Salesforce十步标准演示教学课件

The10-ClickExecutiveDemo

ForPartnersMattBrowningPartnerSalesEnablementThe10-ClickExecutiveDemo

FoSafeHarborSafeharborstatementunderthePrivateSecuritiesLitigationReformActof1995:Thispresentationmaycontainforward-lookingstatementsthatinvolverisks,uncertainties,andassumptions.Ifanysuchuncertaintiesmaterializeorifanyoftheassumptionsprovesincorrect,theresultsof,inc.coulddiffermateriallyfromtheresultsexpressedorimpliedbytheforward-lookingstatementswemake.Allstatementsotherthanstatementsofhistoricalfactcouldbedeemedforward-looking,includinganyprojectionsofsubscribergrowth,earnings,revenues,orotherfinancialitemsandanystatementsregardingstrategiesorplansofmanagementforfutureoperations,statementsofbelief,anystatementsconcerningnew,planned,orupgradedservicesortechnologydevelopmentsandcustomercontractsoruseofourservices.Therisksanduncertaintiesreferredtoaboveinclude–butarenotlimitedto–risksassociatedwithdevelopinganddeliveringnewfunctionalityforourservice,ournewbusinessmodel,ourpastoperatinglosses,possiblefluctuationsinouroperatingresultsandrateofgrowth,interruptionsordelaysinourWebhosting,breachofoursecuritymeasures,theimmaturemarketinwhichweoperate,ourrelativelylimitedoperatinghistory,ourabilitytoexpand,retain,andmotivateouremployeesandmanageourgrowth,newreleasesofourserviceandsuccessfulcustomerdeployment,ourlimitedhistoryresellingproducts,andutilizationandsellingtolargerenterprisecustomers.Furtherinformationonpotentialfactorsthatcouldaffectthefinancialresultsof,inc.isincludedinourquarterlyreportonForm10-QforthefiscalyearendedOctober31,2009andourotherfilings.ThesedocumentsareavailableontheSECFilingssectionoftheInvestorInformationsectionofourWebsite.Anyunreleasedservicesorfeaturesreferencedinthisorotherpressreleasesorpublicstatementsarenotcurrentlyavailableandmaynotbedeliveredontimeoratall.Customerswhopurchaseourservicesshouldmakethepurchasedecisionsbaseduponfeaturesthatarecurrentlyavailable.S,inc.assumesnoobligationanddoesnotintendtoupdatetheseforward-lookingstatements.SafeHarborSafeharborstatemeLearntoDeliveraKillerExecutiveDemoWealwaysprefertodeliveracustomizeddemoThisisfor“firstlook”orunplannedsituationsConsistsofabasicSalesClouddemoDemoscriptisprovidedwithintheslides

(seeSalesResourceCenterinthePartnerPortal)Besuretoreadthespeaker’snotes!

EspeciallyontheintroductionslidesLearntoDeliveraKillerExecThePowerPoint–DemoSandwichSandwichyourdemobetweenagoodintroandconclusionIntroductoryPowerPointslides10-ClickExecutiveDemoConclusionslideConclusion

