Post on 16-Jan-2017
925 Liberty Avenue, Floor 6, Pittsburgh, PA 15222 412 258 3300 | info@summa-tech.com | summa-tech.com
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Our team of over 50 Salesforce certified consultants have helped Salesforce.com clients on hundreds of projects by providing design, implementation, integration, training, and managed support services.
SALESFORCE.COM PRACTICE
925 Liberty Avenue, Floor 6, Pittsburgh, PA 15222
412 258 3300 | info@summa-tech.com | summa-tech.com
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The Lightning Experience: Amanda O’Keefe, Customer Success Specialist Salesforce IQ: Steve Lippock, Vice President of Salesforce Sales Pardot: Linda Johnson, Senior Salesforce Consultant Data.com: Kristin Kiester, Salesforce Channel Partner Manager
TODAY’S PRESENTATIONS
925 Liberty Avenue, Floor 6, Pittsburgh, PA 15222
412 258 3300 | info@summa-tech.com | summa-tech.com
CA
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925 Liberty Avenue, Floor 6, Pittsburgh, PA 15222 412 258 3300 | info@summa-tech.com | summa-tech.com
THE LIGHTING EXPERIENCE – WHAT IS YOUR READINESS PLAN?
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Lightning Experience features 25 new
features and 50 redesigned pages, and a re-
envisioned user interface.
But not every feature is supported in
Lightning Experience
Features not yet supported in Lightning
Experience are available in Salesforce
Classic.
If you’re not ready to migrate all users to
Lightning Experience, you can use both
Lightning Experience and Salesforce
Classic.
THE LIGHTNING EXPERIENCE
STRATEGY
925 Liberty Avenue, Floor 6, Pittsburgh, PA 15222
412 258 3300 | info@summa-tech.com | summa-tech.com
INT
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Salesforce Classic
The Lightning Experience
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Performance Chart
Track your performance to target
Assistant
Customized to each sales rep, to help
you focus on what’s important each
day
Account Insights
Get insights and updates that help you
take action on your top accounts
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925 Liberty Avenue, Floor 6, Pittsburgh, PA 15222
412 258 3300 | info@summa-tech.com | summa-tech.com
HOME An intelligent way to start your day fast
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List View Charts
Visualize your lists on the fly with a bar
or donut chart
Filters
Anyone can add or edit a filter with a
simple, visual interface
Type-Ahead Search
Find any list view with an easy type-
ahead search feature
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925 Liberty Avenue, Floor 6, Pittsburgh, PA 15222
412 258 3300 | info@summa-tech.com | summa-tech.com
LIST VIEWS See your data, your way, with easy filters &
visualization tools
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Spanning columns
Give a chart the space it needs to
show the right data
Flexible Layout
Add more components in a row with
more columns available
Easy Filters
Add filters with a simple, visual
interface
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925 Liberty Avenue, Floor 6, Pittsburgh, PA 15222
412 258 3300 | info@summa-tech.com | summa-tech.com
DASHBOARDS Visualize your data with beautiful charts & a flexible
layout
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Visualize Your Pipeline
See your opportunities organized by
stage, with subtotals up top
Drag and Drop
Move deals between stages with click
and drag
Alerts
Get smart alerts prompting you to take
action on deals that need your
attention
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925 Liberty Avenue, Floor 6, Pittsburgh, PA 15222
412 258 3300 | info@summa-tech.com | summa-tech.com
BOARD A powerful way to visualize and work your pipeline
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Sales Path
Customizable guidance to support
your sales process
Composer
Create records with ease
Quick View
Hover over links to view details
without ever leaving the page
Highlights Panel
See important information at a glance
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925 Liberty Avenue, Floor 6, Pittsburgh, PA 15222
412 258 3300 | info@summa-tech.com | summa-tech.com
OPPORTUNITY & LEAD WORKSPACES Action-oriented workspaces to work your deals in flight
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Autosave
Never lose a detail while you compose
your thoughts
Rich Text
Add bullets, numbered lists, or text
formatting to organize your content for
easy reference
Relate to Multiple Records
Relate a single note to an account,
contact, opportunity, and more
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925 Liberty Avenue, Floor 6, Pittsburgh, PA 15222
412 258 3300 | info@summa-tech.com | summa-tech.com
NOTES Take detailed notes and relate them to multiple records
.
