how to succeed with salesforce
TRANSCRIPT
How to succeed with SalesforceOverview of Salesforce Cloud servicesJune 2016HilaLevy-LoyaS.directorCustomerSuccessIsrael
Forward looking statementSafe 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.
Certified experts and innovative offers that complement our market-leading cloud solutions to accelerate
your time to business value.
Informed by expertise and insights we help deliver results fast
+ =17 years of cloud tech
experience
3000+ in house experts
Most certified consultants in the
ecosystem !
Billions of customer transactions
150K + Customers
Deep industry experience
ResultsInsightsExpertise
(Marketing Cloud Only)
(Regulatory version available US Premier+)
Standard +Success
PlanStandardSuccess PlanOnline tools and support to get you started
Access to 24x7 Support and training
Premier Success Plan
Premier +Success Plan
Success programs, enhanced 24x7 support, training, and access to Accelerators to build and sustain your success
All the benefits of Premier Success, plus Administration Services to increase your success
Success PlansThe foundation for Customer Success
PremierSuccessPlans
CustomersuccessSelf-serviceresourcesincludingHelpsite,knowledgebaseandcommunity
SupportOnlinecasesubmission2-businessdayresponse
Training"GettingStarted"onlinecatalog
StandardSuccessPlanOnlinetoolsandsupporttogetyoustarted
PremierSuccessPlanSuccessprograms,technicalsupportandonlinetrainingtobuildandsustainsuccess
CustomersuccessBestpracticestodriveuseradoptionandproductivity
GettingStartedprogram
ReleaseReadinessprogram
Support24x7toll-freephoneandonline1-hourinitialresponseforcriticalissues
Premierdevelopersupport
TrainingUnlimitedaccesstoonlinePremiertrainingcatalog
Role-basedlearningpaths
Customizabletrainingtemplates
Premier+SuccessPlanAllthebenefitsofPremier,plusadministrationservicestoaccelerateyoursuccess
CustomersuccessSameasPremierSuccess
SupportSameasPremierSuccess
TrainingSameasPremierSuccess
AdministrationAteamofcertifiedexpertstomaintainyourSalesforcesolution
MissionCriticalSuccessAllthebenefitsofPremier+,withproactivemonitoringandenhancedsupport
Proactivemonitoringofyourdeployment
Preventiveactionsbasedonorgusagetrendanalysis
Bestpracticesfocusedonsecurityandperformance
Designatedteamofsupportengineers
24/7dedicatedhotline
FasterinitialresponsetimeSeverity1-15minutesSeverity2-60minutes
30minuteupdatesforseverity1cases
DevelopmentbestpracticesandcodereviewUpto5000linesofcodereviewpercase
52% increaseinuseradoption 37% increasein
productivity
Cloud Services PortfolioHelping you architect, adopt, and optimize your Salesforce solutions
Standard Success Plans
Premier Success Plans
Add-Ons
StrategicProjects
Sale
sfor
ce U
nive
rsityMission
Critical Support
Innovation and
Transformation Center
AdvisoryServicesAccelerators
Delivers customer-defined business outcomes
Focused on a unique and
specific customer need
Resource and Time bound
Provides a set of value-based deliverables
AcceleratorsTargeted engagements that deliver the results your business demands
Program ArchitectsYour trusted technical advisors
• Optimize org strategy
• Establish CoE / Governance
• Optimize release management
• Codify and share best practices
• Process optimization
Reduce on going costs
• Develop architecture strategy
• Optimize data management strategy
• Design options / capability selection
• Usage of advanced features (Apex, VisualForce)
Accelerate Program
Implementation• Optimize user
experience & adoption• Application
rationalization• Leverage communities,
social & mobile• Develop roadmap and
prioritization based on business imperatives
Maximize innovation
• Eliminate duplication
• Optimize integration strategy
• Best practice enterprise architecture
• Optimize security & access
• Knowledge transfer
Reduce up front costs
Strategic ProjectsExpert consultants specializing in transformational implementation projects
• Solution specific offerings
• Prebuilt frameworks
• Hundreds of use cases covering complexity
• Change management
• User experience and adoption expertise
Faster time to market
• Service Cloud• Analytics Cloud• Community Cloud• Mobile (SF1 and
Custom)• Customer Experience
Design• Platform• All-cloud delivery team
6 Specialty Practice teams
work as one• 400+ Certified
Consultants• Global Team• Strong product
expertise• Strong industry
expertise• Average CSAT : 9.1• 2000+ custom
implementations• Partner with Product
teams
Most Certified Consultants
• Envision workshops for solution discovery
• Certified User Experience architects
• World-class interface designers
• Integrated mobile solutions across all devices
Customer Experience
First
Training and certificationBuilding expertise, building careers
• Solution specific offerings
• Prebuilt frameworks
• Hundreds of use cases covering complexity
• Change management
• User experience and adoption expertise
Learning paths
• 400+ Certified Consultants
• Global Team• Strong product
expertise• Strong industry
expertise• Average CSAT : 9.1• 2000+ custom
implementations• Partner with Product
teams
Certification Programs
• Envision workshops for solution discovery
• Certified User Experience architects
• World-class interface designers
• Integrated mobile solutions across all devices
Role based training
Helping you succeed
Global Resources
24/7 Support includes
developer
Salesforce
University
Premier + Administration
Services
Events Accelerators
Services Practices
MissionCritical Support
Triggered Engagements
Journey
Webinars
SuccessCommunities
Triggered Engagemen
ts
Journey
Webinars
SuccessCommunities
JointheConversation
Over2,000,000Membersandgrowing!
