Awesome Productivity Apps for Salesforce Admins - Nov 2015
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The document details the usage of Salesforce by a law firm, showcasing its efficiency in client intake and document management processes. It illustrates a specific case involving a client named Miriam, highlighting how Salesforce helps in tracking client information, scheduling appointments, and managing documents seamlessly. Additionally, it emphasizes the advantages of integrating Salesforce with Gmail for improved communication and record-keeping.
Awesome Productivity Apps for Salesforce Admins - Nov 2015
- 1. Awesome Productivity Apps for Admins NYC Salesforce World Tour – November 2015 David Giller CEO, Brainiate dgiller@brainiate.com @davidgiller
- 2. David Giller, Esq. Founder & CEO • Certified Salesforce Sales Cloud Consultant • Co-Leader of NY Salesforce User Group • Author, Getting Started in Salesforce Series • Formerly known as “The Salesforce Guru” at GE Capital • Six Sigma Certified • Attorney (managed my law practice on Salesforce Sales Cloud) • Previous IT Manager at NBCUniversal About Me:
- 3. • Implementations of Salesforce for new organizations • Customizations of Salesforce to meet business needs • Training new users to utilize Salesforce efficiently & effectively • Development of custom Salesforce apps About Brainiate:
- 4. Forward-Looking Statement 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.
- 5. Law Offices of Cassidy & Kidd, LLC
- 6. David Cassidy, Esq. Uses Salesforce to track potential & actual clients in his law practice. David (Attorney)
- 7. David Cassidy, Esq. Uses Salesforce Sales Cloud to track potential & actual clients in his law practice. Sarah Johnson Paralegal and Certified Salesforce Admin at Cassidy & Kidd, LLC David (Attorney) Sarah (Paralegal)
- 8. Miriam Roberts Potential client of Cassidy & Kidd, LLC Miriam (Potential Client)
- 10. Simplified Client Intake • Filled out a web-to-lead form on firm’s website. Miriam (Potential Client)
- 11. • Filled out a web-to-lead form on firm’s website. • Miriam’s lead record was automatically assigned to Sarah (Paralegal) for follow up qualification. Miriam (Potential Client) Sarah (Paralegal) Simplified Client Intake
- 12. • Filled out a web-to-lead form on firm’s website. • Miriam’s lead record was automatically assigned to Sarah (Paralegal) for qualification. • After successful qualification, Sarah captured details in Salesforce. Miriam (Potential Client) Sarah (Paralegal) Simplified Client Intake
- 13. • Filled out a web-to-lead form on firm’s website. • Miriam’s lead record was automatically assigned to Sarah (Paralegal) for qualification. • After successful qualification, Sarah captured details in Salesforce. • David & Sarah confirmed interest in retaining Miriam as a client. Miriam (Potential Client) Sarah (Paralegal) David (Attorney) Simplified Client Intake
- 14. • Sarah needs to create a retainer agreement for Miriam. Sarah (Paralegal) Simplified Client Intake
- 15. • Sarah needs to create a retainer agreement for Miriam. • Sarah will use one of the firm’s standard template retainer agreements. Sarah (Paralegal) Simplified Client Intake
- 16. • Sarah needs to create a retainer agreement for Miriam. • Sarah will use one of the firm’s standard template retainer agreements. • Sarah will not use cut and paste or MS Word to create Miriam’s retainer agreement. Sarah (Paralegal) Simplified Client Intake
- 17. • From Miriam’s record in Salesforce, Sarah uses Conga Composer to access the firm’s library of template retainer agreements. Sarah (Paralegal) Simplified Client Intake
- 18. • From Miriam’s record in Salesforce, Sarah uses Conga Composer to access the firm’s library of template retainer agreements. • Sarah selects the appropriate template. Sarah (Paralegal) Simplified Client Intake
- 19. • From Miriam’s record in Salesforce, Sarah uses Conga Composer to access the firm’s library of template retainer agreements. • Sarah selects the appropriate template. • Conga Composer pulls data from the Salesforce record to create the new retainer agreement. Simplified Client Intake Sarah (Paralegal)
- 20. Simplified Client Intake Sarah (Paralegal) • From Miriam’s Lead record in Salesforce, Sarah uses Conga Composer to access the firm’s library of template retainer agreements. • Sarah selects the appropriate template. • Conga Composer pulls data from the Salesforce record to create the new retainer agreement. • Sarah is now ready to email the retainer agreement to Miriam.
