67
Publishing Your First Paid App on AppExchange: The Inside Scoop Kevin Chan Director, CloudClickware [email protected] @ccwkc, @cloudclickware

Publishing Your First Paid App on AppExchange: The Inside Scoop

Embed Size (px)

DESCRIPTION

Are you thinking of building an app to sell on AppExchange? Are you just about to publish your paid app? Join us for tips and tricks on how to get the most out of AppExchange before you hit that "publish" button. After this session you will have a better idea of how AppExchange works, how to generate more leads from AppExchange, and how to give your app the best chance for success.

Citation preview

Page 1: Publishing Your First Paid App on AppExchange: The Inside Scoop

Publishing Your First Paid App on AppExchange: The Inside ScoopKevin Chan

Director, CloudClickware

[email protected]

@ccwkc, @cloudclickware

Page 2: Publishing Your First Paid App on AppExchange: The Inside Scoop

Safe Harbor

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: Publishing Your First Paid App on AppExchange: The Inside Scoop

About You• Thinking

– Have an app idea and want to build for AppExchange

• Running– Currently building your app for AppExchange

• Swimming– About to market or already in market on AppExchange

Page 4: Publishing Your First Paid App on AppExchange: The Inside Scoop

Assumptions• Flying solo or part of a small/medium team• Development “skills”

– Apex, Visualforce, managed packages perhaps

• Joined a partner program– https://partners.salesforce.com– Partner org, License Management App (LMA)

• One or more dev orgs• AppExchange listing

Page 5: Publishing Your First Paid App on AppExchange: The Inside Scoop

AppExchange Insights

• Apps in market over the last 12 months– Roughly 450 apps have entered the market

• App installs over the last 12 months– Roughly 600,000 app installs

1900

2000

2100

2200

2300

2400

2500

Total Apps

2000000

2100000

2200000

2300000

2400000

2500000

2600000

2700000

App Installs

Note: data based on weekly observations of appexchange.com

Page 6: Publishing Your First Paid App on AppExchange: The Inside Scoop

Why AppExchange Makes Sense

Page 7: Publishing Your First Paid App on AppExchange: The Inside Scoop

The Journey

Build

• Innovation• Security Review

Paperwork

• Partner Program• Contracts & Policies

Launch

• Your Presence• AppExchange

Market

• Install• Support

Idea

• Generation, Refinement• Prototyping

Page 8: Publishing Your First Paid App on AppExchange: The Inside Scoop

Recipe for Success

Page 9: Publishing Your First Paid App on AppExchange: The Inside Scoop

AppExchange JourneyThe Idea

Page 10: Publishing Your First Paid App on AppExchange: The Inside Scoop

Idea• You have an idea

• What makes for a good idea?– It adds value– You are passionate about it

• What is your idea?– What does your app do?– What are the top 3 benefits of your app?

Page 11: Publishing Your First Paid App on AppExchange: The Inside Scoop

Idea Example• What does it do?

– Allows you to build a target list quickly, make calls and track results

• What are the benefits?– Create a target lead or contact list quickly– Make calls from your browser or using your

existing Open CTI softphone– Log calls, measure call results

and track last called

Page 12: Publishing Your First Paid App on AppExchange: The Inside Scoop

Idea Reach• How can you increase the utility of your app?

– Integrate with APIs

• Why is it a good idea?– Diversify the capabilities of your app– Speed up your time to market– Focus on your core competencies– Leverage user familiarity with existing services

Page 13: Publishing Your First Paid App on AppExchange: The Inside Scoop

Idea – Key Takeaways• Follow your passion

– to follow through on your idea

• Consider the reach– Integrate with leading services to give your app a boost

• Define the benefits• Use your app’s top 3 benefits as a roadmap

Page 14: Publishing Your First Paid App on AppExchange: The Inside Scoop

AppExchange JourneyThe Build

Page 15: Publishing Your First Paid App on AppExchange: The Inside Scoop

Build - Basics• The Top 3 Benefits

– Let them guide you throughout the process

• Wide vs. Deep?– Do you have the industry expertise?

• Scope Creep– Its easy to keep building– Do you really need to add that extra feature?

• Testing– Environments (production, sandbox)– Features (PersonAccounts, MyDomain)

Page 16: Publishing Your First Paid App on AppExchange: The Inside Scoop

Build – The Customer Experience• First Encounter• Install• Setup• Configuration• Usage

Page 17: Publishing Your First Paid App on AppExchange: The Inside Scoop

Area Detail Goal

First Encounter Customer finds your app on AppExchange or traditional internet search

Customer installs the app

Install Customer installs the application Easy click-click-click no-hassle installation

Setup Customer performs initial setup of your app Minimal (10 minutes). Application is functional out of the box

Configuration Customer configures different aspects of your app Point-click, drag and drop configuration options

Usage Customer uses your app Application is intuitive, minimal training is required

Build – The Customer Experience GoalsGoals for each touchpoint with the customer

Page 18: Publishing Your First Paid App on AppExchange: The Inside Scoop

Build – Salesforce1 Platform• Post Install Script

– An Apex script that runs automatically after a subscriber installs or upgrades a managed package

• Custom Settings– List or Hierarchy– Enable application developers to create custom sets of data

• Fields Sets– A grouping of fields

Page 19: Publishing Your First Paid App on AppExchange: The Inside Scoop

Build – Key Takeaways• Focus on user experience

– think about each touchpoint

• Make it functional out of the box– everyone is pressed for time

• Make it customizable– everybody wants something slightly different

Page 20: Publishing Your First Paid App on AppExchange: The Inside Scoop

AppExchange JourneyLaunch –Online Presence

Page 21: Publishing Your First Paid App on AppExchange: The Inside Scoop

WWW• Company Info

– What is your company’s goal?

• Product Info– What products do you have?– What do they do? What are the benefits?

• Support– Install, configuration, troubleshooting

Tip: Twitter Bootstrap

Page 22: Publishing Your First Paid App on AppExchange: The Inside Scoop

App Naming• Google Search

– How many similar results are found?

• Google Image Search– What kind of associations?

• Domain Search– Is the .com available?

• Trademark Search– http://www.uspto.gov/trademarks/– http://www.ic.gc.ca/app/opic-cipo/trdmrks/srch/

Tip: buy all the domains

Page 23: Publishing Your First Paid App on AppExchange: The Inside Scoop

App Logo• Solo vs. Series

– How many apps are you creating?

• Color Scheme– Is there a theme to your apps?

• Search– Are you infringing on any logos?

• Competitor Comparison– How do you want to differentiate?

Page 24: Publishing Your First Paid App on AppExchange: The Inside Scoop

Do You Blog?Companies that blog have 434% more indexed pages. And companies with more indexed pages get far more leads. –SEJournal

Benefits

- content, content, content

- build a reputation

- get feedback

Tip: blog now to generate interest

Page 25: Publishing Your First Paid App on AppExchange: The Inside Scoop

Do You Tweet?• Stake your claim• Follow and Followers• Your Content

• Only 19% of brands tweet on the weekends• Tweets < 100 characters, 17% more engagement• Tweets with #hashtags, 2x more engagement• 12x higher chance of retweet if asked for, 23x higher if using“retweet”• Tweets including links, 86% more likely to be retweeted-fastcompany.com

Tip: create a tweeting guideline and stick with it

Page 26: Publishing Your First Paid App on AppExchange: The Inside Scoop

SEO – huh? the process of affecting the visibility of a website or a web page in a search engine's "natural" or un-paid ("organic") search results

• Benefits– Increased web traffic– Cost Effectiveness– Usability– Brand Awareness

Page 27: Publishing Your First Paid App on AppExchange: The Inside Scoop

SEO – Tips• What can you do to contribute to SEO?

• Fresh content– Your blog, website, twitter

• Guest blogging– Free press, backlinks

• Contextual on-topic blogs– Industry leaders

Page 28: Publishing Your First Paid App on AppExchange: The Inside Scoop

Online Presence – Key Takeaways• Do your homework

– Pick your app name and logo wisely

• SEO– Keep it in mind for any public content

• Get organized– Get the blog posts and tweets flowing

Page 29: Publishing Your First Paid App on AppExchange: The Inside Scoop

AppExchange JourneyLaunch – AppExchange Presence

Page 30: Publishing Your First Paid App on AppExchange: The Inside Scoop

What’s in a Title?• AppExchange search results

– first thing viewed by prospects

• 80 characters– use keywords, avoid buzzwords– use name and tagline

• Example– “Client Alerts - track important client

dates and receive mobile alerts”

Page 31: Publishing Your First Paid App on AppExchange: The Inside Scoop

A Brief Description• Be Concise

– about 75 characters to work with– pick the keywords carefully

• Example– “track birthdays, anniversary and

more - get mobile notifications”

Page 32: Publishing Your First Paid App on AppExchange: The Inside Scoop

AppExchange Digest• Sign-up

– salesforce.com/form/appexchange/news.jsp

• One-time Free Press– Not immediate– Whenever there are enough apps

• Brief Description– 130 characters– Important to focus on keywords and

Phrases

Page 33: Publishing Your First Paid App on AppExchange: The Inside Scoop

The Listing - Screenshots• 8 / 750 x 500 px• Keep it simple

Page 34: Publishing Your First Paid App on AppExchange: The Inside Scoop

The Listing – Screenshots (part 2)• Mix it up

– pricing– testimonials– statistics

• Keep it simple

Page 35: Publishing Your First Paid App on AppExchange: The Inside Scoop

The Listing – Video• What is the optimal length?

