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Mobilizing the Customer Experience: The Power & Potential of Salesforce1
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Magnet 360 iSeries: Mobilizing the Customer Experience. The power and potential of Salesforce1.

Sep 14, 2014

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Salesforce1 was the talk of Dreamforce. But what does it mean for your organization and your customers? Join us for a deeper dive into salesforce.com’s most compelling platform innovation yet. Hear perspective from Magnet 360 consultants about how Salesforce1 will help you connect in new ways with your customers and the next generation of apps and devices.
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Page 1: Magnet 360 iSeries: Mobilizing the Customer Experience. The power and potential of Salesforce1.

Mobilizing the Customer Experience: The Power & Potential of Salesforce1

Page 2: Magnet 360 iSeries: Mobilizing the Customer Experience. The power and potential of Salesforce1.

@magnet360

@smurphy_m360

@tjdupes

#iSeries

JOIN THE CONVERSATION

Page 3: Magnet 360 iSeries: Mobilizing the Customer Experience. The power and potential of Salesforce1.

OUR MANTRA

Page 4: Magnet 360 iSeries: Mobilizing the Customer Experience. The power and potential of Salesforce1.

S A L E S F O R C E E X P E R T I S E

/// Partner Since 2004/// 2,000+ Platform Projects

/// 95+ Certifications/// 8.9 Customer Satisfaction Score

Page 5: Magnet 360 iSeries: Mobilizing the Customer Experience. The power and potential of Salesforce1.

INFLUENCER SERIES – SALESFORCE1

JANUARY 2014

Page 6: Magnet 360 iSeries: Mobilizing the Customer Experience. The power and potential of Salesforce1.

AGENDA

• What is Salesforce1?• Salesforce1 Mobile capabilities• Customer Journey• What’s on the Roadmap?• What to do next?• Q & A • Networking Happy Hour

#iSeries @Magnet360 @smurphy_m360 @tjdupes

Page 7: Magnet 360 iSeries: Mobilizing the Customer Experience. The power and potential of Salesforce1.

WHAT IS SALESFORCE1?

Page 8: Magnet 360 iSeries: Mobilizing the Customer Experience. The power and potential of Salesforce1.

Q: WHAT IS SALESFORCE1?

"Salesforce1 was the big development revealed at salesforce.com's huge Dreamforce 2013 conference. But many left the conference wondering the same thing:

What exactly is Salesforce1?

A new mobile app? New sales, service, and marketing applications? A new set of application programming interfaces (APIs)? New development tools?”

- John R. Rymer, Forrester#iSeries @Magnet360 @smurphy_m360 @tjdupes

Page 9: Magnet 360 iSeries: Mobilizing the Customer Experience. The power and potential of Salesforce1.

SALESFORCE1 – PLATFORM

Salesforce1 Platform APIs

Salesforce1 App

Salesforce1 Platform Services

Force.com Heroku1 ExactTarget Fuel

#iSeries @Magnet360 @smurphy_m360 @tjdupes

Page 10: Magnet 360 iSeries: Mobilizing the Customer Experience. The power and potential of Salesforce1.

SALESFORCE1 – WHAT’S NEW

ChatterMulti-

language

Translation Workbench

Email ServicesAnalytics

CloudDatabase

ScheemaBuilder Search

Visualforce1

MonitoringMulti-tenant Infrastructure

Apex

Data-levelSecurity

Workflows

Social APIs

Analytics APIs

Bulk APIsRest APIs Metadata APIs

Soap APIs

Private AppExchange

Custom Actions

Identity Mobile Notifications

Tooling APIs

Developer Mobile Packs

Mobile SDK Offline Support

Streaming APIs

Geolocation

ET 1:1 ET fuel

Heroku1

Heroku Add-Ons

Sharing Model

ET APIAPIs

Mobile Services

Core Services

#iSeries @Magnet360 @smurphy_m360 @tjdupes

Page 11: Magnet 360 iSeries: Mobilizing the Customer Experience. The power and potential of Salesforce1.

SALESFORCE1 MOBILE APP

Page 12: Magnet 360 iSeries: Mobilizing the Customer Experience. The power and potential of Salesforce1.

EXPERIENCE SALESFORCE1 APP

AppExchange Apps

CRM

Custom Apps

All your past investments...

