Get more out of salesforce.com with over 1500 pre-integrated apps on the AppExchange. Join us to uncover some of the hottest solutions on the market today, from social and mobile tools to project management and recruiting apps. This session repeats on Thursday at 10:30am.
Your Secret Weapon: Top Admin Apps from the AppExchange - Dreamforce 2012 - 9/18
1. Your Secret Weapon:
Top Admin Apps from the AppExchange
Leyla D. Seka, salesforce.com
David Pier, Iron Mountain
Mike Gerholdt, ACT
David Belove, Apptus
2. 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 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 intellectual property and other litigation, risks associated with
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-Q for the most recent fiscal quarter ended July 31, 2012. This 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.
6. Key Solutions for Admins
User Adoption
Org Management
Data Cleansing
Force.com Labs
Departmental Apps
7. Easily Ensure Adoption Within Your Company
Adoption Dashboards
§ Track who is logging into salesforce.com
§ Leverage metrics to force the behavior you want in your organization
8. Leverage Productivity Tools to Get Work Done Fast
Leverage utility apps to help you manage all facets of your org,
such as:
§ Data Loading
§ Org Visualization
§ Managing role hierarchies
9. Data Cleansing helps you keep reporting accurate
Proactive Tools
§ Dupe Catcher
§ Dupe Blocker
§ Address Validation
Reactive Tools
§ DemandTools
§ RingLead
§ Mass Update & Mass Edit from List View
§ Mass Delete
10. Force.com Labs are Free & Easy to Use
Free & fully-customizable
Over 250 labs apps available now!
Some Admin Favorites:
§ Find Nearby Accounts
§ Graphics Pack
§ Action Plans
§ Milestones
12. All about Iron Mountain
• World leader in information/
document management services
• NYSE:IRM
• 2,500 SFDC Users (global)
• Chatter, Data.com, Service Cloud
• Apps: DupeBlocker, Conga, Eloqua,
Brainshark, Docusign, Sundog,
Boulder Logic, Force.com labs
• Over 28 million records
14. Key Features
§ Secure e-signature
§ Automatic merging
§ Send and receive documents from virtually any device
§ Easy
Benefits
§ Tied into Salesforce Reporting
§ Close business faster
§ Full audit trail
15. DupeBlocker
CRMfusion
Key Features
§ Prevent duplicate leads/contacts from entering
Salesforce
§ Automatic merging
§ Advanced filters/scenarios
§ Report on effectiveness
§ Easy!
Benefits
§ Clean data!!!
§ Save time
17. All about ACT,Inc.
ACT is an independent, not-for-profit organization that
provides a broad array of assessment, research,
information, and program management solutions in the
areas of education and workforce development
§ Enterprise Edition.
§ Used Salesforce for over 7 years
§ Over 500 users
18. Conga Merge
AppExtremes
Key Features
• Easy to merge Salesforce Data and render it as a
document
• Execution of multiple action
Benefits
• Handles multiple templates
• Buttons are simple to code, and to users everything is
a click away
19. Delegated Task Manager
iTools
Key Features
• Filter Delegated Tasks by status and assigned
user to quickly identify the ones that may need
your attention.
• Simple configurations
• Notifications when tasks are deleted, completed, or
re-opened.
Benefits
• License Management
• First 10 seats free to non-profits and NGOs
• Seamlessly integrated into the user interface for a
natural fit.
20. TaskRay
[Bracket] Labs
Key Features
• Understand project and team status at a glance
thanks to virtual whiteboards with virtual sticky
notes
• Drag and drop UI designed for simplicity and ease
of use - no training, just start using!
Benefits
• Deep integration with Chatter
• Fully customizable to track important data and
interact with other objects in Salesforce
22. All About Apttus
Fast-growing San Mateo-based
AppExchange Partner
100% Native applications
CPQ + CLM
Pioneering Force.com app in 2006
“Commitment Management” Apps
§ CPQ (Configure/Price/Quote)
§ CLM (Contract Lifecycle Management)
§ Advanced Approvals
§ MS Office-to-Salesforce integration
23. Apttus xAuthor for Chatter
apttus.com
Features:
• Access Chatter from within MS Office apps—no jumping
around
• Share individual slides, attachments, spreadsheet
sections or tabs, or document paragraphs
• Save email to any SFDC object
Benefits:
• Simplifies sharing MS Office
documents
• Encourages Chatter adoption and
enterprise collaboration
• Inexpensive and easy to use
MS Word Chatter
24. InsideView
insideview.com
Features:
• Enriches Lead, Contact and
Account records
• Multi-synch feature
• Provides custom alerts
• Freemium model
Benefits:
• Quicker, better prep for Challenger sales calls
25. LinkedIn for Salesforce
linkedin.com
Features:
• Access LinkedIn profiles from Lead, Contact and Account records
Benefits:
• Quicker prep for sales calls
• Identify connections
• Improved visibility for
BDRs and sales reps
• Ensures that entire team has
access
26. Sales Methods
salesmethods.com
Features:
• Integrated org charts for
opportunities and accounts
• Grabs existing contacts
• Drag n drop UI
• Includes influence and
opinion indicators
Benefits:
• Visually demonstrates
whether rep has done
homework
• Easy to install and use
27. Quvidian Sales Playbooks
qvidian.com
Features:
• New and improved version available soon
• Defines specific plays to advance
opportunities
• Associates completed plays with Stages
• Transfers data into Salesforce.com
• Accommodates any methodology
• Dynamically presents plays
Benefits:
• 24 x 7 coach
• Speeds repetitive tasks
• Clarifies where a deal really stands
• Highlights what works and what doesn t
New user interface
28. Leyla D. Seka David Pier Mike Gerholdt David Belove
VP, AppExchange & Partner Sr. Manager Manager of the Social VP Sales Operations
Operations Business Systems Enterprise