SlideDemoIntroSlidesThePowerPoint–DemoSandwichGetThatDemoOrgLookingGood!Beforestarting,makesureyouhave:AHomepagethat’sfilledinwithdataADashboardwithsalesperformancemetricsApipelinechartintheabovedashboardAnAccountfilledoutwithdatathatshowsupinthepipelinereportAContactontheAccountthat’sfilledoutwithdataAnopenOpportunityontheAccountGetThatDemoOrgLookingGooRememberTheseQuickDemoTipsRelatefunctionalitytobusinessvaluePageUp/DowninsteadofscrollClickless,talkmoreUploadtheseslidesintoyourdemoorg…andnowlet’sbeginthedemo!RememberTheseQuickDemoTipsBeginDemonstrationYourCompany’sOpeningSlideHereBeginDemonstrationYourCompanADayintheLifeofaSalesExecutiveGainreal-timevisibilityClosedealsfaster360°viewintocustomeraccountsManagesalesactivityGivesellingtimebacktosalesrepsWe’llseehowatypicalsalesexecutiveusessalesforceto:ADayintheLifeofaSalesETheCloudComputingModelTechnologyModel:Multi-tenantAutomaticUpgradesWorld-ClassSecurity5xFaster,½CostBusinessModel:SubscriptionNoCapitalExpensePay-As-You-GoScalesEasilyIDCWhitePapersponsoredbyS:“FCloudPlatformDrivesHugeTimetoMarketandCostSavings”,Doc#219965,September,2009TheCloudComputingModelTechnTheReal-TimeCloudTheReal-TimeCloudTheReal-TimeCloudTheReal-TimeCloudTheReal-TimeCloudTheReal-TimeCloudTheReal-TimeCloudTheReal-TimeCloudTheReal-TimeCloudTheReal-TimeCloudClick1:LoginDoSay

ClicktheCustomerLogintab.

EnteryourLoginandPasswordforyourdemoorg.

ClickSubmit

Forthisdemonstration,I’mgoingtoassumetheroleofatypicalsalesmanager.Istartmydaybylaunchinganormalwebbrowserandgoingto.Oncethere,Ientermyusernameandpassword.

Click1:LoginDoSaywww.salesfClick2:HomeDoSayStayontheHomePage..

Pagedowntothevariousareasyouaretalkingto.Rightawayyou’llnoticeastraightforwardandfamiliardesignmodeledafterpopuilarconsumerwebsites.ThetabsacrossthetopmakeiteasyformetofindtheinformationthatIneed.Onthelefthandside,thesearchboxmakesfindingacontactoranyotherpieceofdataisaseasyasdoingaGooglesearch.IoftenstartbyreviewingmyPersonalDashboard.ThisshowsmethemostcriticalmetricsthatIusetomeasuremybusiness.

Now,inthemiddleofmyhomepage,Icanseemylistoftasksandcalendarevents.ThisinformationsynchronizeswithOutlookandLotusNotes,soIalwaysknowmyactivitiesaregoingtobeorganized.Speakingofbeingorganized,IseethatoneofmyrepshasassignedmeatasktocallLaurenBoyleatUnitedPartners.Ineedtocallherlatertoday.ButfirstIwanttolookatmydashboard…Click2:HomeDoSayStayontheClick3:Dashboards

DoSayClickontheDashboardsTab

IgenerallystartmydayinDashboards.ThisiswhereIgetinsightintoallmybusinessperformancemetrics.Icantracksalespipeline,mytopAccounts,dealsthatareindangerofslippingpasttheirforecastdate,performanceofmyindividualsalesreps,andmore.Myrepshavetheirowndashboardstotrackperformanceintheirterritory.Andourexecutivesusedashboardstotrackmetricsacrossthebusiness,whichmightincludetrackingcustomersupport,marketing,andfinancialinformation.Alldashboardsarereal-time,meaningthere’snodelaybetweenthetimewhenIrecordgetsupdatedandwhenthatupdateisreflectedinadashboard.

Nowinthiscase,Iwanttounderstandwhat’sbehindthischartcalled‘BiggestOpenDeals’,soI’mgoingtodrilldownonthat…Click3:DashboardsDoSayClicClick4:ReportsDoSayClickontheBiggestOpenDealsDashboardelement(orotherpipelinereportelement)YoushouldbeintheReportstablookingatanOpportunityPipelinereportPageDowntofindUnitedPartnersAccount

HereI’mtakentothereportthatsitsbehindthedashboardchartIwasjustlookingat.Theinformationhereisreal-time.BecauseIalwayshavevisibilityintocurrent,accuratedata,Idon’thavetoaskmyteamforweeklystatusreports.Ialsofindthathavingaccesstoreal-timeanalyticshelpsmemakebetterdecisionsandreactquicklytobusinesschange.MyrepassignedmeatasktocallLaurenBoyletoday,butbeforeIdothatIwanttoquicklyreviewtheinformationwehaveonherAccount,UnitedPartners.Click4:ReportsDoSayClickoClick5:AccountsClickStreamStorylineClickontheAccountNameUnitedPartners*

Moveyourmouseoverthevarioushoverlinks.FromhereIcanseeacomplete360overviewofmycustomer,UnitedPartners.IcanseewhichrepownsthisAccount,Icanseehowweclassifythiscustomer,andIcanseealltheinformationrelatedtothiscustomer,suchaspendingsalesopportunities,purchasedproducts,contactlists,andpendingcustomerservicecases.AndintheActivityHistorysectionIcanseeliterallyallcommunicationthat’stranspiredbetweenourtwoorganizations.Thisincludescommunicationthatotherteamsmayhavehadwithmycustomer,suchasmycustomersupportorganization,ourmarketingteam,anexecutive,oranymemberofmysalesteam.It’sallhereinoneplace.This360degreeviewisahugebenefitformebecauseIcanreadthispageandbereadyforacustomermeetinginminutes.Nomoretrackingpeopledownandtryingtotriangulateinformationbetweeninternalteams.Let’sgetbacktoLaurenBoyle,thepersonIneedtocall…Click5:AccountsClickStreaClick6:ContactsClickStreamStorylineClickonLaurenBoylefromtheContactshover.

ScrolldownasyoutalkaboutalltheinformationyoucangatheraboutLauren

TheHoversallowmetoquicklyseeallofthedatawithoutscrollingdownthepage.HereI’llgotothecontact’shoverandclickonLaurenBoyle.

JustliketheAccountpage,Icanseethe360-degreeviewofinformationaboutLauren.Infact,allthetabsinsalesforcearestructuredthisway.Sincetheentireapplicationhasaconsistentlookandfeel,it’sreallyeasyfornewuserstolearnhowtousesalesforce.NowthatI’vereviewedtheAccountandContactscreens,IfeellikeIamarmedwithalltheinformationthatIneedformycallwithLauren.Afterward,I’llwanttorecordinformationaboutthecallinsalesforce…Click6:ContactsClickStreaClick7:ActivitiesDoSayHoveroverCompletedActivitiesandclickon“LogaCall.”AssociatethecalltoanOpportunity.Enterafewsentencesinthedescriptionfield.Createafollowuptaskfornextweek.Let’ssaymycallwithLaurenwentreallywell-Laurenconfirmedthatwehavebeenselectedastheirvendorofchoice.Icantrackthiscallactivitybycreating

atask.ThisiswhereIrecordmycallnotes.I’malsogoingtoassociateitwiththerelevantOpportunity,andI’mgoingtocreatearemindertofollowupwithLaurennextweek.

Soyoucanseethatwithjustafewclicks,Iwasabletorecordmycall,associateittotheopportunity,andcreateafollowuptaskallfromonepage.Next,IneedtoupdatetheOpportunitytoreflectthatwe’vebeenselected…Click7:ActivitiesDoSayHoveClick8:OpportunitiesDoSayClickoneditnexttotheOpportunitySelect“Proposal/PriceQuote”asthenewSalesStage.Click“Save.”

Todothis,IsimplyneedtoupdatetheOpportunityStagefieldontheOpportunity.Thisupdatewillreflectimmediatelyonanyrelatedreportsanddashboards…Click8:OpportunitiesDoSayCClick9:DashboardsDoSayClickontheDashboardsTab

Becausereportsanddashboardsupdateinreal-time,Ialwayshaveup-to-theminute,accuratevisibilityintothesalespipeline.ItalsomeansthatIdon’tneedtohasslemyrepsfortimeconsumingweeklypipelineupdates,anditallowsmetoengagewithmyrepsinamoreproactiveandconstructivefashionbasedonwhereIseeIcanbestassist.

