Building Your Mobile Strategy
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With Salesforce and Traction on Demand
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Building Your Mobile Strategy
- 1. Building Your Mobile Strategy With Salesforce and Traction on Demand
- 2. Traction on Demand: Our Experience 150+ Employees, 200+ Certifications 9 years experience implementing/developing the Salesforce platform Platinum Salesforce Partner 450+ customers, 1700+ projects & 300+ custom Force.com apps developed One of 10 Pardot Preferred Partners in NA One of seven members of the SFMC Global Partner Advisory Council Largest group of certified Data.com consultants globally Rich mobile expertise. Close relationships with Heroku team
- 3. Building Your Mobile Strategy • Role of Data in Mobile • Choosing your Toolset • App Implementations • Q&A with Phil Calvin, CTO of Salesforce1 David Jenkins VP Data-Driven Initiatives Grant Adamson Director R&D
- 4. Role of Data Usability Integration Security Offline Data Enhance Decision Making
- 5. Choosing Your Toolset Lightning Communities Force.com Hybrid Apps PhoneGap and SDK Heroku
- 6. Door to Door
- 12. Direct Energy• Real-time view of reps and activity • In-person credit check transforming business
- 13. Leverage Offline Data Basic Gov: Disaster Assessment Git’gat: Field Study App
- 17. End-to-end team management platform leveraging Communities Utilized core functionality like Chatter, profiles and security Built fully custom UI and frontend on Force.com Fully responsive, device agnostic Payment processing and online league registration (PayPal) Inclusion of Canlan loyalty program: Puck Bucks Data/system integration, not migration to reduce duplicate data Minimal data stored in Salesforce LeagueStat database integration for player/league stats retrieval The Players Bench
- 18. Member Home Screen: League Overview Team Management: League Standings and Statistics
- 19. Team Management Functionality: Line Setting Team Management Functionality: Game Attendance
- 20. Fee Administration & Collection: PayPal Integration User Management: Setting Profiles
- 21. Other Examples Employee Engagement Retail Clienteling Event Registration Customer Loyalty
Editor's Notes
- Talk about what we
- TELUS story Big TELCO in Canada Hundreds of Door2Door field sales reps picking up paper Major increase in close rate because of lack of time delay Previously delay was weeks to process. Competitor knocks on door and offers competitive offer on this Docusign integration Previously did not know what a customer had OR what product eligility was
- Detailed address data loaded from Salesforce including availability Built using PhoneGap, jQueryMobile, the Salesforce AJAX toolkit In this case we used Google Maps for Business Not full offline support but really strong connectivity handling
- Took the paper based form Complex product and promotion pricing engine built in Salesforce
- Displaced a dedicated Field Sales app vendor Rapidly growing sales rep team, launching new states every month - Includes a Heroku app to handle FTP contract sync with DE back office systems. This FTP app can be quickly deployed for other customers. Salesforce is quickly spreading into other departments and becoming the hub for integrations Just last week launched requirements for CT and also a cool piece of functionality that filters what utility can be sold to the customer based on their ZIP code
- Almost 100 utilities with their own account formats Technical Discussion JS toolkit for Salesforce in play A lot of Web app functionality is in place As we’re evolving what are we doing now Salesforce1 and Force.com SDK 80% reduction in paper usage --$100,000+ savings Major increase in close rate because of lack of time delay
- Used the ESRI mapping service Both supports offline map tiles And shows actual property boundaries that might not be visible after a natural disaster
- Capturing detailed information around conditions This app is being built using the Salesforce Mobile SDK to take advantage of Smartstore for offline support Another use case could be an app where members of the community can take photos of pot holes or downed trees, submit to Salesforce, and create geocoded cases with photo attachments Rapid prototyping with Axure Mobile SDK with SmartStore and SmartSync
- Tech Were visual force Now grown into Responsive Design Communities Why D-D app vs responsive for this one Data quality importance REST for non Salesforce integration – Stats/ scores Puck Bucks integration Results 10,000+ members signed up since 2013 Full enhanced member experience: like a video game Team management/scheduling/line building features Stronger communication between league members and officials Faster collection of league fees Manage puck bucks loyalty program/balance Increased engagement in Puck Bucks loyalty program Cross promotion of other Canlan programs Increased measurable and actionable league data Game stats made accessible in real time Decrease in administrative overhead and league fees collection period