  Easy to install and use

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Quvidian Sales Playbooks qvidian.com

Features: •  New and improved version available soon •  Defines specific ‘plays’ to advance opportunities •  Associates completed plays with Stages •  Transfers data into Salesforce.com •  Accommodates any methodology •  Dynamically presents plays

Benefits: •  24 x 7 coach •  Speeds repetitive tasks •  Clarifies where a deal really stands •  Highlights what works and what doesn’t

New user interface

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Leyla D. Seka

VP, AppExchange & Partner Operations

David Pier

Sr. Manager Business Systems

Mike Gerholdt David Belove

Manager of the Social Enterprise

VP Sales Operations

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