- 21. • Sarah uses a template email cover letter to accompany Miriam’s new retainer agreement, automatically tracking the document, email and activity in Salesforce. Simplified Client Intake Sarah (Paralegal) Miriam (Potential Client)
- 22. • Sarah is thrilled that preparing & sending the new retainer agreement took less than 2 minutes. Sarah (Paralegal) Simplified Client Intake
- 23. • Sarah is thrilled that preparing & sending the new retainer agreement took less than 2 minutes. • Miriam is impressed at the firm’s professionalism and efficiency. Simplified Client Intake Sarah (Paralegal) Miriam (Potential Client)
- 24. • Sarah is thrilled that preparing & sending the new retainer agreement took less than 2 minutes. • Miriam is impressed at the firm’s professionalism and efficiency. • David is content knowing that his employee is efficient while using standard template documentation. Sarah (Paralegal) Simplified Client Intake Miriam (Potential Client) David (Attorney)
- 25. How Did They Do It?
- 28. • Miriam hired David’s firm to represent her in a personal injury lawsuit. Simplified Document Management Miriam (Client) David (Attorney)
- 29. • Miriam hired David’s firm to represent her in a personal injury lawsuit. • David needs copies of Miriam’s medical records, bills, insurance documentation, police report, photos and more. Simplified Document Management Miriam (Client) David (Attorney)
- 30. • Miriam hired David’s firm to represent her in a personal injury lawsuit. • David needs copies of Miriam’s medical records, bills, insurance documentation, police report, photos and more. • David does not want to be inundated with email attachments. Simplified Document Management Miriam (Client) David (Attorney)
- 31. • From within Miriam’s Salesforce record, David provides her with access to a secure folder in Box. Simplified Document Management Miriam (Client) David (Attorney)
- 32. • From within Miriam’s Salesforce record, David provides her with access to a secure folder in Box. • Miriam uploads all of the necessary documents, photos and files to Box. Simplified Document Management Miriam (Client) David (Attorney)
- 33. • David and Sarah can access all of Miriam’s documents without leaving Salesforce. Simplified Document Management Miriam (Client) David (Attorney) Sarah (Paralegal)
- 34. • David and Sarah can access all of Miriam’s documents without leaving Salesforce. • Miriam’s documents can be accessed using the desktop browser or mobile app. Simplified Document Management Miriam (Client) David (Attorney) Sarah (Paralegal)
- 35. • David and Sarah can access all of Miriam’s documents without leaving Salesforce. • Miriam’s documents can be accessed using the desktop browser or mobile app. • Miriam’s shared documents in Box bypass the storage limits within Salesforce. Simplified Document Management Miriam (Client) David (Attorney) Sarah (Paralegal)
- 36. • Miriam is thrilled that she can easily track which documents she already provided the firm. Simplified Document Management Miriam (Potential Client)
- 37. • Miriam is thrilled that she can easily track which documents she already provided the firm. • Miriam loves the ease of sharing more files via drag & drop. Simplified Document Management Miriam (Potential Client)
- 38. • Miriam is thrilled that she can easily track which documents she already provided the firm. • Miriam loves the ease of sharing more files via drag & drop. • David & Sarah are happy that Miriam’s files are not sitting in their inbox as attachments. Simplified Document Management Miriam (Potential Client) David (Attorney) Sarah (Paralegal)
- 39. • Miriam is thrilled that she can easily track which documents she already provided the firm. • Miriam loves the ease of sharing more files via drag & drop. • David & Sarah are happy that Miriam’s files are not sitting in their inbox as attachments. • David & Sarah love having easy access to all of Miriam’s files from within Salesforce. Simplified Document Management Miriam (Potential Client) David (Attorney) Sarah (Paralegal)
- 40. How Did They Do It?
