Chairman & CEO salesforce.com Marc Benio Welcome to 1
Sep 14, 2014
Chairman & CEOsalesforce.com
Marc Benio!
Welcome to
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Safe HarborSafe 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 di!er 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 "nancial 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, our new business model, our past operating losses, possible #uctuations 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 litigation, 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 a!ect the "nancial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent "scal year ended January 31, 2010. This documents and others 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 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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Our Mission: Cloud Computing Driver, Catalyst & Evangelist
TodayEnterprise Cloud Computing
1960sMainframe
1980sClient/server
3
377
354
331316
305290
276263
248
217
192177
162
144130
118105
9183
7264
55464135
$1.5 Billion+Annual Revenue Run Rate
Quart
erly R
evenue (
$M
)
Revenue through fiscal quarter ended 4/30/10
FY2005 FY2006 FY2007 FY2008 FY2009 FY2010
First Cloud Company to Exceed $1.5 Billion24% Quarterly Revenue Growth Y/Y in Q1 FY11
FY2011
4
77300
72500
67900
62300
59300
55400
51800
47700
43600
41000
38100
35300
32300
29800
27100
24800
22700
2050018700
1690015500
1390012500
111009800
87007700700063005700510049004300
350030002500200015001125750
77,300+
FY2006 FY2007 FY2008 FY2009FY2002 FY2003 FY2004 FY2005
Strong Growth In New Customers
FY2010 FY2011
Paying Customers
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Applications Moving to the Cloud
TodayCloud Computing Applications
apps
1960sMainframe
1980sClient/server
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TodayCloud Computing Platforms
1960sMainframe
Platforms Moving to the Cloud
1980sClient/server
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1980sWorkgroup Computing
TodaySocial Computing
2000sIntranet Computing
Lotus Notes
Microsoft Groove
File Sharing
Collaboration Moving to the Cloud
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ENTERPRISE
MID-MARKET
SMALL BUSINESS
The Cloud Serves Companies of Every Size
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Multi-tenantPay-as-you-go
ElasticReal-time
5x Faster
*IDC Report: “Force.com Cloud Platform Drives Huge Time to Market and Cost Savings”, September, 2009. Applies to development of custom applications on Force.com.
1/2 the Cost
The Cloud Computing Model
*
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Beware of the False Cloud
The False Cloud:- is NOT e"cient
- is NOT democratic
- is NOT economical
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192,000+ hourscommunity service
8,500+non-pro"t organizations
$20 million+grants
1%TimeEquityProduct
ShareTheModel.org
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UCSF Benio! Children’s Hospital at Mission Bay
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Chancellor, UCSFSusan Desmond-Hellmann
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Share Your Ideas for the Hospital
ideas.ucsfbenio!childrenshospital.org/
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Ten-Year Computing Cycles10X the number of users per cycle
1980s Client/server Computing
1970s Mini Computing
1990s Desktop Internet Computing
2000s Mobile Internet Computing
1960s Mainframe Computing
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2009: Social Networking Surpasses Email
250
450
650
850
11/06 3/07 7/07 11/07 3/08 7/08 11/08 3/09 7/09 11/09
Email Users
Social Networking Users
Glo
bal U
sers
(MM
)
Source: Morgan Stanley Internet Mobile Report, December 2009
22 Percent of Internet Time is Social.“
”
20
0
15.0
6/06 9/06 12/06 3/07 6/07 9/07 12/07 3/08 6/08 9/08 12/08 3/09 6/09 9/09
Shar
e of
Onl
ine
Usa
ge
Top Internet Use Cases
Search
Broad Change in Internet Usage
Source: Morgan Stanley Internet Mobile Report, December 2009
21
0
250
500
750
1000
Annu
al U
nit S
hipm
ents
(MM
)
2005 2006 2007 2008 2009E 2010E 2011E 2012E 2013E
Desktop
Smartphones
Notebook PCs
Next Generation Devices Changing How We Access the Internet
Source: Morgan Stanley Internet Mobile Report, December 2009
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Fundamental Shift in Cloud Computing
Collaboration . Real-time . MobileLow Cost . Fast . Easy-to-use
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1999: Why isn’t all enterprise software like Amazon.com?
