One Stop Shop for SMBs to Manage Their Entire Business

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A One-Stop-Shop for SMBs: How Salesforce Can Manage Your Entire Business Tim Anderson, Customers for Life, salesforce.com Dale McVeen, President, Bishop Technologies Chris McVeen, Director Client Services, Bishop Technologies David Ciccarelli, CEO, Voices.com

description

From sales, to marketing, and finance, join us to learn how you can manage your entire business within Salesforce. You'll hear from other SMB customers about how they're using this tool to manage their business end to end, and will leave armed with new ways you can leverage this application for success.

Transcript of One Stop Shop for SMBs to Manage Their Entire Business

Page 1: One Stop Shop for SMBs to Manage Their Entire Business

A One-Stop-Shop for SMBs:

How Salesforce Can Manage Your Entire Business

Tim Anderson, Customers for Life, salesforce.com

Dale McVeen, President, Bishop Technologies

Chris McVeen, Director Client Services, Bishop Technologies

David Ciccarelli, CEO, Voices.com

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Safe Harbor

Safe harbor statement under the Private Securities Litigation Reform Act of 1995:

This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if

any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-

looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of

product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of

management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments

and customer contracts or use of our services.

The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our

service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth,

interruptions or delays in our Web hosting, breach of our security measures, the outcome of intellectual property and other l itigation, risks associated

with possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain,

and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling

non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the

financial results of salesforce.com, inc. is included in our annual report on Form 10-Q for the most recent fiscal quarter ended July 31, 2012. This

documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site.

Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may

not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently

available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.

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Session Objectives

• Learn from successful customers

• Think about Salesforce as a tool to run ALL of your Front-Office

• Leave session with solutions to specific businesses challenges

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Agenda

Welcome – Tim Anderson, salesforce.com Customer Story – Bishop Technologies Customer Story – Voices.com Q&A

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Delight Your Customers with the Social Enterprise

Cloud . Mobile . Social

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Dale McVeen

President

Chris McVeen

Director, Client Services

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All about Bishop Technologies

Electronic Messaging and Data Archive Migrations

• Founded in 2002

• Based in Chicago, IL

• 24 Sales Cloud, 2 Service Cloud, 20 Customer Portal

• Market carved out of email archiving and compliance

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Our Early Challenges

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2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012

Basic 1:1

Communication

Core Processes

and Structure

Developed

Early Salesforce

Implementation

Centralize

Accounts and

Support Model

Deeper

Development

Integration and

Automation

Initiatives Begin

Our Strategy…Ever Evolving

Quick

Growth

Streamline

Automation and

Collaboration

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Marketing

Campaign &

Lead Management

ExactTarget

Sales

Opportunities,

Quotations & Forecasts

Accounting

Expense Control & Commission Management

Support

Customer Portal

Knowledge Base

SLA Timer

Engineering

Client Experience & Project

Management

Collaboration

CRM Data &

Project Status

One-Stop-Shop

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Support Portal

SLA Timer

Client Website Inquiry

Quote Creation

Manage Entire Customer Lifecycle

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Change Request

via Case

Analyzed by

Salesforce Admin

Review with Key

Stakeholders

Plan for

Implementation

Deployment via

Salesforce Admin

Governance

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• Think big, but realistic

• Prioritize strategies from all roles

• Aim for functionality to be within two

degrees of top-line corporate goals

Key Takeaways

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David Ciccarelli Chief Executive Officer

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All about Voices.com

Online marketplace for professional voice over talents. We

transformed a 100 year old industry.

Founded in 2003

Based in London, Ontario

26 Unlimited Edition

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How We Innovate

Audition and Hire Professionals From the Web, iPhone or iPad

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We Run Our Whole Business on Salesforce

Marketing

Google Adwords and Act-On for

Marketing

Sales

PowerDialer for Inside Sales

Team

Support

Email, Web Forms, Chat and

Phone

Collaboration

Ideas and Do.com for Project

Management

HR

Time-off, Flex-Time &

Vacation

Analytics

Business Decision Made from “Single

Point of Truth”

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We Score Leads with Act-On

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Our Sales Team Loves PowerDialer

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We Support Our Customers with LiveAgent

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Everyone’s Got a Good Idea

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Projects Are Managed in Do.com

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Human Resources Made Simple

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Top Lessons Learned

Start your search on AppExchange

Prequalify Vendors with their level of Salesforce integration

Use Admin Request from Premier Support

Systematize every department with Salesforce

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Dale McVeen

President,

Bishop Technologies

Chris McVeen

Director Client Services,

Bishop Technologies

David Ciccarelli Tim Anderson

CEO,

Voices.com

Customers for Life,

salesforce.com

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