This deck outlines the hidden gems of salesforce.com CRM that you likely didn't know was available, including Event & Conference management, Bug Tracking, Content Management, Competitor Tracking and much more.
2. Did you know salesforce.com includes
an enterprise content library?
3. Integrated Content Management
Salesforce Libraries
Cloud Content – Single Platform
• Search, Tag, Rate, Collaborate
• Subscriptions, Version Control, Workflow
• Assemble presentations in the cloud
• Browser/Device Content Preview
• Share/Deliver content with links not
attachments
• Find your content in seconds with
indexed search
• Share Content inside Chatter feeds
4. Did you know that there is a
free survey management solution
on the AppExchange?
5. Integrated End User Surveys
Feedback through Surveys
• Drag and Drop Survey Templates
• Distribute Surveys through Email
• Capture real-time results on Contact or
Case records
• Customizable reports and dashboards
• Single Platform for user Feedback
Survey Force is a Free Force.com Labs application that allows you to capture
feedback in salesforce.com. Survey Force allows you to create 3 types of questions
(single select, multi select and free form text) and order your questions via drag
and drop. Surveys are deployed via email templates and Sites. Survey results are
related to the Contact and/or Case. Reports and Dashboards can be leveraged to
analyze survey results.
6. Did you know that salesforce.com
has a free Time Off Management
application?
7. Manage PTO on Force.com
Time-off Manager (PRO) Tracker
• Intelligent workflow to route PTO
requests between employees and
managers
• Sophisticated business rules to
approve/reject PTO requests
automatically
• Creates real-time team calendar of
upcoming PTO days
• Integrates to Payroll systems to manage
PTO accruals
TOM is a richly functional time-off management application.
It manages the flow of time-off requests from employees to
managers for approval, and provides a mechanism to send
approved requests to a payroll system for incorporation into
time-off balance calculations
8. Did you know salesforce.com has a free
software defect/bug tracking application?
9. Integrated Bug Tracking
Real-time Bug Tracking and Analysis
• Manages all the test cases, feature
requests and bugs logged for your
product suite
• Monitors time and availability of
developer and quality assurance
engineer resources
• Enables you to compare the quality
of products across your product
suite
Bugs and feature requests can be monitored to identify the
products that are generating the most problems — and
consuming the most resources. With the consolidated data
provided by Appforce Bug Tracking and Quality Assurance you can
spot quality trends, keep track of the status of individual bugs, and
see who is assigned to review the severity of bugs.
10. Did you know salesforce.com has a free
Customer Reference Management application?
11. Customer Reference Management
Share Customer Stories/References
• Learn the best customer stories for
your products and services
• Link customer stories to key
accounts or opportunities
• Search keywords or competitive
wins to find the best references for
your deals
• Centralize your best customer
stories and share across the
enterprise
Customer Stories allows you to document and quickly find success
stories with your customers, partners, competitive wins, and sales
references. This app is based on the application salesforce.com uses
internally to track similar stories.
12. Did you know salesforce.com has a free
Event Management application?
13. Conference Manager on Force.com
Event Management Automation
• Manage the event details, venues,
sponsors, critical contacts
• List potential speakers or
moderators; submit for approval
• Collaborate on presentations,
signage, venue layout and logistics
• Run reports and show dashboards of
conference planning progress
True to its name, Conference Management creates a single
repository of information about conferences. You can use
the application to manage your participation in industry
events and compare your level of involvement with that of
your competitors.
14. Did you know salesforce.com has a
free application for tracking
competitive intelligence?
15. Collaborative Competitive Analysis
Know Your Enemy
• Displays the latest news and tweets
about your competition
• Leverage Chatter to connect your
competitive experts with your sales
or marketing organization
• Leverage Salesforce Libraries to
ensure your sales team has the most
up to date presentations and tear
sheets
For competitive strategy teams, the Competitors object is a single place to update
the sales team on the latest tear sheets, kill decks, and strategies. Enable Chatter
and your sales team gets instant feed updates and the ability to share their own
tricks and tactics. If your organization does not have a competitive strategy team,
"Know Your Enemy" empowers reps to add a new competitor, share their personal
expertise, and connect with other reps that may be familiar with that competitor.
16. Did you know that salesforce.com includes
a crowd sourced discussion forum?
17. Salesforce Answers
Integrated Real-Time Answers
• Ask questions to your entire community
pool
• Search for FAQs and review common
answers
• Answer questions or rate the validity of
others to promote best answers
• Empower users to build a tribal
knowledge base community for long term
success
Your employees can seek help from others in the
community with the Answers feature. They can ask
questions and vote on Answers, and you can capture
the best information in the knowledge base.
18. Did you know that salesforce.com is
available on your Blackberry,
iPad/iPhone or Android?
19. Salesforce at your fingertips
• Your critical records and information
are at your fingertips no matter
where you are
• Look up numbers, email addresses
and office locations from your phone
• Stay productive from anywhere
Salesforce Mobile Lite keeps you connected. With instant
access on your handheld device, you can access vital
information like accounts, contacts, leads, opportunities and
dashboards wherever you are. (Available for the iPhone,
iPad, Blackberry and Android.)
*Mobile Lite is read-only
20. Did you know that salesforce.com
integrates with Google Apps?
21. Salesforce for Google Apps
+
Integrated Cloud Office Apps
• Web-based managed email
• Collaborate on office docs,
spreadsheets and presentations
inside salesforce.com
• Integrate Google Talk for real-time
chat
Integrate the leader in cloud-based office productivity solutions
with the enterprise leading cloud application platform
22. Did you know you can build and
host websites on Force.com?
23. Custom Websites on Force.com
Internal or External Sites
• Integrated Database
• Integrated Security Model
• Site Hosting and Scale and
Maintenance
• Integrated Content Management
• Microsites, Landing Pages, Campaign
Sites, Survey Sites, Event Sites,
Registration Pages, Ideas Sites
The fastest way to build and run any Web site or
Web application. Not just basic Web sites.
Force.com sites include a database, integration with
your back-end systems, workflow and approval
rules, analytics, and more—all in the cloud
24. What else don’t you know?
Chris Cranis
Sr. Account Executive
415-830-4129
@forceius