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With the Winter 16 Release the
following objects are supported:
WHAT IS SUPPORTED?
STRATEGY
925 Liberty Avenue, Floor 6, Pittsburgh, PA 15222
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Accounts
Cases
Contacts
Dashboards
Events, Tasks
Files
Notes
Opportunities
Price Books
Products
Reports
Custom Objects
.
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If you’re not ready to migrate all users
to Lightning Experience, you can use
both Lightning Experience and
Salesforce Classic. Consider a launch
plan to drive adoption!
BUILD A LAUNCH PLAN
STRATEGY
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1. Some customizations will be affected,
including custom buttons and reports.
Summa can help you support these changes
with a gap analysis.
2. System Administrator can activate the
Lightning Experience at Org Level
3. Turn Lightning Experience on for individual
users through Profiles and/or Permission
sets
4. Users decide when they want Lightning
Experience or Salesforce Classic
• Salesforce announced
acquisition of RelateIQ on
July 11, 2014
• Salesforce Relationship
Intelligence Technology
• More info:
http://www.summa-
tech.com/blog/salesforceiq
925 Liberty Avenue, Floor 6, Pittsburgh, PA 15222 412 258 3300 | info@summa-tech.com | summa-tech.com
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1. Open email, and view related Information
2. Quickly create new and update existing
Contact, Account or Opportunity records
from the Salesforce IQ sidebar!
MANAGE SALESFORCE FROM EMAIL
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3. Request Read Receipt for Notification to
reduce your response times
4. Schedule Email Deliveries to intelligently
time your responses
RESPOND WITH INTELLIGENCE
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5. Insert shortcut content to further reduce
response times
6. Insert availability to easily schedule next
meeting
RESPOND WITH INTELLIGENCE
925 Liberty Avenue, Floor 6, Pittsburgh, PA 15222
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7. Select available meeting times, add
attendees as needed, and send email with
links to date and time options
8. Meeting record is automatically created in
Google / Outlook calendar, and in
Salesforce – no manual data entry!
SCHEDULE MEETINGS MORE EASILY C
AP
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IES
925 Liberty Avenue, Floor 6, Pittsburgh, PA 15222
412 258 3300 | info@summa-tech.com | summa-tech.com
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9. Set reminders to remember to follow up
10.SalesforceIQ intelligently suggests follow-
ups that may be important or missed
925 Liberty Avenue, Floor 6, Pittsburgh, PA 15222
412 258 3300 | info@summa-tech.com | summa-tech.com
INTELLIGENT REMINDERS
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925 Liberty Avenue, Floor 6, Pittsburgh, PA 15222
412 258 3300 | info@summa-tech.com | summa-tech.com
Mobile Mobile Desktop
Gmail* ● ● ●
Exchange 2010† ● ●
Exchange 2013† ● ●
Office 365† ● ●
GET THE APPS TODAY
Set up in minutes. No training necessary.
1. Enable user access Download managed package with admin controls
2. Download the apps Available in the iOS, Android & Chrome app stores
3. Connect accounts Connect email and Sales Cloud through in-app guides *IMAP must be enabled
†ActiveSync & Exchange Web Services must be enabled
Availability
Free Beta
925 Liberty Avenue, Floor 6, Pittsburgh, PA 15222 412 258 3300 | info@summa-tech.com | summa-tech.com
EVERYONE NEEDS A MARKETING AUTOMATION SOLUTION - MEET PARDOT AND LEARN WHAT’S NEW
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WHAT IS MARKETING AUTOMATION?
