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How To Grow Channel Sales Using Salesforce Communities

© 2013 Channelinsight Proprietary & Confidential
Channelinsight
Jeremy Miller – Sr. Director Product
Management

© 2013 Channelinsight Proprietary & Confidential
salesforce.com
Adam Hanin - Sr. Director Industry Solutions
High Tech
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 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.
Become a Customer Company:
Connect to Your Customers in a Whole New Way
Business Success Involves a Complex Ecosystem

Agent
Vendor

Reseller

Supply Chain
Partner

Customer

Dealer
Broker

Services
Partner

Prospect
What if you could re-imagine every business touch
point, connecting your business data with the
power of social in a single experience?
communities
Connect Business Data and Social
to Every Customer, Partner, & Employee Experience

for Sales

for Service

Joint marketing and
selling

Customer
self-service

Campaign management
and alignment

Products treated as
community members

Partner recruitment
and education

Collaborative case
resolution

Centralized agency
management

Product co-creation
with customers

Deal management

White-glove premium
communities

Prospect engagement

Intranet replacement
with social experience

for Marketing

for Any Experience
Unify Multiple Communities and Share Business
Data with a Single Platform
Community 2:
Community 1:
Community 2:
Self-Service Community Partner Community
Community 1:
Self-Service Community

Partner Community

Community 3:
Company Community
Community 3:

Community n:
Any Community n:
Community
Any Community

Internal Community

Business Data

Cases
Salesforce Sets a New Standard for Online
Communities
Business Processes

Branding &
Customization

Social Collaboration

.

Social Intelligence

Mobile Access

Security & Reliability
Users Belong to Multiple Communities with Single
Sign-On

Single Platform unifies internal,
customer, and partner
communities
Membership in multiple
communities
Seamlessly toggle between
communities in a single UI
Support multiple auth providers
including SAML, Facebook and
Google
Extensible Publisher Makes Feed Hub for Productivity
Enterprise Class Sharing Model Enforced
Throughout

Data: Internal-External Post

Data: Internal Only Post
CMS Provides a Tailored Experience

Design and publish websites,
social pages, and mobile
experiences
Visual studio to build pages,
templates, navigation, and style
sheets
Easy import tools for users to
contribute text, images, and data
Ability to add both CMS and
Salesforce content
Add Depth and Richness to Your Program With
Salesforce ISV Partners

Recruit

Build
Community

Co-Market

Sell &
Service

Collaborate

Measure

POS

Manage

CPQ

Communicate

Mapping

LMS
ISV
s

Contracts

Incentives

TPM

eMail and Marketing Automation
Grow Your Channel With
Communities

© 2013 Channelinsight Proprietary & Confidential
Channel Portals

•  So partners can register deals
•  So everyone can track the progress of the
deals
•  So they can collaborate to get the deals done
–  Inventory, pricing, training

•  So partners can be motivated by quotas and
rebates

© 2013 Channelinsight Proprietary & Confidential
Salesforce Communities

•  Extend their CRM for their portal needs
•  Collaborate with internal reps
•  Stick with a process the business knows

© 2013 Channelinsight Proprietary & Confidential
Communities in the channel
Communities help drive channel sales
•  Partners can register opportunities
•  Manufacturers and partners can collaborate
on those deals
•  Chatter to discuss roadblocks and get
status updates
•  Work together on pricing
•  Training and marketing collateral

© 2013 Channelinsight Proprietary & Confidential
Sharing Performance Information
Channelinsight shows partners their performance
in Communities
•  Show the right data to the right partners
quickly
•  Load point of sale automatically and share
with the appropriate users
•  Sales reps and channel partners see the same
sales information
•  Work together to address problems early

© 2013 Channelinsight Proprietary & Confidential
Channelinsight in Communities
•  Add features to Sales Cloud and Communities out of the
box
•  Eliminate the need to create a point of sale and
inventory data loading process
•  Automate data sharing security
•  Automate chatter alerts for new customers, large deals,
upsale opportunities
•  Automatically close the loop on opportunities to reduce
manual entry
•  Automate error handling so partners maximize payout
and you get the information you need

© 2013 Channelinsight Proprietary & Confidential
Demo

© 2013 Channelinsight Proprietary & Confidential
Key Takeaways
•  Salesforce Communities is a platform for your
portal needs
•  Performance Content, such as that provided by
Channelinsight, helps you collaborate with your
partners to grow sales
•  Look for solutions that help with key functionality
such as sharing rule security and account matching

© 2013 Channelinsight Proprietary & Confidential
Questions?
Jeremy Miller
Email: jmiller@channelinsight.com

Learn More:
Web: www.channelinsight.com
Blog: http://blog.channelinsight.com/blog
LinkedIN: http://www.linkedin.com/company/channelinsight
Twitter: https://twitter.com/_Channelinsight
Facebook: https://www.facebook.com/Channelinsight

