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Getting Started as an ISV Partner Rajiv Patel Sr. Partner Community Program Specialist [email protected]

Getting Started as an ISV Partner (Dreamforce 2015)

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Page 1: Getting Started as an ISV Partner (Dreamforce 2015)

Getting Started as an ISV Partner

 Rajiv Patel  Sr. Partner Community Program Specialist  [email protected]

Page 2: Getting Started as an ISV Partner (Dreamforce 2015)

Safe Harbor Statement Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.   The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site.   Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.

Page 3: Getting Started as an ISV Partner (Dreamforce 2015)

Agenda

•  Review What You Need to Succeed •  Leverage the Partner Community and other

resources •  Engage with the new ISV Program •  Questions & Answers (Q&A)

Page 4: Getting Started as an ISV Partner (Dreamforce 2015)

What You Need to Succeed

Page 5: Getting Started as an ISV Partner (Dreamforce 2015)

Log Into the Partner Community  Your one-stop shop for education and engagement

http://p.force.com/signup

•  Partner Program Details

•  Communications

•  Training

•  Webinars & Recordings

•  Office Hours

•  Sales & Enablement Resources

•  Support

Page 6: Getting Started as an ISV Partner (Dreamforce 2015)

http://p.force.com/official http://p.force.com/question

 Select ‘Daily Digest’

Follow these Chatter Groups

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Online Resources

http://help.salesforce.com http://success.salesforce.com

Learning Mgmt System + Partner Sales Aid Online Help Customer Community

http://p.force.com/LMS

http://appexchange.salesforce.com http://developer.salesforce.com

Page 8: Getting Started as an ISV Partner (Dreamforce 2015)
Page 9: Getting Started as an ISV Partner (Dreamforce 2015)

 Get Your Badge Today

New ISV Module on Trailhead – ISV Basics

http://p.force.com/newISV

Page 10: Getting Started as an ISV Partner (Dreamforce 2015)

Office Hours

Partner Community Office Hours

Partner Marketing Power Hour

Security Review Office Hours

http://p.force.com/officehours

Marketing Cloud – Partner Office Hour

 For ISV, SI, and Marketing Cloud Partners

Page 11: Getting Started as an ISV Partner (Dreamforce 2015)

http://p.force.com/tipsheet

Partner Community Tip Sheet

•  Training •  ISV Guide •  Alerts •  Releases •  Roadmap •  Sales & Marketing •  Office Hours

 Access all Partner Community links

Page 12: Getting Started as an ISV Partner (Dreamforce 2015)

salesforce.com/startups @salesforcestart

Page 13: Getting Started as an ISV Partner (Dreamforce 2015)

Sign up for Partner Online Training Now Includes the Partner Sales Aid

http://p.force.com/LMS Login must contain @partnertraining.com

Page 14: Getting Started as an ISV Partner (Dreamforce 2015)

•  Manage all of your orgs in one place

•  Partner Business Org can be your “hub”

•  Create new orgs (demos, testing, development, etc.)

•  Custom Views help you organize and manage

•  Related orgs can be automatically discovered

•  Seamlessly switch between orgs without adding login credentials

Environment Hub Org Management for ISV & SI Partners

http://p.force.com/hub

Page 15: Getting Started as an ISV Partner (Dreamforce 2015)

Plan 6-8 Weeks for Security Review Starting When Your Full Solution is Submitted

http://p.force.com/security

Page 16: Getting Started as an ISV Partner (Dreamforce 2015)

Free Training on Distribution & ISVforce Guide

http://p.force.com/guide

http://p.force.com/distribute

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Leverage Marketing Resources

social media

http://p.force.com/marketing

logos & branding

co-marketing

sponsorships

office hours

training

Page 18: Getting Started as an ISV Partner (Dreamforce 2015)

Best Practice: Have a Certified Administrator on your staff to maintain and configure your org

Partner Business Org  Get Your 2 Free CRM Licenses

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ISV Program

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Partner Community  Understand the New ISV Program Model

http://p.force.com/isvprogram

•  Terms & Conditions

•  Program Requirements

•  Tiering

•  Benefits

•  FAQ

Page 21: Getting Started as an ISV Partner (Dreamforce 2015)

*See Partner Community for terms & conditions.

