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Opening Keynote
Forward-Looking Statements
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.
Peter Coffee
VP, Strategy & Research
Salesforce
Welcome
Rob Acker
CEO, Salesforce.org
Our Mission
Where We Started…
Prospects
Alumni
Faculty & Staff
Parents
Corporations
Students
Donors
Recruitment Student Success Advancement
Salesforce for
Higher Ed
SIS Housing HCM Financial Aid LMS Degree Audit GL Meal Plans Payroll
Salesforce Platform
SIS Housing HCM Financial Aid LMS Degree Audit GL Meal Plans Payroll
Prospects
Alumni
Faculty & Staff
Parents
Corporations
Students
Donors
The Connected Campus
Salesforce for
Higher Ed
Community
Salesforce Platform
Recruitment Student Success Advancement
SIS Housing HCM Financial Aid LMS Degree Audit GL Meal Plans Payroll
Prospects
Alumni
Faculty & Staff
Parents
Corporations
Students
Donors
The Connected Campus
Salesforce for
Higher Ed
Community
Salesforce Platform
Recruitment Student Success Advancement
Marketing
SIS Housing HCM Financial Aid LMS Degree Audit GL Meal Plans Payroll
Prospects
Alumni
Faculty & Staff
Parents
Corporations
Students
Donors
The Connected Campus
Salesforce for
Higher Ed
Community
Salesforce Platform
Recruitment Student Success Advancement
Marketing
Analytics
SIS Housing HCM Financial Aid LMS Degree Audit GL Meal Plans Payroll
Prospects
Alumni
Faculty & Staff
Parents
Corporations
Students
Donors
The Connected Campus
Salesforce for
Higher Ed
Community
Salesforce Platform
Recruitment Student Success Advancement
Marketing
Analytics
Build Apps
SIS Housing HCM Financial Aid LMS Degree Audit GL Meal Plans Payroll
Prospects
Alumni
Faculty & Staff
Parents
Corporations
Students
Donors
The Connected Campus
Salesforce for
Higher Ed
Community
Salesforce Platform
Marketing
Build Apps
Higher Ed Data Architecture (HEDA)
Recruitment Student Success Advancement
Analytics
New
Pat McQueen
Our Vision
Allyson Fryhoff
Our Strategy
Cheryl Porro
Our Innovation
The Salesforce.org Higher Ed Team
Pat McQueen
General Manager, Higher Ed
Salesforce.org
The Higher Ed Revolution
Student
Centric
University
Centric
The World Has Been Turned Upside-Down
Higher Education is Just Beginning to Experience This
Other Industries Have Reset Expectations
Know me Guide me Connect me
Customer Expectations
Delight me
FIN
MKT
BI
SIS
HR
ERP
CRM
ERP
FIN
BI
SIS
HR
CRM
MKT
CRM
Institution drives
business processes
Constituents drive
business processes
System of Engagement
System of Intelligence
System of Record
A Common Tech Paradigm Shift Behind These New Models
Higher Ed Can Also Make These Connections
Innovation Required
Connected
Students
5B
smart
phones
by 2017
4.5B
social
users
Siloed Processes
Funding Challenges
Legacy Systems
Disconnected
Institutions
1:1 Engagement
Proactive Support
Mobile Communities
Disruptors are Clear on the Opportunity in Higher Ed
“We have to deliver the same
phenomenal customer
service experience that
businesses do.”
“We’re in the
greatest age in the
history of education.
It’s all about how we capture
knowledge, how we transmit
knowledge, and how we share
knowledge.”
“We’re not just upgrading the
information technology.
We’re transforming
the way we conduct
business.”
Rick Matasar
VP, Strategy & Innovation
Mark Lombardi
President
Jack George
AVP for Enterprise
Application Services & IT
Allyson Fryhoff
Chief Customer Officer,
Salesforce.org
The Connected Campus
Strategy
5 Things Disruptive Leaders Recognize
Strategy Behind the Connected Campus
Connected
Recruitment Student Success Advancement
Community
Salesforce Platform
Marketing
Analytics
Build Apps
Higher Ed Data Architecture
Student
Centric
Data
Driven
Open
Community
Led
Data Everywhere
SATGPA
Social
Courses
Attendance
LMS
Swipes
Activities
Logins
Cases
Donations
Events
Financials
SIS
Student
Data
Admissions
Data
Academic
Data
Alumni
Data
The Connected Campus
Student-Centric & Data-Driven
Data Across the
Lifecycle is:
Accessible
Accurate
Automated
Actionable
Recruiting
Student
Success
Advancement
The Connected Campus
Connect in a Whole New Way
Marketing
Deliver 1:1
Communications
Apps Build Apps
Faster Than Ever
Create Engaging
Constituent Experiences
Community
Analytics
Get Instant Insights
Across Your Institution
Recruiting
Recruit the
Right Students
Student
Success
Provide Personalized,
Proactive Support
Advancement
Optimize Alumni
Lifetime Value
5 Things Disruptive Leaders Recognize
The Strategy Behind the Connected Campus
Connected
Recruitment Student Success Advancement
Community
Salesforce Platform
Marketing
Analytics
Build Apps
Higher Ed Data Architecture
Student
Centric
Data
Driven
Open
Community
Led
The Connected Campus Strategy Yields Huge Results
Source: Salesforce Customer Relationship Survey conducted March 2015 - May 2015, by an independent third-party, Confirmit Inc., on 4,600+ customers randomly selected. Question response sizes vary. May be drawn from individual customer-reported results rather than Survey.
Percentage Improvements Reported by Salesforce.org Customers
- 48%
IT Costs
+ 70%
Data QualityLeads
Generated
+ 23%Retention
+ 17%
Funds
Raised
+ 22%
Cheryl Porro
SVP, Technology & Products,
Salesforce.org
Technology Innovation
Salesforce
Multitenant Cloud
Open & Community-Led
Innovation
Community-Led
Success
#1 CRM
Technology
People &
Resources
Power of Us
Hub
Salesforce.org
Success Program
Partner
Ecosystem
SIs / ISVs /
Consultants
Premier
Success
10,000 members
Community / MVPs
Trailhead
Apps
Analytics
Community
Marketing
AdvancementStudent
Success
Recruiting
Community-Led Solutions
Salesforce
Multitenant Cloud
CRM for Higher Ed Higher Ed Data Architecture (HEDA)
Open & Community-Led
Innovation
Community-Led
Success
#1 CRM
Technology
People &
Resources
New
Apps
Analytics
Community
Marketing
AdvancementStudent
Success
Recruiting
Community-Led Solutions
Power of Us
Hub
Salesforce.org
Success Program
Partner
Ecosystem
SIs / ISVs /
Consultants
Premier
Success
10,000 members
Community / MVPs
Trailhead
HEDA: Film
Create a 360-degree view across the
lifecycle
Innovate with confidence on a
framework that’s built for iteration
Accelerate time-to-value for new
projects
Extend with AppExchange apps
Harness community best practices
HEDA: The Foundation for the Connected Campus
The #1 CRM is now the #1 CRM for Higher Ed
HEDA
“HEDA enables the institution to feel more confident
that they’re making good long-term decisions with
their relationship management strategy.”
– Nicole Engelbert, Ovum
Built For & By the Higher Ed Community
“Faster
time-to-
value for
our higher
education
clients.”
–Huron
Consulting
“It’s a roadmap for
getting started with
Salesforce.”
–ACF Solutions
“HEDA will accelerate
Salesforce adoption in
Higher Ed.”
–Enrollment Rx
“HEDA
accelerates
the pace of
innovation.”
–TargetX
Exciting Developments on the Horizon for Higher Ed
Salesforce Platform Innovation
Lightning Experience
App Builder
Components
Journey Builder
Marketing Cloud Connect
Predictive Marketing
Internet of Things
Sensors & Devices
Smart Campus
Wave Platform
Actions
Service Wave
Our Community is Leading the Way
Your Innovation
Unity
Community accelerator
FacultyForce
Research management
& faculty collaboration
Pat McQueen
SVP & General Manager, Higher Ed
Innovating Together
Innovator Interviews
Maryville University: Film
Dr. Mark Lombardi
President, Maryville University
Maryville University: Demo
Biran Patel
Solution Engineer
Florence Parodi
Manager, Information Technology,
University of Miami
University of Miami: Demo
Brent Wege
Solution Engineer
Tulane University: Film
Amjad Ayoubi
Senior Associate Dean for
Undergraduate Education,
Tulane University
Tulane University: Demo
Shea Lewis
Solution Engineer
Nathalie Mainland
Higher Ed Product Marketing
Director, Salesforce.org
Summit Preview
WEDNESDAY THURSDAY FRIDAY
Download the
Salesforce
Events ’16
app from the
App Store or
Google Play.
Lunch
Workshops, Breakouts & Theaters
1:00-4:15pm
Sir Ken Robinson
Leading a Culture of
Innovation
10:45-11:45am
Salesforce.org Keynote
9:00-10:30am
4:15-5:00pm
Dan Greenstein
Bridge or Barrier? Higher
Education in 2025
Visit the Expo Area
in the Grand Foyer
Partner Booths
Genius Bar
Theater DemosCocktail Reception
5:00 – 7:00pm
Charlie McMahon
Richard Matasar
Fireside Chat with Tulane
9:00-9:45am
Breakouts & Theaters
10:00-11:45am
Lunch
Rita McGrath
Tipping Point? Re-thinking
our Assumptions
in Higher Education
1:00-1:45pm
Workshops, Breakouts & Theaters
2:00-4:00pm
Tulane Campus Tour or
Volunteer at Roots of Music
4:00 – 6:30pm
Breakout & Theaters
9:00-11:00am
Dan Dillon
Applying Consumer
Marketing Practices to
Higher Education
11:00-11:45am
Closing
Roots of Music
Thank you!

