cloud academy: getting started (august 19, 2015))
TRANSCRIPT
Phil Patacca Partner Development Advisor [email protected]
August 2015
Cloud Academy Getting Started as a Consulting Partner
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 any litigation, risks associated with completed and any 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-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These 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.
Safe Harbor
Welcome
Announcements
Understanding the Enablement lifecycle
Q&A
Agenda
Welcome to the Salesforce Family!
Celebrating 16 Years of Giving Back
1-1-1 Model Adopted by
$85M+ Grants
1% Equity
25K+ Nonprofits & Higher Ed
1% Product
Sharethemodel.org
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1% Time
Learn More @ ShareTheModel.org
Announcements
August 4 – Marketing Cloud – Partner Office Hour
August 5 – Partner Community Office Hours
August 5 – Partner Marketing Power Hour
August 6 – Partner Roadmap Webinar
August 11 – Expert Success Series
August 17 – Salesforce Advantage for Partners
August 18 – App Academy: Sales (Virtual)
August 19 – Cloud Academy: Getting Started (Virtual)
August 26 – ISV Partner Benefit Series
August 27 – Partner Program Quarterly Update
To see more events, webinars, registrations, and replays you may have missed, go to: Partner Community > Calendar
Calendar of Events Check the Partner Community for Updates
• Access to & insight from our PM’s & Program Staff • Transparency with our product roadmap • Program announcements & Alerts! • Around once per month
Partner Roadmap Webinar What’s New & What’s Next for ISV & SI Partners
http://p.force.com/ROADMAP
Next session is on September 3 at 9am Pacific Topic: Dreamforce Preview for Partners
Alerts! Important Notification for Partners Read Each Notice Carefully
• Get a Sneak Peek of the New Salesforce for ISVs
• UPDATED: Consulting Partner Program Enrollment Has Closed
• Access the New Publishing Console
• Prepare for Upcoming Server Splits
http://p.force.com/ALERTS
You must log in to see the Alerts!
Winter ’16 is Coming Soon!
✓ Sandbox Preview ✓ Pre-Release
✓ Release Schedule
✓ Release Notes
✓ Demos
✓ Preview Webinars ✓ Training
http://p.force.com/releases
Agenda Builder is Live! Schedule your sessions now
DF15 Partner Zone Guide Find sessions grouped by partner type (ISV, SI, Marketing Cloud)
http://p.force.com/DF15
Trailhead Contest 2015 From now until Dreamforce, we are hosting monthly contests that challenge you to earn Trailhead badges for a chance to win an Apple Watch Sport or special edition Trailhead hoodie.
Who: All ISV and SI Partners are encouraged to play
What: August modules – Visualforce Mobile or Event Monitoring
Where: Trailhead Contest 2015 Partner Community Chatter Group
When: Each month will have a new module to complete so stay tuned to our social channels and the Partner Community
How: Complete the module and post a screen shot of your new badge to the Trailhead Contest 2015 Partner Community Chatter group with #Trailblazer and you’re automatically entered to win!
http://p.force.com/news
The Salesforce Advantage Free Training to Learn Core Salesforce Positioning
• Same training as our own sales people • Dreamforce Session: #RockTheAdvantage • Training resources available at http://p.force.com/advantage • No slides required! • Join the Salesforce Advantage for Partners Chatter Group
Partner Community Office Hours
Partner Marketing Power Hour
Security Review Office Hours
http://p.force.com/officehours
Office Hours For All Partners
Dreamforce Office Hours
Marketing Cloud – Partner Office Hour
Partner Community Resources
How do I access?
✓ Partner Community p.force.comsignup ✓ Partner Online Training p.force.com/LMS ✓ Partner Sales Aid p.force.com/PSA
Partner Community - Next Steps
ü Get Access to the new Partner Community
ü Post Your Picture
Let us see who you are!
ü Join the Partner Community *Official* Group o In that group, select: Email Settings > Daily Digest
ü Encourage your colleagues to do the same
ü Go to p.force.com/signup for help
ü Collaborate and have fun!
YES! NO!
