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From Strategy to Reality
Mihir Panchal – Practice Lead – Mobile – Salesforce Services
Grant Pattison – Director – Sales Te...
Mobile challenges in the business environment
Experts from the Word’s Most Innovative Company to Support Your
Cloud Transformation
Cloud Advisory Services Cloud Transfo...
Mobile Practice
Innovative solutions to create captivating & scalable mobile customer experiences
• Mobile experts focused...
Types of Apps that can be built on the platform
Salesforce1 Platform
Salesforce1 Platform
Salesforce1 Application Salesforce1 SDK Apps
Sales
Salesforce1 API’s, UI Compone...
When to start thinking of a Custom Mobile App
• Define a custom user experience optimized for a given business process wit...
Technology Options on Salesforce Platform.
Quick Actions
- Forms
- Simple Entry
Responsive, fully
Branded Visual Force
Pag...
When to use what: SF1 vs. Mobile SDK
- Simpler Customizations - Complex Business Process Flow
- Quick Forms - Needs Offlin...
Digital Sales Aid Platform
• Salesforce Services Digital SalesAid is a Platform that
enables organizations efficiently del...
CGU – Customer Story
New Business Strategy – Goal 2016
Mobilised Workforce
Disrupting the Sales Process
Source: CEB Marketing Council
Typical Customer Mobile Journey
Aware Shopping Purchasing Initial Use Transacting Servicing Retaining
uSurvey
Application ...
Keeping the Funnel Flowing
Be Part of the Evolution…
in/grantpattison
@grant_pattison
From Mobile Strategy to Reality
From Mobile Strategy to Reality
From Mobile Strategy to Reality
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From Mobile Strategy to Reality

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The connected revolution and the explosion of social and mobile have profoundly changed the expectations of the customer. To remain relevant and engaged with their customers, financial services companies must be multiple beasts all at once: they must provide the open, modern and efficient user experience of companies like Facebook and Apple while never compromising their core promise of security and integrity.

Information technology is of course core to this challenge. In this session we’ll explore how financial services companies are working with Salesforce to solve this apparent paradox, by unlocking the value held captive in legacy systems and enabling them to connect to their customers in new and innovative ways."

Publicado en: Tecnología, Empresariales
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From Mobile Strategy to Reality

  1. 1. From Strategy to Reality Mihir Panchal – Practice Lead – Mobile – Salesforce Services Grant Pattison – Director – Sales Technology – CGU Insurance Richard Enojas – Sr. ProgramArchitect – Salesforce Services -ANZ
  2. 2. Mobile challenges in the business environment
  3. 3. Experts from the Word’s Most Innovative Company to Support Your Cloud Transformation Cloud Advisory Services Cloud Transformation Services Envision Mobile-First Solutions Complex Implementation Services Program Architects Customer Success Executives Experience Design
  4. 4. Mobile Practice Innovative solutions to create captivating & scalable mobile customer experiences • Mobile experts focused building applications on the Salesforce1 platform. • Dedicated to helping customers build competitive advantage through mobile solutions • Driving innovation and defining enterprise mobile development best practices. • Closely aligned with the Salesforce1 Product teams
  5. 5. Types of Apps that can be built on the platform
  6. 6. Salesforce1 Platform Salesforce1 Platform Salesforce1 Application Salesforce1 SDK Apps Sales Salesforce1 API’s, UI Components and Mobile Platform Services Cloud Database & Multi-tenant Infrastructure Force.com app platform infrastructure Heroku Exact Target, Data.com + Others Service Marketing Custom Apps Partner Apps Custom Apps Partner Apps
  7. 7. When to start thinking of a Custom Mobile App • Define a custom user experience optimized for a given business process with the customers own Branding for the user interface for customer-facing exposure. • Distribute apps through theAppleApp Store or Google Play. • Use the Mobile device’s H/W like GPS,Accelerometer, Camera to create a more intuitive / immersive experience for the business process. • Configure and control complex offline behavior. • Use functionality like push notifications • Specific Security Requirements (Good Container / Encryption Requirements)
  8. 8. Technology Options on Salesforce Platform. Quick Actions - Forms - Simple Entry Responsive, fully Branded Visual Force Pages Hybrid Applications with Responsive Design, Native UI using the Mobile SDK Fully Native iOS, Android Applications using the Mobile SDK
  9. 9. When to use what: SF1 vs. Mobile SDK - Simpler Customizations - Complex Business Process Flow - Quick Forms - Needs Offline – Large data - Quick Actions - Customer Facing – Very Responsive - Online Only - Need to distribute via App Stores - Visual Force Pages / Responsive Design will suffice - Access to Device Hardware
  10. 10. Digital Sales Aid Platform • Salesforce Services Digital SalesAid is a Platform that enables organizations efficiently deliver compelling sales presentations while on the go. • The Solution can be further scaled & enhanced to: – Add offline CRM capabilities – Custom business processes – Change the interface based on business requirements.
  11. 11. CGU – Customer Story
  12. 12. New Business Strategy – Goal 2016
  13. 13. Mobilised Workforce
  14. 14. Disrupting the Sales Process Source: CEB Marketing Council
  15. 15. Typical Customer Mobile Journey Aware Shopping Purchasing Initial Use Transacting Servicing Retaining uSurvey Application eForms CGU Touch Mobility Transaction System Integration STEP 1 LEAD GENERATION STEP 2 QUICK QUOTE STEP 3 QUOTE & BIND STEP 4 FULL LIFECYCLE
  16. 16. Keeping the Funnel Flowing
  17. 17. Be Part of the Evolution… in/grantpattison @grant_pattison

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