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CRM Practice
Salesforce
2www.sii.pl
CRM PRACTICE - SALESFORCE
SALESFORCE FACTS
REVENUE
$6.67B
(RECENT 12 MONTHS)
WORLD’S
#1
CRM
NO
SOFTWARE
REQUIRED
CLOUD
BASED
PLATFORM
OVER
150,000
CUSTOMERS
ACCESS ON
PC, LAPTOPS,
MOBILE DEVICES
#1 LARGEST TECHNOLOGY EMPLOYER
3www.sii.pl
CRM PRACTICE - SALESFORCE
LIGHTNING EXPERIENCE
NEW USER INTERFACE
designed from scratch to meet nowadays standards
ACCESSIBLE ON ALL DEVICES
PCs, laptops, tablets, smartphones, smartwatches
MODERN
elegant, customizable, user-friendly
EFFICIENT
improves data entering, processing and displaying
SMART
easier to build thanks to reusable components
4www.sii.pl
CRM PRACTICE - SALESFORCE
SALESFORCE CLOUDS
APPS
fastest way to build apps
INTERNET OF THINGS
connect any device, sensor, product
SALES
increases productivity of sales teams
SERVICE
enhances customer services
MARKETING
manage efficiently your marketing
COMMUNITY
online collaboration platform for users
ANALYTICS
get fast answers from data being analyzed
5www.sii.pl
CRM PRACTICE - SALESFORCE
SALES CLOUD
OPPORTUNITY MANAGEMENT
details on deals: stage, products, competition, quotes
LEAD MANAGEMENT
track leads whole lifecycle
MOBILE
full mobility: log calls, respond to leads, work on
opportunities, check reports on dashboards
REPORTS & DASHBOARDS
real-time picture of all business data, create detailed
reports to dig deeper into data
CONTACT MANAGEMENT
clients data, history of activities, key contacts, client
communication, internal account communication
MARKETING AUTOMATION
create, deploy and manage online campaigns, help sales
and marketing teams collaborate
EMAIL INTEGRATION
use existing email applications, e.g. Microsoft Outlook,
sync contacts, events, tasks
+43%
LEAD
CONVERSION
+44%
SALES
PRODUCTIVITY
+37%
REVENUE
6www.sii.pl
CRM PRACTICE - SALESFORCE
SERVICE CLOUD
LIVE AGENT
help clients communicate with service agents
COMMUNITIES
self-service portals, discussion forums,
engage customers in communities activity
OMNI ROUTING
route work, assign tasks to the most appropriate and
available employee,
MOBILE
real-time picture of all service data, proces tickets and
tasks from any place at any time
SERVICE CONSOLE
all needed information in one place, manage cases,
track client history, view reports & dashboards
KNOWLEDGE
easy access to articles, FAQs, community knowledge
FIELD SERVICE
dispatch field agents to jobs, monitor their performance
+48%
FASTER CASE
RESOLUTION
+47%
AGENT
PRODUCTIVITY
+45%
CUSTOMER
SATISFACTION
7www.sii.pl
CRM PRACTICE - SALESFORCE
MARKETING CLOUD
MOBILE MESSAGING
cross-channel: SMS, MMS, push notification
reach customers regardless of location
SOCIAL EXPERIENCES
connect social to marketing, sales and service
listen, engage, pubish and analyze data
automate social workflow
get clients opinion on brand, competitors, products
CROSS-CHANNEL
create customer journeys across email, mobile, social, ads
PERSONALIZED EMAIL MARKETING
build and manage email campaigns
use CRM data for personalization
automate the marketing campaign process
ADS MANAGEMENT
manage and optimize ads campaigns
use CRM data for targeting
find new prospects
PREDICTIVE RECOMMENDATIONS
track visitor behaviour and preferences in real-time
create dynamic web pages and content for each visitor
+43%
MARKETING
ROI
8www.sii.pl
CRM PRACTICE - SALESFORCE
COMMUNITY CLOUD
PERSONALIZATION
automatically suggest connections to experts, groups and
content based on individual interests and behaviour
CUSTOMIZATION
customize to reflect your brand
create interactive, easy-to-use environments
MOBILE
collaborate anywhere and anytime via app or web
BUSINESS INTEGRATION
partners update opportunities or qualify leads
clients provide product feedback
employees create and escalate service tickets
SALESFORCE FILES
secure, social, mobile file access
