partner roadmap webinar: new isv program changes (july 9, 2015)
TRANSCRIPT
Partner Roadmap Webinar New ISV Program Changes
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Safe Harbor*
*also review your Partner Non-Disclosure Agreement (NDA)
Rajiv Patel Sr. Partner Program Community Specialist Salesforce Partner Program
Announcements
July 1 – Partner Community Office Hours
July 2 – Partner Marketing Power Hour
July 2 – Q&A with Lightning Component Experts
July 7 – App Academy: Getting Started (Virtual)
July 7 – Marketing Cloud – Partner Office Hour
July 9 – Partner Roadmap Webinar
July 14 – Road to Dreamforce Weekly Broadcast
July 17 – Cloud Academy: Getting Started (Virtual)
July 21 – App Academy: Marketing (Virtual)
July 29 – ISV Partner Benefit Series
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 August 6 at 9am Pacific Topic: Lightning UX
Alerts! Important Notification for Partners Read Each Notice Carefully
• Submit Dreamforce sponsor press releases by July 31
• Prepare for Upcoming Server Splits
• Home Page Component Changes in Progress (Updated May 22, 2015)
• LMA Sandbox Leads
http://p.force.com/ALERTS
You must log in to see the Alerts!
2015 Salesforce Partner Innovation Awards Enter your submission by August 7
http://p.force.com/news
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: July’s modules – Reports & Dashboards or Visualforce Basics
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
John Richter Director, Partner Community Salesforce Partner Program @partnerforce
New Video on Joint Selling Learn about Joint Sales Credit – AE’s and Partners
Look in the “Official SI Consulting Partner Leads Chatter Group”
• New recorded video produced by Phil Patacca
• How to work with our AE’s • How to receive credit on
joint deals • Best practices for joint
selling success
Dreamforce Partner CFP Results Coming Soon! Partner Track Sessions at Dreamforce
http://p.force.com/CFP
• Over 300 total submissions • Finalizing the list this week • Announcements next week • Emails by July 15 • We may need additional
clarification • We cannot review submissions • Agenda Builder goes live in
early August • DF15 Program Guide Soon!
AppExchange Publishing in Partner Community (July 24) Fully revamped publishing experience is moving to the Partner Community
Coming Soon! The Salesforce Advantage Free Training to Learn Core Salesforce Positioning
• Same training as our own sales people
• Webinar date/time soon • Training resources
available soon • No slides required! • Follow the Official:
Partner Community Chatter Group
http://p.force.com/ “Coming Soon”
Lightning UX Details Coming Soon!
Product Enablement on the Partner Community Sales & Implementation Resources
http://p.force.com/products
Welcome to our Marketing Cloud Partners! New Resources on the Partner Community
http://p.force.com/marketingcloud
Jim Stroka Director, Success Engagement salesforce.com
“Getting Started” Assets for Partner Projects Using our Customer Success Group’s Assets for your Implementations
Preparing Customers for Implementation
• Inconsistent approaches to
learning & preparation
• Creating & updating unique collateral
• Post-project transitioning
Every partner has their own approach to customer project readiness
Customer Success Group “Getting Started” Framework
Steps Resources
Start with the Fundamentals Learn about the tools and support services available to help on the path to success.
All resources available at www.salesforce.com/gettingstarted
Prepare for Success Understand how to prioritize your business objectives and measure your success.
Create the User Experience Learn best practices to set up Salesforce to align to your business.
Enable the User Experience Obtain tips to prepare, import and manage your data.
Deploy & Empower Your Users Drive end user adoption by providing effective training, support and motivation techniques.
