10 KEY APPEXCHANGE TAKEAWAYS FROM DREAMFORCE ’14 1

9 KEYAppExchAngE

TaKEawaYsfrom DrEAmforcE ’14

Dreamforce is an incredible week, but it can be hard to remember all the amazing things you saw and learned. The AppExchange team put together this guide to ensure that you walked away with all the tips and tricks you need to be a successful AppExchange aficionado. It’s packed with the nine most important takeaways from Dreamforce ’14, complete with plenty of links, photos, and quotes from key sessions to help jog your memory and give you a closer look at how AppExchange can help grow your business.

We hope you enjoy it, and we hope you start using your AppExchange learnings today.

Save the date for next year’s Dreamforce: September 15-18, 2015.

See you then!

9 KEY APPEXCHANGE TAKEAWAYS FROM DREAMFORCE ’14 2

TAblE OF CONTENTS: 9 Key AppExchange Takeaways from Dreamforce ’14

1 AppExchange Gives You the Tools to Help Move Business Faster p4

2 Navigating the AppExchange Like an Expert Is Easy p5

3 More Than 300 Salesforce1 Mobile-Ready Apps Help You Run Salesforce from Anywhere p6

4 Free Apps Accelerate Your Business’s Growth p8

5 Apps Help Sales Soar p10

6 Marketing Apps Make You a Marketing Ninja p12

7 Apps Help Small and Medium Businesses Grow p14

8 App Savvy Leads to Business Savvy p16

9 Joining the AppExchange Community Is a Must p17

9 KEY APPEXCHANGE TAKEAWAYS FROM DREAMFORCE ’14 3

AppExchange gives you the tools to help move business faster.AppExchange is the #1 business app marketplace, helping companies extend Salesforce with an arsenal of trusted, tested, and peer-reviewed apps. These apps are critical in helping move your business forward faster. The growth of the marketplace is truly remarkable. This is the current state of AppExchange:

· 2,500+ apps

· 300+ Salesforce1 mobile-ready apps

· 1,000+ FREE apps

· 2.6 million installs to date

· 44,000+ peer reviews

· 71% of Salesforce customers are using apps from AppExchange

AppExchange has apps for every department, every budget, any industry, any timeline, and any desired support level. There is an app that’s the right fit for you. Just dive in and navigate the site to find exactly what you need.

9 KEY APPEXCHANGE TAKEAWAYS FROM DREAMFORCE ’14 4

1TAKEAWAY

Navigating the AppExchange like an expert is easy.The AppExchange has more than 2,500 apps. But how do you narrow down that field to find the ones that will be most effective for your company? At Dreamforce, we featured a session that helped answer that question and armed admins with the tools they need to be heroes in the workplace. Guest speaker Garry Polmateer, Managing Partner at Red Argyle, shared some tips for finding the apps that are best for your company.

Define success. Be clear on your and goals and know your roadmap for both long- and short-term success. Do you have budget for a paid app or do you need to stick with free apps?

Use search and filters. Once you have your goals and budget in place, head to the AppExchange site. The search field, filters at the top, and the navigation on the left can help you narrow your search.

Read reviews. There are more than 44,000 user reviews on the AppExchange that can help inform your decision.

Try before you buy. Take advantage of free trials to help you in your evaluation. Use a sandbox to mirror your production org.

Get to know the community. The Salesforce community has more than 1.4 million members, including hundreds of dedicated MVPs and customers who can share their knowledge. Join All About AppExchange Apps.

See slides from the session here. ›

9 KEY APPEXCHANGE TAKEAWAYS FROM DREAMFORCE ’14 5

2TAKEAWAY

Garry Polmateer, Managing Partner, Red Argyle

More than 300 Salesforce1 mobile-ready apps help you run Salesforce from anywhere.The AppExchange has hundreds of apps that help you run your business from your phone and get more done. In our session AppExchange for Salesforce1, we highlighted seven customer-recommended mobile apps from Richard Stack, Vice President and Global Head of Staffing & Recruiting at Cloud Sherpas and Jonathan Moody, Vice President, Operations at Versature.

See slides from the session here. ›

9 KEY APPEXCHANGE TAKEAWAYS FROM DREAMFORCE ’14 6

“ If you’re looking for means to power your middle-to back-end office, the AppExchange has the tools to help you do it. And I guarantee you’ll see results in your front-end office.”

—Richard Stack, Vice President and Global Head of Staffing

& Recruiting, Cloud Sherpas

3TAKEAWAY

Richard Stack’s picks:Vice President and Global Head of Staffing & Recruiting, Cloud Sherpas

CiRRUS inSiGhTBring Salesforce to your Gmail account and more.