Solet’swrapthisup…Click9:DashboardsDoSayClicClick10:HomeDoSayClicktheHomeTabWithjustafewclicks,IwasabletoseewhatIneededtodo,researchrelatedinformationandeducatemyselfontheAccount,updateanopportunity,allthewhilehavingvisibilityintoallmyeffortsviadashboards.Allofthismeans,Ispendlesstimedoingadministrativechoresandinsteadspendmoretimewithmyprospectsandcustomers.SalesforcehelpsmeunderstandwhatactionsIshouldtake,helpsmeknowhowmyteamandIareperforming,andgivesmesimple,intuitivetoolstomanagemybusiness.Click10:HomeDoSayClicktheLet’sReviewWhatWeSawGainreal-timevisibilityClosedealsfaster360°viewintocustomeraccountsManagesalesactivityGivesellingtimebacktosalesrepsWesawhowasalesexecutiveusessalesforceto:Let’sReviewWhatWeSawGainrYourCompany’sClosingSlideHereThankYouYourCompany’sThankYouEndDemonstrationEndDemonstrationTakeActionNow!DownloadthescriptPracticethisdemoForwardtocolleaguesUploadslidesGetademoorg

(ifneeded)TakeActionNow!DownloadthesVisittheSalesResourceCenterinthePartnerPortalLiveWebinarsROICalculatorsCompetitiveIntelligencePricingSalesKitsReference

LibraryVisittheSalesResourceCenteThankYou!Feedback?Pleaseemail:

PartnerSalesEnablement@ThankYou!Feedback?PleaseemThe10-ClickExecutiveDemo

ForPartnersMattBrowningPartnerSalesEnablementThe10-ClickExecutiveDemo

FoSafeHarborSafeharborstatementunderthePrivateSecuritiesLitigationReformActof1995:Thispresentationmaycontainforward-lookingstatementsthatinvolverisks,uncertainties,andassumptions.Ifanysuchuncertaintiesmaterializeorifanyoftheassumptionsprovesincorrect,theresultsof,inc.coulddiffermateriallyfromtheresultsexpressedorimpliedbytheforward-lookingstatementswemake.Allstatementsotherthanstatementsofhistoricalfactcouldbedeemedforward-looking,includinganyprojectionsofsubscribergrowth,earnings,revenues,orotherfinancialitemsandanystatementsregardingstrategiesorplansofmanagementforfutureoperations,statementsofbelief,anystatementsconcerningnew,planned,orupgradedservicesortechnologydevelopmentsandcustomercontractsoruseofourservices.Therisksanduncertaintiesreferredtoaboveinclude–butarenotlimitedto–risksassociatedwithdevelopinganddeliveringnewfunctionalityforourservice,ournewbusinessmodel,ourpastoperatinglosses,possiblefluctuationsinouroperatingresultsandrateofgrowth,interruptionsordelaysinourWebhosting,breachofoursecuritymeasures,theimmaturemarketinwhichweoperate,ourrelativelylimitedoperatinghistory,ourabilitytoexpand,retain,andmotivateouremployeesandmanageourgrowth,newreleasesofourserviceandsuccessfulcustomerdeployment,ourlimitedhistoryresellingproducts,andutilizationandsellingtolargerenterprisecustomers.Furtherinformationonpotentialfactorsthatcouldaffectthefinancialresultsof,inc.isincludedinourquarterlyreportonForm10-QforthefiscalyearendedOctober31,2009andourotherfilings.ThesedocumentsareavailableontheSECFilingssectionoftheInvestorInformationsectionofourWebsite.Anyunreleasedservicesorfeaturesreferencedinthisorotherpressreleasesorpublicstatementsarenotcurrentlyavailableandmaynotbedeliveredontimeoratall.Customerswhopurchaseourservicesshouldmakethepurchasedecisionsbaseduponfeaturesthatarecurrentlyavailable.S,inc.assumesnoobligationanddoesnotintendtoupdatetheseforward-lookingstatements.SafeHarborSafeharborstatemeLearntoDeliveraKillerExecutiveDemoWealwaysprefertodeliveracustomizeddemoThisisfor“firstlook”orunplannedsituationsConsistsofabasicSalesClouddemoDemoscriptisprovidedwithintheslides

(seeSalesResourceCenterinthePartnerPortal)Besuretoreadthespeaker’snotes!