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925 Liberty Avenue, Floor 6, Pittsburgh, PA 15222
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According to Wikipedia:
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OK, SO WHAT’S PARDOT?
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925 Liberty Avenue, Floor 6, Pittsburgh, PA 15222
412 258 3300 | info@summa-tech.com | summa-tech.com
• Marketing Automation tool
• Focusing on B2B Marketing
• Aligns Sales and Marketing
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WHAT DO I NEED TO KNOW ABOUT WINTER 16? P
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925 Liberty Avenue, Floor 6, Pittsburgh, PA 15222
412 258 3300 | info@summa-tech.com | summa-tech.com
• Improved Bi-directional sync
– Sync Behavior (Pardot, SFDC or most recently updated)
• Auto delete/merge prospects
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WHAT DO I NEED TO KNOW ABOUT WINTER 16? P
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925 Liberty Avenue, Floor 6, Pittsburgh, PA 15222
412 258 3300 | info@summa-tech.com | summa-tech.com
• Ad Tracking Template
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WHAT DO I NEED TO KNOW ABOUT WINTER 16? P
AR
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925 Liberty Avenue, Floor 6, Pittsburgh, PA 15222
412 258 3300 | info@summa-tech.com | summa-tech.com
• Variable Tags
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WHAT DO I NEED TO KNOW ABOUT WINTER 16? P
AR
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925 Liberty Avenue, Floor 6, Pittsburgh, PA 15222
412 258 3300 | info@summa-tech.com | summa-tech.com
• Email Editor
• Engage Email
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WHAT DO I NEED TO KNOW ABOUT WINTER 16? P
AR
DO
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925 Liberty Avenue, Floor 6, Pittsburgh, PA 15222
412 258 3300 | info@summa-tech.com | summa-tech.com
• Sync Times Faster
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RESOURCES
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925 Liberty Avenue, Floor 6, Pittsburgh, PA 15222
412 258 3300 | info@summa-tech.com | summa-tech.com
• The Pardot blog has lots of great topics including:
• Checklist: Things to do before your website launches
www.pardot.com/blog
925 Liberty Avenue, Floor 6, Pittsburgh, PA 15222 412 258 3300 | info@summa-tech.com | summa-tech.com
EVEN MORE DATA TO KNOW YOUR CUSTOMERS BETTER
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DA
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925 Liberty Avenue, Floor 6, Pittsburgh, PA 15222
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DATA.COM CLEAN
• Enrich Leads with company
information
DATA.COM: PROSPECTOR WINTER ‘16
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DATA.COM – PROSPECTOR INSIGHTS D
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925 Liberty Avenue, Floor 6, Pittsburgh, PA 15222
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1. The coverage of firmographic
and financial data that appears
in the top two sections of the
Prospecting Insights page has
been substantially increased
2. The persistence / searchability
of the data
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DATA.COM – COMPANY HIERARCHY D
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925 Liberty Avenue, Floor 6, Pittsburgh, PA 15222
412 258 3300 | info@summa-tech.com | summa-tech.com
• Parent / Child Accounts
• Data.com Company Hierarchy
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DATA.COM – RECOMMENDED ACOUNTS D
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.CO
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925 Liberty Avenue, Floor 6, Pittsburgh, PA 15222
412 258 3300 | info@summa-tech.com | summa-tech.com
• At least 5 closed won
opportunities from the
past 3 years
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925 Liberty Avenue, Floor 6, Pittsburgh, PA 15222
412 258 3300 | info@summa-tech.com | summa-tech.com
NEED MORE INFORMATION?
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Visit our website at
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We Workshop To Learn About Our Customers
We Care
About Our Community
We Imagine
with you and
We Build
for you
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THANK YOU
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For Questions and More Information amanda.okeefe@summa-tech.com
925 Liberty Avenue, Floor 6, Pittsburgh, PA 15222
412 258 3300 | info@summa-tech.com | www.summa-tech.com