Salesforce1 Platform Build Amazing Apps More Quickly Grant Telfer, RVP Platform UKI, Salesforce.com Barry Clarke, Head of Distribution IT, Threadneedle Investments Doug Merrett, Principal Architect - Northern Europe, Salesforce.com June 25 th 2014
Aug 27, 2014
Salesforce1 Platform Build Amazing Apps More Quickly
Grant Telfer, RVP Platform UKI, Salesforce.com
Barry Clarke, Head of Distribution IT, Threadneedle Investments
Doug Merrett, Principal Architect - Northern Europe, Salesforce.com
June 25th 2014
Agenda & Speakers
• Platform Overview
Grant Telfer, RVP Platform UKI, Salesforce.com
• Customer Story
Barry Clarke, Head of Distribution IT, Threadneedle Investments
• Demo: Building apps on the Salesforce Platform Doug Merrett, Principal Architect - Northern Europe, salesforce.com
• Questions
Questions box in on the right of the screen or on Twitter - #platform
Safe Harbor
Safe 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 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 product or service availability, 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 developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any 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 affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures 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 presentations, 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.
Entire Industries Are Being Reinvented With Apps
“Why Software is Eating the World” - Marc Andreessen
Our Mission: Cloud Computing Driver, Catalyst & Evangelist
Mainframe
Client/Server
No Hardware/Software
Subscription Model
Automatic Upgrades
Constant Innovation
Enterprise Cloud Computing
Today 1960s 1980s
In the Internet of Customers, Apps Connect Everything
Connected
Employee
s
Connected
Products
Social
Mobile
Cloud
Connected
Partners Connected
Customers
Customer
But Most Companies Can’t Execute on Ideas Fast Enough
Ideas
Time
Current IT Capacity
Business Ideas The Growing
$1 Trillion*
“IT Debt Gap”
Source: Gartner “DevOps Step One: Assessing Your IT Infrastructure and Operations Technical Debt,”
6.22.12
The Salesforce1 Platform Lets You Focus On Innovation
Innovation
Governance
Focus on Innovation Legacy Platforms
Focus on Infrastructure
Business
Innovation
“Keeping the
lights on” Infrastructure
Governance
Innovation
Today, Over 4 Million Apps Run on Salesforce1 Platform
Suite of web and mobile apps
for sales, service, and marketing
Salesforce Apps
AppExchange with over 2,000
apps delivering functional or industry solutions
Partner Apps
Custom apps designed and
built by you or an SI partner
Custom Apps
4M+ Custom Apps
All the Platform Services You Need to Build Apps Fast
The Fastest Path From Idea To App
Develop, package and instantly deploy apps
Access rich APIs and frameworks
Code in your favorite language:
Ruby, Java, Apex
Add fields, design layouts, and manage users with
clicks, not code
Point-and-click workflow & business logic
Drag-and-drop reports and dashboards
All Your Best Employees Can Now Build Apps Fast
Programmatic Dev for Coders Declarative Dev for Business Analysts
Top Three Ways to Innovate on the Salesforce1 Platform
Connected
Everything
Automate Processes
with Employee Apps
Build Innovative
Customer Apps 1 2 3
Top 10 Custom Apps Anyone Can Build
Employee Onboarding App
Recruiting App
Inspection App
Clienteling App
Inventory App
Contracts App
Social Intranet App
Projects App
Budgeting App
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
Deliveries App
Connect Your Entire App Portfolio in the Cloud
Modernize your app
strategy
Deliver apps 70% faster
Develop, deploy, access and
govern apps
Industry’s most trusted
enterprise cloud platform
Manufacturing
Sales
HR Legal IT
Marketing Service
Back Office
Customer & Partner Apps
Legacy On-premise
front end to on-
premise
Geofencing
Connected Product
Retail app
IT Exception
Policy Legal
Contract Tracking
PTO
IT Help Desk
Governance Security Services
Facilities Equipment Inspection MRP
Supply Chain Mgmt
ERP
Oracle HR
GL
Clienteling
HR Case Mgmt
Inventory
PPM
Salesforce: #1 Enterprise Cloud Platform
Market Share #1
Enterprise Platform #1 Magic Quadrant for
Application Platform as a Service
January, 2014 Analyst: Yefim V. Natis
New IDC Study: Build Apps 70% Faster with Salesforce1 Platform February 2014
Platform
75%
Lower infrastructure
costs
80% More apps launched
per year
Faster time to market
70%
ROI
520%
7 Customers analyzed across 5 different industries
31 custom apps built (average)
2,700 internal employee users representing 89% of employee base (average)
100K external customer & partner users (average)
Barry Clarke Threadneedle Investments
Introduction to Threadneedle 1
• An established global asset manager
– Founded 1994
– AUM £89.7 Billion
– 163 investment professionals and 711 employees
• Sole focus is active management of client assets
• Offers a broad spectrum of capabilities
– Equities
– Fixed Income
– Commodities
– Multi-asset
– Property
• Owned by Ameriprise Financial Inc.
