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Make Your Life Easier With the Force'com AppExchange


Tom Bunderos. Sourcing Management Office. Holly Faulkner. Director. Enterprise Applications ... Siebel, Goldmine, ACT, and Microsoft CRM) ... – PowerPoint PPT presentation

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Tags: appexchange | com | easier | force | life | make


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Title: Make Your Life Easier With the Force'com AppExchange

Make Your Life Easier With the
Track Administrators
  • Holly Faulkner
  • ChoicePoint, a LexisNexis Company
  • Sara Bright Ryan Ellis

Safe Harbor Statement
Safe harbor statement under the Private
Securities Litigation Reform Act of 1995 This
presentation may contain forward-looking
statements including but not limited to
statements concerning the potential market for
our existing service offerings and future
offerings. All of our forward looking statements
involve 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. The risks and uncertainties
referred to above include - but are not limited
to - risks associated with possible fluctuations
in our operating results and cash flows, rate of
growth and anticipated revenue run rate, errors,
interruptions or delays in our service or our Web
hosting, our new business model, our history of
operating losses, the possibility that we will
not remain profitable, breach of our security
measures, 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 service, customer and partner acceptance
of the AppExchange, successful customer
deployment and utilization of our services,
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. These documents are
available on the SEC Filings section of the
Investor Information section of our website at, inc.
assumes no obligation and does not intend to
update these forward-looking statements, except
as required by law.
Session AgendaMake Your Life Easier With the AppExchange
  • Product Overview
  • Customer Spotlight
  • Product Demo
  • The New AppExchange!
  • Best Practices Next Steps
  • Q A

Sara Bright Product Marketing Manager
The Platform and AppExchange provide
us with the fastest path from idea to
innovation Jon Johnson Vice President ASCAP
Application Marketplace on Our Service 800
Business SaaS Applications Across CRM and Beyond
300,000 Test Drives 60,000 Installs 800 App
Listings 400 ISV Partners 75 Countries
Pre-integrated Applications View, Try,
Install Built on
The eBay of Business Software.
Four Ways Customers Use
AppExchangeBuild, Buy or Customize in Clicks
Back Office Applications
Free Low Cost Add-Ons
CRM Extensions
Starter Templates
Integration Connectors Sales Forecasting Sales
Compensation Email Marketing
Recruiting Time-Off Manager Project Issue
Mgmt Expense Tracker
Adoption Dashboards Reports Recurring Tasks
ERP HCM Price/Order Management
Ive found countless ways to adapt Salesforce to
our business model using AppExchange
apps. John Woods, IT Director, eRx Network
Reliability, Performance, Security Go
Native!Apps across all categories, built 100 on
our trusted infrastructure
With its easy-to-use interface, simple
configuration tools and rich functionality,
Apttus has taken our business to the next level.
Human Capital Management
Finance Accounting
Supply Chain Management
Contract Proposal Management
Tom Bunderos Sourcing Management Office
Holly Faulkner Director Enterprise Applications
ChoicePoint Solutions, a Lexis Nexis
CompanyCompany Overview
ChoicePoint, a LexisNexis company, helps
organizations attract, screen and hire the most
qualified talent in an increasingly competitive
marketplace. Focused on the long-term success of
its customers, ChoicePoint is continually
developing flexible, integrated technologies that
help organizations reduce risk, boost
productivity, improve compliance and further
streamline the hiring process.
  • INDUSTRY Employment Screening Services
  • EMPLOYEES 5250
  • GEOGRAPHY Based in Alpharetta, GA, with multiple
    nationwide service centers
  • USERS 826
  • PRODUCT(S) USED Mobile, Salesforce
    CRM SFA, Marketing, Customer Service Support

Typical Pain PointsLimited Resources, Big Demands
  • Small internal Salesforce CRM team, with no
    dedicated developer
  • No single point of truth- data living in
    multiple legacy systems
  • Fast paced industry more time spent being
    reactive instead of proactive
  • Increasing demand to speed up time to revenue

How I Became an AppExchange Addictand how you
can become one too!
  • Introduced by my CSM
  • Started with Mobile, now have over 20
    apps in use
  • Constantly Test Driving
  • My goal To publish my own custom app and
    distribute it on the AppExchange!

  • My Favorite Apps.

14 MobileCRM Extension
Put your CRM where your team works
Superior Mobile Technology
  • Not a Mobile browser
  • Instant, anywhere access
  • Works without a connection!
  • Real time data capture
  • Learns from users via their search results both
    online and on the device
  • Highly configurable
  • Mobile Configuration is all in Salesforce CRM
  • This is a value add to our field sales reps,
    allowing for increased productivity, being on the
    road doesn't have to mean being out of touch

Using since Dec 2006 of Users 100 of
Profiles 3 of Custom Objects 100 of
Custom Apps - 15
Demand Tools CRM Extension
  • Challenge
  • Prior to a 6 org merge, it was imperative that
    we cleanse our data.
  • Results
  • Using the 4 functionalities within DemandTools I
    was able to achieve the following
  • Post org merge, DemandTools has allowed both
    manual and scheduled de duplication efforts to
    continue on a daily basis.
  • Invaluable to any administrator Data Loader
    on Steroids!