On-Demand Videos
Getting Started Community
In-App Walkthroughs
Circles of Success
Getting Started Webinars
Use our “Getting Started” Assets in your Methodology
• Maintained by Salesforce
• Consistent Approach to Learning & Preparation
• Localized in 6 Languages
Getting Started for Partners Recommended Methodology Integration Approach
Sponsor Process Owner Admin Data
SME Stage Recommended Materials Customer Time
Pre- Implementation
● JOIN THE GETTING STARTED COMMUNITY 1 minute x x x x
● Register & Attend “Start with the Fundamentals” Webinar 1 hour x x x x
● Take Training: Navigating Salesforce 1 hour x x x x
● Take Training: Administering Salesforce 1 hour x
● Watch Prepare for Success Webinar 20 minutes x x
● Review Adding & Managing Users Quick Start 15 minutes x
Implementation
● Watch Create the User Experience Webinar 15 minutes x
● Review the Set Up Series 1 hour x
● Watch Enable the User Experience with Data Webinar 20 minutes x x
● Review the Data Import Series 1 hour x x
Transition
● Watch Deploy and Empower your Users Webinar 20 minutes x x x
● Review Reports & Dashboards Quick Start 15 minutes x x
● Revisit the Getting Started Community (One stop shop for questions & help) 5 minutes x x x x
● Attend Circles of Success to learn and share best practice with other customers 1 hour x x x
John Richter Director, Partner Community Salesforce Partner Program @partnerforce
New Salesforce ISV Partner Program Overview
Partner Community Your one-stop shop for information, education, & collaboration
http://p.force.com/isvprogram
• New ISV program details
• App Academy program training for all ISVs
• Collaborate with program staff & other partners
• Webinars
• Office Hours
• New resources
• Support
• 22,000+ active members
• 23,000+ posts, comments, likes
• 1,000+ new assets (alerts, webinars, education, etc.)
• 200+ Chatter Groups
• 100+ live and online events in FY15
• 18 Partner User Groups (worldwide)
One-stop shop for Information, Education and Collaboration
http://www.partners.salesforce.com
Partner Community’s Fast Growth
Total Partner Users Over Time
Top 10 Most Influential Partners
Thank You To Our Top Partner Contributors!
• AppEx Publishing (7/24)
• Expanding Manage Users (bulk invitations, large org management)
• APIs for Leads & Projects
• Support for Marketing Cloud Partners
• Groups Directory & Group Landing Pages
• Onboarding Wizard
• Online Training
• Customer Stories (re-design)
• Salesforce1 Mobile
What’s Next Partner Community Enhancements
FY15 Program & Product Enhancements Delivering Innovations for Partners
• Launched Partner Community
• Simplified Case Management
• Security Review streamlining
• Expanded AppExchange Marketing
• Partner Office Hours
• Designated Partner Account Manager
• Trailhead for Developers
• Product Enablement Kits
• Cert # in Partner Community (6/26)
• Publishing in Partner Community (7/10)
• Launched Environment Hub for Partners
• Pre-Release Environments for Partners
• Removing obsolete components from Managed Packages
• Permission Sets made available to PE orgs (Summer ‘15)
• Lightning Components
• Platform Monitoring (GA, Winter ’15)
• Field Audit Trail (GA, Spring ’15)
• BigObject with Ability to Archive Data (Pilot, Summer ’15)
• Simplified Package Installer
• Connected Apps
• Saleforce1 Mobile
Program Product
Partners are the Foundation of the Customer Success Platform
• Enables long-term customer success
• Extends the customer success platform
• Drives innovation
Open Ecosystem
Nine Year History of Success
2m+ Installs
2015 2006
Ap
ps
on th
e A
pp
Exch
ange
1m Installs
AppExchange Launches
IPO
$1.4b+ partner revenue
3m+ Installs
MOST INNOVATIVE COMPANY IN THE WORLD
16K Employees
$1.51B FY16Q1 Revenue
2013 • 2014 • 2015 2008 • 2009 • 2010 2011 • 2012 • 2013
2014 • 2015
2011 • 2012 2013 • 2014
6th Largest Software Company in the World
The Salesforce Partner Program World’s Leading Cloud Partner Program
ISVs
Consulting Partners
Resellers
Digital Agencies
Partner Community
Partner Operations
Partner Marketing
Partner Development
Salesforce Partner Program – Leadership
Go-to-Market Alliances Industries Strategic System
Integrators Growth Partners ETMC Global Channels
Partner Marketing, Ops,
Programs & Infrastructure
Leader
Dan Streetman Kori O’Brien Don Lynch Denzil Samuels Joe Gruca Neeracha
Taychakhoonavudh
Description
§ Aligns to sales regions with accountability for sales engagement
§ Acts as Single Point of Contact for every sales leader
§ Provides first level support on all red accounts
§ Develop and evangelize industry solutions that can be leveraged across the partner ecosystem
§ Promote exponential growth in focused Industries
§ Aligns program management of strategic partners with assigned PAMs
§ Plans executive relationship and mapping
§ Ensures delivery of success through certifications, etc.
