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Salesforce for Intranet & New Extensions Slides

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This is the slides from the Salesforce for Intranet & New Extentions Webinar. It is a webinar on how to extend Salesforce to your entire organisation at low cost to empower users, improve productivity and break down silos.

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Salesforce for Intranet & New Extensions Slides

  1. 1. Salesforce for Intranet & New Extensions Customer Webinar January 20th, 2015
  2. 2. Raoul Lake Sales Director Financial Services, Real Estate & Non-profit Dorothee Clauss Sales Engineer Financial Services, Real Estate & Non-profit Speakers
  3. 3. Objectives & Agenda ​ Objective: •  Understand how you can use Salesforce as part of your intranet strategy •  Leverage what you already have licensed today for intranet •  Learn about advanced capabilities for a sophisticated intranet strategy ​ Agenda •  Importance of an intranet •  Salesforce perspective - Employee Communities •  Demo - Basic & Advanced Intranets •  Other Extensions – Event Monitoring, Process Builder, Lightning Connect •  Summary •  Q&A
  4. 4. Safe Harbor Safe 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, 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 products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of, 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., inc. assumes no obligation and does not intend to update these forward-looking statements.
  5. 5. The Customer Success Platform ​ Connect with your customers in a whole new way Sales Service Marketing CommunityApps Analytics
  6. 6. Importance of an Intranet Every organisation needs one ​ An Intranet is an organisation-wide resource containing content and tools for employees ​ Purpose •  Share corporate information •  Foster Collaboration •  Enable Business Process ​ HUGE Productivity Enabler •  Enables employees to carry out their work efficiently and effectively •  Reduces cost of doing business by enabling work tasks to be carried out at speed •  Facilitates collaboration across functional and geographic silos •  Provides access to specialist resources and content •  Automates routine tasks
  7. 7. The 4 C’s of Communities
  8. 8. Example Uses for an intranet ​ Policies & Procedures ​ File publishing & sharing ​ Employee directory & profiles ​ Corporate news & announcements ​ Training resources ​ Certification tracking ​ Events calendar ​ Expert knowledgebase ​ Travel bookings and approvals ​ Corporate dashboards ​ Performance management ​ Benefits & pay information ​ Log Tickets – IT, HR, Legal, Procurement, etc ​ Lists of accredited suppliers ​ Affiliate & partner organisations ​ Travel approvals ​ Best practice processes ​ Customer stories ​ Candidate employee referrals ​ Employee recognition ​ Social groups ​ Foundation volunteering ​ Product collateral ​ Industry information & trends
  9. 9. Connected Companies are More Successful
  10. 10. Corporate Intranets Today $2 Billion per year spent on legacy intranets. Gartner Forecast Enterprise Software Markets 2010 to 2017 1Q13 3.29.13 Static Files Not Conversations Yesterday’s Documents Not Real Time Company News Not Relevant to Me Directories Not Profiles Links Not Apps Desktop Not Mobile
  11. 11. Mobile Changed How We Live, But Not How We Work Corporate Updates Access to Experts Secure Files Employee Network Business Apps Enterprise Search Your Company Life News Recommendations Personal Files Social Networks Apps Search Your Personal Life Your work email is lonely
  12. 12. The Evolution of Technology That Led to Communities ​  WEBSITES A secure space to share information Content is static and hard to find UI is old and hard to navigate Does not work on mobile/tablet A place to browse content No personalization/relevancy Cant take action or run a business process Creates siloed information Collaboration with multiple users Disconnected from business processes Cant take action directly Creates siloed information ​ PORTALS Enterprise Content Collaboration ​  MOBILE & SOCIAL
  13. 13. Employee Communities ​ A platform for revolutionizing how employees connect in real-time
  14. 14. 4 Years of Major Product Innovations Every 4 Months Salesforce1 Platform Services Heroku Wave Spring ‘12 – Winter ’13 Spring ‘13 – Winter ‘14 Groups, Feed, Files Collaborate on Transactions Answers, Ideas, Content Chatter Desktop Trending #Topics Dashboard Alerts Chatter Activity Statistics Criteria Based Filters Recommendations Private Messages Approvals in the Feed Customer Groups Chatter Mobile Winter ‘11 – Winter ‘12 Chatter Influence Chatter Messenger Chatter Quick Start Bookmarks Polling Rich Link Previews Influence Configuration New Chatter Desktop New Chatter Mobile Un-Follow Automation Communities (Pilot) Brandable Login (Pilot) Chatter Connect (Pilot) Spring ‘12 – Winter ‘13 Badges and Goals Salesforce Canvas Social Intelligence Chatter Topics Topics Network Publisher Actions Files Connect (Pilot) Federated Search (Pilot) Files Sync (Pilot) Communities CMS Integration Communities Moderation Communities Branding Spring ‘13 – Winter ‘14 13 Topic SME Endorsements Topics on Objects Knowledgeable on Profiles 3rd Party Apps in Chatter Mobile Publisher Actions Profile Based Rollouts Hidden / Unlisted Groups File & Audit Moderation Community Templates Community Reputation Engagement Console Community Designer (Pilot) Files Connect (GA) Spring ‘14 – Winter ‘15
