Your Secret Weapon: Top Admin Apps from the AppExchange

Leyla D. Seka, salesforce.com David Pier, Iron Mountain Mike Gerholdt, ACT David Belove, Apptus

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Leyla D. Seka Vice President, AppExchange & Partner Operations

The World’s Largest Cloud Ecosystem

Leading Enterprise App Marketplace 1.4M Installs 1600+ Apps 2500+ System Integrators

Brand new

Key Solutions for Admins

User Adoption

Org Management

Data Cleansing

Force.com Labs

Departmental Apps

Easily Ensure Adoption Within Your Company Adoption Dashboards §  Track who is logging into salesforce.com

§  Leverage metrics to force the behavior you want in your organization

Leverage Productivity Tools to Get Work Done Fast

Leverage utility apps to help you manage all facets of your org, such as: §  Data Loading

§  Org Visualization

§  Managing role hierarchies

Data Cleansing helps you keep reporting accurate

Proactive Tools §  Dupe Catcher

§  Dupe Blocker

§  Address Validation

Reactive Tools §  DemandTools §  RingLead

§  Mass Update & Mass Edit from List View

§  Mass Delete

Force.com Labs are Free & Easy to Use

Free & fully-customizable Over 250 labs apps available now!

Some Admin Favorites: §  Find Nearby Accounts

§  Graphics Pack §  Action Plans

§  Milestones

David Pier Sr. Manager, Business Systems

•  World leader in information/document management services

•  NYSE:IRM

•  2,500 SFDC Users (global) •  Chatter, Data.com, Service Cloud

•  Apps: DupeBlocker, Conga, Eloqua, Brainshark, Docusign, Sundog, Boulder Logic, Force.com labs •  Over 28 million records

All about Iron Mountain

Key Features §  Advanced pipeline reporting/analysis §  Track pipeline history/changes

Benefits §  Intelligent forecasting §  Identify risk

Key Features §  Secure e-signature §  Automatic merging §  Send and receive documents from virtually any device §  Easy Benefits §  Tied into Salesforce Reporting §  Close business faster §  Full audit trail

DupeBlocker CRMfusion

Key Features §  Prevent duplicate leads/contacts from entering

Salesforce §  Automatic merging §  Advanced filters/scenarios §  Report on effectiveness §  Easy! Benefits §  Clean data!!! §  Save time

Mike Gerholdt Manager of Social Enterprise @Mike Gerholdt

All about ACT,Inc.

ACT is an independent, not-for-profit organization that provides a broad array of assessment, research, information, and program management solutions in the areas of education and workforce development §  Enterprise Edition.

§  Used Salesforce for over 7 years

§  Over 500 users

Conga Merge AppExtremes

Key Features •  Easy to merge Salesforce Data and render it as a document •  Execution of multiple action Benefits •  Handles multiple templates •  Buttons are simple to code, and to users everything is a “click” away

Delegated Task Manager iTools

Key Features •  Filter Delegated Tasks by status and assigned

user to quickly identify the ones that may need your attention.

•  Simple configurations •  Notifications when tasks are deleted, completed, or re-opened. Benefits •  License Management •  First 10 seats free to non-profits and NGOs •  Seamlessly integrated into the user interface for a natural fit.

TaskRay [Bracket] Labs

Key Features •  Understand project and team status at a glance

thanks to virtual whiteboards with virtual sticky notes

•  Drag and drop UI designed for simplicity and ease of use - no training, just start using!

Benefits •  Deep integration with Chatter •  Fully customizable to track important data and

interact with other objects in Salesforce

David Belove VP Sales Operations

All About Apttus

Fast-growing San Mateo-based AppExchange Partner

100% Native applications

Pioneering Force.com app in 2006 “Commitment Management” Apps

§  CPQ (Configure/Price/Quote)

§  CLM (Contract Lifecycle Management) §  Advanced Approvals

§  MS Office-to-Salesforce integration

CPQ + CLM

Apttus xAuthor for Chatter apttus.com

Features: •  Access Chatter from within MS Office apps—no jumping around •  Share individual slides, attachments, spreadsheet sections or tabs, or document paragraphs •  Save email to any SFDC object

Benefits: •  Simplifies sharing MS Office documents •  Encourages Chatter adoption and enterprise collaboration •  Inexpensive and easy to use

MS Word Chatter

InsideView insideview.com

Features: •  “Enriches” Lead, Contact and Account records •  Multi-synch feature •  Provides custom alerts •  “Freemium” model

Benefits: •  Quicker, better prep for “Challenger” sales calls

LinkedIn for Salesforce linkedin.com

Features: •  Access LinkedIn profiles from Lead, Contact and Account records

Benefits: •  Quicker prep for sales calls •  Identify connections •  Improved visibility for BDRs and sales reps •  Ensures that entire team has access

Sales Methods salesmethods.com

Features: •  Integrated org charts for opportunities and accounts •  Grabs existing contacts •  Drag ‘n drop UI •  Includes influence and opinion indicators

Benefits: •  Visually demonstrates whether rep has done “homework” •  Easy to install and use

Quvidian Sales Playbooks qvidian.com

Features: •  New and improved version available soon •  Defines specific ‘plays’ to advance opportunities •  Associates completed plays with Stages •  Transfers data into Salesforce.com •  Accommodates any methodology •  Dynamically presents plays

Benefits: •  24 x 7 coach •  Speeds repetitive tasks •  Clarifies where a deal really stands •  Highlights what works and what doesn’t

New user interface

Leyla D. Seka

VP, AppExchange & Partner Operations

David Pier

Sr. Manager Business Systems

Mike Gerholdt David Belove

Manager of the Social Enterprise

VP Sales Operations