- 43. • After several weeks of inactivity on Miriam’s lawsuit, David receives an email from her inquiring about the status. Integrating Salesforce with Gmail Miriam (Client) David (Attorney)
- 44. • After several weeks of inactivity on Miriam’s lawsuit, David receives an email from her inquiring about the status. • David reads Miriam’s email from his firm’s Gmail account but does not recall the specific details of Miriam’s lawsuit offhand. Integrating Salesforce with Gmail David (Attorney)
- 45. • After several weeks of inactivity on Miriam’s lawsuit, David receives an email from her inquiring about the status. • David reads Miriam’s email from his firm’s Gmail account but does not recall the specific details of Miriam’s lawsuit offhand. • From his Gmail screen, David sees Miriam’s Salesforce record and all related items. Integrating Salesforce with Gmail David (Attorney)
- 46. • Without leaving Gmail, David replies to Miriam, providing her with the latest update and next steps regarding her lawsuit. Integrating Salesforce with Gmail David (Attorney) Miriam (Client)
- 47. • Without leaving Gmail, David replies to Miriam, providing her with the latest update and next steps regarding her lawsuit. • Miriam’s initial email, and David’s reply are both captured in Salesforce without ever leaving Gmail. Integrating Salesforce with Gmail David (Attorney) Miriam (Client)
- 48. • Miriam is thrilled that she received a quick, accurate and thorough reply from her attorney. Integrating Salesforce with Gmail Miriam (Client)
- 49. • Miriam is thrilled that she received a quick, accurate and thorough reply from her attorney. • David is excited that he was able to find the Salesforce data he needed without leaving Gmail. Integrating Salesforce with Gmail Miriam (Client) David (Attorney)
- 50. • Miriam is thrilled that she received a quick, accurate and thorough reply from her attorney. • David is excited that he was able to find the Salesforce data he needed without leaving Gmail. • Sarah loves the fact that her boss didn’t ask her for assistance in gathering the information needed. Integrating Salesforce with Gmail Miriam (Client) David (Attorney) Sarah (Paralegal)
- 51. How Did They Do It?
- 52. Integrating Salesforce with Gmail
- 54. • Miriam email’s David, asking if she can come in to meet with him over the next few days. Simplified Appointment Scheduling Miriam (Client) David (Attorney)
- 55. • Miriam email’s David, asking if she can come in to meet with him over the next few days. • David reads Miriam’s email from his firm’s Gmail account and sends Miriam a list of available times to meet. David (Attorney) Miriam (Client) Simplified Appointment Scheduling
- 57. • Miriam email’s David, asking if she can come in to meet with him over the next few days. • David reads Miriam’s email from his firm’s Gmail account and sends Miriam a list of available times to meet. • Miriam simply selects the time slot that fits her schedule, and the meeting is instantly on both their calendars, and logged in Salesforce. David (Attorney) Miriam (Client) Simplified Appointment Scheduling
- 58. • Miriam is thrilled that she received several options to choose from – to schedule her upcoming appointment with her attorney. Miriam (Client) Simplified Appointment Scheduling
- 59. • Miriam is thrilled that she received several options to choose from – to schedule her upcoming appointment with her attorney. • David is excited that he didn’t have to experience the typical back and forth asking Miriam about different time slots that might work for their respective calendars. Miriam (Client) David (Attorney) Simplified Appointment Scheduling
- 60. • Miriam is thrilled that she received several options to choose from – to schedule her upcoming appointment with her attorney. • David is excited that he didn’t have to experience the typical back and forth asking Miriam about different time slots that might work for their respective calendars. • Sarah loves the fact that she didn’t have to act as a go- between to schedule meetings for her boss. Miriam (Client) David (Attorney) Sarah (Paralegal) Simplified Appointment Scheduling
- 61. How Did They Do It?
- 63. Questions? David Giller, Esq. Founder & CEO, Brainiate dgiller@brainiate.com (201) 478-7412
- 64. thank y u