2010: Why isn’t all enterprise software like Facebook?
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“The Facebook Imperative”: The World Has Changed
Amazon.comTabs Pull
ClickDesktop
FixedLocation Unknown
Windows/MacSelf-integrated
FacebookFeeds Push TouchSmartphone/TabletMobile Location Aware Cocoa/HTML 5Discrete Apps
2000 2010
25
Apple Surpasses Microsoft in Market Cap
0
80
160
240
320
400
03/00 03/01 03/02 03/03 03/04 03/05 03/06 03/07 03/08 03/09 03/10
Apple
Microsoft
Surreal“ ”Steve JobsFounder & CEO, Apple
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People Apps Data
New Desktopless World
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Pro"les Groups Feeds Content Sharing App UpdatesSecurity &
Sharing Chatter APIStatus Updates
Elastic Database & Stored Procedures Java & Apex
Visual Process Manager
Real-time Websites
Real-time Mobile Deployment
Integrated Content Library
Real-time Analytics
Integrated Knowledge
800+ Integrated Apps
Programmable User Interface
ISO 27001 Certi"ed Security
Proven, Real-time Scalability
Real-time Query Optimizer
Real-time Transparent
Status5 Minute Upgrade
Proven, Real-time Integration
Real-time Sandbox
EnvironmentSalesforce to
Salesforce
3 Global Data Centers & Disaster
RecoveryProven Reliability
Multitenant Kernel
cha
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Forc
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om
Platform for Cloud Apps
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Cloud
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Our First Enterprise-wide AppChatter is Now Live for All 77,300+ Customers
Included at no charge for all customers
Chatter for every employee:$15/user/month
Sales . Marketing . Service . Finance . HR . Operations . IT . Services . Alliances
salesforce.com
Learn how to turn it on at salesforce.com/chatter/getstarted
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SVP, Product MarketingKraig Swensrud
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Salesforce.com is the Sales Cloud Leader
Magic Quadrant Leader
Market LeadershipMarket Leadership
Would Recommend
94%
Customer SuccessProduct Innovation
"This Magic Quadrant graphic was published by Gartner, Inc. as part of a larger research note and should be evaluated in the context of the entire report. The Gartner report is available upon request from salesforce.com. To access the report, please go to www.salesforce.com."
Jigsaw
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Source: Salesforce.com Customer Relationship Survey conducted April 2010, by an independent third-party, MarketTools Inc., on 6,000+ randomly selected salesforce.com customers. Chatter results from survey of 135 customers during June, 2010.
Average Percentage Improvements Reported by Customers
Customers Succeed Across Every Major Metric
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Tremendous Excitement with Chatter
We’ve been chatterized for a few weeks. I love it!”“
Turned on Chatter over the weekend the o!ce is all abuzz!”“
Chatter rocks. Amazing innovation.”“
It’s pretty much exactly what my team wanted.”“
This is crazy cool - collaboration on steroids.”“
Salesforce Chatter takes enterprise collaboration to a whole new level.”“
Wow, chatter for salesforce.com is AMAZING.”“
Things I love this week: salesforce chatter...”“
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Product Expert
Executive
Sales Ops
Forecasts
Competitive Expert
Contracts
Price List
CorporatePresentation
Legal
Leads
Today, It’s Impossible To Stay On Top of Everything
SharepointLotusNotes
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Bob IgerCEO, The Walt Disney CompanyFortune Brainstorm Tech 2009
Cloud 2 Shows Us a Better WayStatus Updates . Pro#les . Feeds . Filters
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What if enterprise sales & collaboration worked like Facebook?
But was private, secure, and trusted?
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Cloud 2 Meets the Enterprise
Cloud 2: Works like Facebook
Trusted:
Real-time Feeds:
Secure, private application
People, documents, and app data is pushed to you
The sales conversation starts here.
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The World’s Leading Sales Application
Accounts & Contacts
Marketing & Leads
Opportunities & Quotes
Jigsaw
Work#ow & Approvals
Email &Productivity Content
Library
Real-TimeAnalytics
Partners
Social
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Demonstration
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Michael TchaoVice President, Product Marketing
iPad Worldwide
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Marc Benio! with Former Japanese Prime Minister Yukio HatoyamaJune, 2010
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Thank you, Apple!
Find this. Win this.
You have just won an Apple iPad!Please take this to registration to redeem your prize.
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John Miles VP IT, CIO
Consumer & SMB
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Co-founder &EVP, Technology
Parker Harris
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Salesforce Leads the Market with Service Cloud 2
Market LeadershipCustomer Success
~9,000 Service Cloud Customers
Market LeadershipProduct Innovation
Market Leadership
Leader
Magic Quadrantfor Customer Service
Call Centers
Market Leadership
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Source: Salesforce.com Customer Relationship Survey conducted April 2010, by an independent third-party, MarketTools Inc., on 6,000+ randomly selected salesforce.com customers.
Customer Success Across Every Major Metric
Average Percentage Improvements Reported by Customers
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Today’s Contact Centers Can’t Connect with Customers
But customers have moved to Cloud 2:Built for this:
Contact Center
Community Sites
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Search
Chat
Partners
Customer Portal
Call Center
Social
Community
Contracts & Entitlements
Call Scripting
Service Cloud 2 Connects You to Customers Everywhere
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Now the Service Cloud gets even better.
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Service Requests
How Do Agents Collaborate Across Departments To Find Answers?
Product
FinanceSales
Service
Billing
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Search
Chat
Partners
Customer Portal
Call Center
Social
Community
Contracts & Entitlements
Call Scripting
Service Cloud 2 Connects You to Customers Everywhere
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Demonstration
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Mike LeopoldDirector
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Platform for Cloud Apps
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The Leading Cloud Platform for Building Cloud 2 Apps
Visionary
Enterprise Application Servers
77,300+ Customers 160,000+ Custom Apps
38,000+ Web Sites
Market Leadership Customer Success Product Innovation
"This Magic Quadrant graphic was published by Gartner, Inc. as part of a larger research note and should be evaluated in the context of the entire report. The Gartner report is available upon request from salesforce.com. To access the report, please go to www.salesforce.com."
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Traditional Platforms Are Too Expensive, Complicated & Slow
Too Expensive
Install and Integrate Stack
Con"gure Software
Write and Test Lots of Code
Deploy and Load Test
Monitor and Tune
Patch and Regression Test
1
2
3
4
5
6
Too Complicated Too Slow
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ISO 27001 Certi"ed Security
Proven, Real-time Scalability
Real-time Query Optimizer
Real-time Transparent
Status5 Minute Upgrade
Proven, Real-time Integration
Real-time Sandbox
EnvironmentSalesforce to
Salesforce
3 Global Data Centers & Disaster
RecoveryProven Reliability
Multitenant Kernel
clo
ud
infr
ast
ruct
ure
Forc
e.c
om
61
Elastic Database & Stored Procedures Java & Apex
Visual Process Manager
Real-time Websites
Real-time Mobile Deployment
Integrated Content Library
Real-time Analytics
Integrated Knowledge
800+ Integrated Apps
Programmable User Interface
ISO 27001 Certi"ed Security
Proven, Real-time Scalability
Real-time Query Optimizer
Real-time Transparent
Status5 Minute Upgrade
Proven, Real-time Integration
Real-time Sandbox
EnvironmentSalesforce to
Salesforce
3 Global Data Centers & Disaster
RecoveryProven Reliability
Multitenant Kernel
de
velo
pm
en
t
pla
tfo
rm
clo
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infr
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Forc
e.c
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62
Pro"les Groups Feeds Content Sharing App UpdatesSecurity &
Sharing Chatter APIStatus Updates
Elastic Database & Stored Procedures Java & Apex
Visual Process Manager
Real-time Websites
Real-time Mobile Deployment
Integrated Content Library
Real-time Analytics
Integrated Knowledge
800+ Integrated Apps
Programmable User Interface
ISO 27001 Certi"ed Security