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Salesforce.org Higher Ed Summit 2016 Keynote

  • 2. Forward-Looking Statements 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.
  • 3. Peter Coffee VP, Strategy & Research Salesforce Welcome
  • 5.
  • 6. Where We Started… Prospects Alumni Faculty & Staff Parents Corporations Students Donors Recruitment Student Success Advancement Salesforce for Higher Ed SIS Housing HCM Financial Aid LMS Degree Audit GL Meal Plans Payroll Salesforce Platform
  • 7. SIS Housing HCM Financial Aid LMS Degree Audit GL Meal Plans Payroll Prospects Alumni Faculty & Staff Parents Corporations Students Donors The Connected Campus Salesforce for Higher Ed Community Salesforce Platform Recruitment Student Success Advancement
  • 8. SIS Housing HCM Financial Aid LMS Degree Audit GL Meal Plans Payroll Prospects Alumni Faculty & Staff Parents Corporations Students Donors The Connected Campus Salesforce for Higher Ed Community Salesforce Platform Recruitment Student Success Advancement Marketing
  • 9. SIS Housing HCM Financial Aid LMS Degree Audit GL Meal Plans Payroll Prospects Alumni Faculty & Staff Parents Corporations Students Donors The Connected Campus Salesforce for Higher Ed Community Salesforce Platform Recruitment Student Success Advancement Marketing Analytics
  • 10. SIS Housing HCM Financial Aid LMS Degree Audit GL Meal Plans Payroll Prospects Alumni Faculty & Staff Parents Corporations Students Donors The Connected Campus Salesforce for Higher Ed Community Salesforce Platform Recruitment Student Success Advancement Marketing Analytics Build Apps
  • 11. SIS Housing HCM Financial Aid LMS Degree Audit GL Meal Plans Payroll Prospects Alumni Faculty & Staff Parents Corporations Students Donors The Connected Campus Salesforce for Higher Ed Community Salesforce Platform Marketing Build Apps Higher Ed Data Architecture (HEDA) Recruitment Student Success Advancement Analytics New
  • 12. Pat McQueen Our Vision Allyson Fryhoff Our Strategy Cheryl Porro Our Innovation The Salesforce.org Higher Ed Team
  • 13. Pat McQueen General Manager, Higher Ed Salesforce.org The Higher Ed Revolution
  • 14. Student Centric University Centric The World Has Been Turned Upside-Down Higher Education is Just Beginning to Experience This
  • 15. Other Industries Have Reset Expectations Know me Guide me Connect me Customer Expectations Delight me
  • 16. FIN MKT BI SIS HR ERP CRM ERP FIN BI SIS HR CRM MKT CRM Institution drives business processes Constituents drive business processes System of Engagement System of Intelligence System of Record A Common Tech Paradigm Shift Behind These New Models
  • 17. Higher Ed Can Also Make These Connections Innovation Required Connected Students 5B smart phones by 2017 4.5B social users Siloed Processes Funding Challenges Legacy Systems Disconnected Institutions 1:1 Engagement Proactive Support Mobile Communities
  • 18. Disruptors are Clear on the Opportunity in Higher Ed “We have to deliver the same phenomenal customer service experience that businesses do.” “We’re in the greatest age in the history of education. It’s all about how we capture knowledge, how we transmit knowledge, and how we share knowledge.” “We’re not just upgrading the information technology. We’re transforming the way we conduct business.” Rick Matasar VP, Strategy & Innovation Mark Lombardi President Jack George AVP for Enterprise Application Services & IT
  • 19. Allyson Fryhoff Chief Customer Officer, Salesforce.org The Connected Campus Strategy
  • 20. 5 Things Disruptive Leaders Recognize Strategy Behind the Connected Campus Connected Recruitment Student Success Advancement Community Salesforce Platform Marketing Analytics Build Apps Higher Ed Data Architecture Student Centric Data Driven Open Community Led
  • 22. The Connected Campus Student-Centric & Data-Driven Data Across the Lifecycle is: Accessible Accurate Automated Actionable Recruiting Student Success Advancement
  • 23. The Connected Campus Connect in a Whole New Way Marketing Deliver 1:1 Communications Apps Build Apps Faster Than Ever Create Engaging Constituent Experiences Community Analytics Get Instant Insights Across Your Institution Recruiting Recruit the Right Students Student Success Provide Personalized, Proactive Support Advancement Optimize Alumni Lifetime Value