  15. 15. Deliver Your Mobile Company Community Faster Give employees all the information they need on any mobile device Build enterprise apps built with clicks and code Run on any device with HTML5 Localize feeds and experiences with geo-location and native phone data End-to-end security Mobile Productivity +29% Native / Hybrid / HTML5 Drag and drop development Rich SDK Comprehensive APIs Authorization with OAuth 2.0 Security Policies and Identity Geolocation Offline cache Mobile Communities
  16. 16. Increase Collaboration with Every Employee on Chatter Consume updates and take action Make business processes social Stay abreast of updates, anywhere +31% Fewer Meetings Drive productivity by getting work done right in your feed
  17. 17. Discover Experts with Social Profiles and Real-Time Feeds Build employee social profiles and collaboration groups around key influencers Track and follow trends, people, and information in one central feed Get answers and support from everyone in the company Drive productivity by getting the right information to the right people faster
  18. 18. View, Share, and Sync Files From Any Device made social synced everywhere files and knowledge articles Files are integrated into your business processes Frictionless file sync & sharing across devices Access files from across repositories Trusted security of +31% Less Email Consume, Share and Edit the Latest Files, Wherever You Are
  19. 19. Manage Websites and Content On A Single Platform Manage and edit content libraries without code Build pages quickly with drag and drop Integrate employee generated files, applications, and social feeds Build, publish, and maintain internal content with point and click technology
  20. 20. Control Access, Single Sign-on, and Sharing with Identity social automateadministrate trust single sign-on and user management Centralized access management and user provisioning Control data and app access by role or profile Fully customizable identity management built on open standards One single login for all your employees’ cloud apps
  21. 21. Employees Access All Your Apps within the Same Platform Build custom apps for your employees Over 3 million custom apps 1800+ applications on AppExchange Quickly deploy and integrate any employee app to your intranet
  22. 22. DEMO: Basic Intranet ​ Basic Intranet •  Publish/access files (eg. polices & procedures, product sheets, corporate information) •  Collaborate on files and custom topics (eg. topics, •  Log/manage tickets (eg. HR, IT, Legal, Procurement) •  Provide basic Self-Help ​ Salesforce Intranet Capabilities •  Files •  Chatter •  Universal Search •  Cases •  Identity, for Single-sign-on
  23. 23. DEMO: Advanced Intranet ​ Advanced Intranet •  Automate basic business processes – eg. track training & compliance, forms, approvals •  Publish Corporate Metrics •  Self-Help •  Performance Management •  Single Sign-on ​ Salesforce Intranet Capabilities •  Access Sharepoint & Other Repositories •  Self-Help •  Forms •  Process Orchestration •  Single-sign-on • •  Dashboards & Reports
  24. 24. DEMO - Intranet
  25. 25.     Many Design Approaches
  26. 26. Extend to Complete Employee Orchestration
  27. 27. EXTENSIONS 1) Event Monitoring 2) Process Designer 3) Lightning Connect
  28. 28. Event Monitoring Visibility into user actions and behavior for every Salesforce application Support Provide better, data-driven support for your end users Audit Improve the security of your data Optimize Fine-tune your application portfolio and business process
  29. 29. How Does It Work? •  Analyze the data –  Use any analytics tool –  Leverage pre-built integrations with AppExchange partners –  Option to export to CSV file •  Take Action –  Improve app performance –  Initiatives to increase adoption –  Modify governance policies –  Automation using triggers and workflow 1 2 3•  Capture Data –  28 event types captured –  30 days of events retained –  One day lag from event occurrence to when it is available in the API
  30. 30. Process Builder Automate your business. Faster. Simple: Design with point & click simplicity Powerful: New Actions with the power of code Flexible: Match the way your business works Visual: View & Collaborate on your process
  31. 31. Super Powers for Admins Process Without Programming •  Built for all Admins - from beginners to advanced •  Easy edit lets users respond quickly to business changes •  Creates a shared canvas for IT and the Business to collaborate Add powerful actions with a single click
  32. 32. DEMO – Process Builder
  33. 33. What if you could easily create real-time integrations to any data source in minutes?