Proven, Real-time Scalability
Real-time Query Optimizer
Real-time Transparent
Status5 Minute Upgrade
Proven, Real-time Integration
Real-time Sandbox
EnvironmentSalesforce to
Salesforce
3 Global Data Centers & Disaster
RecoveryProven Reliability
Multitenant Kernel
cha
tte
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pla
tfo
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de
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pm
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tfo
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clo
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infr
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Forc
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Pro"les Groups Feeds Content Sharing App UpdatesSecurity &
Sharing Chatter APIStatus Updates
Elastic Database & Stored Procedures Java & Apex
Visual Process Manager
Real-time Websites
Real-time Mobile Deployment
Integrated Content Library
Real-time Analytics
Integrated Knowledge
800+ Integrated Apps
Programmable User Interface
ISO 27001 Certi"ed Security
Proven, Real-time Scalability
Real-time Query Optimizer
Real-time Transparent
Status5 Minute Upgrade
Proven, Real-time Integration
Real-time Sandbox
EnvironmentSalesforce to
Salesforce
3 Global Data Centers & Disaster
RecoveryProven Reliability
Multitenant Kernel
cha
tte
r
pla
tfo
rm
de
velo
pm
en
t
pla
tfo
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clo
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infr
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Forc
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om
World’s First Collaboration Platform
Platform for Cloud Apps
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Savings with Force.com 2009 IDC Research Report
Savings with Force.com 2009 IDC Research Report
Sta$ng 76%
Development Time 60%
Changes 78%
TCO 54%
Force.com is the Fastest Way to Build Cloud 2 Apps
Companies were able to reduce their three year TCO by 54%, saving $560,000 per app.
“
”65
All 160,000+ Force.com Apps Are Now Cloud 2 Apps
OperationsBack O"ce Human Resources RetailManufacturing
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Enterprise Java Developers Don’t Have a Path to the Cloud
Cloud
?6 Million Developers
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The World’s First Enterprise Java Cloud
The Trusted Cloud for 6 Million Enterprise Developers
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Paul Maritz President & CEO
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All Native ISV Apps Are Now Social
Cloud Apps
Project ManagementMarketing Sales RecruitingIT
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35+ New Collaboration Apps Live TodayTotal of 60 ChatterExchange apps now live
!"#$%&'(
www.appexchange.com
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AppExchange Keeps Growing with New Categories of Apps
ChatterExchange Categories
! Project Management! Quoting! Contracts! Accounting! Marketing! Recruiting! Field Service Management! Real Estate! Integration
...and many more!
Forbes
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The AppExchangeTrusted enterprise cloud marketplace
$350 Million+AppExchange partner revenue to date from AppExchange apps*
100% of all revenue goes to AppExchange developers
*Company estimate based on currently available information.
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Kia BehniaSVP & CTO
Brian Bell SVP & General Manager
Stacey Epstein VP Marketing
Tom GonserChief Strategy O$cer
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Welcome to Cloud
Pro"les Groups Feeds Content Sharing App UpdatesSecurity &
Sharing Chatter APIStatus Updates
Elastic Database & Stored Procedures Java & Apex
Visual Process Manager
Real-time Websites
Real-time Mobile Deployment
Integrated Content Library
Real-time Analytics
Integrated Knowledge
800+ Integrated Apps
Programmable User Interface
ISO 27001 Certi"ed Security
Proven, Real-time Scalability
Real-time Query Optimizer
Real-time Transparent
Status5 Minute Upgrade
Proven, Real-time Integration
Real-time Sandbox
EnvironmentSalesforce to
Salesforce
3 Global Data Centers & Disaster
RecoveryProven Reliability
Multitenant Kernel
cha
tte
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pla
tfo
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de
velo
pm
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clo
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infr
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Forc
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Cloud AppsPlatform for Cloud Apps
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Dreamforce 2010: Biggest Cloud Computing Event of the Year
A year’s worth of learning in four daysDecember 6-9, 2010
www.dreamforce.com
Stevie Wonder, Entertainer President Bill Clinton YOU!
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