Shamrock CRM – Salesforce.com Consulting, Implementations and Web Development

Sales Cloud 2 Detailed Feature Descriptions

Yesterday we gave the short summaries. Here are the detailed product descriptions from the Salesforce.com Press Release.

-Salesforce for Twitter: Twitter provides a free platform for users to answer the question “What are you doing?” in 140 characters or less and broadcast the answer to a community. Salesforce for Twitter will help sales and marketing professionals increase their pipeline and sales by helping marketers convert Twitter conversations into customers and make it easy for sales reps to tweet back to interested prospects. Marketers can run Twitter campaigns that capture interest on Twitter and then measure the return on their investment. Sales reps can also send and track tweets to customers or prospects right from a contact record.

-Real-time Quotes: With real-time quotes, sales reps can now use the Sales Cloud to automatically populate quotes with relevant customer data. Sales reps can generate and send sales quotes with just a few clicks, as power sellers do on eBay.

-Cloud Scheduler: The cloud scheduler will allow companies to schedule meetings with colleagues and outside customers and partners. The cloud scheduler will also allow users to set up meetings from within a contact record with drag and drop simplicity. Built on the Force.com platform, users will be able to automatically find available meeting times and schedule business meetings with colleagues, customers and partners by sending a meeting invite as Evite users do.

-Mobile Content: Sales Cloud users can now view any document accessible through the Salesforce CRM content library, like presentations and spreadsheets, on their mobile phone. Not only can users view the content, but they can also send the content to prospects and customers directly from their mobile device. The new mobile content feature makes accessing content on a phone as easy as finding and watching Youtube videos on a mobile device.

-New Charting and Report Builder: Companies now have even more control when it comes to building and analyzing their dashboards and reports. New chart types, color options, and data hovers make it even easier to get fast insights from dashboards. Users can also now drill into specific subsets of chart data by clicking on chart sub-sections, like a specific wedge of a pie chart. Building reports will be faster and more intuitive with the new reporter builder, and users will be instantly brought to the underlying report data, like users of Google Analytics. Users can create reports with drag and drop ease and preview the report and corresponding charts in real time – drag in a new column or field and instantly see the impact on reports and charts.

-Partner Connection Finder: The partner connection finder lets Sales Cloud 2 customers find new partners to connect and share information with in real time. Customers can now easily find new partners who are also salesforce.com users and start sharing leads and opportunity data as easily as sharing photos with friends on Flickr.

Salesforce Chatter Demonstration Video

Here is a great video demonstration of Salesforce’s new Chatter functionality.

Salesforce Chatter Video on YouTube

Dreamforce goodies

Look at some of the goodies.

Play Time for Dreamforce

Free drinks and the Black Crowes at Dreamforce!

The Basics of Salesforce Chatter

Look out next year for Salesforce Chatter!
“The Collaboration Cloud”

A few examples of what Salesforce Chatter will do:

- Will have a new user interface for Salesforce.com
- Employees can talk to eachother
- The apps can talk to you – new opportunities can talk to you
- Content can talk to you – “SAP order has been filled” as a status update
- Can add personal profile, complete with followers
- a directory of employees in your enterprise
- Groups, linked by opportunities
- Twitter, Facebook updates

All the content on Salesforce Chatter is all based on the security model of Salesforce.com, so your enterprise’s information is still safe.

Mobile Chatter apps will be available for iPhone, Blackberry, etc.
Sales Cloud 2 is also built on the Chatter app, so Sales Cloud 2 will also be integrated.

Chatter Demonstration

Salesforce Chatter

The new product…

Content (such as SharePoint, Intranets, Webex), Apps (Salesforce, Oracle, SAP), and People (Email, Facebook, Twitter) are all disconnected.

“We have to ask, why is there not a Facebook for the enterprise? Why is there not a Twitter for the Enterprise?” – Marc Benioff

“Salesforce Chatter – The magic of Facebook and Twitter brought to your enterprise” -Marc Benioff

Introducing: Salesforce Chatter – Join the conversation.

