from mobile strategy to reality
Post on 14-Sep-2014
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DESCRIPTION
The connected revolution and the explosion of social and mobile have profoundly changed the expectations of the customer. To remain relevant and engaged with their customers, financial services companies must be multiple beasts all at once: they must provide the open, modern and efficient user experience of companies like Facebook and Apple while never compromising their core promise of security and integrity. Information technology is of course core to this challenge. In this session we’ll explore how financial services companies are working with Salesforce to solve this apparent paradox, by unlocking the value held captive in legacy systems and enabling them to connect to their customers in new and innovative ways."TRANSCRIPT
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From Strategy to Reality
Mihir Panchal – Practice Lead – Mobile – Salesforce Services
Grant Pattison – Director – Sales Technology – CGU Insurance
Richard Enojas – Sr. Program Architect – Salesforce Services - ANZ
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Mobile challenges in the business environment
Mobile Workforce
Consistent Brand Experience
Managing access
MDM strategy and security
Data visibility and protection
Mobile Customer
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Experts from the Word’s Most Innovative Company to Support Your Cloud Transformation
Cloud Advisory Services Cloud Transformation Services
Envision Mobile-First Solutions
Complex Implementation
Services
Program Architects
Customer SuccessExecutives
Experience Design
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Mobile Practice Innovative solutions to create captivating & scalable mobile customer experiences
• Mobile experts focused building applications on the Salesforce1 platform.
• Dedicated to helping customers build competitive advantage through mobile solutions
• Driving innovation and defining enterprise mobile development best practices.
• Closely aligned with the Salesforce1 Product teams
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Types of Apps that can be built on the platform
Field service Ordering Clienteling Retail Execution
Field Sales Sales Tools Customer Specific Use Cases
Mobile Surveys
Wide array for almost every need
$
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Salesforce1 Platform
Salesforce1 Platform
Salesforce1 Application Salesforce1 SDK Apps
Sales
Salesforce1 API’s, UI Components and Mobile Platform Services
Cloud Database & Multi-tenant Infrastructure
Force.com
app
platform
infrastructure
Heroku Exact Target, Data.com + Others
Service Marketing Custom Apps Partner Apps Custom Apps Partner Apps
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When to start thinking of a Custom Mobile App
• Define a custom user experience optimized for a given business process with the customers own Branding for the user interface for customer-facing exposure.
• Distribute apps through the Apple App Store or Google Play.
• Use the Mobile device’s H/W like GPS, Accelerometer, Camera to create a more intuitive / immersive experience for the business process.
• Configure and control complex offline behavior.
• Use functionality like push notifications
• Specific Security Requirements (Good Container / Encryption Requirements)
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Technology Options on Salesforce Platform.
Quick Actions - Forms
- Simple Entry
Responsive, fully Branded Visual Force
Pages
Hybrid Applications with Responsive Design, Native UI
using the Mobile SDK
Fully Native iOS, Android Applications using the Mobile SDK
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When to use what: SF1 vs. Mobile SDK
- Simpler Customizations - Complex Business Process Flow
- Quick Forms - Needs Offline – Large data
- Quick Actions- Customer Facing – Very
Responsive
- Online Only - Need to distribute via App Stores
- Visual Force Pages / Responsive Design will suffice
- Access to Device Hardware
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Digital Sales Aid Platform
• Salesforce Services Digital Sales Aid is a Platform that enables organizations efficiently deliver compelling sales presentations while on the go.
• The Solution can be further scaled & enhanced to:– Add offline CRM capabilities – Custom business processes – Change the interface based on business
requirements.
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CGU – Customer Story
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New Business Strategy – Goal 2016
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Mobilised Workforce
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Disrupting the Sales Process
Source: CEB Marketing Council
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Typical Customer Mobile Journey
Aware
Shoppin
g
Purchasing
Initial
Use
Transacting
Servicin
g
Retainin
g
uSurvey
Application eForms
CGU Touch
Mo
bili
ty
Transaction System Integration
STEP 1LEAD
GENERATION
STEP 2QUICK QUOTE
STEP 3QUOTE &
BIND
STEP 4FULL
LIFECYCLE
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Keeping the Funnel Flowing
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Be Part of the Evolution…
in/grantpattison
@grant_pattison
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