WEBINAR: How to Save Salesforce Users 80% Time in 2013

Agenda

• Why are Salesforce Users Lazy?

• An Alternative to Address Adoption Issues

• AppExchange Demo & Case Study

• How Other Companies are Powering Users

• Q & A

Feel free to submit your questions for the presenters via the webinar chat window or on Twitter throughout the session.

#configero or @configero

Today’s Presenters

Jeff KennedyForce.com Expert

Jeff OberBusiness Process Analyst

Adoption and Usability Challenges

Common user complaints

• “It takes too long to use”– Too many steps, scrolls and clicks necessary to log and update data

• “Too much information to sort through”– Cluttered page layouts, limited list and related list views and inefficient mass data

management

• “I could spend my time on more important things”– Perception that productivity is stifled by administrative CRM tasks and time is taken

away from actual prospecting, selling, marketing and servicing

• “I like using Excel”– One of the most common alternatives to Salesforce – highly familiar and flexible

(easy and quick filtering, sorting and updating of bulk data)

Current Methods

Standard Related List View Standard List View

Grid-Powered View

A New Alternative

• See all of your data up front– Eliminate limitations of list and related list views and reduce burdensome scrolling,

clicking and refreshing with in-line and pop-up editing

• View the data that’s important to you– Dynamically search, filter and sort thousands of records in a single, intuitive screen

without ever leaving Salesforce

• No more data overload– No need to export to Excel to update data. Directly update lists without having to

run reports and edit records one-by-one.

• Happier Users.– Familiar spreadsheet interface delivers enhanced user experience, resulting in

increased adoption and productivity (get jobs done faster)

Excel-like interface within Salesforce

How ARA Transformed Their Use of Salesforce

Investing in the Cloud

• Covering 42 states, 300 cities

• Service line offerings across housing, research, finance and more

• $5.3 billion in real estate transactions

• Database of 25,000+ registered buyers

Largest privately held investment advisory brokerage firm in US

Sales, marketing and analysts using Salesforce to manage clients & buyers, campaigns, properties, broker activity,

financials and more

Driving Adoption from the start…

• Finance and banking big on Excel spreadsheets

• Custom in-house Call Manager solution was ineffective

• Standard functionality would have stifled productivity with current process

GOAL: Make Salesforce work for our unique business while enabling processes and people

DEMO

Immediate ROI

• Significantly reduced labor cost and hours across office locations

• Saved over 3,000 hours of broker and admin time

• Time spent preparing call lists down from 5 hours to minutes

• Dramatic Salesforce ROI in weeks

• Executive visibility into OPEX, resource savings

• Tremendous user feedback

Over $70,000 saved with productivity increases and another $130K by redirecting freed up capacity

Business Impact

“A genius tool, saves users 80% time to look up/report/maintain data & helps admins

automate processes." “Now, with the Grid, we can do everything

within SFDC! This has already saved us many hours of work.”

“This app will save me hours of admin time that is far better spent doing something more

productive.”

“The Grid is an absolute game changer for Salesforce.”

“The difference between the native SFDC solution (List View or Report) and this tool is

comparable to the difference between DOS3.0 and Apple IOS 6.”

"What used to take me several hours only takes me a few minutes now..."

Use Case Examples

Stratix Corporation: leverages the grid to automate revenue forecasting

DME Automotive: uses the grid to manage thousands of open cases across multiple queues daily, DME is now handling more cases with fewer people and has reduced the number of open cases by 25%

Chipworks: manage patent database information, enabling rapid, complex searches across millions of records

Controlscan: uses a custom grid-powered PSA application to manage everything from projects, resources, milestones, financials, time and more

Questions?

Submit your questions in the Chat box at the bottom right of your screen

NEXT STEPS

• Download the free 14-day trial on the AppExchange (admin access required)

• Sign up for a 20-minute demo of the Grid for your business

• Share the webinar replay with your team

• See in-depth demo videos at www.configero.com

FREE