sync files across all devices
ACTIONS
execute actions directly in the feed
convert leads, approve reports, create cases
create custom actions, connect with 3rd part apps
+45%
CUSTOMER
RETENTION
9www.sii.pl
CRM PRACTICE - SALESFORCE
ANALYTICS CLOUD
CONNECTED DATA
connect to Sales Cloud, Service Cloud data
import data from any external API or static files
TAKE ACTIONS
immediately act on your data: assign a sales task, close a
service case, collaborate with contacts
MOBILE
designed for mobile use on every device
first enterprise app for Apple Watch
collaborate on-the-go
DASHBOARDS
embed dashboards across the platform: Sales Cloud,
Service Cloud, Community Cloud
IMMEDIATE RESULTS
get data analyzed immediately
fast even when analyzing large sets of data
CONTEXTUAL ANSWERS
instantly find relevant answers
dig down the analyzed data to spot trends
WAVE APPS
ready-to-use industry-specific apps for: Sales, Service, IT
10www.sii.pl
CRM PRACTICE - SALESFORCE
ANALYTICS CLOUD DEMO
DIG DEEP INTO THE DATA
11www.sii.pl
CRM PRACTICE - SALESFORCE
ANALYTICS CLOUD DEMO
VIEW CRUCIAL DATA ON DASHBOARDS
12www.sii.pl
CRM PRACTICE - SALESFORCE
APP CLOUD
MOBILE APPS
create completely customized mobile apps
FINANCE APPS
connect finance department to Salesforce data
automate forecasting, track and share analysis
CUSTOMER APPS
build engaging apps tranforming customer experience
keep employees connected to customers
CONNECT
extend and connect with external APIs
connect any product, device, wearables
integrate data from systems: SAP, Oracle, Microsoft
access Salesforce data via REST, SOAP API
+52%
FASTER
INTEGRATION
+55%
FASTER
DEPLOYMENT
+48%
IT COSTS
SAVINGS
IT APPS
automate common processes: project management,
quality control, software license management
MARKETING APPS
manage complex marketing programs: conferences,
events, advertising campaigns
13www.sii.pl
CRM PRACTICE - SALESFORCE
INTERNET OF THINGS
ENGAGE CUSTOMERS
use data to take smarter, more personalized actions
SALESFORCE THUNDER
the world’s most scalable event processing engine
designed to digest large data sets in real time
take proactive actions from any device
REPORTS & DASHBOARDS
real-time picture of all business data, create detailed
reports to dig deeper into data
INTERNET OF CUSTOMERS
turn data generated by customers, partners, devices,
sensors, websites, Salesforce interactions into actions
INTUITIVE FILTERING
allow users to pick out significant events from a stream of
data and trigger actions in real time
CONNECT TO CLOUDS
connect all data: Sales Cloud, Service Cloud, Marketing
Cloud, App Cloud
Internet of Things
14www.sii.pl
CRM PRACTICE - SALESFORCE
GLOBAL CRM MARKET
19.7%
10.2%
7.8%
4.3%
3.6%
Others
54.4%
SHARES
IN 2014
TOTAL REVENUE: $26.2B (source: Gartner) source: Gartner - 2015
26.9%
21.1%
Others
13.0%
20.0%
0.6%
GROWTH
IN 2014-15
TOTAL GROWTH: 12.3% (source: Gartner)
15www.sii.pl
CERTIFICATIONS
CRM PRACTICE - SALESFORCE
20
SALESFORCE
DEVELOPERS
RESPONSIBILITIES
 APPLICATION LIFE-CYCLE: implementation, maintenance, support
 INTEGRATION with external and internal systems
 DATA migration between instances
 DEPLOYMENTS execution and support
SALESFORCE TEAM
 20 Salesforce Developers
 4+ years of experience
 Full range of seniority: Junior, Regular, Professional, Senior
 Salesforce Certificates: Platform Developer I
OUR CURRENT TEAM
in progress
16www.sii.pl
CRM PRACTICE - SALESFORCE
OUR CURRENT PROJECTS
10
CURRENT PROJECTS
GLOBAL
SCRUM, AGILE
VALIDATED
 CRMs – global and regional
 Processes & data management systems
 External systems
 Reports generation
 Research & Development
EXPERIENCE
TEAM SIZE
PER PROJECT
1 - 6+ DEVELOPERS
17www.sii.pl
Team Leasing
On-site (client office) or Off-site (Sii premises)
Specialists outsourcing
Staff Augmentation Services
CRM PRACTICE - SALESFORCE
COOPERATION MODELS
Ich stehe Ihnen gerne zur Verfügung!
