To learn more about customer stories, go to http://p.force.com/stories.

1. Short Title of Story
Salesforce Confidential
CHALLENGE SOLUTION RESULTS
COMPANY OVERVIEW
XYZ Company is a mid-market insurance carrier specializing in Commercial Property & Casualty for
agriculture. XYZ was faced with major disruption in their industry due to changing consumer needs
and new competition from direct model challengers…etc.
LOCATION City, Country
EMPLOYEES # of employees
INDUSTRY Specify industry here
COMPETITOR [What other vendors did the client consider?]
SOLUTION(S) Sales Cloud, Service Cloud, Chatter, etc.
GO LIVE DATE: 12/12/2012
Customer/Client Logo
COMPANY PROFILE
Partner logo here
Text
Text
Text
Details
Text
Text
Text
[Please include specifics on how Salesforce products
were implemented, etc.]
Text
Text
Text
Details
Subtitle

2. NOTES
Text
Text
Text
QUANTITATIVE RESULTS IF AVAILABLE
Text
Text
Text
Please provide quantitative results (% increase in sales productivity, % increase in revenue, % decrease in # of inbound calls, etc.)
More Detailed Info and Quantitative Results
[Color Commentary and Notes About Details of Deal or Implementation]

3. Competitors of Salesforce engaged in sales cycle: MFST, Oracle, etc.
Previous technology replaced by Salesforce: MSFT Dynamics
Salesforce products deployed: Sales Cloud, Service Cloud, Community Cloud, Chatter
Customer Business Model (B2B, B2C, or Both) B2C
Salesforce Product features: Mobile, Live Agent, CTI, Knowledge, etc.
If using Service Cloud, list use case (e.g. customer support, call
center, field service, telesales, etc.)
Call center, Field service
Integrations: SAP
AppExchange Apps/Partners DocuSign, FinancialForce, Marketo, etc.
Solution ‘Go Live’ date: 12/12/2012
MORE DETAILS
Solution Detail

4. Screenshots of app (if available)

5. Screenshots of app (if available)

6. Screenshots of app (if available)

7. Sharing Guidelines
SHARING USE CASE/SCENARIO:
Can Salesforce AEs share this story and overview slide in sales settings? Y/N
Can Salesforce AEs mention the customer name in sales settings? Y/N
Is this customer willing to act as a reference customer for prospects? Y/N
Would the customer be willing to speak at Dreamforce or other events? Y/N
These questions are required in order for your story submission to be accepted. Please answer
these questions to the best of your ability.
We will not contact the customer without reaching out to you first.
PARTNER INFORMATION
Name of reference approver: [Partner info here, please, not customer]
Title of reference approver:
Email of reference approver: