SalesForce.com and Infor ERPmapics-support.com/SalesForce.pdf · The World’s Leading Sales Application Email & Calendaring Real-time Analytics Partner Management Accounts & Contacts

SalesForce.com and Infor ERP

Agenda

Sales Cloud 2

SalesForce.com – What Is It? Sales Cloud Service Cloud Chatter Other Applications

Infor 10 Connection

Next Steps

2

Sales Cloud 2

3 Copyright © 2011 Infor. All rights reserved.

Fundamental Shift in Cloud Computing

Easy . Fast . Low Cost Social . Mobile . Open

SalesForce.com in Cloud 2

Sales Cloud 2

From Easy to Social

Marketing, Sales and Service

Cloud/ social development environment (force.com)

Community applications

Copyright © 2009 Infor. All rights reserved. www.infor.com. 6

SalesForce.com – What Is It?


SalesForce.com – What Is It?

Sales Cloud

Service Cloud

Chatter


The World’s Leading Sales Application

Email &

Calendaring

Real-time

Analytics

Partner

Management

Accounts &

Contacts

Marketing &

Leads

Opportunities

& Quotes Workflow &

Approvals

Mobile

Social Monitoring Jigsaw

Clean Data

Chatter

Stay on Top of What Matters Updates pushed to you in real time

Connect the Dots Find expertise and collaborate in context

Step Up Everyone’s Game Share & discover best practices in real time

Sell Smarter as a Team

Real-Time Collaboration

Maximize Rep Productivity Real-time customer updates pushed to you

Gain 360 Customer View Insights from every touch-point

Collaborate in Context Plan account strategies across teams

Accounts & Contacts

Track Every Customer Interaction in One Place

Account planning deck posted

Meeting scheduled for next week

Opportunity created for $205K

Close date changed to 12/31/10

Case escalated to critical

Agent assigned to product expert

Accounts & Contacts

Close Deals Faster Get deal updates and collaborate on your

sales process

Make Every Rep an ‘A’ Player Reinforce your methodology and best

practices

Gain Visibility Across Deals Prioritize deals that need your time most

Discount approved for 15%

Quote $205K synched and sent

Agenda updated w competitive

Presentation posted

Stage changed to Negotiation

Competitor added – Acme Inc.

Opportunities & Quotes

Turn Sales Opportunities Into Closed Business

Opportunities & Quotes

Campaigns

Marketing & Leads

Align Marketing with Sales to Close Deals Faster

Leads Deals

Increase Lead Quality Prioritize and route leads to the right rep

Manage All Your Marketing in One Place Track budget, campaigns, and results together

Reinvest in What’s Working See which campaigns are performing best

Q2

email

$10,000

Call

Down

$5,000

Webinar: How

to..

$2,000

10%

Promo

$0

Marketing & Leads

Radian6: Social Media Monitoring

Turn Social Conversations into More Sales

Social Monitoring

Build Your Social Pipeline Listen and respond to product inquiries and

needs on social networks to drive more revenue

Sell Smarter with Social Sales

Intelligence Listen to what’s being said about specific

customers and industries on the social web

Win the Social Competition Capitalize on your competitor’s vulnerabilities

and turn competitive issues into opportunities

Turbo-charge Your Pipeline Live feed of 26 Million business contacts

Find Influencers Faster 36,000 contacts added daily by 1.6 million users

Improve Productivity with Clean Data Continuous checks for account & contact accuracy

Crowd-sourcing provides

higher quality data,

that stays more accurate,

at a lower cost

Jigsaw: Real-time Clean Data

Shorten Sales Cycles with Accurate Contact Data

Jigsaw Clean Data

Your Favorite Email App

Working Seamlessly with

Your Favorite Sales App

Sync Email, Contacts & Calendar Events

Collaborate on Meetings Across Companies

Email & Calendaring

Spend More Time Selling, Less Time on Admin

Email & Calendaring

Analytics

Collaborative Analytics Enable Smarter Decisions

Measure What Matters Track pipeline, deals, revenue and activities

Make Smart Business Decisions Know where to focus in real-time

Anyone Can Gather Insights Fast Drag and drop report and dashboard creation

Real-time Analytics

Mobile

Close Your Deals From Anywhere

Keep Productive on the Road

Get real-time updates on deals from Chatter

Find what you need, when you need it

Improve data quality and pipeline visibility

Partner Management

Stay Connected to Your Channel and Grow Revenue

Maximize Channel Sales Automate deal registration, lead distribution,

opportunity tracking

Gain Real-time Visibility Instant insight into channel pipeline,

revenue, and partner performance

Work with Partners in Real-time Collaborate on opportunities, leads, and

more using Salesforce-to-Salesforce

Partner Portal

Your Application

Partner Management

AppExchange

Hundreds of Apps for Every Sales Need

Apps for: Compensation

Contracts

Order Management

Sales Intelligence

More Visibility For Less 100+ free dashboards

1,100+ Apps

35,000+ Customers

(installed 1 or more apps)