- Piotr Bizukojć -
Business Development Manager
KONTAKT
Sii Polen Sp. z o.o.
Ul. Głogowska 31/30
Poznań, Polen
▪ Xing
▪ Linkedin
PIOTR BIZUKOJĆ
pbizukojc@pl.sii.eu
+48 539 907 066

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Salesforce - Sii IT-Services Offshore

  • 2. 2www.sii.pl CRM PRACTICE - SALESFORCE SALESFORCE FACTS REVENUE $6.67B (RECENT 12 MONTHS) WORLD’S #1 CRM NO SOFTWARE REQUIRED CLOUD BASED PLATFORM OVER 150,000 CUSTOMERS ACCESS ON PC, LAPTOPS, MOBILE DEVICES #1 LARGEST TECHNOLOGY EMPLOYER
  • 3. 3www.sii.pl CRM PRACTICE - SALESFORCE LIGHTNING EXPERIENCE NEW USER INTERFACE designed from scratch to meet nowadays standards ACCESSIBLE ON ALL DEVICES PCs, laptops, tablets, smartphones, smartwatches MODERN elegant, customizable, user-friendly EFFICIENT improves data entering, processing and displaying SMART easier to build thanks to reusable components
  • 4. 4www.sii.pl CRM PRACTICE - SALESFORCE SALESFORCE CLOUDS APPS fastest way to build apps INTERNET OF THINGS connect any device, sensor, product SALES increases productivity of sales teams SERVICE enhances customer services MARKETING manage efficiently your marketing COMMUNITY online collaboration platform for users ANALYTICS get fast answers from data being analyzed
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  • 6. 6www.sii.pl CRM PRACTICE - SALESFORCE SERVICE CLOUD LIVE AGENT help clients communicate with service agents COMMUNITIES self-service portals, discussion forums, engage customers in communities activity OMNI ROUTING route work, assign tasks to the most appropriate and available employee, MOBILE real-time picture of all service data, proces tickets and tasks from any place at any time SERVICE CONSOLE all needed information in one place, manage cases, track client history, view reports & dashboards KNOWLEDGE easy access to articles, FAQs, community knowledge FIELD SERVICE dispatch field agents to jobs, monitor their performance +48% FASTER CASE RESOLUTION +47% AGENT PRODUCTIVITY +45% CUSTOMER SATISFACTION
  • 7. 7www.sii.pl CRM PRACTICE - SALESFORCE MARKETING CLOUD MOBILE MESSAGING cross-channel: SMS, MMS, push notification reach customers regardless of location SOCIAL EXPERIENCES connect social to marketing, sales and service listen, engage, pubish and analyze data automate social workflow get clients opinion on brand, competitors, products CROSS-CHANNEL create customer journeys across email, mobile, social, ads PERSONALIZED EMAIL MARKETING build and manage email campaigns use CRM data for personalization automate the marketing campaign process ADS MANAGEMENT manage and optimize ads campaigns use CRM data for targeting find new prospects PREDICTIVE RECOMMENDATIONS track visitor behaviour and preferences in real-time create dynamic web pages and content for each visitor +43% MARKETING ROI
  • 8. 8www.sii.pl CRM PRACTICE - SALESFORCE COMMUNITY CLOUD PERSONALIZATION automatically suggest connections to experts, groups and content based on individual interests and behaviour CUSTOMIZATION customize to reflect your brand create interactive, easy-to-use environments MOBILE collaborate anywhere and anytime via app or web BUSINESS INTEGRATION partners update opportunities or qualify leads clients provide product feedback employees create and escalate service tickets SALESFORCE FILES secure, social, mobile file access sync files across all devices ACTIONS execute actions directly in the feed convert leads, approve reports, create cases create custom actions, connect with 3rd part apps +45% CUSTOMER RETENTION