Threadneedle Investments
An established and active global manager
Source: Threadneedle, as at 31 March 2014.
AUM includes externally managed funds under administration.
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Assets under management
AUM – institutional vs. wholesale
Retail33.6%
Institutional66.4%
Equities58.5%
Fixed income31.4%
Cash2.8%
Property7.4%
Key facts
• AUM of £470 billion1
• A Fortune 500 company
• S&P rating of A; Moody’s A3
• Approximately £1.2 billion in excess capital
• No.1 financial planning firm in the US2
• No.30 largest global asset manager3
• No.9 largest manager of long-term
US mutual funds4
• No.2 mutual fund advisory programme
in assets5
Ameriprise Financial Inc.
Source: Ameriprise Financial Inc. as at 31 March 2014. 1 Group AUM represents total assets under management and administration. 2 Source: Form ADV, Part 1A, Item 5, and Certified Financial Planner Board of Standards, Inc. 3 Source: Pensions & Investments – Nov. 11, 2013 issue, data as at 31 December 2012. 4 Source: Investment Company Institute (ICI), as at 12 December 2013. 5 Source: Cerulli Associates – Cerulli Edge Managed Accounts edition, as at 31 March 2014.
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Singapore
Copenhagen
London Copenhagen
Paris
Madrid Milan
Frankfurt
Amsterdam
Vienna Zurich
Genev a
Stockholm
Luxembourg
• Local Threadneedle offices in 16 countries
• Complemented by Columbia network of seven offices across US
Serving clients across the globe
Source: Threadneedle, as at 31 March 2014.
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Taipei
Kuala Lumpur
Hong Kong
Dubai
• An established global asset manager
• A distinctive philosophy and identity
• Strong investment performance and capabilities
Summary of Threadneedle Investments
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Usage of Salesforce.com 2
• Licenses
– 322 Salesforce
– 623 Chatter Free
– 83 Salesforce Platform
– Everybody has a presence on Chatter
• Foundations
– Q3 2011, Pilot
– Q4 2011, Opportunities
– Q1 2012, Who’s important to me
• Moving on from glorified address book
– Including: Redemption Pipeline, Marketing Automation (Exact Target), Activity Management, Process Automation, Regulatory Relationships, Matrix Data, Deal Attributions
• Pipeline
– Including: Content Management, Activity Management Revisit, Mobile, Continued Process Automation, Data Governance
• Team closely aligned to the business
– Agile, nimble and importantly responsive
– Very small team in relative size: 1xProject Manager, 2xAnalyst Developers, 1xAdmin + 1xCRM Manager (in the business)
Usage of Salesforce.com
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• Leveraging the platform
– Quickly recognised the ROI we could leverage in making use of platform
– Anything that is done in a spreadsheet can be positioned in the platform
– Additional benefit of having powerful Management Information via Reports and Dashboards
– Modules built out quickly to meet a business need with very little development required
• Data Requests
• Project Management
• Appraisal Support
– Continue to examine the power of the platform and hold this up against traditional “development” tools
• “Why IT is Not an Oxymoron”
– http://blogs.salesforce.com/company/2014/02/adopting-an-agile-mentality-in-corporate-it.html
– Salesforce1 gives us a platform to build and deploy a mobile capability we haven’t had before
• “Microsoft and Salesforce.com Announce Global Strategic Partnership”
– http://www.salesforce.com/company/news-press/press-releases/2014/05/140529.jsp
– A lot of business have a large investment in Microsoft and this is not going to away
Usage of Platform
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Important information
For internal use and for Professional and/or Qualified Investors only (not to be used with or passed on to retail clients).
Past performance is not a guide to future performance. The value of investments and any income is not guaranteed and can go down as well as up and may be affected by exchange rate fluctuations. This means that an investor may not get back the amount invested.
The research and analysis included in this document has been produced by Threadneedle Investments for its own investment management activities, may have been acted upon prior to publication and is made available here incidentally. Any opinions expressed are made as at the date of publication but are subject to change without notice and should not be seen as investment advice. Information obtained from external sources is believed to be reliable but its accuracy or completeness cannot be guaranteed.
This presentation and its contents are confidential and proprietary. The information provided in this presentation is for the sole use of those attending the presentation. It may not be reproduced in any form or passed on to any third party without the express written permission of Threadneedle Investments. This presentation is the property of Threadneedle Investments and must be returned upon request.
Threadneedle Asset Management Limited. Registered in England and Wales, No. 573204. Registered Office: 60 St Mary Axe, London EC3A 8JQ. Authorised and regulated in the UK by the Financial Conduct Authority.
is a brand name and both the Threadneedle Investments name and logo are trademarks or registered trademarks of the Threadneedle group of companies.
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to your AE for follow up
• Visit our Platform page:
http://bit.ly/1eEnW0V
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http://bit.ly/1gvMuda
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http://bit.ly/1bXmS7L
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