Customers Succeed Across Every Major Metric

Source: Salesforce.com Customer Relationship Survey conducted April 2011, by an independent third-

party, MarketTools Inc., on 4,500+ customers randomly selected. Response sizes per question vary.

Average Percentage Improvements Reported by Customers

Service Cloud Powers Every Customer Service Interaction

Social

Customer Service

Social

Contact Center

Self-Service

Communities

Service Cloud Powers the Social Contact Center

Unified Agent Experience Social Customer Insights

Faster Case Resolution

Social

Contact Center

Email

Call Scripting

Dashboards

& Reports

Collaborative

Knowledge Live Agent

Service

Cloud

Console

Contracts &

Entitlements

Case

Management

Self-Service Communities Drive Faster Answers

Service Cloud

Portal

Self-Service

Communities

Email to

Case

Collaborative

Knowledge

Live

Agent

Salesforce

Answers

Company and community knowledge Instant help with Live Agent

Self-service case management

My Cases

Service Cloud Lets You Join the Social Conversation

Salesforce for

Twitter

Salesforce for

Facebook

Social

Customer

Service

Search

Social

Analytics

Collaborative

Knowledge

Monitor social conversations Integrated with cases and knowledge

Prioritize social influencers and analyze trends

Radian6

social media

monitoring

Source: Salesforce.com Customer Relationship Survey conducted October-November 2010, by an independent third-

party, MarketTools Inc., on 6,000+ customers randomly selected. Response sizes per question vary.

Average Percentage Improvements Reported by Customers

Customer Success Across Every Major Metric

Infor 10 Connection


Infor 10 Connection – InForce

InForce Everywhere

ION Based integration between Infor applications and SFDC

Ties Infor 10 Workspace to SFDC Chatter for social networking

InForce Order Management

Extends ERP proposal, quote and order management into the SFDC cloud

Delivers order management capability to people closest to the customer – or to the customer

InForce Marketing Cloud

Marketing content and applications to support inbound and outbound marketing campaigns and lead maturation

Ties Epiphany capabilities to SFDC


Interaction Advisor Engine

Sales & Support Light Front office users

ERP/Fin App users

ION

Light ERP/Fin App

users

InForce Order Mgt

Infor Applications

Retu

rns

Sh

ipm

en

ts

Inv

oic

es

Sale

s O

rders

Qu

ota

tio

ns

Infor Everywhere

Pro

du

ct

Pri

cin

g

an

d A

vailab

ilit

y

Pro

du

ct

Cata

log

Em

ail

Cam

paig

ns

Lead

s

Inte

racti

on

Ad

vis

or

Mark

eti

ng

Reso

urc

e M

gm

t

Rep

ort

ing

Marketers

CloudSuite ERP

ERP XA

ERP LX

ERP System 21

ERP A+

InForce

Marketing Cloud

Next Steps


Next Steps

Infor will offer three levels of CRM capability

Epiphany – Fortune 2000 customers with heavy marketing

SalesForce.com – “middle market” customers with significant CRM needs

CRMi – System i ERP customers with basic CRM needs or limited budgets


Next Steps

Sales Agreement – Now

You can subscribe to SFDC via Infor

InForce Everywhere

Planned Limited Availability end of year

ERP Connections

Still in planning

Targeted Q2 2012, tentatively

InForce Order Management

2012, tentatively

InForce Marketing Cloud

2012, tentatively


Next Steps

A word about CRMi

Infor continues to develop CRMi

Version 3 planned release beginning of 2012

CRMi is complementary to SFDC

Similar basic function, smaller and easier

Designed for customers with minimal CRM needs

Also can be CRM “training wheels”

CRMi will conform to Infor 10, so Infor Pulse will permit social networking features

CRMi starter pack comes standard with FLEX Upgrades


Documents

SalesForce.com and Infor ERPmapics-support.com/SalesForce.pdf · The World’s Leading Sales Application Email & Calendaring Real-time Analytics Partner Management Accounts & Contacts