Feed First UI

Notifications Platform

Gelocation

…now in the future

#iSeries @Magnet360 @smurphy_m360 @tjdupes

Page 13: Magnet 360 iSeries: Mobilizing the Customer Experience. The power and potential of Salesforce1.

CUSTOM OBJECTS… NATIVE APP

#iSeries @Magnet360 @smurphy_m360 @tjdupes

Page 14: Magnet 360 iSeries: Mobilizing the Customer Experience. The power and potential of Salesforce1.

PUBLISHER ACTIONS

#iSeries @Magnet360 @smurphy_m360 @tjdupes

Page 15: Magnet 360 iSeries: Mobilizing the Customer Experience. The power and potential of Salesforce1.

DEMO – PUBLISHER ACTION

Page 16: Magnet 360 iSeries: Mobilizing the Customer Experience. The power and potential of Salesforce1.

VISUALFORCE APPS

#iSeries @Magnet360 @smurphy_m360 @tjdupes

Page 17: Magnet 360 iSeries: Mobilizing the Customer Experience. The power and potential of Salesforce1.

DEMO – VISUALFORCE PAGE

Page 18: Magnet 360 iSeries: Mobilizing the Customer Experience. The power and potential of Salesforce1.

CUSTOMER JOURNEY

Page 19: Magnet 360 iSeries: Mobilizing the Customer Experience. The power and potential of Salesforce1.

CUSTOMER JOURNEY

Awareness

Active Evaluation

Onboard

Regular Use& Support

Engage& Grow

#iSeries @Magnet360 @smurphy_m360 @tjdupes

Page 20: Magnet 360 iSeries: Mobilizing the Customer Experience. The power and potential of Salesforce1.

CONNECTING CUSTOMER LIFECYCLE

• Customer Journey - Current/Future

• Map Journey to Technology/Data – Current/Future

• Iterate-to-business value

#iSeries @Magnet360 @smurphy_m360 @tjdupes

Page 21: Magnet 360 iSeries: Mobilizing the Customer Experience. The power and potential of Salesforce1.

WHAT’S ON THE ROADMAP – SPRING ‘14

Page 22: Magnet 360 iSeries: Mobilizing the Customer Experience. The power and potential of Salesforce1.

ROADMAP - COMMUNITIES

• Communities will be available in the Mobile browser app

#iSeries @Magnet360 @smurphy_m360 @tjdupes

Page 23: Magnet 360 iSeries: Mobilizing the Customer Experience. The power and potential of Salesforce1.

ROADMAP – CHATTER GROUPS

• Customize the group layouts and publisher actions

#iSeries @Magnet360 @smurphy_m360 @tjdupes

Page 24: Magnet 360 iSeries: Mobilizing the Customer Experience. The power and potential of Salesforce1.

ROADMAP – SOCIAL

• People in Common• Associate and view

Twitter profiles for Accounts, Contacts and Leads

#iSeries @Magnet360 @smurphy_m360 @tjdupes

Page 25: Magnet 360 iSeries: Mobilizing the Customer Experience. The power and potential of Salesforce1.

ROADMAP – CHARTS

• Embed report charts in record detail page

• Automatically filtered based on the object they are embedded in

#iSeries @Magnet360 @smurphy_m360 @tjdupes

Page 26: Magnet 360 iSeries: Mobilizing the Customer Experience. The power and potential of Salesforce1.

ROADMAP – SALESFORCEA

• SalesforceA – Administration on your Mobile

#iSeries @Magnet360 @smurphy_m360 @tjdupes

Page 27: Magnet 360 iSeries: Mobilizing the Customer Experience. The power and potential of Salesforce1.

WHAT TO DO NEXT

Page 28: Magnet 360 iSeries: Mobilizing the Customer Experience. The power and potential of Salesforce1.

WHAT TO DO NEXT?

• Download Salesforce1 if you haven’t already• Start using the app, as-is, out of the box• Watch online videos, read the release notes• Engage your users and your teams• Find the gaps and prioritize enhancements• Create the roadmap to start your journey

– Start small and Iterate– Don’t boil the ocean

Download Salesforce1 App

#iSeries @Magnet360 @smurphy_m360 @tjdupes

Page 29: Magnet 360 iSeries: Mobilizing the Customer Experience. The power and potential of Salesforce1.

THANK YOU – Q & A

#iSeries @Magnet360 @smurphy_m360 @tjdupes