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How to Sell Smarter
with the New Sales Cloud
Max Rudman, VP, Quote-to-Cash
Asaf Ashani, Lead Solution Engineer
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
materialise 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 utilisation 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.
Customer
Innovators
Technology
Disrupters
Global
Shapers
Welcome Trailblazers
Drive Customer Success in the Fourth Industrial Revolution
Join the Sales Community at success.salesforce.com
World’s #1 Sales Platform
Empower sales from lead to cash
Sales Force
Automation
Pardot Partner Relationship
Management
Sales Cloud
Einstein
Configure,
Price, Quote
Eric McDonnell
Chief Operation Officer, United Way Bay Area
Trailblazer
SALESFORCE PLATFORM
TRAILHEAD LIGHTNING ANALYTICS APPEXCHANGEHEROKUIOTEINSTEIN INTEGRATION
Sales Cloud
Essentials
NEW
Salesforce. #1 in Sales
Worldwide sales applications 2017 market share by IDC
Source: IDC Worldwide Semiannual Software Tracker, October 2017
2012 2013 2014 2015 2016 2017 H1
16.5%
11.4%
4.6%
36.3%
4.3%
Automate workflows

Macros
Prioritise every minute

Sales Cloud Einstein
Customise your workspace 

Lightning Sales Console



Close Deals Faster with Sales Cloud
+26%
WIN RATE
Sell without boundaries
NEW
Start Building Better Pipeline with Pardot
Marketing that sales teams love
Nurture your best leads
Engagement Studio
Help reps close deals faster 

Salesforce Engage



Optimise spend

Campaign Influence
NEW
Marketing Automation Manager

Sara McNamara
Optimise Quote-to-Cash with Salesforce CPQ
Streamlined quoting and approvals
Quickly configure accurate quotes 

Salesforce CPQ


Out-of-the-box subscriptions
Salesforce Billing
Track business trends

Einstein Analytics
NEW
Salesforce named a Leader in the 

2018 Gartner Magic Quadrant for Configure 

Price and Quote Application Suites 

January 2018
**Gartner Magic Quadrant for Configure, Price, and Quote Application Suites, Mark Lewis and Melissa Hilbert, January 2018 

Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. 

Gartner research publications consist of the opinions of Gartner's research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.
Power Your Partners with PRM
Channel sales made easy
Increase leads

Distributed Marketing
Accelerate deployments

Guided Setup


Reduce channel conflict 

Deal Registration
NEW
NEW
3x
FASTER

DEPLOYMENT
One Year of Continuous Innovation
Automated Contacts
Activity Capture
Lead Scoring
Opportunity Scoring

Account Insights
Opportunity Insights
EinsteinReadiness.Salesforce.com
Find out if your org is ready for Einstein:
Introducing 

Supercharged Sales Cloud Einstein
Artificial intelligence for CRM, plus Analytics and Salesforce Inbox
Lead & opportunity scoring, plus
predictive forecasts at every level
Pipeline trending, whitespace analysis,
& team performance insights



Activity capture & recommendations
around your most important emails
NEW
More than 700 new, exclusive features
Access Our Latest Innovation with Lightning
Lightning for Gmail
Assistant
Filters in list view
Kanban
Highlights Panel
New charts Opportunity Workspace Account Insights
Calendar All
Lightning Dialer
Notes home
Task home
Bundled Post
Account autofill
Rich Text Email Composer
Account logos
Consolidated Publisher
Feed recommendations
Feed refresh button
Global search for Setup
Group banner image
In-app Notifications
Edit filters in view mode
Automatic email logging
Rich Text Email Composer
Omit totals from report
Favorites
Highlights Panel
Global search for Setup
Automatic email logging
Group banner image
Kimber Borders
VP, Customer Relationship Manager

Feed refresh button
In-app Notifications
Global Actions
READINESS ASSESSOR



Salesforce.com/Lightning
Kimber Borders
VP, Customer Relationship Manager

Global search for Setup
Fit Your Unique Sales Process with myLightning
Customization made easy
Out-of-the-box 

AppExchange solutions
1000+ sales-specific apps,
components, and bolts
Automate any process
Lightning Flow
Customize to your brand
Design System and Theming
Surface the perfect

component
App Builder 

with Dynamic Pages
NEW
Trailhead Makes It Easy to Learn Salesforce
Drive adoption and ROI
+640,000
Sales Cloud Badges Earned
Visit
trailhead.com to
get started today!
myTrailhead
Your Trailhead, brand, 

trails and trailmixes
Emmanuelle Gutterman
CIO
Yoav Silberman
Director of Customer Systems
S E L L FA S T E R
D E M O
How to sell smarter with the New Sales Cloud
How to sell smarter with the New Sales Cloud