JobSCiEnCEHelp companies of every size and stage quickly fill positions.

FinAnCiAlFoRCE ACCoUnTinGStreamline accounting and your opportunity-to-cash process.

Jonathon Moody’s picks:Vice President Operations, Versature

9 KEY APPEXCHANGE TAKEAWAYS FROM DREAMFORCE ’14 7

“ I use the AppExchange to get ideas of what other people are doing and to help inform what we could be doing.”

—Jonathon Moody, Vice President, Operations at Versature

biziblEMake profitable marketing decisions.

ConGA CompoSERCreate and deliver customized documents and presentations.

DoCUSiGnClose deals faster, from anywhere.

zUoRAMake subscriptions and recurring payments easy.

SAlESFORCE1 MObIlE-READY APPS

Free apps accelerate your business’s growth.You don’t need a big budget to implement AppExchange apps; in fact, you don’t need a budget at all. AppExchange has more than 1,000 free apps you can deploy immediately to help you drive business faster.

Maggie Jolitz, Senior Business Analyst at Cox Automotive and Karen McBride, Senior Product Manager at E*Trade, each shared their five favorite free apps.

See slides from the session here. ›

9 KEY APPEXCHANGE TAKEAWAYS FROM DREAMFORCE ’14 8

“ It takes five minutes to install, and it’s super easy for end users to figure out how to configure.”

—Karen McBride, Product Manager, E*Trade

4TAKEAWAY

Maggie Jolitz’s picks:Senior Business Analyst, Cox Automotive

ACTion plAnS Manage customer projects after the sale.

GRAphiCS pACkExplore creative visual indicators for business processes.

oppoRTUniTy ACCoUnTAbiliTy DAShboARDHelp sales managers coach reps.

popUp AlERTS Bring critical account information front and center for users.

STAnDARD TAb ovERRiDES Guide users to desired actions.

“ These apps will make you a hero with the person who’s paying the bills. Every time you add something in, there’s no learning curve. It’s just easy.”

—Maggie Jolitz, Senior Business Analyst, Cox Automotive

9 KEY APPEXCHANGE TAKEAWAYS FROM DREAMFORCE ’14 9

Karen Mcbride’s picks:Product Manager, E*Trade

ChAnGEiT! Track user change requests.

FiElD TRip Assess and understand field usage.

JiTTERbiT CloUD DATA loADERLoad data fast and easy.

REDhoT nEwS Get the latest news for accounts.

SChEmA SURFER Browse object metadata quickly.

FREE APPS

Apps help sales soar.Who wouldn’t want to extend Salesforce to get a boost in sales? Dreamforce featured a session that dove right into the best apps to help do just that: Apps to Help Your Sales Soar. Diane Graeser, Sales Operation Manager at IGT, shared the apps that worked for her company.

See slides from the session here. ›

9 KEY APPEXCHANGE TAKEAWAYS FROM DREAMFORCE ’14 10

5TAKEAWAY

9 KEY APPEXCHANGE TAKEAWAYS FROM DREAMFORCE ’14 11

Diane Graeser’s picks:Sales Operation Manager, IGT

DoCUSiGnClose deals faster, from anywhere.

DRAwloopDynamically create, automate, deliver, and package documents like quotes, proposals, contracts, and account plans.

inFoRmATiCA CloUD DATA loADERImport, export, and mask Salesforce data in minutes.

lEvElElEvEn moTivATion EnGinEMotivate key sales behaviors, like building qualified pipeline and launching new products.

SAvoConvert leads and accelerate opportunities.

TAblEAU DESkTopAnalyze and understand data quickly.

XACTly inCEnTCentralize and control the entire sales incentive process.

SAlES APPS

Marketing apps make you a marketing ninja.There are hundreds of marketing apps to choose from on AppExchange, in areas like campaign management, marketing automation, mass emails, and more. With so many solutions to choose from, how do you pick? Three customers shared their favorite marketing apps with us during the AppExchange for Marketing session. Joe Allen, Head of Business Development at First Mile UK; Gina Price, Salesforce Admin at Akamai Technologies; and Peter Zaballos, Vice President of Marketing at SPS Commerce, each weighed in on the apps they’ve used and loved.

See slides from the session here. ›

9 KEY APPEXCHANGE TAKEAWAYS FROM DREAMFORCE ’14 12

“ Our persona, Heather, follows up with leads on our behalf to see if there’s anything else that they need. She’s turned dead leads into sales with her follow-up. Everybody loves Heather.”

