How Does Salesforce Do It? Driving Collaboration in the Online Success Community
Transcript of How Does Salesforce Do It? Driving Collaboration in the Online Success Community
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Matt Brown
Advocacy Program Manager
From Salesforce Customer to User
Group attendee to MVP inaugural class
to now manager in charge of the User
Group and MVP Programs
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Salesforce Success Community
• Our online community to date 920,000+ customers and partners
• What’s the purpose?
• Connect faster
• Find answers
• Contribute ideas
• Collaborate & discuss
• Help & Training
• Over 500 collaboration groups - 160 of those User Groups
• Take advantage of the wealth of networking opportunities and
knowledge (if you’re not already)
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How We Met: SFDC User Group Program & ReadyTalk
A natural fit
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• ReadyTalk provides their webinar platform to 160
Global User Groups
• MVPs host Office Hours calls with the Community
• Our Vision is to provide three major benefits to User
Groups with this partnership…
How We Use the
Technology…
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Three major benefits:
1. Extend User Group events to remote members
2. Record event presentations to provide to the
community
3. Provide fully virtual meeting options for larger
regional and industry groups
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How User Groups Take Advantage of the Technology
• Example Use Cases
Ashima Saigal, Michigan Non-profit UG leader, uses ReadyTalk
to conduct UG meetings, connecting with those who join
remotely
Chicago UG leader, Denise Carbone, is using ReadyTalk to
meet, discuss upcoming events and plan for future meetings
with her co-leaders.
Trish Perkins, Greensboro UG leader with Cloud 4 Good, uses
the platform every day to attend staff meetings, discuss
Salesforce design, config and 3rd party integrations with clients,
collaborate with colleagues, do training with clients and on-
boarding with co workers.
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What Else Can I Use it For?
• What are some other use cases you see in the
Community for a Webinar application such as
ReadyTalks? – Ask Eric
• Are there other ways that the User Group Program can
leverage ReadyTalk? – Ask Deepa
• Why did the MVPs see the value of a Webinar
application over a standard conference call application?
– Ask Joshua
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Deepa Patel
Halak Consulting, LLC
Salesforce.com MVP
Silicon Valley User Group Co-Leader
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Business Case: Training & Certification
Who: Community members of Salesforce Certification Study Group
What: An online study environment
Why: To collaborate with each other while they preparing for
certification exams.
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How We Train
• Provide and discuss homework for upcoming sessions
• Review and learn from work done by everyone
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How Has ReadyTalk Helped?
• Schedule Bi-Weekly calls
• Screen Share and Video
collaboration
• Record sessions for review
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Results!
• Passed Certification Exam
• Future Plans – Add more sessions
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Thank You!
415.233.4240
www.halakconsulting.com
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How Salesforce User
Groups are Expanding
Their Reach with
Collaborative Online
Meetings
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Eric Dreshfield
• Assoc. Mgr., North America Medical Sales
Reporting and Analysis
• Southern Indiana Salesforce User Group Leader
• Twitter: @ericdresh
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Reasons Why People Can’t Attend
User Group meetings
Business Case: Collaborative Meetings
• The location isn’t convenient
• The date/time is doesn’t work
• Traffic is horrible
• Out of town on business, but I’d still like to participate
• I’m sick (or my kids are) so I’ll keep my distance, but I
don’t want to miss out on important info
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Broadcast the session - remote members can participate from
their homes, offices, airports…
AND
Record the session - members can watch (or review) it at their
convenience
We found a Solution
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How We Collaborate
Dreamforce Presentations
Regional User Group Event Planning
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Remotely or In Person, we can:
• Share stories of success
• Generate ideas
• Create a cohesive presentation
• Plan for future Salesforce events
How has ReadyTalk Helped?
Ultimately, we can engage with peers,
regardless of location
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Joshua HoskinsSolution Architect & Community Advocate for SUCCESS!