– under 2 minutes

• Is professional or self-made better?– doesn’t matter, content is key

• What kind of content?– remember the top 3 benefits– don’t forget to show the app

• What is the goal?– app install

Page 36: Publishing Your First Paid App on AppExchange: The Inside Scoop

Test Drive• Think about the customer experience

– Landing page - provide instruction and information– Side components - viewed with your app

Page 37: Publishing Your First Paid App on AppExchange: The Inside Scoop

Free Trial• Optimal Duration?

– 15 or 30 days

Tip: don’t use a site-wide license

Page 38: Publishing Your First Paid App on AppExchange: The Inside Scoop

AppExchange Presence – Key Takeaways• Focus on content

– Keywords and phrases– be compelling

• Think like a prospect– what kind of information is needed?

Page 39: Publishing Your First Paid App on AppExchange: The Inside Scoop

AppExchange JourneyFinal Thoughts

Page 40: Publishing Your First Paid App on AppExchange: The Inside Scoop

Launch Reality• It never ends

– app is a living breathing entity

• Prepare for change– customers will give you feedback

• Respond quickly– customers react positively to good service– implement suggestions fast

Page 41: Publishing Your First Paid App on AppExchange: The Inside Scoop

Now What?• Your Idea

– what does it do and what are the top 3 benefits– can your app’s reach be extended?

• Your build– review your customer experience– make it functional and customizable

• Online Presence– focus on content– get those blog posts and tweets flowing

• AppExchange Presence– make everything count (copy and visuals)– optimize your test drive and free trial

Page 42: Publishing Your First Paid App on AppExchange: The Inside Scoop

Questions?Kevin Chan

[email protected]

@ccwkc, @cloudclickware

Page 43: Publishing Your First Paid App on AppExchange: The Inside Scoop
Page 44: Publishing Your First Paid App on AppExchange: The Inside Scoop

Welcome to the Dreamforce ’14 Presentation Template• Please convert existing and create new slides using this template for all Dreamforce presentations

• This should only be used at Dreamforce, not before!• Slides provided here are samples of layouts and design elements• Delete unnecessary slides

The Dreamforce color palette is embedded in this template

Top row of colors are the Dreamforce palette

Page 45: Publishing Your First Paid App on AppExchange: The Inside Scoop

Copying Existing Slides into the Dreamforce Template• Open Dreamforce template• Open the existing presentation you would like to copy from• View both in the Slide Sorter View

– Lower right of your screen

• Select the slides you would like to copy > Copy• In the Dreamforce template > Paste• File > Save As > Session Name.pptx• To ensure correct formatting of each slide select Home > Layout• Note: If slide elements reformat when you do not want them to, Copy those elements then Paste > Keep source formatting from the Paste button on the far left side of the Home tab

Page 46: Publishing Your First Paid App on AppExchange: The Inside Scoop

Converting Slides from 4:3 to 16:9 (Widescreen) Ratio• While you can copy slides without graphics from one ratio into another without a hitch, sometimes when you convert slides with images, you get stretched or distorted graphics

• If you have a large number of slides to convert, you might want to paste all the slides into the destination presentation (letting the graphics distort), and then go back slide-by-slide and copy and paste the graphics individually (deleting the distorted ones)

• More tips on resizing distorted images:– http://HowToConvertAPowerPointPresentationFrom43RatioTo169

Page 47: Publishing Your First Paid App on AppExchange: The Inside Scoop

Presentation TitleSpeaker Name

Speaker Title

@SpeakerName

Page 48: Publishing Your First Paid App on AppExchange: The Inside Scoop

Salesforce SpeakerSpeaker Title

Page 49: Publishing Your First Paid App on AppExchange: The Inside Scoop

Non-Salesforce SpeakerSpeaker Title

Page 50: Publishing Your First Paid App on AppExchange: The Inside Scoop

Certification Logos for “Speaker Intro Slides”