— Gina Price, Director of Marketing, Akamai Technologies

6TAKEAWAY

Gina Price’s picks:Director of Marketing, Akamai Technologies

ConGA CompoSER & ConGA CoURiER Deliver lead details to reps and easily send emails and reports in various formats.

ConvERSiCA Engage leads and qualify buying intent with Conversica’s automated persona, who does the work for you.

DiSCovERoRG Get accurate intelligence on IT leads and projects.

pARDoT mARkETinG AUTomATion Track all prospect interactions and score them in real time.

Peter Zaballos’ picks:Vice President of Marketing, SPS Commerce

GET SATiSFACTion Create an active, helpful customer support community.

inFoRmATiCA CloUD DATA loADERCreate real-time retailer campaign visibility.

RESEllER viEw pRm FRom TREEhoUSE Manage hundreds of partner relationships and streamline your marketing communication.

Joe Allen’s picks:Head of Business Development, First Mile UK

CAmpAiGn moniToRSend beautiful targeted emails and use data to score leads in Salesforce.

DADDy AnAlyTiCSGet rich data from inbound Web inquiries.

GEopoinTEArm sales teams with hot leads and see the marketing impact geographically.

mARkETinG CAlEnDAR FREEAutomatically calendars campaigns and provides marketing activity oversight.

9 KEY APPEXCHANGE TAKEAWAYS FROM DREAMFORCE ’14 13

MARKETING APPS

Apps help small and medium businesses grow.Anyone who works for a small- or medium-size business knows that words like “department” and “team” can be deceiving; they’re both often one person or just a few people trying to accomplish many things. But apps from AppExchange can actually help your small or medium company operate like a huge business. Rather than spending time and money to develop expertise and build your own solution, businesses can turn to the AppExchange for trusted solutions that are recommended to help them grow .

In the Dreamforce session AppExchange for Small and Medium Businesses, Justin Kuryliw, Salesforce Sales Engineer, shared two customer-favorite apps. Luke Smedley, Director of Process and Systems at Interxion also shared the apps that helped his team achieve inspirational growth year over year.

See slides from the session here. ›

9 KEY APPEXCHANGE TAKEAWAYS FROM DREAMFORCE ’14 14

“ With Xactly Incent, now one person runs our commission process instead of eleven.”

—Luke Smedley, Director of Process and Systems, Interxion

7TAKEAWAY

luke Smedley’s picks:Director of Process and Systems, Interxion

CloUDSEnSE CommERCE plATFoRm Increase sales effectiveness and reduce costs with a single CPQ field sales platform for all selling all products.

ConGA CompoSER Generate proposals, quotes, account plans, contracts, and more with one click.

XACTly inCEnT Centralize and control the entire sales incentive process.

Justin Kuryliw’s picks:Salesforce Sales Engineer

GEopoinTE Map and geocode your Salesforce data.

TASkRAy Plan work quickly and efficiently with this project management tool.

9 KEY APPEXCHANGE TAKEAWAYS FROM DREAMFORCE ’14 15

“ How many people can find, customize, and launch CPQ within six weeks? We couldn’t have done this if we didn’t have the AppExchange. We’d still be talking to partners.”

—Luke Smedley, Director of Process and Systems, Interxion

APPS FOR SMAll AND MEDIuM buSINESSES

App savvy leads to business savvy.One of the most popular attractions at Dreamforce was the AppExchange Match Apps game featured in both the Platform Campground in the Cloud Expo and the Partner Zone. This is a great Web-based game that helps you learn, test, and build your knowledge of the many apps in the AppExchange.

The game was actually built on Force.com and Heroku and can be played on any device.

You still have a chance to play and build your knowledge at matchapps.cool. Get on the leaderboard and show off everything you learned!

9 KEY APPEXCHANGE TAKEAWAYS FROM DREAMFORCE ’14 16

8TAKEAWAY

Joining the AppExchange community is a must.Being part of the AppExchange community gives you constant access to collective knowledge and a passionate—and sometimes creative—exchange of ideas.

A great example of this passionate creativity happened this year at Dreamforce, when we brought together two groups of community friends—Salesforce MVPs and User Group Leaders—to say thanks for their dedication to the community. They surprised us with a rewrite and performance of a classic ’90s song all about how awesome the AppExchange is. Check out their performance here.

But the AppExchange community is active all year long. With so many great takeaways at hand, don’t miss the opportunity to share some of your own thoughts, questions, and best practices by joining the community.

Join All About AppExchange Apps now.

9 KEY APPEXCHANGE TAKEAWAYS FROM DREAMFORCE ’14 17

9TAKEAWAY

10 KEY APPEXCHANGE TAKEAWAYS FROM DREAMFORCE ’14 18