[salesforce.com] Did You Know (General)?

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Did you know?

description

This deck outlines the hidden gems of salesforce.com CRM that you likely didn't know was available, including Event & Conference management, Bug Tracking, Content Management, Competitor Tracking and much more.

Transcript of [salesforce.com] Did You Know (General)?

Page 1: [salesforce.com] Did You Know (General)?

Did you know?

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Did you know salesforce.com includes an enterprise content library?

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Integrated Content Management

Cloud Content – Single Platform

• Search, Tag, Rate, Collaborate

• Subscriptions, Version Control, Workflow

• Assemble presentations in the cloud

• Browser/Device Content Preview

• Share/Deliver content with links not attachments

• Find your content in seconds with indexed search

• Share Content inside Chatter feeds

Salesforce Libraries

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Did you know that there is a free survey management solution

on the AppExchange?

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Integrated End User Surveys

Feedback through Surveys

• Drag and Drop Survey Templates

• Distribute Surveys through Email

• Capture real-time results on Contact or Case records

• Customizable reports and dashboards

• Single Platform for user Feedback

Survey Force is a Free Force.com Labs application that allows you to capture feedback in salesforce.com. Survey Force allows you to create 3 types of questions (single select, multi select and free form text) and order your questions via drag and drop. Surveys are deployed via email templates and Sites. Survey results are related to the Contact and/or Case. Reports and Dashboards can be leveraged to analyze survey results.

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Did you know that salesforce.com has a free Time Off Management

application?

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Manage PTO on Force.com

Time-off Manager (PRO) Tracker

• Intelligent workflow to route PTO requests between employees and managers

• Sophisticated business rules to approve/reject PTO requests automatically

• Creates real-time team calendar of upcoming PTO days

• Integrates to Payroll systems to manage PTO accruals

TOM is a richly functional time-off management application. It manages the flow of time-off requests from employees to managers for approval, and provides a mechanism to send approved requests to a payroll system for incorporation into time-off balance calculations

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Did you know salesforce.com has a free software defect/bug tracking application?

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Integrated Bug Tracking

Real-time Bug Tracking and Analysis

• Manages all the test cases, feature requests and bugs logged for your product suite

• Monitors time and availability of developer and quality assurance engineer resources

• Enables you to compare the quality of products across your product suite

Bugs and feature requests can be monitored to identify the products that are generating the most problems — and consuming the most resources. With the consolidated data provided by Appforce Bug Tracking and Quality Assurance you can spot quality trends, keep track of the status of individual bugs, and see who is assigned to review the severity of bugs.

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Did you know salesforce.com has a free Customer Reference Management application?

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Customer Reference Management

Share Customer Stories/References

• Learn the best customer stories for your products and services

• Link customer stories to key accounts or opportunities

• Search keywords or competitive wins to find the best references for your deals

• Centralize your best customer stories and share across the enterprise

Customer Stories allows you to document and quickly find success stories with your customers, partners, competitive wins, and sales references. This app is based on the application salesforce.com uses internally to track similar stories.

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Did you know salesforce.com has a free Event Management application?

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Conference Manager on Force.com

Event Management Automation

• Manage the event details, venues, sponsors, critical contacts

• List potential speakers or moderators; submit for approval

• Collaborate on presentations, signage, venue layout and logistics

• Run reports and show dashboards of conference planning progress

True to its name, Conference Management creates a single repository of information about conferences. You can use the application to manage your participation in industry events and compare your level of involvement with that of your competitors.

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Did you know salesforce.com has a free application for tracking competitive intelligence?

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Collaborative Competitive Analysis

Know Your Enemy

• Displays the latest news and tweets about your competition

• Leverage Chatter to connect your competitive experts with your sales or marketing organization

• Leverage Salesforce Libraries to ensure your sales team has the most up to date presentations and tear sheets

For competitive strategy teams, the Competitors object is a single place to update the sales team on the latest tear sheets, kill decks, and strategies. Enable Chatter and your sales team gets instant feed updates and the ability to share their own tricks and tactics. If your organization does not have a competitive strategy team, "Know Your Enemy" empowers reps to add a new competitor, share their personal expertise, and connect with other reps that may be familiar with that competitor.

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Did you know that salesforce.com includes a crowd sourced discussion forum?

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Salesforce Answers

Integrated Real-Time Answers

• Ask questions to your entire community pool

• Search for FAQs and review common answers

• Answer questions or rate the validity of others to promote best answers

• Empower users to build a tribal knowledge base community for long term success

Your employees can seek help from others in the community with the Answers feature. They can ask questions and vote on Answers, and you can capture the best information in the knowledge base.

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Did you know that salesforce.com is available on your Blackberry,

iPad/iPhone or Android?

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Salesforce at your fingertips

• Your critical records and information are at your fingertips no matter where you are

• Look up numbers, email addresses and office locations from your phone

• Stay productive from anywhere

Salesforce Mobile Lite keeps you connected. With instant access on your handheld device, you can access vital information like accounts, contacts, leads, opportunities and dashboards wherever you are. (Available for the iPhone, iPad, Blackberry and Android.)

*Mobile Lite is read-only

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Did you know that salesforce.com integrates with Google Apps?

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Salesforce for Google Apps

Integrated Cloud Office Apps

• Web-based managed email

• Collaborate on office docs, spreadsheets and presentations inside salesforce.com

• Integrate Google Talk for real-time chat

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Integrate the leader in cloud-based office productivity solutions with the enterprise leading cloud application platform

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Did you know you can build and host websites on Force.com?

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Custom Websites on Force.com

Internal or External Sites

• Integrated Database

• Integrated Security Model

• Site Hosting and Scale and Maintenance

• Integrated Content Management

• Microsites, Landing Pages, Campaign Sites, Survey Sites, Event Sites, Registration Pages, Ideas Sites

The fastest way to build and run any Web site or Web application. Not just basic Web sites. Force.com sites include a database, integration with your back-end systems, workflow and approval rules, analytics, and more—all in the cloud

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Chris CranisSr. Account Executive415-830-4129@forceius

What else don’t you know?