Dreamforce '06 Videos & Slides

Sales Operations

Introduction

Target Audience:
Sales operations and business analysts focused on using Salesforce to optimize the operational performance of their sales teams.

Key Take-Aways:
Interact with customers and Salesforce experts on sales operations strategies, best practices, and tips to manage the entire lifecycle of sales teams using Salesforce and the AppExchange. Learn how others have succeeded with account planning, territory management, field operations, mobile operations, sales training, and forecast management.

Plan, Plan, Plan for Every Account

Plan_plan_plan_for_every_account Account planning is both an art and a science. Come hear from customers who've successfully implemented account planning using Salesforce to drive and monitor results, and benefit from their experience. This session provides the inspiration and knowledge you need to conduct successful account planning in any organization.

Track: Sales Operations
Date and Time: October 9, 2006 03:15 PM

Presenters:

  • Emmanuelle Skala, Endeca
  • Jeff Guillot, Hoover's, Inc.

Resources: Video, PDF, PPT

Continue reading "Plan, Plan, Plan for Every Account" »

Reducing Channel Conflict with Deal Registration

Reducing_channel_conflict Learn how Salesforce PRM deal registration helps reduce channel conflict and optimize direct and indirect sales operations. You too can provide your partners with deal registration programs through a branded partner portal that is 100 percent integrated with Salesforce. Don�t miss this session if you want to know how to track and manage channel effectiveness in your organization.

Track: Sales Operations
Date and Time: October 9, 2006 04:30 PM

Presenters:

  • Frank Defesche, salesforce.com
  • Augie Lucenti, Bridgewave

Resources: Video, PDF, PPT

Continue reading "Reducing Channel Conflict with Deal Registration" »

How Salesforce.com Uses Salesforce for Sales Operations

How_salesforce_uses Discover how salesforce.com uses Salesforce to measure and motivate its own sales team. This session reveals our secrets for measuring, reporting, and managing a world-class sales organization. Understand how salesforce.com managers and executives access and use information and metrics to make both strategic and unplanned decisions that drive sales success.

Track: Sales Operations
Date and Time: October 11, 2006 09:00 AM

Presenters:

  • Jason Garoutte, salesforce.com
  • Frank Van Veenendaal, salesforce.com
  • Nate Bride, salesforce.com
  • Mike Rosenbaum, salesforce.com
  • Jessica Held, salesforce.com

Resources: Video, PDF, PPT

Continue reading "How Salesforce.com Uses Salesforce for Sales Operations" »

Territory Management Made Simple

Territory_management Territory management is a powerful tool for ensuring your reps are selling to the right customers and your forecasts are flexible and accurate. Join your sales operations peers at this session to see how Salesforce territory management works, hear from customers who are successfully using the functionality, and take away best practices for implementation.

Track: Sales Operations
Date and Time: October 10, 2006 11:30 AM

Presenters:

  • Brad Mattick, salesforce.com

Resources: Video, PDF, PPT

    Continue reading "Territory Management Made Simple" »

    Taking It to the Streets: Creating a Mobile Strategy

    Taking_it_to_the_streets Are you thinking about going mobile with your CRM? If so, this session is for you. Learn from the experiences of industry leaders as they made the case for mobile CRM in their organizations. Understand their key considerations, challenges, and the critical elements of a successful CRM mobile strategy. Extend your on-demand success - remotely.

    Track: Sales Operations
    Date and Time: October 9, 2006 02:00 PM

    Presenters:

    • Leahanne Merrit, PHH Arval
    • Kevin Hall, Standard & Poors Corp
    • Sheryl Kingstone, The Yankee Group

    Resources: Video, PDF, PPT

    Continue reading "Taking It to the Streets: Creating a Mobile Strategy" »

    Best Practices for Sales Compensation Management

    Sales_compensation_management Historically, companies have resorted to spreadsheets to manage their incentive programs. This manual method not only has high error rates and limited reporting but also leads to an unmotivated sales force and unpredictable sales. Come learn how real-time sales compensation management can enhance Salesforce as well as drive greater profits and competitive advantage.

    Track: Sales Operations
    Date and Time: October 10, 2006 03:45 PM

    Presenters:

    Resources: Video, PDF, PPT

      Continue reading "Best Practices for Sales Compensation Management" »

      Best Practices for Forecasting with 100% Accuracy

      Forecasting_1 Producing a forecast that drives confidence is not only a function of accurate data but also a culmination of all the practices in your organization. Our experts and customers share best practices for using Salesforce for advanced forecasting. Visibility? Confidence? One-hundred percent accuracy? Find out how you can have it all.

      Track: Sales Operations
      Date and Time: October 9, 2006 11:30 AM

      Presenters:

      • Suzanne McFadyen, Business Objects Americas, Inc.
      • Tacy Parker, Symantec Corporation

      Resources: Video, PDF, PPT

      Continue reading "Best Practices for Forecasting with 100% Accuracy" »

      How to Create Top Sales Dashboards

      Salesdashboards Dashboards give you many ways to measure the state of your sales organization at a glance. And they're easy to build. Become a dashboard expert in one invaluable session, learning how to create and use dashboards that track key metrics for following your sales and salespeople as they convert leads, work opportunities, and close deals.

      Track: Sales Operations
      Date and Time: October 11, 2006 10:15 AM

      Presenters:

      • Tom Tobin, salesforce.com
      • Ashley Landry, Sungard
      • Jennifer Wobser, FFF Enterprises

      Resources: Video, PDF, PPT

      Continue reading "How to Create Top Sales Dashboards" »

      Enhancing Sales Effectiveness with the AppExchange

      Using_appexchange_for_sales Salesforce CRM already provides tremendous benefits to your organization. Now the AppExchange gives you easy access to applications that take you far beyond CRM. Take advantage of this session to see which tools have the most value for your organization. Learn how other companies have enhanced their close rates, improved business data quality, and increased sales effectiveness with tools based on this revolutionary platform.

      Track: Sales Operations
      Date and Time: October 11, 2006 11:30 AM

      Presenters:

      • Mike Rosenbaum, salesforce.com
      • Suzette Godwin-Romer, Automatic Data Processing
      • Jane Isaac, Open Solutions Inc.

      Resources: PDF, PPT

      Continue reading "Enhancing Sales Effectiveness with the AppExchange" »