§ Develop unique and compelling solutions leveraging the competitive strengths and technologies of strategic partners
§ Supports agency growth
§ Channel resellers § Marketing Cloud
social agencies
§ Refine cloud alliance program mgmt & comms
§ Drive alliance program marketing
§ Provide partner support
Andres Ceballos VP, ISV & Channels salesforce.com
New ISV Program
We are a customer company and our partners are our customers
Clarity Partners want to understand how they are valued
Speed Partners want to get on the AppExchange faster
Relevance Partners want our AEs to promote their products
Predictability Competitive partners want to understand where they stand
Support Partners want a program that gives them a level of support
Requests from Our Partners
Processes § Approvals: Improving process to better
align new ISV apps with cloud and industry strategy
§ ISV Agreements: Streamlining process for ISVs to get to market faster
§ Competitive Partners: Instituting policies to predictably address existing partners that have become competitive
Organization § Strategic BD Team: Rapidly accelerating
ACV growth of our top partners through non-standard partnerships
§ Partner Success Team: Focusing on reducing end-customer attrition of ISV partners
§ Partner Account Managers: Moving to scalable support model to expand partner coverage
§ A&C Org: Aligning more closely with other A&C resources
Program § Standardized Pricing: Simplifying pricing
for PNR-eligible partners and new program for connected/API partners
§ Strategic Deals: Creating innovative deal structures for strategic partnerships
§ Tiered Benefits: Allocating benefits and resources across new partner levels
We are evolving the ISV business in 3 ways
1 2 3
Tier Free Registered Silver Gold Platinum Minimum ACV
Attainment - None $30K $200K $1M+
Technology Access
Technical Enablement Self-Service Pre-Sales, Webinars,
Office Hours Pre-Sales and
Post-Sales Pre-Sales and
Post-Sales Pre-Sales and
Post-Sales
Marketing Support AppExchange Listing
AppExchange Listing, Webinars, Office Hours
Access to AMP
AppExchange Listing Access to AMP
AppExchange Listing Access to AMP
AppExchange Listing Access to AMP PR Promotion
Marketing Support
Go-To-Market Resources Self-Service Limited PAM Support Full PAM Support
Full PAM Support Business Reviews
Partner Success Support
Full PAM Support Business Reviews
Partner Success Support Direct Channel
Additional Paid Features: Designated Technical Enablement, Partner Developer Support, Partner Premier, ISV Program Architect, Designated Partner Success Manager
Partner Benefits Increase With Tiering
Technology Access
Tier Free Registered Silver Gold Platinum Minimum ACV Attainment Needed - None $30K $200K $1M TECHNOLOGY ACCESS Force.com Developer Edition Org with Lightning ● ● ● ● ● Lighting UI Component Framework ● ● ● ● ● Workflows and Logic ● ● ● ● ● REST & SOAP APIs ● ● ● ● ● Mobile Services ● ● ● ● ● Identity Services ● ● ● ● ● App Analytics ● ● ● ● ● Code packaging and protection ● ● ● ● ● Licensing & Trial Management ● ● ● ● ● Subscriber Support Services ● ● ● ● ● Monthly Office Hours ● ● ● ● ● App doesn't count against customer org limits ● ● ● ● ● AppExchange Store Builder ● ● ● ● ● Development & Test Environments ● ● ● ● ● Pre-Release Environments ● ● ● ● ● 2 Free CRM Licenses for Business Org ● ● ● ● ●
