Five Free Salesforce.com Apps That will add immediate value to your business

Introduction

• Apps that are:

– Free

– Do not require professional consulting to implement

– Solve immediate business needs

Your presenter• William Symans

• Kloudhaven, Principal Consultant

• Certified

– Sales Cloud Consultant

– Administrator

– Developer

House Keeping

• Please ask questions by raising your hand

• We’ll try to answer questions as they arise

• Twitter @wpsymans #5FreeApps

Workbench - Overview

• Open source web-based solution which supports:

– Describing objects

– Exporting data

– Inserting, Updating, Upserting and Deleting Records

– Running queries

– Viewing metadata

Workbench – Business Case

• Improvement to Apex data loader and Force.com explorer

• No installation (web based)

• Supports SOQL and SOSL Queries

• Export and Import

• Rest Explorer

• Apex Execute

Scenario – Quick Query

You are a salesforce administrator and you’d like to get a deeper view into your data.

Workbench Query in 2 StepsLogin with your current Salesforce credentials.

Write your query with the easy-to-use wizard and you’re done.

Jitterbit - Overview

• Replacement for Apex Data Loader

• Intuitive menu-driven interface

• More file formats

• More exports including database

• Schedulable!

Jitterbit – Business Case

• All standard data loader functions

• Scheduling allows for simple, non-mission-critical single table integrations

Scenario – Custom Lead Integration

Customer has a complex website generating potential leads

Leads are loaded to a SQL Server database

Leads into Salesforce.com

Jitterbit’s schedulable logic will query the website database and insert the new leads into Salesforce.

Salesforce for Twitter and Facebook -Overview

• Manage your Twitter and Facebook engagement directly from within Salesforce.com

•Multiple accounts•Saved searches•Templates•Conversation

•Lead Generation•Case Generation•Campaigns•Chatter integration

Salesforce for Twitter and Facebook –Business Case

• Good for businesses where social media is not core to engagement

• Social media can not be ignored

• Proactive engagement – in service is critical

Scenario - Twitter Search

Twitter Post

Salesforce performs a scheduled search

A new lead is created

Scenario – Social Publisher

• Create new tweets or reply to tweets and Facebook posts

• Leverage multiple corporate accounts

• Leverage templates for consistent branded messaging

• Post to chatter to keep the organization up to date on social media activities.

Timba Surveys - Overview

• The ability to create and send custom surveys from within Salesforce.com.

• Associate with a contact or a case

• Send surveys automatically using workflow

• View results in aggregate or individually

• Requires one available site license

Timba Surveys – Business Case

• A great way to measure your business

• Workflow allows automation and consistency

• Collect references

• A great support tool

• Identify at risk customers

Scenario – Satisfaction ActionA post-installation survey is sent to a customer

Customer completes the survey

View Survey Results

Take Action

MailChimp - Overview

• Free email marketing

• Up to 12000 emails to 2000 subscribers / per month

• Integrates to Salesforce through a AppExchange package

• Manage MailChimp subscribers from Salesforce leads, contacts, and list views

• Upload MailChimp subscribers as Salesforce leads

• View MailChimp campaign results and subscriber activity history in Salesforce

MailChimp – Business Case

• Maintain contact with your accounts and contacts by targeting messaging to those contacts (segmentation).

• Monitor your messaging performance and adjust accordingly.

• Deliver value to your customer at every interaction.

Get these solutions nowWorkbench https://workbench.developerforce.com/login

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http://www.jitterbit.com

https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003HpEQEA0

https://appexchange.salesforce.com/listingDetail?listingId=a0N30000001R6HXEA0

https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B3byfEAB

Questions?