Partner Online Training Now Includes the Partner Sales Aid
http://p.force.com/LMS Login must contain @partnertraining.com
Partner Sales Aid (PSA) • Access via Any Web Enabled
Device
• Phone & Tablet using Salesforce1
• Initial Access through Education tabs in Partner Community
• PSA contains Sales & Sales Support Content
http://p.force.com/psa
Partner Community – Topics (A-Z) Jump directly to a specific topic
http://p.force.com/topics
Partner Community – Tip Sheet
http://p.force.com/tipsheet
Enablement Lifecycle
Understand the 5 phases of consulting partner enablement Discover & optimize tools and resources Understand the process and formulate your own strategy Plan for customer success Understand the foundations of a successful partnership
Session Goals
Consulting Partner Lifecycle
Join Partner Community
Accept click through agreement
Define Practice Focus
Set goals
Build certification plan
Review Certification website
Access Partner Online Training Catalog
Execute on certification plan
Define strategy
Train your practice team
Update collateral
Request 2 free CRM licenses & manage leads and projects
Lead Registration
Manage opportunity pipeline sourced joint sales
Project Registration & CSAT Customer Stories
5 Phases for Success
Plan Market & Sell Build Manage Your
Business
Plan
Consulting Partner Lifecycle
Join Partner Community
Accept click through agreement
Define Practice Focus
Set goals
5 Phases for Success
Plan
Join the Partner Community
Create your profile
Join Collaboration groups
Review News & Events Calendar
Register for webinars
Define Your Practice Focus Product Expertise • What is your value proposition?
• Understand your differentiators • Are you a new practice focused on custom development? • Is your existing customer base heavily weighted towards contact centers and
customer service?
• Existing relationships with customers – Think beyond CRM
“Salesforce is a platform company. Period.”
- Alex Williams, TechCrunch
Define Your Practice Focus
Industry Focus • Is your existing customer base heavily weighted towards an industry? • Does your practice team have industry experience?
• Understand unique challenges of that industry
• Speak the language of the industry • Trusted advisor
“As we look to grow to $10 billion and beyond, our new industries strategy is a huge opportunity for salesforce.com to expand our footprint within existing customers and reach new enterprise customers.”
- Keith Block, President and Vice Chairman, salesforce.com
Define Your Practice Focus
Market Segment • Enterprise Business Unit • Commercial Business Unit
• Small Business 1-100 employees • Mid Market 100-500
• General Business 500-1000
Services • Business Consulting / Legacy System Migration / Integration / Quick Starts
Region • Local presence is an advantage • Leverage proximity to drive business
Set Goals
• Program Tier
• # of certifications completed in year 1
• ACV Targets
• # of projects completed in year 1
• Customer Satisfaction Score
• # of customer stories submitted
Build
Consulting Partner Lifecycle
Build certification plan
Review Certification website & Resources
Access Partner Online Training Catalog
Execute on certification plan
5 Phases for Success
Build
Objectives: Create Your Certification Plan • Understand the different certifications, requirements, and exams • Identify individual employees tasked with obtaining certifications • Set timeframes
5 Steps to Individual Certification
Certification Resources
Certification Maintenance & Continued Education
Certification Plan: Understand Certifications
Administrator Certification No prerequisite required
Concepts Tested: • Manage users, data, and security • Maintain and customize Sales Cloud and Service Cloud applications • Build reports, dashboards, and workflow
About the exam: • 60 multiple choice/multiple select questions • Education based – tested on what you learn and remember • Passing score: 65% • Registration fee: $200
Recommended Online courses: • Administration Essentials for New Admins • Administration Essentials for the Service Cloud
Sales Cloud Consultant Certification Prerequisite: Administrator Certification
Concepts Tested: • Ability to successfully design and implement Sales Cloud solutions that meet customer business requirements, are maintainable and
scalable, and contribute to long-term customer success • Design Sales and Marketing solutions to meet business requirements
• Design applications and interfaces that maximize user productivity • Manage data and design analytics to track key Sales Cloud metrics
About the exam: • 60 multiple choice questions • Experience based: test questions are based on 'use cases’ • Passing score: 68%
• Registration fee: $200
Recommended Online courses: • Implementing Sales and Marketing • Preparing for the Certified Sales Cloud Consultant Exam
Service Cloud Consultant Certification Prerequisite: Administrator Certification
Concepts Tested: • Ability to successfully design and implement Service Cloud solutions that meet customer business requirements, are maintainable and
scalable, and contribute to long-term customer success • Design contact center solutions that make use of cases, knowledge base, and portals