Sell Your App to Group and Professional Edition (API Token) ● ● ● • Heroku for ISV Partners ● ● ● ● Desk.com for ISV Partners ● ● ● ●
ISV Tier Features and Benefits
Development Support
Tier Free Registered Silver Gold Platinum Minimum ACV Attainment Needed - None $30K $200K $1M
DEVELOPMENT SUPPORT
Welcome Kit ● ● ● ● ●
Security Review Prep Office Hours ● ● ● ● ●
Online Product Training (Premier Training equivalent) ● ● ● ● ●
Pre-release Roadmap Review ● ● ● ● ●
Onboarding Resources ● ● ● ●
Designated Technical Enablement ● ● ●
Application Security Review ● $ $ $ $
Partner Developer Support (20 Case Pack) $ $ $ $ $
Partner Premier $ $ $ $ $
ISV Program Architect $
ISV Tier Features and Benefits
Marketing Support
Tier Free Registered Silver Gold Platinum Minimum ACV Attainment Needed - None $30K $200K $1M
MARKETING SUPPORT
AppExchange Listing ● ● ● ● ●
AppExchange Listing Analytics ● ● ● ● ●
Access to the Partner Community ● ● ● ● ●
Partner Marketing Power Hours ● ● ● ● ●
Eligibility for AppExchange Marketing Program ● ● ● ●
Customer Story SlideShare ●
Designated Salesforce Marketing Lead ●
Consideration for Platinum+ Dreamforce Sponsorship Levels ●
Prioritized PR Approvals ●
ISV Tier Features and Benefits
Go-to-Market Support
Tier Free Registered Silver Gold Platinum Minimum ACV Attainment Needed - None $30K $200K $1M
GO-TO-MARKET RESOURCES
App Academy and Roadmap Webinars ● ● ● ● ●
Access to Partner Community Support Groups ● ● ● ● ●
Expert Success Series • ● ● ●
Designated Partner Account Manager ● ● ● ●
Dedicated Partner Account Manager Support ● ● ●
Designated Partner Success Manager ● ●
Business/Product Reviews ● ●
Executive Sponsorship ●
Eligibility for nextlevel** $ $
Designated Partner Success Manager $
** For Platinum, Gold, and Partners currently in the Program
ISV Tier Features and Benefits
§ Created team to focus on complex partnerships and management of strategic partners
§ Moved to scalable support model to expand partner coverage
§ Maintained existing mapping to Partner Account Managers
ISV
Partner Account Managers
Strategic BD
Tech Enablement
The ISV team has been reorganized to streamline coverage & align with A&C resources
§ Created team to provide targeted coaching to ISVs and manage ISV end- customer attrition
Partner Success
§ Aligned mktng benefits around SI mktng benefits
§ Expanded coverage model to support ISV partners § Launched training on top ISVs for GTM team
§ Aligned around specific industry solutions needed and priority ISV targets
Go-to-Market
Partner Marketing
Industries Strategy
§ Integrated approach with ISVs on top accounts
SIs
ISV Partner Program: Predictability and Transparency
HubSpot currently leverages the Salesforce1 Platform to extend the functionality in its products. By HubSpot renewing the agreement, current and future customers will continue to benefit from seamless integration between the two companies' solutions. “HubSpot is committed to solving for customer needs, so I'm thrilled that we were able to extend our agreement," said Brian Halligan , CEO & co-founder of HubSpot . “HubSpot will continue to leverage the best that the Salesforce1 Platform has to offer to our joint customers." "This extended agreement reinforces the flexibility and power of the Salesforce1 Platform. The focus of our partnership is to ensure the long-term success of our mutual customers," said Tod Nielsen , EVP of Platform, Salesforce.