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How to sell smarter with the New Sales Cloud

  • 1. How to Sell Smarter with the New Sales Cloud Max Rudman, VP, Quote-to-Cash Asaf Ashani, Lead Solution Engineer
  • 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 materialise 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 utilisation 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.
  • 4. Customer Innovators Technology Disrupters Global Shapers Welcome Trailblazers Drive Customer Success in the Fourth Industrial Revolution Join the Sales Community at success.salesforce.com
  • 5. World’s #1 Sales Platform Empower sales from lead to cash Sales Force Automation Pardot Partner Relationship Management Sales Cloud Einstein Configure, Price, Quote Eric McDonnell Chief Operation Officer, United Way Bay Area Trailblazer SALESFORCE PLATFORM TRAILHEAD LIGHTNING ANALYTICS APPEXCHANGEHEROKUIOTEINSTEIN INTEGRATION Sales Cloud Essentials NEW
  • 6. Salesforce. #1 in Sales Worldwide sales applications 2017 market share by IDC Source: IDC Worldwide Semiannual Software Tracker, October 2017 2012 2013 2014 2015 2016 2017 H1 16.5% 11.4% 4.6% 36.3% 4.3%
  • 7. Automate workflows
 Macros Prioritise every minute
 Sales Cloud Einstein Customise your workspace 
 Lightning Sales Console
 
 Close Deals Faster with Sales Cloud +26% WIN RATE Sell without boundaries NEW
  • 8. Start Building Better Pipeline with Pardot Marketing that sales teams love Nurture your best leads Engagement Studio Help reps close deals faster 
 Salesforce Engage
 
 Optimise spend
 Campaign Influence NEW Marketing Automation Manager
 Sara McNamara
  • 9. Optimise Quote-to-Cash with Salesforce CPQ Streamlined quoting and approvals Quickly configure accurate quotes 
 Salesforce CPQ 
 Out-of-the-box subscriptions Salesforce Billing Track business trends
 Einstein Analytics NEW Salesforce named a Leader in the 
 2018 Gartner Magic Quadrant for Configure 
 Price and Quote Application Suites 
 January 2018 **Gartner Magic Quadrant for Configure, Price, and Quote Application Suites, Mark Lewis and Melissa Hilbert, January 2018 
 Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. 
 Gartner research publications consist of the opinions of Gartner's research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.
  • 10. Power Your Partners with PRM Channel sales made easy Increase leads
 Distributed Marketing Accelerate deployments
 Guided Setup 
 Reduce channel conflict 
 Deal Registration NEW NEW 3x FASTER
 DEPLOYMENT
  • 11. One Year of Continuous Innovation Automated Contacts Activity Capture Lead Scoring Opportunity Scoring
 Account Insights Opportunity Insights EinsteinReadiness.Salesforce.com Find out if your org is ready for Einstein:
  • 12. Introducing 
 Supercharged Sales Cloud Einstein Artificial intelligence for CRM, plus Analytics and Salesforce Inbox Lead & opportunity scoring, plus predictive forecasts at every level Pipeline trending, whitespace analysis, & team performance insights
 
 Activity capture & recommendations around your most important emails NEW
  • 13. More than 700 new, exclusive features Access Our Latest Innovation with Lightning Lightning for Gmail Assistant Filters in list view Kanban Highlights Panel New charts Opportunity Workspace Account Insights Calendar All Lightning Dialer Notes home Task home Bundled Post Account autofill Rich Text Email Composer Account logos Consolidated Publisher Feed recommendations Feed refresh button Global search for Setup Group banner image In-app Notifications Edit filters in view mode Automatic email logging Rich Text Email Composer Omit totals from report Favorites Highlights Panel Global search for Setup Automatic email logging Group banner image Kimber Borders VP, Customer Relationship Manager
 Feed refresh button In-app Notifications Global Actions READINESS ASSESSOR
 
 Salesforce.com/Lightning Kimber Borders VP, Customer Relationship Manager
 Global search for Setup
  • 14. Fit Your Unique Sales Process with myLightning Customization made easy Out-of-the-box 
 AppExchange solutions 1000+ sales-specific apps, components, and bolts Automate any process Lightning Flow Customize to your brand Design System and Theming Surface the perfect
 component App Builder 
 with Dynamic Pages NEW
  • 15. Trailhead Makes It Easy to Learn Salesforce Drive adoption and ROI +640,000 Sales Cloud Badges Earned Visit trailhead.com to get started today! myTrailhead Your Trailhead, brand, 
 trails and trailmixes
  • 17.
  • 18. S E L L FA S T E R D E M O