Sales Cloud 2

Sales Cloud 2 – the new version of the Sales Cloud from Salesforce.com

Just a couple examples of it’s capabilities:

- Create a .pdf of a quote and email it with Salesforce.com. Can create a proposal made up of these quotes and such. Deliver large content as a website.
- “Deal View” – see in an instant what is important to your users
- Each user can control their experience in real time by dragging and dropping – change the order, delete irrelevant information, etc.
- Coordinate meeting schedules across companies
-Single page report creation!!! No more 7 step wizard. Beautiful.

Salesforce.com Goes Social

Service Cloud 2 – can connect between the call center, Google, twitter, etc. Makes your tech support show up on Google, Facebook, etc.

Contact centers are disconnected from conversations, Oracle, SAP, amdocs, etc. where customers at using Google, Facebook, Twitter, etc. Basically all the service action (i.e. tech support) is done on Google, and the company is not receiving the benefit of that.

Support call – get call on Salesforce.com, get contact info instantly, then creates a case, search for the articles that relate to their question, every article can have video, pictures, html, step-by-step procedures. Customer support can relay it to them over the phone, on email, etc.

At Dell.com, a customer can go through the knowledge articles that the customer support rep can see. This information can be found at Google and search engines can see this. Immediate updates to the Dell.com website, using Salesforce.com. Yahoo Answers is where someone writes a question and the community answers, “crowd sourcing” the answer, as it is called. How do you do get a “Yahoo answers” on Salesforce? Salesforce Answers – also a Facebook app. Facebook data is then in the service cloud in Salesforce.com. This info is basically spread around the net. Likewise with Twitter, Tweet knowledge back out to a Twitter question when it is asked.

Awesome integration!

Service Cloud 2

Sales Cloud 2

Salesforce Keynote

Marc Benioff, Chairman and CEO of Salesforce.com takes the stage…he invites anyone with issues about Salesforce.com to contact him directly, at CEO@salesforce.com. Dreamforce this year is huge: 19,000 attendees at Dreamforce.com, 60 countries, and 300 sessions.

Platforms are moving to the cloud. Companies using Salesforce.com have performed at 5x faster at 1/2 the cost.

Salesforce.com Foundation 1% of time, equity, and product. Marc Benioff urges corporate attendees to help non-profits in need.

Marc Benioff brought several others to the stage, including Gavin Newsom, Mayor of San Francisco, to chit-chat about Salesforce’s charity work.

No Software - SAAS

Marc Benioff, Chairman and CEO of Salesforce.com

SAAS-Y

SugarCRM – Competing at Dreamforce

During the confusion at Dreamforce at an “official-looking” book called “Behind the Smoke Screen” was handed to me.

The book is SugarCRM’s satire of Salesforce.com. The first chapter is about “How to use Salesforce.com to close a time-sensitive deals” which is a Salesfore.com error message, stating that Salesforce.com will be unavailable for 8 hours. Interestingly, today at the Dreamforce Keynote by Marc Benioff, he stated that Salesforce.com was going to be using a new method of data updates, using a mixture of 2 data centers, trading from one to the other during updates, creating shortages of only 5 minutes, as compared to 5 hours.

Chapter 2 is “What Salesforce.com Knows about Cloud Computing”. The page is blank – cute.

Chapter 3 is “Customer Success” which states, “Sorry, this feature is not available in this edition. Please contact your sales representative to upgrade.” It’s true, Salesforce.com does have different editions for different needs.

Chapter 4, “Simple Steps to Creating Force.com Applications” is a maze leading to dollar symbols $$.

Chapter 5 is entitled “Investing in Innovation” which is a fake check to Oracle.

Chapter 6 is “About this Book” which says “You do not own this book or the information therein. If you would like an extract of the information, a massive CSV file might be sent to you within 60 to 90 days.

The rest of the book is empty pages. In fact only half the pages even have lines. Looking up this book online, I find that Sugar CRM has paid for 1,000 copies to hand out at Dreamforce. Considering the 19,000 that are at Dreamforce, that isn’t quite enough. However, the fact that even 1,000 were printed is kind of appalling, as the amount of paper that was wasted simply to satire Salesforce in less than 100 words is not very eco-conscious.