May 28, 2015 § Our explosive growth over the last four years has
led to more overlapping offerings in certain arenas between partners and Salesforce
§ We have developed a programmatic and predictable manner to address potentially competitive partners
§ This approach has received the highest level of support from within Salesforce and offers a clear path for continued partnership, including:
ü Alignment on technology access
ü Explicit direction on joint marketing and event sponsorship
6/16 10/1
Program Announcement
Partner Community Resources http://p.force.com/isvprogram
Timeline for New ISV Program
New ISV Program Go-Live
8/1
Initial Partner Tiering Completed
Partner Forum (NYC) Onsite ISV Program
Office Hours
Partners will be required to be in the compliance process
with the new program
June July August September-October
7/1
Partner Community Office Hours (9am PT)
7/9
Partner Roadmap Webinar: New ISV Partner Program
Partner Newsflash
6/11
Partner Quarterly Update Webinar w/
Tyler Prince Compliance Date
Questions
Those tables of benefits are really small print, where can I learn more?
Those tables of benefits are really small print, where can I learn more?
http://p.force.com/isvprogram
FY15 Program & Product Enhancements Delivering Innovations for Partners
• Launched Partner Community
• Simplified Case Management
• Security Review streamlining
• Expanded AppExchange Marketing
• Partner Office Hours
• Designated Partner Account Manager
• Trailhead for Developers
• Product Enablement Kits
• Cert # in Partner Community (6/26)
• Publishing in Partner Community (7/10)
• Launched Environment Hub for Partners
• Pre-Release Environments for Partners
• Removing obsolete components from Managed Packages
• Permission Sets made available to PE orgs (Summer ‘15)
• Lightning Components
• Platform Monitoring (GA, Winter ’15)
• Field Audit Trail (GA, Spring ’15)
• BigObject with Ability to Archive Data (Pilot, Summer ’15)
• Simplified Package Installer
• Connected Apps
• Saleforce1 Mobile
Program Product
I am not currently under a rev share contract, what do I need to do?
What is the official date of the new program, July 1 or October 1?
What is going to happen on October 1 if our company is not under a rev share agreement?
I used to have an ISV Account Executive (AE). Now I hear about
Partner Account Managers (PAM)? What’s the difference?
What about Checkout partners?
Other Questions?
Appendix
Sponsorships for 2015! Please review the updated list of events
http://p.force.com/sponsorships
• The new place for ALL partners to generate new orgs (ISV & SI)
• Manage all of your orgs in one place
• Create new orgs (demos, testing, development, etc.)
• Custom Views help you organize and manage
• Choose one org as the “hub”; associate other orgs to it
• Related orgs can be automatically discovered
• Seamlessly switch between orgs without adding login credentials
Environment Hub Org Management for ISV & SI Partners
http://p.force.com/hub
Dreamforce 2015 Registration is Live!
http://p.force.com/dreamforce
Summer ’15 is here!
✓ Sandbox Preview ✓ Pre-Release
✓ Release Schedule
✓ Release Notes
✓ Demos
✓ Preview Webinars ✓ Training
http://p.force.com/releases
The AppExchange Marketing Program (AMP) is a game-changing co-marketing engine designed to accelerate growth for AppExchange partners.
AppExchange Marketing Program (AMP) Turnkey promotion and co-marketing opportunities for revenue-sharing partners.
Partners invest in AMP to: • Increase awareness and demand. • Create meaningful connections with Salesforce
customers, prospects, and sales. • Leverage Salesforce’s brand power and world-class
marketing.
http://p.force.com/AMP
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 – Topics (A-Z) Jump directly to a specific topic
http://p.force.com/topics
Partner Community – Tip Sheet
http://p.force.com/tipsheet