• Design interaction channels and build interfaces to maximize agent productivity • Manage data and design analytics that track key industry metrics
About the exam: • 60 multiple choice questions • Experience based: test questions are based on 'use cases’ • Passing score: 68%
• Registration fee: $200
Recommended Online courses: • Preparing for the Certified Service Cloud Consultant Exam • Implementing Case Management Across Channels
• Implementing Salesforce Knowledge • Administration Essentials for the Service Cloud • Setting up and Building Communities
Developer Certification No prerequisite required
Concepts Tested: • Demonstrate knowledge, skills, and abilities building custom applications and analytics using the declarative capabilities of the Force.com
platform, the programmatic capabilities of Force.com code (Apex) and Force.com pages (Visualforce), and application development lifecycle management with cloud computing development as a service
• Build custom applications using the point-and-click capabilities of the platform • Design the data model, user interface, business logic, and security for custom applications • Design reports, dashboards, and portals
About the exam: • 60 multiple choice questions • Passing score: 68%
• Registration fee: $200
Recommended Online courses: • Building Applications with Force.com Part 1 • Building Applications with Force.com Part 2 • Extend Analytics module within Administration Essentials for Experienced Admins (ADM211)
Technical Architect Certification Prerequisite: Developer Certification
Concepts Tested: • Designed for technical architects who want to demonstrate their knowledge, skills, and capabilities to assessing customer architecture;
designing secure, high-performance technical solutions on the Force.com platform; communicating technical solutions and design tradeoffs effectively to business stakeholders; and providing a delivery framework that ensures quality and success
• Design a technical architecture solution that may span multiple platforms and include integration and authentication across systems • Manage the development lifecycle to ensure the delivery of highly secure solutions that are optimized for performance and built to scale • Articulate design considerations, trade-offs, benefits, and recommendations for a technical architecture
About the exam: • Certified Technical Architect program has three components one must successfully complete in this order: • 1. Self-Evaluation
• Current status as a Salesforce.com Certified Force.com Developer is a prerequisite
• 2. Multiple-choice Exam • 60 multiple choice questions
• 3. Review Board Presentation • Presentation and discussion of the architecture solution for a hypothetical scenario and a customer case study
• Registration fee: $6,000 and includes two attempts
• 4 hours allotted to complete the exam
Certification Plan: Document Plan & Present to Team Determine your corporate certification goal based on your practice’s focus • number and types of certification
Identify individual employees tasked with obtaining certifications
Set deadlines for each individual certification • Be sure to include prerequisites - Administrator Certification for Sales & Service Cloud Certification
Obtain executive support for certification plan
Present certification plan & resources to your Salesforce Practice Team
Execute on plan
Example Certification Plan
Resource August September October Certifications Fee Total:
Employee Name Developer 1 $200 Employee Name Admin Service Cloud 1 $400 Employee Name Admin Sales Cloud Service Cloud 2 $600 Employee Name Employee Name Developer 1 $200 Employee Name Developer 1 $200 Employee Name Admin Service Cloud 1 $400 Employee Name Admin Service Cloud 1 $400 Program Totals: 1 4 3 8 $2,400
Corporate Certification Goal: 8 net new certified individuals
Target completion date: January 2016
5 Steps to Individual Certification Step 1: Identify credential to become certified in
Step 2: Determine and complete prerequisites
Step 3: Prepare for exam • Review study guide on Salesforce certification website
• Sign up for Partner Online Training Catalog via Partner Community
• Complete recommended online training courses
Step 4: Create webassessor login & register for exam
Step 5: Complete exam
* After each release (3 per year) you must pass the release exam to maintain your certification
Certification Resources Salesforce Certification website: http://certification.salesforce.com/
Partner Community: https://partners.salesforce.com
Partner Community Release Support: https://p.force.com/releases Partner Online Training Catalog: https://help.salesforce.com/htsctrainingcatalog • @partnertraining.com credentials
Salesforce Certification Website Overview of all certification credentials
About the exam • Outline
• Objectives
• Sample questions
• Recommended training and resources
Study Guides
Exam schedules & registration via webassessor
Verification
Support
Salesforce Certification Website: Study Guide
Salesforce Certification Website: Webassessor Click on register for exam
Salesforce Certification Website: Webassessor Login with webassessor credentials OR create new account
Salesforce Certification Website: Webassessor Key fields in your profile