• Launched MVP Office Hours
• San Francisco Developer User Group Co-Lead 2013
• Re-Launched Singapore User Group 2012
• Contributed Salesforce Expertise to several Non-Profits Orgs
• Orlando Salesforce User Group Leader 2009-2012
• Produced “Dreamforce To You!” 3 Years in a Row
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#LIVE Answers by the
Community
Bi-Weekly!1st Half Hour: #SalesforceCRM2nd Half Hour: #ForceDotCom
MVP Office Hours – Your chance to collaborate with MVPs - LIVE!
How do you participate?
1. Go to http://OfficeHours.info/
2. Join the Chatter Group
3. Click “Register Now” Link
4. Attend & Ask your Question!
Business Case: Webinars & Thought Leadership
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• No Waiting - Dialogue in Real Time
• Multiple Point of Views
• Recorded Sessions
• Meeting Conflict
• Podcast Subscription
• Survey Feature
How has ReadyTalk Helped?
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Recap of Use Cases (plus some more):
• Training & Certification
• Collaboration
• Webinars for Thought Leadership
• Record, Record, Record (a common theme)
• Track recording metrics (who viewed, how long, how many times…)
• Use metrics to optimize the next event
• Edit & reuse in the community
• Share, Share, Share
• Social sharing capabilities, right within the platform
• Take full advantage of that recorded content, spread the knowledge
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ReadyTalk for Salesforce
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The ReadyTalk API
The Problem The Solution
• Web conferencing platforms and other applications can’t automatically “talk” to one another
• Getting data from one manual platform to another is often involves tedious, manual tasks:
• Reduces efficiency• Compromises data accuracy• Delays sales follow-up
• The API is all about INTEGRATION• The API enables ReadyTalk to
programmatically share data with other applications such as:
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Schedule a new ReadyTalk Meeting
Available Points of Integration
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Schedule a new ReadyTalk Meeting Retrieve a list of meetings and the details specific
ReadyTalk account
Available Points of Integration
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Schedule a new ReadyTalk Meeting Retrieve a list of meetings and the details specific
ReadyTalk account Create a registration for an individual for a specific
meeting
Available Points of Integration
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Schedule a new ReadyTalk Meeting Retrieve a list of meetings and the details specific
ReadyTalk account Create a registration for an individual for a specific
meeting Retrieve registration, attendance, polling and post-
event data
Available Points of Integration
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Schedule a new ReadyTalk Meeting Retrieve a list of meetings and the details specific
ReadyTalk account Create a registration for an individual for a specific
meeting Retrieve registration, attendance, polling and post-
event data Retrieve a list of recordings available on a specific
ReadyTalk account
Available Points of Integration
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Schedule a new ReadyTalk Meeting Retrieve a list of meetings and the details specific
ReadyTalk account Create a registration for an individual for a specific
meeting Retrieve registration, attendance, polling and post-
event data Retrieve a list of recordings available on a specific
ReadyTalk account Retrieve registration and playback duration data for
a specific recording
Available Points of Integration
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What is ReadyTalk for Salesforce?
A full-featured and reliable conferencing platform that integrates seamlessly with
Salesforce
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Seamless Integration with Salesforce
• Streamline Webinar Processes• Conduct Efficient Sales Demos
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Pain Points for the Marketing User
• ‘Excel Hell’ for compiling pre and post-webinar results
• Too much delay with post-event follow-up• Tracking prospect activity within
salesforce.comMarketing User
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Seamless Integration with Salesforce
• Streamline Webinar Processes• Conduct Efficient Sales Demos
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Pain Points for the Sales User
• Lack of visibility into my prospect’s activity• Limited window of time for a product demo• Time-consuming, manual processes for
entering data into salesforce.com
Sales User
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The Solution: ReadyTalk for Salesforce
Interactivity Data
Registration Data
Attendance Data
CRM
Webinar Platform
Automation
No more tedious spreadsheets! Instant visibility Rapid follow-up No need to leave salesforce.com
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ReadyTalk for Salesforce and Beyond
What’s Already Included? What can be tweaked?
Automatic data sync at the campaign, lead and contact level
View webinar data on the opportunity record
Multiple views of webinar history at the lead or contact level
Notifications to account owners based on webinar activity
Further lead qualification through the use of polling and post-event survey data
Customized Dashboard Metrics