•  Performance-based criteria

•  ISV & SI Partners

•  Program requirements

•  Benefits by tier

•  Clear path for advancement

Salesforce Partner Program Tiers  Taking Success to the Next Level*

Page 22: Getting Started as an ISV Partner (Dreamforce 2015)

Blaine Kaho’onei Sr. ISV Partner Account Manager Salesforce Partner Program

Nivi Gill ISV Partner Success Manager Salesforce Partner Program

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Partner Account Manager Engagement

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Partner Account Manager Engagement

Know the Program Cadence Calls

Understanding

Your Business Pipeline Review Measure Performance

Engage to Close

Engage to Grow

 Set yourself up for success

Page 25: Getting Started as an ISV Partner (Dreamforce 2015)

Know the Program

Cadence Calls

Understanding

Your Business

Pipeline Review Measure Performance

Engage to Close

Engage to Grow

Partner Account Manager Engagement  Set yourself up for success

Page 26: Getting Started as an ISV Partner (Dreamforce 2015)

ISV Partner Success Team

Page 27: Getting Started as an ISV Partner (Dreamforce 2015)

Partner Account Manager

(PAM)

x

ISV Partner

x

For all Partners ISV Partnership Structure

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Half of start ups fail Healthy & Happy Customers are Crucial to ACV Growth

•  ***Profitability not possible after 35% customer attrition

Page 29: Getting Started as an ISV Partner (Dreamforce 2015)

Partner Success Manager

(PSM)

Partner Success Manager

(PSM)

ISV Partner

For Gold & Platinum Partners ISV Partnership Structure

Partners for Life (PFL)

Page 30: Getting Started as an ISV Partner (Dreamforce 2015)

ISV Partner Success Managers engage across the Partner’s Customer life-cycle Sharing best practices from Salesforce

Sales Structure Compensation Structure Education

Sales Cycle Efficiencies Competitive Analysis

Total Market v. Market Opportunity Lead Generation Connected Distribution Process

Customer Success for ISVs

ISV Partner Success

Project Management Customer Onboarding & Educations Customer Engagement

Usage and Adoption Customer Retention

Renewals Upsells Metrics and Reporting

Page 31: Getting Started as an ISV Partner (Dreamforce 2015)

•  Introductions • Partner’s KPI’s • Expectations of

Partnership

Conducting Health Check

• Engagement in Partnership

• Competency in Partnership

• Business Health Check

Surveying • Salesforce Analytics • Partners Analytics • Discussing Market

Opportunities • Discussing Gaps

Comparing Analytics/Data

• Mutual success plans around gaps in business

• Creating timelines around Partner KPIs

Business Reviews

Engagement Model Setting expectations on mutual action items

Page 32: Getting Started as an ISV Partner (Dreamforce 2015)

Building a 360 view of partnership & connecting the dots Partner Analytics

Sales

Cases

Contracts Approvals

Salesforce Education

Marketing Portfolio

Partner Surveys

Customer Attrition

Orders vs Installs

LMS

AppEx Analytics

Page 33: Getting Started as an ISV Partner (Dreamforce 2015)

Sales & Distribution Marketing Management Team

Customer Success Partnering w/ Partners GTM Planning

Understanding each Department’s Goals & Processes

Selling to Salesforce

Funding + Growth

$

Streamlining to go faster

Page 34: Getting Started as an ISV Partner (Dreamforce 2015)

Additional Resources

Page 35: Getting Started as an ISV Partner (Dreamforce 2015)

Dreamforce for Partners

http://p.force.com/dreamforce

New! Trailhead for ISVs

http://p.force.com/newisv

Partner Community Tip Sheet

http://p.force.com/tipsheet

DF Session – Attention ISVs! Are You Ready to Partner with Salesforce?

Tuesday, September 15 from 5:00pm – 5:40pm in the Olympic room

Additional Resources

Page 36: Getting Started as an ISV Partner (Dreamforce 2015)

http://p.force.com/DF15

See the DF15 Partner Zone Guide

•  ISV, SI, and Marketing Cloud partner recommendations

•  100+ sessions for partners & entrepreneurs

•  Information about the DF Campus, Partner Zone, Dreamfest, and more

•  After Dreamforce, it becomes a Replay Guide!

 All partner-facing sessions grouped by roles and topics

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Questions?

Page 38: Getting Started as an ISV Partner (Dreamforce 2015)

Partner Community  Your one-stop shop for education and engagement

http://partners.salesforce.com/

•  Partner Program Details

•  Communications

•  Training

•  Leads, Opportunities, & Projects

•  AppExchange Publishing

•  Webinars & Recordings

•  Office Hours

•  Sales & Marketing Resources

•  Technical Support

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Looking for the Partner Session Replays and Slides?  See the Partner Community Calendar – September 15-18, 2015

http://p.force.com/calendar

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Thank you