dreamforce 2014: 5 apps that make a huge difference

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AppExchange for Everyone: 5 Apps that Make a Huge Difference Kat An AppExchange Marketing Manager @takyttik Holly Adams | GE Energy Management Ariane Barker-Meadows | GE Power Generation Services Geraldine Gray | Endiem David Shields | LumaSense Technologies

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Learn how organizations of all sizes use free and paid AppExchange apps to extend their Salesforce.com functionality.

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  • 1. AppExchange for Everyone:5 Apps that Make a Huge DifferenceKat AnAppExchange Marketing Manager@takyttikHolly Adams | GE Energy ManagementAriane Barker-Meadows | GE Power Generation ServicesGeraldine Gray | EndiemDavid Shields | LumaSense Technologies

2. Safe HarborSafe 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 ofthe assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-lookingstatements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or serviceavailability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for futureoperations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use ofour 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 ordelays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers andacquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees andmanage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilizationand selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in ourannual 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 andothers 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 bedelivered 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. 3. Meet Our SpeakersHolly AdamsGE Energy ManagementAriane Barker-MeadowsGE Power GenerationServicesDavid ShieldsLumaSenseTechnologiesGeraldine GrayEndiem Salesforce MVP 14 Years as SFDCadmin / 8 yearsconsulting Featured Apps: TaskRay and Field Trip @GeraldineGray Data Junkie 5 Years in SFDCecosystem Featured App: Selligy @sjdjs Data Queen 6 Years in SFDCecosystem Featured App: Drawloop Training Guru 3.5 Years in SFDCecosystem Featured App:CrowdGuide 4. Extend Salesforce with the #1 Business App MarketplacePre-integrated apps to help your business move fasterOver 2,500 apps2.6 Million installs44,000+ peer reviews71% of customers installed 1+ app300+ Salesforce1 mobile ready apps 5. Find the Right App for Your NeedsEveryDepartmentSalesServiceMarketingIT / AdminHRFinanceOperationsEveryBudgetAdminTemplateFull FeatureAnyIndustryCommunicationFinancial ServicesGovernmentHealthcareLife SciencesManufacturingNonprofitRetailAnyTimelineLong TermShort TermAll Types ofSupportSupportedUn-Supported 6. Play AppExchange Match Apps GameVisit Platform in the Cloud Expo - Moscone NorthLearn apps today and install tomorrow!Human ResourcesIT & AdminFreeCollaborationSalesCustomer ServiceMarketingIndustryPlay Now on Your Phone www.MatchApps.cool 7. Holly AdamsCommercial Excellence Digitization LeaderGE Energy Management 8. About GE Energy ManagementGE's roots in electrification go back 130 years, beginning withthe first transformer and electric motor. Today EnergyManagement is built upon the same legacy and innovationculture that Thomas Edison founded in 1890.We help our customersGenerateProtectTransmitAutomateDistributeControlConvertOptimizeelectricity....reliably and efficiently.Utility Oil & Gas Marine Heavy IndustryTelecom &DatacomCommercial 9. What is Crowd Guide?Key Features Easily customizable by record type On-demand content specific tothe object you are on Guides available in a varietyof formats e.g., step-by-stepinstructions, links to videos,images, etc.CrowdGuide is a training and adoption tool for SFDC.The application sits in your sidebar, and displays instructional guidesto aide users in navigating through the sales process. 10. Sales Productivity: Increased EfficiencyProvide easily accessible on-demand training at each stageof the sales process within SFDC.Business Impact Adoption: +3,000 global users nowwith access to on-demand training User Satisfaction: Increasedknowledge and skills will ensureusers have a positive experience Cycle Time: Less supportneeded when questions arisei.e., self service 11. Business Productivity Cost & Effectiveness Cost: Cost effective option fororganized training when classroomtraining is not available Maintenance: Update content inreal time; no release required! Data Quality: Clearly communicatedprocess standards = better dataqualityInexpensive option to deliver trainingwith simple content update capabilities.Business Impact 12. Ariane Barker-MeadowsCommercial Platforms Digitization LeaderGE Power Generation Services 13. Power Generation Services (PGS)OverviewPGS partners with customers to help them analyze their options, make toughdecisions and tailor total power plant life cycle solutions that help them achieve theirdesired outcomes.Service OfferingsPlanning & Installation Economic forecasting Generation planning Flexible operationsOperations & Maintenance O&M optimization Parts & Repairs reliability Outage solutionsUpgrade & Optimize: Asset life extension Performance upgrades Total plant solutions ~20 Global Parts & Repair Centers Operate in 100+ countrieson 6 continents 1500+ outages a year 1500+ field engineers 1600+ assets monitored globally 100M hours of monitoring data 6M Parts shipped a year 600+ Contractual Service