For salesforce.com use only

Guides for logo placement

Page 51: Publishing Your First Paid App on AppExchange: The Inside Scoop

Basic Slide Layout

Page 52: Publishing Your First Paid App on AppExchange: The Inside Scoop

Basic Slide Layout With SubtitleSubtitle

Page 53: Publishing Your First Paid App on AppExchange: The Inside Scoop

Title Only Layout

Page 54: Publishing Your First Paid App on AppExchange: The Inside Scoop

Title Only With No Footer

Page 55: Publishing Your First Paid App on AppExchange: The Inside Scoop

• Column 2

2 Column Layout• Column 1

Page 56: Publishing Your First Paid App on AppExchange: The Inside Scoop

3 Column Layout• Column 1 • Column 2 • Column 3

Page 57: Publishing Your First Paid App on AppExchange: The Inside Scoop

Divider SlideDivider Subtitle

Page 58: Publishing Your First Paid App on AppExchange: The Inside Scoop
Page 59: Publishing Your First Paid App on AppExchange: The Inside Scoop

Show FlowDreamforce 2104 Breakout Session Show Flow Template

      Notes           Session Title  1:30pm session  

Presentation Device:      Customer Speaker:    

Salesforce Speakers:      Demo Device    

Demo Driver:    Deck Owner/Filename:    

  1:15 PM Doors open    1:30 PM Start    :01 Welcome and Intros  

       

       

              

       

       

              

       

  :34 Q&A    :38 Wrap-up, Thank yous and Close    :40 Walking off Stage  

Page 60: Publishing Your First Paid App on AppExchange: The Inside Scoop

Example of an Editable Pie ChartSubtitle is 24 point Arial

• Bullets are set in 24 point Arial• Limit the number of bullets on a slide• Try not to go below the recommended font sizes

• Example of highlighted text

Sales

1st Qtr 2nd Qtr 3rd Qtr 4th Qtr

Page 61: Publishing Your First Paid App on AppExchange: The Inside Scoop

1st Qtr 2nd Qtr 3rd Qtr 4th Qtr0

1

2

3

4

5

6

7

8

9

10

Sales Sales2 Sales3 Sales4 Sales5

Example of an Editable Line ChartSubtitle is 24 point Arial

Page 62: Publishing Your First Paid App on AppExchange: The Inside Scoop

0

1

2

3

4

5

4.3

2.4

2

3

3.5

2

Chart Title

Series 1 Series 2 Series 3 Series 4 Series 5 Series 6

Example of Editable Bar ChartsChart style and coloring

0

1

2

3

4

5

4.3

2.4

2

3

3.5

2

Chart Title

Series 1 Series 2 Series 3 Series 4 Series 5 Series 6

Page 63: Publishing Your First Paid App on AppExchange: The Inside Scoop

Column title Column title Column title Column title

0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00

Example of a TableTable subtitle

Page 64: Publishing Your First Paid App on AppExchange: The Inside Scoop

Column title Column title Column title Column title

0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00

Example of a TableTable style and coloring

Page 65: Publishing Your First Paid App on AppExchange: The Inside Scoop

Device Family Without Screens

Page 66: Publishing Your First Paid App on AppExchange: The Inside Scoop

Salesforce vs. salesforce.com• When referring to the Salesforce product, always capitalize the name; never refer to the product as Salesforce.com, which is the company name

• When referring to the company, use salesforce.com• Capitalize at the beginning of a sentence, lowercase everywhere else

Page 67: Publishing Your First Paid App on AppExchange: The Inside Scoop

Use of Salesforce1Do not use the or Salesforce1 before the product, except when referring to Platform (the Salesforce1 Platform, the Salesforce1 Customer Platform) or Mobile App (the Salesforce1 Mobile App).

Mobile App

Initial capped and preceded by the.

Chatter Mobile is now part of the Salesforce1 Mobile App. 

Platform

The Salesforce1 Customer PlatformThis is at the brand level. It is initial capped except when locked up with the logo. In copy, it is always preceded by “the.”The Salesforce1 Customer Platform lets you connect data, apps, devices, and more so you can connect with your customers in a whole new way. “Customer Platform” is initial capped when used this way.

The Salesforce1 PlatformThis is at the product level. It is initial capped except when locked up with the logo. In copy, it is always preceded by “the.”The Salesforce1 Platform offers the APIs, mobile tools, and more to make it possible to sell from anywhere with the Sales Cloud, deliver customer service for a connected world with Service Cloud, and create 1:1 marketing with ExactTarget Marketing Cloud.