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Meet salesforce.com, Your New Employee Joel Martin, salesforce.com Ross Bauer, Plum Benefits Track: New System Administrator
Safe Harbor Statement “ Safe harbor” statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements the achievement of which involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions proves incorrect, our results 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 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 the integration of Sendia Corporation’s technology, operations, infrastructure and personnel with ours; unexpected costs or delays incurred in integrating Sendia with salesforce.com, which could adversely affect our operating results and rate of growth; any unknown errors or limitations in the Sendia technology; any third party intellectual property claims arising from the Sendia technology; customer and partner acceptance and deployment of the AppExchange and AppExchange Mobile platforms; interruptions or delays in our service or our Web hosting; our new business model; breach of our security measures; possible fluctuations in our operating results and rate of growth; the emerging market in which we operate; our relatively limited operating history; our ability to hire, retain and motivate our employees and manage our growth; competition; our ability to continue to release and gain customer acceptance of new and improved versions of our CRM service; unanticipated changes in our effective tax rate; fluctuations in the number of shares outstanding; the price of such shares; foreign currency exchange rates and interest rates. Further information on these and other factors that could affect our financial results is included in the reports on Forms 10-K, 10-Q and 8-K and in other filings we make with the Securities and Exchange Commission from time to time, including our Form 10-K for the fiscal year ended January 31, 2006. These documents are available on the SEC Filings section of the Investor Information section of our website at  www.salesforce.com/investor . Any unreleased services or features referenced in this or other 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 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, except as required by law.
Agenda  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Ross Bauer VP/Partner – Product Development [email_address]
Company Introduction ,[object Object],[object Object],[object Object],INDUSTRY:  Media & Entertainment EMPLOYEES:  25 GEOGRAPHY:  US PRODUCT(S) USED:  SFA, Service & Support, API, 3 downloaded AppExchange applications SFDC VERSION:  Enterprise  # USERS:  25
Plum Benefits Implementation Overview Salesforce Web Site Email Distribution Finance &  Accounting Call Center Content Mgmt Tracking Movement of content from salesforce to the web Contact syncing
Job Posting  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
New Employee Orientation  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Job Responsibilities  ,[object Object],[object Object],[object Object],[object Object]
Job 1: Automate Repetitive Activities ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Job 1: Automate Repetitive Activities Company Web Site Interested Prospect Enter search for duplicates If new, copy and paste information into system Email sent to Inbox Filter through records for dupes, update if found Determine owner based on rules and assign Send out intro email and respond to initial inquiry Review lead information to determine importance Qualified Lead Automatic search for dupe (custom/partner) Web-to-Lead  captures lead information Updates existing records or creates new Automatically routes lead using  Assignment Rules Auto Response  rules generate initial email  Formula field  calculates and scores lead value Qualified Lead Capture Lead Information Manage Duplicate  Data Route and Assign Ownership Initiate Communication Prioritize Efforts 0 min 2 min 5 min 2 min 10 min 10 min 5 min 0 min 0 min 0 min 0 min 0 min 0 min 34 min 0 min Manual Automated
Job 1: Automate Repetitive Activities Activity Features Data Capture ,[object Object],[object Object],[object Object],[object Object],De-Duplication ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Routine Communication ,[object Object],[object Object],[object Object],Valuation ,[object Object]
Job 1: Automate Repetitive Activities ,[object Object],[object Object],[object Object],[object Object],[object Object]
Web-to-Contact Process Flow 1 2 3 4
Validating Email Domain It’s a match! 1 2
Create User Profile 3 4
Job 2: Coordinate Flow of Information ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Job 2: Coordinate Flow of Information Marketing Inside  Sales Sales Sales  Support Customer Support ,[object Object],[object Object],Record Assignment Workflow (Tasks, Alerts) Features Internal Teams ,[object Object],[object Object],[object Object],[object Object],[object Object]
Job 2: Coordinate Flow of Information ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Help Desk Process Flow 1 2 3
1 2 3
Job 3: Organize and Empower ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Job 3: Organize and Empower Value Features Single Access Point  ,[object Object],[object Object],[object Object],[object Object],Reduced IT Dependence ,[object Object],[object Object]
Job 3: Organize and Empower ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Content Management
 
