Dreamforce '06 Videos & Slides

Advanced PE System Administrators

Introduction

Target Audience:
Professional Edition system administrators and CRM project leaders (with more than one year of experience with Salesforce) who have mastered the basics of the application and are looking to take their product skills to the next level.

Key Take-Aways:
Learn customization, integration, and optimization best practices directly from salesforce.com customers and product experts; pick up proactive tips and tricks to boost your deployment; discover how you can use the AppExchange to extend your CRM and automate other business processes.

Integrating Salesforce and QuickBooks

Quickbooks Your accounting system is a critical part of running your business - and your Salesforce implementation is key in managing your customers. It's vital to keep both systems on the same page. Join us to find out how you can eliminate double data entry (which tends to be error prone and manually intensive) and keep your sales current on financial information.

Track: Advanced PE System Administrators
Date and Time: October 11, 2006 10:15 AM

Presenters:

  • Jamie Grenney, salesforce.com
    • Introduction (0 to 5:30 min)
  • Nicki Decloux, Account Dynamics
    • Demo (5:30 - 23 min)
  • Paul Luckett, MR COMPUTER MAN
    • Customer Success Story (23 - 28 min)
  • Nicki Decloux, Account Dynamics
    • How to Get Started, Q&A (28 - 40 min)

Resources: Video, PDF, PPT 

Continue reading "Integrating Salesforce and QuickBooks" »

Your Golden Ticket to Clean Data: Excel Connector

Your_golden_ticket Enjoy Excel? Don't know SQL? You're not alone. For many Professional Edition System Administrators, migrating, maintaining, and cleaning data is a major sore point. In this session, you'll learn the essentials of the Excel Connector as a way to insert, update, and delete data to ensure your data is relevant to you and your business.

Track: Advanced PE System Administrators
Date and Time: October 10, 2006 12:45 PM

Presenters:

  • Carling Kirk, SED International Inc.

Resources: Video, PDF, PPT

Continue reading "Your Golden Ticket to Clean Data: Excel Connector" »

Top Ten AppExchange Apps for Professional Edition

Top_10_appexchcange_apps This highly anticipated session focuses on how our advanced PE customers can leverage the power of the AppExchange platform and directory to extend their on-demand success. The applications included in the Top 10 are determined based on feedback and popularity, and on the list of Top Features requested by our PE customer base.

Track: Advanced PE System Administrators
Date and Time: October 11, 2006 09:00 AM

Presenters:

Resources: Video, PDF, PPT

    Continue reading "Top Ten AppExchange Apps for Professional Edition" »

    Making the Most of Professional Edition with the AppExchange

    Making_the_most_of_professional_edition_ Automate your enterprise through AppExchange, the world's first on-demand service for sharing business applications. This session shows you how to browse, evaluate, and use (all in just a few clicks) the hundreds of applications that can streamline nearly every business process from expense management to purchasing, recruiting, PR, and beyond.

    Track: Advanced PE System Administrators
    Date and Time: October 9, 2006 02:00 PM

    Presenters:

    • Henry Bruckstein, salesforce.com

      Resources: Video, PDF, PPT

      Continue reading "Making the Most of Professional Edition with the AppExchange" »

      The Blowfish Effect: How to Look Bigger with Salesforce

      Blowfish_effect Customers gravitate towards businesses they find credible; this impression is based on visits to your Web site, emails received, and the customer support experience. Learn how you can use Salesforce to give your company the appearance of a much larger organization. We'll go beyond brochureware and show you tangible examples of features you can implement to achieve "the Blowfish Effect."

      Track: Advanced PE System Administrators
      Date and Time: October 9, 2006 11:30 AM

      Presenters:

      • Justin Sparr, Aerospace Composite Products
      • Tom O'Keefe, EthicsPoint Inc.

      Resources: Video, PDF, PPT

      Continue reading "The Blowfish Effect: How to Look Bigger with Salesforce" »

      Extending Your CRM with World-Class Service and Support

      Service_and_support_closed_loop Listen as a panel of customers explains how they've taken advantage of powerful Salesforce Service & Support functionality to meet their needs. Hear firsthand tips and best practices on everything from configuring page layout and building custom objects to downloading AppExchange apps. This session is ideal for anyone looking for a service and support boost!

      Track: Advanced PE System Administrators
      Date and Time: October 10, 2006 03:45 PM

      Presenters:

      • Erica Stowe, R. L. Polk & Co.
      • Keith Overbay, American Water Heater Company

      Resources: Video, PDF, PPT

      Continue reading "Extending Your CRM with World-Class Service and Support" »

      Manage What You Measure: Lessons from Dashboard Pros

      Manage_what_you_measure Salesforce.com's easy-to-use reporting tools give any user the power to create insight from data. Join us to learn the keys to measuring processes effectively. Watch a product expert build custom reports and dashboards that will have your managers cheering, and your reps anxious to get on board. And pick up tips for building analytics to simplify administration to turn report data into business intelligence.

      Track: Advanced PE System Administrators
      Date and Time: October 10, 2006 11:30 AM

      Presenters:

      • Chris Hoffmann, TripleTree

      Resources: Video, PDF, PPT

      Continue reading "Manage What You Measure: Lessons from Dashboard Pros" »

      Channel Management with Professional Edition

      Channel_management_key_challenges If you market and sell through a channel and/or manage channel partners, you understand the unique and ever-present CRM obstacles and opportunities. This session shares the latest on-demand CRM best practices and AppExchange solutions that address these issues for the Professional Edition customer.

      Track: Advanced PE System Administrators
      Date and Time: October 10, 2006 05:00 PM

      Presenters:

      Resources: Video

        Continue reading "Channel Management with Professional Edition" »

        Not Just for Geeks: Cool Images and Formula Fields

        Not_just_for_geeks_cool_image_and_formul Don't be intimidated by formula or image fields. Join us for tips, techniques, and samples. Learn how other customers are using these fields daily and pick up simple ways to take advantage of them in your own organization.

        Track: Advanced PE System Administrators
        Date and Time: October 9, 2006 04:30 PM

        Presenters:

          • Jay Thayer, salesforce.com

          Resources: Video, PDF, PPT 

          Continue reading "Not Just for Geeks: Cool Images and Formula Fields" »