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2. Safe Harbor Statement. ?Safe harbor" statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements the achievement of which involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of t
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1. How Salesforce.com Uses PRM Raquel Pancer, Salesforce.com
Michael Fullmore, Salesforce.com
Andrew O’Driscoll, Apprivo
2. 2 Safe Harbor Statement “Safe harbor” statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements the achievement of which involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions proves incorrect, our results 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 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 the integration of Sendia Corporation’s technology, operations, infrastructure and personnel with ours; unexpected costs or delays incurred in integrating Sendia with salesforce.com, which could adversely affect our operating results and rate of growth; any unknown errors or limitations in the Sendia technology; any third party intellectual property claims arising from the Sendia technology; customer and partner acceptance and deployment of the AppExchange and AppExchange Mobile platforms; interruptions or delays in our service or our Web hosting; our new business model; breach of our security measures; possible fluctuations in our operating results and rate of growth; the emerging market in which we operate; our relatively limited operating history; our ability to hire, retain and motivate our employees and manage our growth; competition; our ability to continue to release and gain customer acceptance of new and improved versions of our CRM service; unanticipated changes in our effective tax rate; fluctuations in the number of shares outstanding; the price of such shares; foreign currency exchange rates and interest rates.
Further information on these and other factors that could affect our financial results is included in the reports on Forms 10-K, 10-Q and 8-K and in other filings we make with the Securities and Exchange Commission from time to time, including our Form 10-K for the fiscal year ended January 31, 2006. These documents are available on the SEC Filings section of the Investor Information section of our website at www.salesforce.com/investor.
Any unreleased services or features referenced in this or other 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 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, except as required by law.
3. 3 Agenda Salesforce Partner Program
Why do we have a partner program?
What does our program look like?
What are our challenges?
Channel Tools From Salesforce PRM
Account management & enrollment
Deal registration for referral partners
Branded portals
Extended Channel Tools With The Appexchange
Program management
Partner finder
Q & A
4. 4 Salesforce.com Partner Program
5. 5 We’re No Different From You How does our partner program measure up?
High number of new partner applications
High deal collaboration with limited visibility
Lost leads
Difficult to set collaborative plans
Partner entitlements are not clear
No central place to target content
6. 6 Bridging The Gap and Making Partners Successful
7. 7 Our Mission
Provide a world class enablement service to
partners to help them, efficiently, go-to
market with salesforce.com; measuring/tracking
their performance such that through highly satisfied
customers, everyone achieves their revenue and
market share goals
8. 8 Partner Program Objectives
Offer partners support and resources they need according to how they engage with salesforce.com
Categorize partners based on business strengths and capabilities
Align tools and resources with partner value
Ensure partners get the right information and tools to be able to focus on the right business initiatives and engage with customers as they do best
Automate processes to scale the partner ecosystem
9. 9 Cross – Functional Team To Drive Channel Success SECRET SAUCE
Well designed partner program
Flexible and extensible platform (like salesforce.com ? )
Channel expertise
Technical expertise to deliver
Custom application development DEPLOYMENT DETAILS
Implemented Partner Portal with PartnerForce
300 partner companies; +2,000 users
Leveraged Business Operations, Training, Marketing, Web services, Technical Support, Finance
Engaged external consultant for customization
More customization, more partner visibility into their business
Automation and scalability
10. 10
11. 11 Technology Solution How did we address the challenges?
Created a scalable infrastructure to support the new partner program
Extend the internal reach of salesforce.com to the partner
community with PRM
Created automated process to
provide partner community growth
Provided some Self-Service Portal
type functionality Evaluated external/internal solutions
Deployed PRM and configured portals for our partners to login to
Created an approval process for Finance to create vendors in other systems
Created the Enrollment object to act both as a Lead and Opportunity record
Trained the internal users to work with the system
12. 12 Complete Partner Lifecycle ManagementIncrease channel effectiveness with Salesforce PRM
13. 13 The Program Comes To Life With Salesforce PRM Department - Global Alliances
Users - 300 companies
Target - 700 companies
Key Requirements
Lead/ deal registration
Program requirements
visibility
Partner communication
Key Benefits
Eliminated manual lead
referral process
One view for the partners
Partner updates
14. 14 Demo Of A Day In The Life Of A Salesforce Partner
15. 15
16. 16 Partner Program Solution
17. 17 Partner Recruitment & On-boarding
Key Requirements
View available programs and benefits
Capture partner enrollment information
Ramp up approved partners
Key Benefits
Lower enrollment cost
Reduced application processing time
Integrated with salesforce.com deployment
18. 18 Partner Application
19. 19 Partner Application – Bank Information
20. 20 Process Application in Salesforce.com
21. 21 Partner Portal User - Approved Partners
Key Requirements
View enrolled programs
View program requirements attainment
Integrate with other partner activities
Key Benefits
Provide program transparency to partners
Reduced cost to serve
Consolidate partner activities in one portal
22. 22 Partner Programs
23. 23 Enrolled Programs
24. 24 Program Attainment
25. 25 Partner Finder User - Public
Key Requirements
Allow public to search for partners
Search by geography and expertise
Generate partner leads
Key Benefits
Integrated with salesforce.com deployment
Provides partner marketing exposure
Lead generation
26. 26 Partner Locator Search
27. 27 Partner Locator Listings
28. 28 Solution Summary End-to-end partner program solution
Using standard salesforce.com products and technologies
Available to you on the AppExchange In closing etc.
In closing etc.
29. 29 Projected Results What were the projected results?
Business flexibility and scalability
Motivates partners to work with us and reach higher levels
Tracks and measures performance indicators
Profitability
Usability
Recognizes total value (not only revenues) contributed to relationship
Supports partners with multiple business relationships
Allows partners to expand commitment and business growth
Delivers single source of contact for relationship
Growth
Market reach
Organizational scalability
Decreased cost of engaging and supporting customers
30. 30 Next Steps We’re going to continue to share best practices with you and our community
We’re going to publish the custom partner program apps on the AppExchange
31. 31
32. 32 Session FeedbackLet us know how we’re doing! Please score the session from 5 to 1 (5=excellent,1=needs improvement) on the following categories:
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