Salesforce Web Site
Job 4: Provide Visibility ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Value Features Real Time Information to the Right People ,[object Object],[object Object],Alert of Information ,[object Object]
Job 4: Provide Visibility ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
 
Job 4: Provide Visibility (cont.) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Management Dashboard
Don’t Forget To … ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Benefits of Your Employee salesforce.com  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Joel Martin Manager, Customer Success Ross Bauer VP, Product Development QUESTION & ANSWER SESSION

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Meet Salesforce.com, Your New Employee: Automating Business Processes in the Cloud

  • 1. Meet salesforce.com, Your New Employee Joel Martin, salesforce.com Ross Bauer, Plum Benefits Track: New System Administrator
  • 2. Safe Harbor Statement “ Safe harbor” statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements the achievement of which involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions proves incorrect, our results 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 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 the integration of Sendia Corporation’s technology, operations, infrastructure and personnel with ours; unexpected costs or delays incurred in integrating Sendia with salesforce.com, which could adversely affect our operating results and rate of growth; any unknown errors or limitations in the Sendia technology; any third party intellectual property claims arising from the Sendia technology; customer and partner acceptance and deployment of the AppExchange and AppExchange Mobile platforms; interruptions or delays in our service or our Web hosting; our new business model; breach of our security measures; possible fluctuations in our operating results and rate of growth; the emerging market in which we operate; our relatively limited operating history; our ability to hire, retain and motivate our employees and manage our growth; competition; our ability to continue to release and gain customer acceptance of new and improved versions of our CRM service; unanticipated changes in our effective tax rate; fluctuations in the number of shares outstanding; the price of such shares; foreign currency exchange rates and interest rates. Further information on these and other factors that could affect our financial results is included in the reports on Forms 10-K, 10-Q and 8-K and in other filings we make with the Securities and Exchange Commission from time to time, including our Form 10-K for the fiscal year ended January 31, 2006. These documents are available on the SEC Filings section of the Investor Information section of our website at www.salesforce.com/investor . Any unreleased services or features referenced in this or other 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 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, except as required by law.
  • 3.
  • 4. Ross Bauer VP/Partner – Product Development [email_address]
  • 5.
  • 6. Plum Benefits Implementation Overview Salesforce Web Site Email Distribution Finance & Accounting Call Center Content Mgmt Tracking Movement of content from salesforce to the web Contact syncing
  • 7.
  • 8.
  • 9.
  • 10.
  • 11. Job 1: Automate Repetitive Activities Company Web Site Interested Prospect Enter search for duplicates If new, copy and paste information into system Email sent to Inbox Filter through records for dupes, update if found Determine owner based on rules and assign Send out intro email and respond to initial inquiry Review lead information to determine importance Qualified Lead Automatic search for dupe (custom/partner) Web-to-Lead captures lead information Updates existing records or creates new Automatically routes lead using Assignment Rules Auto Response rules generate initial email Formula field calculates and scores lead value Qualified Lead Capture Lead Information Manage Duplicate Data Route and Assign Ownership Initiate Communication Prioritize Efforts 0 min 2 min 5 min 2 min 10 min 10 min 5 min 0 min 0 min 0 min 0 min 0 min 0 min 34 min 0 min Manual Automated
  • 12.
  • 13.
  • 15. Validating Email Domain It’s a match! 1 2
  • 17.
  • 18.
  • 19.
  • 20. Help Desk Process Flow 1 2 3
  • 21. 1 2 3
  • 22.
  • 23.
  • 24.
  • 26.  
  • 28.
  • 29.
  • 30.  
  • 31.
  • 33.
  • 34.
  • 35. Joel Martin Manager, Customer Success Ross Bauer VP, Product Development QUESTION & ANSWER SESSION