EspeciallyontheintroductionslidesLearntoDeliveraKillerExecThePowerPoint–DemoSandwichSandwichyourdemobetweenagoodintroandconclusionIntroductoryPowerPointslides10-ClickExecutiveDemoConclusionslideConclusion

SlideDemoIntroSlidesThePowerPoint–DemoSandwichGetThatDemoOrgLookingGood!Beforestarting,makesureyouhave:AHomepagethat’sfilledinwithdataADashboardwithsalesperformancemetricsApipelinechartintheabovedashboardAnAccountfilledoutwithdatathatshowsupinthepipelinereportAContactontheAccountthat’sfilledoutwithdataAnopenOpportunityontheAccountGetThatDemoOrgLookingGooRememberTheseQuickDemoTipsRelatefunctionalitytobusinessvaluePageUp/DowninsteadofscrollClickless,talkmoreUploadtheseslidesintoyourdemoorg…andnowlet’sbeginthedemo!RememberTheseQuickDemoTipsBeginDemonstrationYourCompany’sOpeningSlideHereBeginDemonstrationYourCompanADayintheLifeofaSalesExecutiveGainreal-timevisibilityClosedealsfaster360°viewintocustomeraccountsManagesalesactivityGivesellingtimebacktosalesrepsWe’llseehowatypicalsalesexecutiveusessalesforceto:ADayintheLifeofaSalesETheCloudComputingModelTechnologyModel:Multi-tenantAutomaticUpgradesWorld-ClassSecurity5xFaster,½CostBusinessModel:SubscriptionNoCapitalExpensePay-As-You-GoScalesEasilyIDCWhitePapersponsoredbyS:“FCloudPlatformDrivesHugeTimetoMarketandCostSavings”,Doc#219965,September,2009TheCloudComputingModelTechnTheReal-TimeCloudTheReal-TimeCloudTheReal-TimeCloudTheReal-TimeCloudTheReal-TimeCloudTheReal-TimeCloudTheReal-TimeCloudTheReal-TimeCloudTheReal-TimeCloudTheReal-TimeCloudClick1:LoginDoSay

ClicktheCustomerLogintab.

EnteryourLoginandPasswordforyourdemoorg.

ClickSubmit

Forthisdemonstration,I’mgoingtoassumetheroleofatypicalsalesmanager.Istartmydaybylaunchinganormalwebbrowserandgoingto.Oncethere,Ientermyusernameandpassword.

Click1:LoginDoSaywww.salesfClick2:HomeDoSayStayontheHomePage..

Pagedowntothevariousareasyouaretalkingto.Rightawayyou’llnoticeastraightforwardandfamiliardesignmodeledafterpopuilarconsumerwebsites.ThetabsacrossthetopmakeiteasyformetofindtheinformationthatIneed.Onthelefthandside,thesearchboxmakesfindingacontactoranyotherpieceofdataisaseasyasdoingaGooglesearch.IoftenstartbyreviewingmyPersonalDashboard.ThisshowsmethemostcriticalmetricsthatIusetomeasuremybusiness.

Now,inthemiddleofmyhomepage,Icanseemylistoftasksandcalendarevents.ThisinformationsynchronizeswithOutlookandLotusNotes,soIalwaysknowmyactivitiesaregoingtobeorganized.Speakingofbeingorganized,IseethatoneofmyrepshasassignedmeatasktocallLaurenBoyleatUnitedPartners.Ineedtocallherlatertoday.ButfirstIwanttolookatmydashboard…Click2:HomeDoSayStayontheClick3:Dashboards

DoSayClickontheDashboardsTab

IgenerallystartmydayinDashboards.ThisiswhereIgetinsightintoallmybusinessperformancemetrics.Icantracksalespipeline,mytopAccounts,dealsthatareindangerofslippingpasttheirforecastdate,performanceofmyindividualsalesreps,andmore.Myrepshavetheirowndashboardstotrackperformanceintheirterritory.Andourexecutivesusedashboardstotrackmetricsacrossthebusiness,whichmightincludetrackingcustomersupport,marketing,andfinancialinformation.Alldashboardsarereal-time,meaningthere’snodelaybetweenthetimewhenIrecordgetsupdatedandwhenthatupdateisreflectedinadashboard.

