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1 Greg Burris Sales Engineer SalesForce.com Your Sites. Our Cloud. Your Sites. Our Cloud. Greg Burris Sales Engineer SalesForce.com

Detroit Salesforce User Group - Sites

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Page 1: Detroit Salesforce User Group - Sites

1

Greg Burris

Sales Engineer

SalesForce.com

Your Sites. Our Cloud.Your Sites. Our Cloud.

Greg Burris

Sales Engineer

SalesForce.com

Page 2: Detroit Salesforce User Group - Sites

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Customers are Asking … “Why Can’t All IT Projectes be 5X Faster at ½ the Cost?”

CRM Apps

Web Apps

Web Sites

Finance

Apps

Manufacturing Apps

Supply Chain Apps

HR Apps

Engineering

Apps

E-Commerce

Sites

Community Sites

Customer Service Sites

Marketing Sites

Volunteering Sites

Intranet Sites

Page 3: Detroit Salesforce User Group - Sites

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We’ve Expanded Force.com to Power Any Web Site

Now Generally Available

Customer Edition Free Page Views

Enterprise Edition 500,000 per month

Unlimited Edition 1,000,000 per month

Additional 1,000,000 page views for $1,000 per month

Page 4: Detroit Salesforce User Group - Sites

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What Can You Build with Force.com Sites?

E-commerce Sites

Marketing Landing Pages

Lead Forms

Public Knowledge Base

Case Submission Forms

Public Ideas Sites

Public Web Apps

Custom Sites

Community Sites

Page 5: Detroit Salesforce User Group - Sites

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How It Works

Your Site In Our Cloud

BuildYour Data In Force.com

DesignThe Perfect UI

NameWith Any

URL

WWW

UseWith a CNAME

Alias

Page 6: Detroit Salesforce User Group - Sites

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Force.com Sites Gallery

http://developer.force.com/sitesgallery

Page 7: Detroit Salesforce User Group - Sites

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Case Study:Auto Club Group

Rob Prynn

Page 8: Detroit Salesforce User Group - Sites

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The AutoClub GroupIntroduction

We have 1000+ SFDC users across multiple states

We have been using the UE of SFDC since 2008 Headquarters are in Dearborn, MI We sell auto, home, and life insurance Support multi-line agents across multiple states

Page 9: Detroit Salesforce User Group - Sites

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The AutoClub GroupBackground

We work with partners who supply us leads (customer who request an insurance quote)

There is no standardized format when we receive the leads and who receives them is unclear

We are not sure when the customer requested to receive a quote from us

We are not sure when our agents receive the leads and or if they are following up on them

There is a lot of human/manual intervention required

Page 10: Detroit Salesforce User Group - Sites

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The AutoClub GroupChallenge

Leads from multiple sources on paper, email, napkins, faxes, etc.

Paper based forms lost, misplaced, never submitted

No tracking or visibility No analytics Credit for referrals required labor intensive

manual process Data accuracy questionable at best

Page 11: Detroit Salesforce User Group - Sites

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The AutoClub GroupSolution

Create a web based solution using “web to lead” functionality in SFDC

Automatically route leads to agents in the geographical area or call center as needed

Create a secure internet page that can be leveraged for future programs

Pass URL to lead source (turnkey operation)

Feed leads from vendor directly to ACG with no human intervention

Track analytics on a daily, weekly, monthly basis

Establish ROI

Scalable solution regardless of volume of leads

Page 12: Detroit Salesforce User Group - Sites

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The AutoClub GroupSteps to complete

Created web to lead HTMLCreated lead assignment rule based on zip codesCreated SFDC Domain (Site)Created SFDC Page for Site (10 Minute from start

to finish)Tagged all leads from a given page with lead

source and static campaign (edit picklist values in web to lead code)

Passed page to IT to clean-up, add logos (minimal effort)

Created custom Dashboards/Reports (Daily, Weekly, Trending, ROI)

Page is reusable

Page 13: Detroit Salesforce User Group - Sites

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The AutoClub GroupDemonstration

Show web to lead

Add site and page

Paste in HTML

Edit picklist

Show finished product Web page

Show leads in SFDC with Campaign/lead source

Show Dashboard

Show Quote Scout Metrics and ROI

Page 14: Detroit Salesforce User Group - Sites

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The AutoClub GroupAdvantages of SFDC

Business Process Review (BPR) to production in one week

Business side control

Limited IT resources needed (standardize HTML)

Large volume of reporting options

Ability to forward dashboard snapshots to external parties via Outlook rules

No need to go thru standard extensive website process

ROI was immediate $$$