© 2013 Channelinsight Proprietary & Confidential

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How To Grow Channel Sales Using Salesforce Communities

  • 1. How To Grow Channel Sales Using Salesforce Communities © 2013 Channelinsight Proprietary & Confidential
  • 2. Channelinsight Jeremy Miller – Sr. Director Product Management © 2013 Channelinsight Proprietary & Confidential
  • 3. salesforce.com Adam Hanin - Sr. Director Industry Solutions High Tech
  • 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 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.
  • 5. Become a Customer Company: Connect to Your Customers in a Whole New Way
  • 6. Business Success Involves a Complex Ecosystem Agent Vendor Reseller Supply Chain Partner Customer Dealer Broker Services Partner Prospect
  • 7. What if you could re-imagine every business touch point, connecting your business data with the power of social in a single experience?
  • 8. communities Connect Business Data and Social to Every Customer, Partner, & Employee Experience for Sales for Service Joint marketing and selling Customer self-service Campaign management and alignment Products treated as community members Partner recruitment and education Collaborative case resolution Centralized agency management Product co-creation with customers Deal management White-glove premium communities Prospect engagement Intranet replacement with social experience for Marketing for Any Experience
  • 9. Unify Multiple Communities and Share Business Data with a Single Platform Community 2: Community 1: Community 2: Self-Service Community Partner Community Community 1: Self-Service Community Partner Community Community 3: Company Community Community 3: Community n: Any Community n: Community Any Community Internal Community Business Data Cases
  • 10. Salesforce Sets a New Standard for Online Communities Business Processes Branding & Customization Social Collaboration . Social Intelligence Mobile Access Security & Reliability
  • 11. Users Belong to Multiple Communities with Single Sign-On Single Platform unifies internal, customer, and partner communities Membership in multiple communities Seamlessly toggle between communities in a single UI Support multiple auth providers including SAML, Facebook and Google
  • 12. Extensible Publisher Makes Feed Hub for Productivity
  • 13. Enterprise Class Sharing Model Enforced Throughout Data: Internal-External Post Data: Internal Only Post
  • 14. CMS Provides a Tailored Experience Design and publish websites, social pages, and mobile experiences Visual studio to build pages, templates, navigation, and style sheets Easy import tools for users to contribute text, images, and data Ability to add both CMS and Salesforce content
  • 15. Add Depth and Richness to Your Program With Salesforce ISV Partners Recruit Build Community Co-Market Sell & Service Collaborate Measure POS Manage CPQ Communicate Mapping LMS ISV s Contracts Incentives TPM eMail and Marketing Automation
  • 16. Grow Your Channel With Communities © 2013 Channelinsight Proprietary & Confidential
  • 17. Channel Portals •  So partners can register deals •  So everyone can track the progress of the deals •  So they can collaborate to get the deals done –  Inventory, pricing, training •  So partners can be motivated by quotas and rebates © 2013 Channelinsight Proprietary & Confidential
  • 18. Salesforce Communities •  Extend their CRM for their portal needs •  Collaborate with internal reps •  Stick with a process the business knows © 2013 Channelinsight Proprietary & Confidential
  • 19. Communities in the channel Communities help drive channel sales •  Partners can register opportunities •  Manufacturers and partners can collaborate on those deals •  Chatter to discuss roadblocks and get status updates •  Work together on pricing •  Training and marketing collateral © 2013 Channelinsight Proprietary & Confidential
  • 20. Sharing Performance Information Channelinsight shows partners their performance in Communities •  Show the right data to the right partners quickly •  Load point of sale automatically and share with the appropriate users •  Sales reps and channel partners see the same sales information •  Work together to address problems early © 2013 Channelinsight Proprietary & Confidential
  • 21. Channelinsight in Communities •  Add features to Sales Cloud and Communities out of the box •  Eliminate the need to create a point of sale and inventory data loading process •  Automate data sharing security •  Automate chatter alerts for new customers, large deals, upsale opportunities •  Automatically close the loop on opportunities to reduce manual entry •  Automate error handling so partners maximize payout and you get the information you need © 2013 Channelinsight Proprietary & Confidential
  • 22. Demo © 2013 Channelinsight Proprietary & Confidential
  • 23. Key Takeaways •  Salesforce Communities is a platform for your portal needs •  Performance Content, such as that provided by Channelinsight, helps you collaborate with your partners to grow sales •  Look for solutions that help with key functionality such as sharing rule security and account matching © 2013 Channelinsight Proprietary & Confidential
  • 24. Questions? Jeremy Miller Email: jmiller@channelinsight.com Learn More: Web: www.channelinsight.com Blog: http://blog.channelinsight.com/blog LinkedIN: http://www.linkedin.com/company/channelinsight Twitter: https://twitter.com/_Channelinsight Facebook: https://www.facebook.com/Channelinsight © 2013 Channelinsight Proprietary & Confidential