Nowinthiscase,Iwanttounderstandwhat’sbehindthischartcalled‘BiggestOpenDeals’,soI’mgoingtodrilldownonthat…Click3:DashboardsDoSayClicClick4:ReportsDoSayClickontheBiggestOpenDealsDashboardelement(orotherpipelinereportelement)YoushouldbeintheReportstablookingatanOpportunityPipelinereportPageDowntofindUnitedPartnersAccount

HereI’mtakentothereportthatsitsbehindthedashboardchartIwasjustlookingat.Theinformationhereisreal-time.BecauseIalwayshavevisibilityintocurrent,accuratedata,Idon’thavetoaskmyteamforweeklystatusreports.Ialsofindthathavingaccesstoreal-timeanalyticshelpsmemakebetterdecisionsandreactquicklytobusinesschange.MyrepassignedmeatasktocallLaurenBoyletoday,butbeforeIdothatIwanttoquicklyreviewtheinformationwehaveonherAccount,UnitedPartners.Click4:ReportsDoSayClickoClick5:AccountsClickStreamStorylineClickontheAccountNameUnitedPartners*

Moveyourmouseoverthevarioushoverlinks.FromhereIcanseeacomplete360overviewofmycustomer,UnitedPartners.IcanseewhichrepownsthisAccount,Icanseehowweclassifythiscustomer,andIcanseealltheinformationrelatedtothiscustomer,suchaspendingsalesopportunities,purchasedproducts,contactlists,andpendingcustomerservicecases.AndintheActivityHistorysectionIcanseeliterallyallcommunicationthat’stranspiredbetweenourtwoorganizations.Thisincludescommunicationthatotherteamsmayhavehadwithmycustomer,suchasmycustomersupportorganization,ourmarketingteam,anexecutive,oranymemberofmysalesteam.It’sallhereinoneplace.This360degreeviewisahugebenefitformebecauseIcanreadthispageandbereadyforacustomermeetinginminutes.Nomoretrackingpeopledownandtryingtotriangulateinformationbetweeninternalteams.Let’sgetbacktoLaurenBoyle,thepersonIneedtocall…Click5:AccountsClickStreaClick6:ContactsClickStreamStorylineClickonLaurenBoylefromtheContactshover.

ScrolldownasyoutalkaboutalltheinformationyoucangatheraboutLauren

TheHoversallowmetoquicklyseeallofthedatawithoutscrollingdownthepage.HereI’llgotothecontact’shoverandclickonLaurenBoyle.

JustliketheAccountpage,Icanseethe360-degreeviewofinformationaboutLauren.Infact,allthetabsinsalesforcearestructuredthisway.Sincetheentireapplicationhasaconsistentlookandfeel,it’sreallyeasyfornewuserstolearnhowtousesalesforce.NowthatI’vereviewedtheAccountandContactscreens,IfeellikeIamarmedwithalltheinformationthatIneedformycallwithLauren.Afterward,I’llwanttorecordinformationaboutthecallinsalesforce…Click6:ContactsClickStreaClick7:ActivitiesDoSayHoveroverCompletedActivitiesandclickon“LogaCall.”AssociatethecalltoanOpportunity.Enterafewsentencesinthedescriptionfield.Createafollowuptaskfornextweek.Let’ssaymycallwithLaurenwentreallywell-Laurenconfirmedthatwehavebeenselectedastheirvendorofchoice.Icantrackthiscallactivitybycreating

atask.ThisiswhereIrecordmycallnotes.I’malsogoingtoassociateitwiththerelevantOpportunity,andI’mgoingtocre