Run Your Business Better Using Salesforce: How Salesforce Uses Salesforce
Detroit Salesforce User Group - Sites
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19-Oct-2014 -
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Transcript of Detroit Salesforce User Group - Sites
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Greg Burris
Sales Engineer
SalesForce.com
Your Sites. Our Cloud.Your Sites. Our Cloud.
Greg Burris
Sales Engineer
SalesForce.com
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Customers are Asking … “Why Can’t All IT Projectes be 5X Faster at ½ the Cost?”
CRM Apps
Web Apps
Web Sites
Finance
Apps
Manufacturing Apps
Supply Chain Apps
HR Apps
Engineering
Apps
E-Commerce
Sites
Community Sites
Customer Service Sites
Marketing Sites
Volunteering Sites
Intranet Sites
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We’ve Expanded Force.com to Power Any Web Site
Now Generally Available
Customer Edition Free Page Views
Enterprise Edition 500,000 per month
Unlimited Edition 1,000,000 per month
Additional 1,000,000 page views for $1,000 per month
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What Can You Build with Force.com Sites?
E-commerce Sites
Marketing Landing Pages
Lead Forms
Public Knowledge Base
Case Submission Forms
Public Ideas Sites
Public Web Apps
Custom Sites
Community Sites
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How It Works
Your Site In Our Cloud
BuildYour Data In Force.com
DesignThe Perfect UI
NameWith Any
URL
WWW
UseWith a CNAME
Alias
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Force.com Sites Gallery
http://developer.force.com/sitesgallery
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Case Study:Auto Club Group
Rob Prynn
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The AutoClub GroupIntroduction
We have 1000+ SFDC users across multiple states
We have been using the UE of SFDC since 2008 Headquarters are in Dearborn, MI We sell auto, home, and life insurance Support multi-line agents across multiple states
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The AutoClub GroupBackground
We work with partners who supply us leads (customer who request an insurance quote)
There is no standardized format when we receive the leads and who receives them is unclear
We are not sure when the customer requested to receive a quote from us
We are not sure when our agents receive the leads and or if they are following up on them
There is a lot of human/manual intervention required
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The AutoClub GroupChallenge
Leads from multiple sources on paper, email, napkins, faxes, etc.
Paper based forms lost, misplaced, never submitted
No tracking or visibility No analytics Credit for referrals required labor intensive
manual process Data accuracy questionable at best
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The AutoClub GroupSolution
Create a web based solution using “web to lead” functionality in SFDC
Automatically route leads to agents in the geographical area or call center as needed
Create a secure internet page that can be leveraged for future programs
Pass URL to lead source (turnkey operation)
Feed leads from vendor directly to ACG with no human intervention
Track analytics on a daily, weekly, monthly basis
Establish ROI
Scalable solution regardless of volume of leads
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The AutoClub GroupSteps to complete
Created web to lead HTMLCreated lead assignment rule based on zip codesCreated SFDC Domain (Site)Created SFDC Page for Site (10 Minute from start
to finish)Tagged all leads from a given page with lead
source and static campaign (edit picklist values in web to lead code)
Passed page to IT to clean-up, add logos (minimal effort)
Created custom Dashboards/Reports (Daily, Weekly, Trending, ROI)
Page is reusable
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The AutoClub GroupDemonstration
Show web to lead
Add site and page
Paste in HTML
Edit picklist
Show finished product Web page
Show leads in SFDC with Campaign/lead source
Show Dashboard
Show Quote Scout Metrics and ROI
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The AutoClub GroupAdvantages of SFDC
Business Process Review (BPR) to production in one week
Business side control
Limited IT resources needed (standardize HTML)
Large volume of reporting options
Ability to forward dashboard snapshots to external parties via Outlook rules
No need to go thru standard extensive website process
ROI was immediate $$$