q1 2015 denver user group presentations
Post on 17-Jul-2015
102 Views
Preview:
TRANSCRIPT
Welcome Members! Please get your lunch and network. We’ll begin around 12:00pm.
Denver User Group @sfdcdenver denver@salesforceusergroups.com www.sfdcdenver.com
Lightening Developer Week
Wednesday March 11 6-8pm
Girly Geeks will meet at the Starbucks next door at 4pm prior to the event.
www.SFDCDenver.com
Important Dates & Events
Announcements
11 MARCH
Salesforce & Friends Bike MS
June 27-28, 2015
www.SFDCDenver.com
Important Dates & Events
Announcements
27 JUNE
Salesforce & Friends Bike Colorado Team – June 27 &28 A challenge for cyclists of every level so much more than just a ride. The camaraderie, passion, and memories that
come from sharing this experience with our team will stay with us for a lifetime.
• ANYONE Can Join!
• Team Goal: 10-15 team members
• Team Fundraising goal: $10,000
• Planned Team Rides: 2
• Team Partner Sponsors: 2-3
This can be
yours!
User Adoption Success Stories Denver Salesforce User Group, March 2015
Happy users = Happy data!
Marc Aubin – CEO & Co-Founder
@appbuddy, @marcaubin
Let’s get to know each other.
AppBuddy = Makers of GridBuddy
Healthcare
Pharmaceuticals & Life Sciences
Medical Equipment
High Tech
Financial Services
Insurance
Marketing & Advertising
Manufacturing
Telecom
Education & Non Profit
Agenda
What I’m not going to do
User adoption and Salesforce user experience
2 user adoption success stories with demos
Questions
What is user adoption?
User Adoption is an Agreement
Ops will provide & support a reliable, efficient means to
do work
Users will rely on system for business processes
The expectation is that agreements are followed
Agreements can be implicit or explicit
X factor: things are usually chaos
What about Salesforce?
Data Entry in Salesforce
* Assumes pressing edit button on list view, editing only 1 field per record, then pressing the save button.
Use Case: Edit a list of Opportunities that have different record types
Data Entry in Salesforce
* Assumes navigating to an Oppty on list view, clicking the record link, clicking edit, editing 1 field, saving, scrolling to the related list
section, clicking the edit link on a related Product, editing 1 field, saving, then hitting the Oppty tab for the next batch.
Use Case: Edit Opportunities and related Products
What’s missing?
User Interface (UI) Essentials
Spatial Visualization (Mental Manipulation)
Spatial Visualization (Mental Manipulation)
Spatial Visualization (Mental Manipulation)
User Interface (UI) Essentials
User Interface (UI) Essentials
Scorecard
List Views
VISIBILITY
Poor
CONTEXT
Poor
ACTIONABILITY
Fair
Reports Fair Fair Poor
Fair Poor Fair Record Detail Pages
Work with the right data See data on 1 page Act on data quickly
GridBuddy Makes data management easier
User Adoption Success Stories
Case 1: NetApp
Publicly traded company with $12B market cap
Sell software and systems to manage and store data
Global sales force of 5,000 reps + 6,000 channel reps
Using Salesforce since 2011
Sales reps wouldn’t update Opportunities
Bad data meant inaccurate forecasts and slowdown in key
processes
Case 1: Results
Dramatic increase in user adoption within 1 week
Sales reps save 2-4 hours of data entry per month
At least 70,000 hours per year for ~3,000 reps
Key data is accurate & up-to-date
Increased usage to other areas
Key sales & customer satisfaction processes running
smoothly
Case 1: Takeaways
Establish a beachhead
GridBuddy became viral at NetApp
Now they have a unified UI for any data set problem
Have the field and management look at the same view of
data
“Magic” view that shows top/select records
Makes it clear what you really care about
Cuts confusion on record detail pages
Case 2: National Healthcare Company
New to Salesforce, getting off old legacy system
Have complex product configurations
Low productivity of entering data one page at a time
Users entering data in spreadsheets instead
Reports not accurate, no one trusts numbers
Management and end-user level adoption issue
Highly competitive industry
Has indirect sales model with partners selling to groups
Case 2: Results
Made sales processes streamlined and intuitive
600 reps reliably use the process to enter data in
Salesforce
Management now trusts Salesforce reports
Paper-based and manual processes brought into
Salesforce
Salesforce investment recouped
Case 2: Takeaways
Visibility, context and actionability
Related data on one page
Reduce keystrokes and navigation wherever you can
Think for your users wherever possible
Ensure smooth working with Salesforce features
User Adoption – Crossing the Chasm
Early system adoption is helped by influence
At some point, adoption must “cross the chasm”
For mainstream adoption, software must:
Deliver productivity improvements over existing ops
Deliver on its promise
User adoption success stories
Salesforce in your inbox
Jake Holt
Account Executive
Integrate your business apps
Reduce cost and complexity, super-charge
collaboration The Problem
Integrate your business apps
Reduce cost and complexity, super-charge
collaboration The Solution
Bring the power of Salesforce into the
inbox and calendar to increase end-user
engagement, effectiveness and
efficiency.