Ensure your certification is associated to your company
Ensure your certification is recognized by Salesforce Partner Program correctly
Salesforce Certification Website: Webassessor Verification Opt-In: Yes
Ensure your certification can be verified directly from the certification website
Important for potential customers and employers
Salesforce Certification Website: Support Open a case
Access knowledgebase
Salesforce Partner Community
Sign up for Partner Online Training Catalog Access
Partner Roadmap webinars • Access to & insight from our PM’s & Program Staff
Enablement webinars & office hours
Release support & training
Partner Online Training Catalog
Click Details & Sign Up
• You will receive 2 emails which include: • @partnertraining.com username & link to create your password
• Welcome to Partner Online Training Catalog
Partner Online Training Catalog
Always use your @partnertraining.com credentials
Certification Maintenance All certified professionals must successfully complete three online, release-specific exams within a 12-month period
Release exams are published in conjunction with major product releases (Winter, Spring, and Summer)
Notified automatically when release training material and exams become available
Salesforce.com Certified Administrator Release Exam: • Salesforce.com Certified Administrator
• Salesforce.com Certified Advanced Administrator
• Salesforce.com Certified Service Cloud Consultant
• Salesforce.com Certified Sales Cloud Consultant
Salesforce.com Certified Force.com Developer Release Exam: • Salesforce.com Certified Force.com Developer
• Salesforce.com Certified Force.com Advanced Developer
• Salesforce.com Certified Technical Architect
Certification Maintenance: Salesforce Certification Website
Release exam schedules
Release exam deadlines
Certification Maintenance: Partner Community Partner Community is your one-stop shop
Certification Questions?
Join the Collaboration Group
Ask questions and engage
Use links of left hand navigation of group
Market & Sell
Consulting Partner Lifecycle
Define strategy
Train your practice team
Update collateral
Request 2 free CRM licenses & manage leads and projects
5 Phases for Success
Market & Sell
q Review marketing resources in Partner Community
q Determine marketing strategy & educate your team
q Create AppExchange Consulting Partner Listing
q Update website with Salesforce Partner Logos, lead registration form, case studies
q Execute on marketing campaigns, webinars, events, & sponsorships
q Attend APP Academy Marketing Virtual Classroom
q Create Partner Success Stories (template provided)
q Create Partner – At – A – Glance (template provided)
Market
q Request 2 Free licenses (Business Org) OR Request trial activated as Business Org
- log a case in the Partner Community
q Review sales resources in the Partner Community
q Attend APP Academy Sales Virtual Classroom
q Determine sales strategy and compensation
q Determine project methodology
q Educate & train your sales team
q Manage leads and opportunity pipeline in your Business Org
q Pipeline Generation
Sell
Manage Your Business
Consulting Partner Lifecycle
Lead Registration
Manage opportunity pipeline sourced joint sales
Project Registration & CSAT Customer Stories
5 Phases for Success
Manage Your Business
Register Leads & Projects
Lead & Project registration are key metrics used to track partner success
Lead: New business uncovered by partner
Project: • Tracks implementations delivered by partner • Kicks off CSAT survey process upon completion
Leads & Projects are submitted through the Partner Community
Lead Submission Video: https://youtu.be/AQS_GcnrArk
Manage Opportunities Sourced and Joint Sales ACV is a key factor used to determine your program tier
What is sourced ACV? Any previously unknown opportunity referred by partner
Sourced ACV must be: • Submitted as a lead through the partner community
• Accepted by the Salesforce sales team
• Result in new end user purchase of original services, additional services or upgrade to existing services
What is Joint Sales (influenced) ACV? Partner brings previously unknown intelligence to an existing Salesforce opportunity to support close or is brought in by the Salesforce AE to support close of an existing opportunity
Joint Sale Video: https://youtu.be/K1cVH13_AMs
Customer Satisfaction Score
Customer Success is a top priority and key metric used to track partner success
CSAT Scores are visible on your AppExchange listing
CSAT Scores are generated when you register and complete projects in the partner community
Submit Customer Success Stories
Consulting Partner Lifecycle
Join Partner Community
Accept click through agreement
Define Practice Focus
Set goals
Build certification plan
Review Certification website
Access Partner Online Training Catalog
Execute on certification plan
Define strategy
Train your practice team
Update collateral
Request 2 free CRM licenses & manage leads and projects
Lead Registration
Manage opportunity pipeline sourced joint sales
Project Registration & CSAT Customer Stories
5 Phases for Success
Plan Market & Sell Build Manage Your
Business
Getting Started 5-min Video:
https://youtu.be/n65TFWD8PVM
Thank you Aloha & Mahalo!