  • 24. 5 Things Disruptive Leaders Recognize The Strategy Behind the Connected Campus Connected Recruitment Student Success Advancement Community Salesforce Platform Marketing Analytics Build Apps Higher Ed Data Architecture Student Centric Data Driven Open Community Led
  • 25. The Connected Campus Strategy Yields Huge Results Source: Salesforce Customer Relationship Survey conducted March 2015 - May 2015, by an independent third-party, Confirmit Inc., on 4,600+ customers randomly selected. Question response sizes vary. May be drawn from individual customer-reported results rather than Survey. Percentage Improvements Reported by Salesforce.org Customers - 48% IT Costs + 70% Data QualityLeads Generated + 23%Retention + 17% Funds Raised + 22%
  • 26. Cheryl Porro SVP, Technology & Products, Salesforce.org Technology Innovation
  • 27. Salesforce Multitenant Cloud Open & Community-Led Innovation Community-Led Success #1 CRM Technology People & Resources Power of Us Hub Salesforce.org Success Program Partner Ecosystem SIs / ISVs / Consultants Premier Success 10,000 members Community / MVPs Trailhead Apps Analytics Community Marketing AdvancementStudent Success Recruiting Community-Led Solutions
  • 28. Salesforce Multitenant Cloud CRM for Higher Ed Higher Ed Data Architecture (HEDA) Open & Community-Led Innovation Community-Led Success #1 CRM Technology People & Resources New Apps Analytics Community Marketing AdvancementStudent Success Recruiting Community-Led Solutions Power of Us Hub Salesforce.org Success Program Partner Ecosystem SIs / ISVs / Consultants Premier Success 10,000 members Community / MVPs Trailhead
  • 30. Create a 360-degree view across the lifecycle Innovate with confidence on a framework that’s built for iteration Accelerate time-to-value for new projects Extend with AppExchange apps Harness community best practices HEDA: The Foundation for the Connected Campus The #1 CRM is now the #1 CRM for Higher Ed HEDA “HEDA enables the institution to feel more confident that they’re making good long-term decisions with their relationship management strategy.” – Nicole Engelbert, Ovum
  • 31. Built For & By the Higher Ed Community “Faster time-to- value for our higher education clients.” –Huron Consulting “It’s a roadmap for getting started with Salesforce.” –ACF Solutions “HEDA will accelerate Salesforce adoption in Higher Ed.” –Enrollment Rx “HEDA accelerates the pace of innovation.” –TargetX
  • 32. Exciting Developments on the Horizon for Higher Ed Salesforce Platform Innovation Lightning Experience App Builder Components Journey Builder Marketing Cloud Connect Predictive Marketing Internet of Things Sensors & Devices Smart Campus Wave Platform Actions Service Wave
  • 33. Our Community is Leading the Way Your Innovation Unity Community accelerator FacultyForce Research management & faculty collaboration
  • 34. Pat McQueen SVP & General Manager, Higher Ed Innovating Together
  • 37. Dr. Mark Lombardi President, Maryville University
  • 38. Maryville University: Demo Biran Patel Solution Engineer
  • 39. Florence Parodi Manager, Information Technology, University of Miami
  • 40. University of Miami: Demo Brent Wege Solution Engineer
  • 42. Amjad Ayoubi Senior Associate Dean for Undergraduate Education, Tulane University
  • 43. Tulane University: Demo Shea Lewis Solution Engineer
  • 44. Nathalie Mainland Higher Ed Product Marketing Director, Salesforce.org Summit Preview
  • 45. WEDNESDAY THURSDAY FRIDAY Download the Salesforce Events ’16 app from the App Store or Google Play. Lunch Workshops, Breakouts & Theaters 1:00-4:15pm Sir Ken Robinson Leading a Culture of Innovation 10:45-11:45am Salesforce.org Keynote 9:00-10:30am 4:15-5:00pm Dan Greenstein Bridge or Barrier? Higher Education in 2025 Visit the Expo Area in the Grand Foyer Partner Booths Genius Bar Theater DemosCocktail Reception 5:00 – 7:00pm Charlie McMahon Richard Matasar Fireside Chat with Tulane 9:00-9:45am Breakouts & Theaters 10:00-11:45am Lunch Rita McGrath Tipping Point? Re-thinking our Assumptions in Higher Education 1:00-1:45pm Workshops, Breakouts & Theaters 2:00-4:00pm Tulane Campus Tour or Volunteer at Roots of Music 4:00 – 6:30pm Breakout & Theaters 9:00-11:00am Dan Dillon Applying Consumer Marketing Practices to Higher Education 11:00-11:45am Closing