Engagedirectlywithsalesforceexperts!
HearfromourMVP’s,othercustomersandsalesforceresources!
Accessresources,webinars,people,alldesignedtohelpyouachievesuccess!
ToJoin:
• GotoourSuccessCommunity
• Selectthegroupstojoin
• Useyoursalesforcecredentials
• SelectJoin
Release Readiness & Feature Adoption
https://developer.salesforce.com/trailhead/en
Trailheadisafun,free,interactivewayforAdminsandDeveloperstolearnSalesforce
Thank you
Business Transformation ArchitectsCertified business advisors to accelerate your success
• User Experience• User engagement
and feedback • Business process
simplification• Cross-business
process design
Reduce portfolio costs
• Agile program management
• Stakeholder engagement
• Data-driven insights across customer, SFDC and integrators
Accelerate Program
Implementation• Deep knowledge of
core product and ecosystem
• Don’t rebuild existing solutions
• Clicks, not code• Self-sufficiency plans• Organizational
readiness
Maximize business benefits
• Workshops and Prototypes
• Agile coaching• Business prioritized
functional roadmap• Increase capacity to
absorb change
Lead innovation
change
Innovation and Transformation CenterA set of services to enhance business agility and scalability
• Packaged frameworks and methodologies
• Enables IT to move at the speed of business
• Brings initiatives to market faster with less risk
• Improves overall ROI of Salesforce eco-system
• Ensures Regulatory compliance
Benefits
• Business/IT alignment• Multi-Cloud architecture• Rapid prototyping• In house skills upgrade• Supplier standards and
compliance• Performance and
portfolio management
6 focus areas
1. Governance Framework 2. Program Value Management
Framework3. Operational and Business KPI
Definition4. Reference Architecture5. Prototyping Framework6. Supplier Guidelines and
Policies7. Test Strategy8. Code Repository Definition9. User Experience Standards
definition10. Change and Release
Management
Build your ITC(4 Mo Engagement)
1. Engage with customer team to ensure that standards, and processes defined in “Build your COE” are being followed
2. Serve as Advisors to Customer’s Management team on strategic planning around Salesforce
3. Validate customer’s Salesforce consumption is done in the best way possible
4. Help in-house staff become self –sufficient
5. Serve as a knowledge hub for everything Salesforce.
Run your ITC(1Year +
Engagement)
Mission Critical SupportOur most robust support level for customers who are running their core applications on Salesforce
• Performance dashboards
• Ongoing trend analysis
• Proactive recommendations to prevent business disruption
Proactive Monitoring
• Understands your implementation
• Global staffing• Primary engineer• Quarterly business
review• Weekly operational
reviews
Designated Team
• 15 minute response time (Sev 1)
• 30 minute updates• 24/7 global support
hotline
Fastest Response Time
Add-ons create the outcomes you want
Highly responsive & preventative
care:• Designated Support Team• Proactive Monitoring• Primary Engineer
Increased business value and agility
through governance and
architectural leadership
Targeted engagements that
deliver pre-identified business
results
Senior level executive with
average 18 years experience who
maximize business value – onsite role
Highly skilled technical experts with highest level of SFDC certs who architect the most
impactful Cloud environments –
onsite role
Business Transformatio
nArchitect
Program Architect
Mission Critical Support
Innovation & Transformatio
n CenterAccelerators
Advisory Services
Packaged customized
offerings to speed deployments with
lower risk
StrategicProjects
Our engagement model
Success Managers/CSM
Advisory
Services
Specialists
Strategic
Projects
Global Resources
Premier + Administration
Services
Success Webinars
Accelerators
Salesforce
University
Mission Critical Support
24/7 Support
Personal Model –
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Introducing Circles of SuccessCirclesofSuccessaresmallgroupclinicsforSalesforcecustomersfocusedonadoptionandbestpractices,hostedbySalesforceexperts.BecomeapartoftheSuccessCommunitytodayandjointheGettingStartedorReleaseReadinesschattergroups.BesuretocheckoutourMarketingCloudandData.comCircles!
● ExecuteaWell-plannedImplementation● KnowYourCustomerwith
Accounts&Contacts● SellMorewithLead&Opportunity
Management● IncreaseProductivitywithActivity
Management● TrainEnd-usersforFasterAdoption
● GettingStartedwithSalesforceCustomizations
● ImproveCustomerServicewithReports&Dashboards
● IncreaseSalesUsingReports&Dashboards
● ChattertoIncreaseEmployeeProductivity● AccelerateAdoptionwithSalesforce1
Mobile
● ManageChangeforSmallBusiness● WeatheringtheStormofChange
Management● BecomeaDataManagementRockstar● PredictSaleswithForecasting● EngagemoreUsingCommunities● TransformYourBusinesswith
Automation
GETTING STARTED GO FASTER GO FURTHERREGISTER NOW: HTTP://SFDC.CO/COS