Agreements 14. What is Drawloop?Key Features Automate and merge data from anySFDC object and export into anyformat such as Word, PDF, andexcel. Low complexity configurationYoudont need to be a developer!DDP stands for Dynamic Document PackageA DDP includes one or more docs that will be merged with data andpackaged into one single document for delivery. As an example, yoursales proposal is a DDP. 15. Commercial Productivity: Increased EfficiencyAutomating document generation by dynamically mergingSFDC data into one or more document templates.Business Impact Productivity: +35 hours per weeksaved for commercial managersreplicating SFDC onto templates Data Quality: Eliminated errorsfrom manual entry and improvedquality of documents Adoption: Enhances userexperience and keeps users inSFDC 16. David ShieldsBusiness Systems Analyst 17. Our Markets Global Energy-Our customers include theworld's leading power producers and energytransmitters such as electrical utilities as wellas oil/gas refineries. Industrial Materials-Our customers include theworlds leading manufacturers of glass,metals, and plastics. Advanced Technologies-Our customersinclude the worlds leading semiconductor,solar, and LED/MOCVD equipmentmanufacturers.LumaSense Technologies The Company Founded in 2005 as the worlds first companyto focus exclusively on reducing inherentinefficiency and preventable waste across ourplanets most resource-intensive globalindustries. Headquartered in Santa Clara, Ca. 250 Employees Worldwide Representatives in over 46 Customers in over 85 countries Global and Regional centers in Silicon Valley,Germany, France, The Netherlands, Denmark,England, China and Brazil Fully ISO Certified Manufacturing FacilitiesGlobal and Regional centers in Silicon Valley,Germany, France, Netherlands, Denmark,England, India, China, and Brazil 18. Stop me if youve heard this one. You finish another Quarter. You know what you Won You know what you Lost. But you have very little idea of how you got here. Why is this the case? Adoption- A stubborn few still see Salesforce is seen more a chore than a tool. Reason for losing (or winning?) might be documented but what was the journey? Simply put, your activity levels remain poor to nonexistent. Your intellectual capital is in the wind. What is the Solution? 19. LumaSense and Selligy We needed a low cost, big impact solution. Streamlined mobile app to focused on our individual needs. Fully customizable Opportunity and Contact layouts independent of your SalesforceLayouts. 20. All Customer Meetings in Your Hand Reads your iPhone Calendar, automatically bringsall associated Salesforce records to you. Brings together everything a salesperson needsfor what they do on the road have customermeetings. 21. See Everything About Your Meeting Brings your account, opportunity, meeting locationand contact data all together to a single location. Real Time traffic updates pushed to you phonecan alert you when you need to hit the road. Dial in to Conference calls done automatically. 22. Easily Reach Out to Contacts Contact information is only a tap away. Social profile data immediately accessible. Attendee not in Salesforce, one tap fixes that. Quickly reach out to any attendee and provide astatus update. 23. Logging Calls After a Meeting Push notification to update your records uponcompletion of the meeting. Like a little admin right in the application! 24. Logging Calls After a Meeting Update associated account, opportunity, event,task and contact records all from ONE screen inSelligy 25. Logging Calls After a Meeting Update associated account, opportunity, event,task and contact records all from ONE screen inSelligy. 26. Logging Calls After a Meeting Easily assign Contact Roles for all MeetingAttendees Again, you customize the fields that you thinkyour people will want available in the Selligylayout. 27. Logging Calls After a Meeting All records updated. All records are associated. Selligy works online and offline. 28. Not just for meetings. Opportunities. Contacts. Just because you are not meeting today, does notmean that you might want to update your records. 29. Opportunities Browse and Search Opportunities. Make updates directly to the Opportunity andsave. 30. Opportunities See a timeline of all activity logged in Selligy. 31. Contacts Browse and Search Contacts See a timeline of all activity logged in Selligy 32. Lumasense and Selligy Marked increase in activity data being logged. Marked decrease in overdue opportunity updates. Sales team feel that we have provided them a tool to organize the day. Feels like a give not another ask. 33. Geraldine GrayCEO and Principal 34. TaskRay by Bracket LabsWhats the TaskRay business value? Standardize your processes to become1. Disciplined2. Scalable3. Repeatable4. Automated Customer: ADP Dumped 2/3 of spreadsheets Eliminated internal meetings Saved 6 man hours/weekWhats out of the TaskRay box? Native Salesforce functionality1. Customizable2. Drive workflow3. Kick off Flows4. Analytics5. Native 35. TaskRay by Bracket Labs 36. Field Trip by QandorWhats the Field Trip business value? A black box for your Salesforce org1. Create customer intimacy2. Connect the ancient dots Customer: PROS Pricing1. Interrogate the metadata2. Conduct Salesforce simplificationWhats out of the box? Native Salesforce functionality1. Analyze by object2. Compare # records: % populated3. Query subsets of data4. Use reports or views5. Free!