  • 9. 9www.sii.pl CRM PRACTICE - SALESFORCE ANALYTICS CLOUD CONNECTED DATA connect to Sales Cloud, Service Cloud data import data from any external API or static files TAKE ACTIONS immediately act on your data: assign a sales task, close a service case, collaborate with contacts MOBILE designed for mobile use on every device first enterprise app for Apple Watch collaborate on-the-go DASHBOARDS embed dashboards across the platform: Sales Cloud, Service Cloud, Community Cloud IMMEDIATE RESULTS get data analyzed immediately fast even when analyzing large sets of data CONTEXTUAL ANSWERS instantly find relevant answers dig down the analyzed data to spot trends WAVE APPS ready-to-use industry-specific apps for: Sales, Service, IT
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  • 11. 11www.sii.pl CRM PRACTICE - SALESFORCE ANALYTICS CLOUD DEMO VIEW CRUCIAL DATA ON DASHBOARDS
  • 12. 12www.sii.pl CRM PRACTICE - SALESFORCE APP CLOUD MOBILE APPS create completely customized mobile apps FINANCE APPS connect finance department to Salesforce data automate forecasting, track and share analysis CUSTOMER APPS build engaging apps tranforming customer experience keep employees connected to customers CONNECT extend and connect with external APIs connect any product, device, wearables integrate data from systems: SAP, Oracle, Microsoft access Salesforce data via REST, SOAP API +52% FASTER INTEGRATION +55% FASTER DEPLOYMENT +48% IT COSTS SAVINGS IT APPS automate common processes: project management, quality control, software license management MARKETING APPS manage complex marketing programs: conferences, events, advertising campaigns
  • 13. 13www.sii.pl CRM PRACTICE - SALESFORCE INTERNET OF THINGS ENGAGE CUSTOMERS use data to take smarter, more personalized actions SALESFORCE THUNDER the world’s most scalable event processing engine designed to digest large data sets in real time take proactive actions from any device REPORTS & DASHBOARDS real-time picture of all business data, create detailed reports to dig deeper into data INTERNET OF CUSTOMERS turn data generated by customers, partners, devices, sensors, websites, Salesforce interactions into actions INTUITIVE FILTERING allow users to pick out significant events from a stream of data and trigger actions in real time CONNECT TO CLOUDS connect all data: Sales Cloud, Service Cloud, Marketing Cloud, App Cloud Internet of Things
  • 14. 14www.sii.pl CRM PRACTICE - SALESFORCE GLOBAL CRM MARKET 19.7% 10.2% 7.8% 4.3% 3.6% Others 54.4% SHARES IN 2014 TOTAL REVENUE: $26.2B (source: Gartner) source: Gartner - 2015 26.9% 21.1% Others 13.0% 20.0% 0.6% GROWTH IN 2014-15 TOTAL GROWTH: 12.3% (source: Gartner)
  • 15. 15www.sii.pl CERTIFICATIONS CRM PRACTICE - SALESFORCE 20 SALESFORCE DEVELOPERS RESPONSIBILITIES  APPLICATION LIFE-CYCLE: implementation, maintenance, support  INTEGRATION with external and internal systems  DATA migration between instances  DEPLOYMENTS execution and support SALESFORCE TEAM  20 Salesforce Developers  4+ years of experience  Full range of seniority: Junior, Regular, Professional, Senior  Salesforce Certificates: Platform Developer I OUR CURRENT TEAM in progress
  • 16. 16www.sii.pl CRM PRACTICE - SALESFORCE OUR CURRENT PROJECTS 10 CURRENT PROJECTS GLOBAL SCRUM, AGILE VALIDATED  CRMs – global and regional  Processes & data management systems  External systems  Reports generation  Research & Development EXPERIENCE TEAM SIZE PER PROJECT 1 - 6+ DEVELOPERS
  • 17. 17www.sii.pl Team Leasing On-site (client office) or Off-site (Sii premises) Specialists outsourcing Staff Augmentation Services CRM PRACTICE - SALESFORCE COOPERATION MODELS
  • 18. Ich stehe Ihnen gerne zur Verfügung! - Piotr Bizukojć - Business Development Manager KONTAKT Sii Polen Sp. z o.o. Ul. Głogowska 31/30 Poznań, Polen ▪ Xing ▪ Linkedin PIOTR BIZUKOJĆ pbizukojc@pl.sii.eu +48 539 907 066