Benefits
• Increase productivity and adoption of
Salesforce.
• Top and bottom line growth from faster sales
cycles and ticket resolution.
• Greater visibility for marketing, sales and
customer support.
• Cirrus Insight for Gmail
– Maptek
• Cirrus Insight for Office 365 and Outlook
• Cirrus Analytics
• Cirrus Insight Mobile
• Cirrus Files
Agenda
• Maptek
– Global Mining Technology Company – www.Maptek.com
• 30+ Years in the Mining Industry, we offer solutions in all aspects of
Mining.
• Offices World Wide – Including: Australia, Europe, Africa, Canada,
US, Mexico, Chile, Peru, & Brazil
– 240 Active SFDC & Gmail Users Globally –
• Mostly Sales and Services Reps
• We sell both our Products and Professional Services
• Our client interactions get logged “100% of the time”
Background
• Yeah Right!
– In 2012, with no Gmail integration a sample set of users logged around 1,700
activities for.the.year…
• Enter Cirrus Insight
– In 2013, with Cirrus Insight integrated the same users logged over 17,000
activities.
– Admin Dashboard – License allocation, support and user management made
easy.
– Idea Exchange – Easily Identify Inactive Contacts – Completed
- Cirrus Analytics – With Cirrus Analytics I can get a view of user
adoption & engagement quality
- Easy to Install – As easy as 1-2-3
Cirrus Path
Cirrus Insight Analytics is a free package that provides users,
managers and admins with reports and dashboards showing usage
and adoption of Cirrus Insight.
How it Works:
• Cirrus Analytics enables admins to quickly and easily add “Created
by Cirrus Insight” fields to Salesforce objects. Cirrus Insight marks
these checkboxes when adding new records to Salesforce.
• The package contains instant Reports and Dashboards to track
usage and adoption by sales and support users and teams.
• All reports and dashboards are easily customizable to match the
reporting needs of any organization.
Cirrus Analytics
Cirrus Analytics
Cirrus Insight Mobile
View, share, upload and collaborate in Google Drive from
any Salesforce Object
Cirrus Files
Cirrus Files
Salesforce Change Management at
What is Change Management?
“…a structured approach for ensuring that changes are
thoroughly and smoothly implemented, and that the lasting
benefits of change are achieved. The focus is on the wider
impacts of change, particularly on people and how they, as
individuals and teams, move from the current situation to
the new one.”
That means less of this…
ReadyTalk’s Change Management Process
6 Elements of Change Management
1. Collection Form
2. Workflow & Validation Rules
3. Reports & Dashboard
4. Chatter
5. Chatter Publisher Action
6. Meeting of the Minds
Find More about our Change Management process at
AdminHero.com!
Creating a Change Management Process Part 1
Creating a Change Management Process Part 2
top related