  34. 34. Salesforce1 Lightning Connect Fast Point and click integration in minutes Real-time External data by reference – not copied Extensible The full power of Salesforce1 Platform behind external data The fastest, easiest way to integrate any data source with Salesforce
  35. 35. External Data Sources Salesforce Apps (Custom adapters) C O N N E C T Salesforce1 Lightning Connect: How it Works OData Connector
  36. 36. SUMMARY
  37. 37. Determining Licence Type Capability  Matrix   (simplified)   Base  Employee  Enablement   CRM  &  Applica<on  Objects   Tickets  &  Self-­‐Help   Extensions   Salesforce  Licence  Type:   ChaFer   Files  &   Content   Ac<vi<es   &  Tasks   Business   Process   Account   &  Contact   Sales  &   Marke<ng   Custom   Case   Object   Knowledge   Files   Connect   Lightning   Connect   Event   Monitoring   ChaFer  (free)   ü ü ü $   $   ChaFer  Plus   ü ü ü ü $   $   $   $   Employee  Help  Desk  Only   ü ü ü ü R.O.   2   ü R.O.   $   $   $   $   Employee  Communi<es   ü ü ü ü R.O.   10   ü R.O.   $   $   $   $  EE/UE/PXE   ü ü ü ü ü 200/2000/2 000   R.O.   $   $   $   $   Sales/Service  Cloud  PE/EE   ü ü ü ü ü ü 50/200   ü $   $   $   $   $   Sales/Service  Cloud  UE   ü ü ü ü ü ü 2000   ü $   $   $   $   $   Sales/Service  Cloud  PXE   ü ü ü ü ü ü 2000   ü ü $   $   $   ü
  38. 38. Key to Success: Top Design & Architecture Considerations ü  One Integrated Collaboration Network (Engaged Employees + HR teams) ü  Social Intelligence (Information & Expertise Discovery) ü  One Federated Search (Quick Information Discovery) ü  Collaborative HR Support Processes (Employee Journey) ü  Collaborative & Integrated Knowledge (Case Deflection) ü  One Stop Hub for Information (Usability & Efficiency) ü  One Security & Sharing Architecture (Personalization) ü  Seamless Integration to HR Support & HCM Apps (Easy Data Access) ü  Mobility first (Access on the Go) ü  Social Engagement & Motivation (Satisfied Employees + HR Teams) ü  Social & Engagement Analytics (Continuous Improvement)
  39. 39. Webinar Summary ​ One place to work ​ Set up effort easy and quick ​ We have done and continue to do all heavy lifting in technology innovation •  3 releases a year •  You focus on leveraging that for your business •  AppExchange Apps – eg. Silverline, Watercooler ​ Leverage your investment •  You have it today for existing salesforce users (Sales/Service PE and above, •  Can extend across the whole enterprise for low cost using Employee Communities •  Automate standard processes •  Access external content
  40. 40. Thank You Q & A