Upwardly Mobile: Getting Started with Force.com Mobile

Holly Faulkner, Choicepoint

Leahanne Merritt, PHH Arval

Admin I: Getting Started

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 www.salesforce.com/investor. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements, except as required by law.

Imagine it. Learn it. Use it….Force.com Mobile

Introductions

Product overview

How and Why?

Great results, but I wish I had…

Force.com Mobile website

“Take backs” to the office

Q&A

Holly Faulkner

Director, CRM Applications

Leahanne Merritt

Manager, CRM

Liza Dunham and Steven Lee

Customer Success Managers

salesforce.com

Moderated By:

Force.com Mobile: Product Overview

Look up customer data

Modify opportunity status or amount

Assign tasks from the field

Log emails and calls

Enter activity information

Check orders

Lookup nearby accounts

Check/change case status

Log new case

Lookup solution

Log emails and tasks

Access customer information

Close a case

Our reps are more willing and able to record sales calls in Salesforce using the AppExchange Mobile platform on our Blackberry devices. Now that we have a far more detailed record of customer interactions, we can precisely identify who we’re reaching in our target markets.“

” — ManagerPharmion

Devices Supported

Blackberry 7000 and 8000

series models, with

Blackberry OS of 4.0 or

higher

Palm OS Treo 600, 650,

680, 700p

Select Pocket PC devices

running Windows Mobile 5

Online vs Mobile View

26 Fields populated

12 Fields populated

All About Choicepoint

Company Logo Here

• INDUSTRY: Services

• EMPLOYEES: 5,000

• GEOGRAPHY: US

• # Apex Mobile USERS: 200

• # USERS: 616 UE

• PRODUCT(S) USED: Salesforce SFA & Call Center, 12 AppExchange

Applications

ChoicePoint's WorkPlace Solutions group offers a full range of pre- and continuing employment screening products and services. Through instant online screening services, comprehensive background checks and drug testing, ChoicePoint is well-positioned to meet the varying employment needs of its corporate customers.

Why and How?

Why we deployed Force.com Mobile

• Reps claimed they could not log activities or update opportunities while “on the road”

How we deployed Force.com Mobile

• Became best friends with my Blackberry administrator

• Developed page layout that made sense on the Blackberry.

• Delivered training via webinar/powerpoint.

Great results, but I wish I had…

Great results

Higher Adoption Rate due to constant connectivity. 

Workflow rules function with a higher level of efficiency. 

One of the best and most well received applications (out of

14) I’ve ever internally released. 

I wish I had…

• Become best friends with my Blackberry administrator early in

the process

• Championed my legal department sooner in the process

• Understood value of pre work!!!

All About PHH Arval

Company Logo Here

• INDUSTRY: Financial Services

• EMPLOYEES: 1,200

• GEOGRAPHY: Global

• # Apex Mobile USERS: ~50

• # USERS: 332 UE

• PRODUCT(S) USED: Salesforce SFA, 10 AppExchange Applications

PHH Arval is a leading provider of outsourced commercial fleet management services in the United States and Canada, serving corporate clients and government agencies with car and truck fleets. Experience the PHH difference.

Why and How?

Why we deployed Force.com Mobile

• Need for Real-Time Data vs. “When I get Time”

How we deployed Force.com Mobile

• Held a focus group with 5 users from 5 different groups

• 60 day pilot

• Field by field evaluation to see if field should be deployed

• Got help

• Trained users on web application prior to Force.com Mobile

deployment

• User based profiles

Great results, but I wish I had…

Great results

• Restored Utilization to 90%

• Internal Market Segment Improvements

• 3 separate Business units all calling on the same companies

• Internal Customers were happy to have a choice

I wish I had…

• Gotten professional help

• Set expectations the Blackberry is not a PC

• Engaged with internal IT

• Created a How-To Guide

Visit: https://www.salesforce.com/platform/mobile-platform/

Free Trial sign up

Partner Information

Live device demos

Training Classes Mobile Admin Bootcamp: 2-day class deployment/management

class on Force.com Mobile.

Mobile Success Coach: A half-day combination of Web-based

training and one-on-one consulting to get you started

Custom Training: On-site training catering to specific needs.

Take these messages back to the office!

Generate Executive Sponsorship / Champions

before you start!!!

Set expectations the Blackberry is not a PC!!!

Realize you are deploying to a device – take into

consideration memory and model differences.

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Questions and Answers