Centive CompelBack Office Application
  • Challenge
  • With Salesforce CRM as the system of record,
    we needed to collapse our legacy system to bring
    finance in sync
  • Solution
  • Centive Compel provides accurate commission
    calculations, real-time visibility into sales
    performance metrics and personal commission
    forecasts based on opportunities in
  • Results
  • Real-time commission calculations
  • 360 view for finance department
  • Deeper level of buy-in across the company

Salesforce Labs AppsStarter Templates
  • Sales
  • Advanced Call Scripting
  • Contact Report from Opportunity
  • Mobile Administration 7
  • Message of the Day
  • Sales Activity Dashboards
  • HR
  • Vacation Requests
  • IT
  • Project and Issue Management
  • Admin Tools
  • Adoption Dashboards
  • Documents Tab Management
  • Hotkeys
  • Marketing
  • Marketing Metrics
  • Salesforce for Google AdWords
  • Service Support
  • Case History Timeline
  • Cases Owned by User Report

ClickToolsLow Cost Add-On
  • Challenge
  • Needed a robust survey tool to support our large
    customer community
  • On average we send out 10,000 surveys per month
  • Solution
  • Clicktools allows you to create and update
    salesforce information from customer surveys,
    forms and landing pages.
  • Automatic sync with Salesforce cases
  • Results
  • Real-time metrics for customer service
    department as a whole
  • Visibility into our customer service weaknesses

Efficient Solutions for a Fast-Paced Industry
  • The AppExchange saves time money and allows the
    internal Salesforce CRM team to run lean mean.
  • applications are helpful when replacing
    legacy systems. The fluidity of being able to
    quickly update the system is paramount to other
    solutions previously used. (ex. Siebel, Goldmine,
    ACT, and Microsoft CRM)
  • With speeding up the Time to Revenue as a major
    business initiative, the AppExchange has been
    invaluable to the solution implementation
  • The ability to access new applications has made
    Salesforce CRM easily extendable to new
    departments and business units.

Best Practices Tips4 Easy Ways To Keep Up to
  • Make visiting the site a ritual

Have other employees do the heavy lifting
Test Drive, Test Drive, Test Drive
Use Your Sandbox
Ryan Ellis Senior Product Manager
Weve Listened to Your Feedback
I wish I could purchase apps directly from the
I wish I could compare apps side by side
I have trouble finding what Im looking for
Its hard to keep up with all of the new apps
  • Demo

When You Get Back to the Office3 last pieces of
  • Sign up for AppExchange Category Updates
  • Keep an eye on AppExchange Essentials
  • Attend your local user group to gather new ideas

  • Index

Session FeedbackLet us know how were doing and
enter to win an iPod nano!
  • Please score the session from 5 to 1
    (5excellent,1needs improvement) in the
    following categories
  • Overall rating of the session
  • Quality of content
  • Strength of presentation delivery
  • Relevance of the session to your organization

Additionally, please fill in the name of each
speaker score them on overall delivery.
We strive to improve, thank you for filling out
our survey.
Holly Faulkner
Director, Enterprise Applications
Ryan Ellis
Senior Product Manager, Directory
Sara Bright
Product Marketing Manager, Directory
Other Valuable Applications
  • Form Factory
  • FormFactory automates quote generation, sales
    orders, proposals, invoices or any business form
    you need. Save sales cycle time by generating
    professional quotes in one click.
  • Prospect Insight
  • Prospect Insight is an on-demand web marketing
    automation suite that can show your sales team
    exactly where to spend its time in order to
    maximize ROI. Automatically track, score, and
    nurture prospects from the moment of lead
    generation through sale.
  • Ping Identity
  • Proven to increase adoption and utilization with
    secure SSO to Salesforce. Seamless LDAP
    integration for easy user provisioning and
    management. Improved control, security and
    productivity similar to your other applications.

Customer Hero Holly Faulkner
James M. Keith, AVP of Corporate Shared Services
says "As the director of CRM Applications, Holly
consistently exceeds our client's expectations.
Her solutions to every day issues and challenges
are innovative, timely, and efficient. Holly is
an extraordinary mentor to the other
administrators in the company and
enthusiastically shares her extensive knowledge
of the system to others. Our success with
Salesforce can be directly attributed to Holly's
leadership.  I'm very fortunate to have her as
part of my team.
Famed Statistics 90 Login Rate 100 Custom
Tabs 15 Custom Apps Apps Downloaded 26 Apps
including Centive, DemandTools, Salesforce
Mobile, Google AdWords
Holly Faulkner ChoicePoint, a LexisNexis
Company Director Enterprise Applications