Dreamforce 2007
http://www.salesforce.com/community/crm-best-practices/resource-training.jsp
By Track: By Day: September 18
Chief Innovation Officer Roundtable
Join us for a discussion with top IT thought leaders on how to maximize the value of the Salesforce Platform for your development organization. Hear insights and best practices on how to automate critical business processes, integrate with other systems, and improve the partnership with business users.
- Where: North Hall E: 130
- When: September 18 1:15PM to 2:15PM
Speakers
- Max RaynerCIO and Executive Vice President of Products & Services, SurfControl plc
- Doug MenefeeCIO , Schumacher Group of Louisiana
- Basil FedynyshynVP Platform Strategy, Wells Fargo & Company
- Sanjay SarafVice President, Symantec Corp.
Developing an SOA strategy
Many IT organizations have developed a Service Oriented Architecture (SOA) as the roadmap for their existing environment and rationalization for the acquisition of new applications. This session covers the opportunities and best practices for utilizing SOA strategies as a means to improve integration and speed the deployment of applications to end-users.
- Where: North Hall E: 130
- When: September 18 3:45PM to 4:45PM
Speakers
- Cindy WarnerSVP, Global Integration Services, SALESFORCE.COM
- David LinthicumCEO, Linthicum Group, Llc,
Domain 5: Roadmap
Now that you have defined your vision and strategy and have your stakeholders engaged, how are you going to deploy Salesforce to your end users? You have a big vision with big goals -- How do you achieve them? We"ll show you several ways successful companies have built their roadmaps to both deliver fast value and utilize a long-term strategy to get the most out of their salesforce.com investments.
- Where: North Hall E: 132
- When: September 18 2:30PM to 3:30PM
Speakers
- Quentin ChristieCRM Business Owner, Telecom New Zealand
- Celia GillenVP, Business Transformation, CA - Computer Associates, Inc.
Service & Support: Good Starts that Lead to Project Success
Just starting out with Salesforce Service & Support? Want to know the killer features that most users overlook? Looking to make sure you start your Service and Support project on the best path for success? Join our Service & Support customers and experts as they give you insights and lessons learned from the implementation of their solution. Learn about the must-use features of Service & Support, and what key project steps to include in your project plan.
- Where: Esplanade 300
- When: September 18 1:15PM to 2:15PM
Speakers
- Hayli CarpenterSystems Analyst, Sr., QUALCOMM Incorporated
- Marco CasalainaProduct Manager, Service & Support, salesforce.com
- Greg Leetch, Manager Engineering Solutions, Spansion
Best Practices for Salesforce Administration
Ready for even more best practices? Come to this session with questions in hand for our panel of experts, including our own Salesforce Administrators and our expert Customer Success Managers. We"ll show you how we use Salesforce internally to manage our entire business, and we"ll pass along the best ideas we"ve seen from other companies. Take home all the tips and tricks you can handle!
- Where: North 124
- When: September 18 3:45PM to 4:45PM
Speakers
- Paul HoadeField Operation- Snr. Mgr EMEA, salesforce.com
- Michael FullmoreTechnical Manager Operations, salesforce.com
- Amit SaxenaBusiness Operations Manager, salesforce.com
- Michelle Meresales, salesforce.com
- Jonathan SolCSM, salesforce.com
Leveraging Salesforce Data to Define Territories and Strategies
One of the quickest ways to boost sales is to fix and align territories -- but only if you get it right. Join us to see first-hand examples of how salesforce.com and various customers “get it right” by leveraging data in Salesforce to optimize segmentation and territories.
- Where: North 124
- When: September 18 1:15PM to 2:15PM
Speakers
- Leo TenenblatField Operations Manager, salesforce.com
- Catherine OtockaSales Ops/Salesforce Admin, Salary.com, Inc.
Best Practices for Measuring Critical Support Metrics
What are the key indicators that define the success of your service organization? How do you measure the health of your operations? And are you measuring the right parameters to achieve your business objectives? Attend this session to learn best practices for defining and measuring the correct support metrics.
Please Note: Materials from this session are not available.
- Where: Esplanade 302
- When: September 18 11:15AM to 12:15PM
Speakers
- Kimberly JansenCRM Program Manager, Misys International Banking Systems
- Martin CassidyProgramme Manager, Misys International Banking Systems
- Robert LinzVP Institutional Project Managment, TD AMERITRADE INSTITUTIONAL
Domain 3: Adoption
Getting top management to buy into a CRM initiative can be trying. As can driving behavioral change within the organization so the users utilize the system and the company gains business value. How do you drive adoption and success, and what change management techniques can you use? In this session youll hear tried-and-true best practices, plus the latest innovative insights, from the experts. Its time to get on the path to adoption!
- Where: North Hall E: 132
- When: September 18 11:15AM to 12:15PM
Speakers
- Fredrik WidarssonDirector of Operations, Astra Tech AB
Domain 4: Sponsorship and Governance
How do you build a structure to manage a large multi-business unit deployment? Join us to learn how other companies have rolled Salesforce out across their multiple sales organizations. Find out what framework theyve put in place to accomplish this, and leave with innovative best practices to help drive your deployment.
- Where: North Hall E: 132
- When: September 18 1:15PM to 2:15PM
Speakers
- Kevin GibsonSr. Director, Enterprise Implementations, Automatic Data Processing
Simplification and Standardization Using SaaS
And you thought that a SaaS model would complicate your life? Learn the proven steps to simplification and standardization for deployment, change management, and business process that can and have been driven by the SaaS delivery model.
- Where: North 120
- When: September 18 1:15PM to 2:15PM
Speakers
- Scott BellGlobal Training & Account Planning, UGS Corp.
Working Better Together: Improving Business-IT Collaboration
Learn from other customers who have successfully achieved a healthy balance between business results and IT constraints. These esteemed business and IT leaders will share their step-by-step processesdeveloped on the Salesforce platformthat led to highly collaborative working relationships that are yielding extraordinary results.
- Where: North 120
- When: September 18 11:15AM to 12:15PM
Speakers
- Dave ZieglerGlobal IT Director, P&G
- Paul EdmondsonArea Director, P&G
Change Management and Partners
Got PRM? Join us to learn how salesforce.com customer Cognos quickly launched a successful PRM pilot integrating account registration and co-marketing programs. Get firsthand insight into how the partner element added complexity, and walk away with best practices on efficiency and change management. It"s a great way to compare their gameplan, tactics, and results to your own ideas.
- Where: North 123
- When: September 18 1:15PM to 2:15PM
Speakers
- Drew ClarkeVP Marketing - Americas, Cognos Incorporated
- Ginette MironPartnerNetwork Manager, Cognos Incorporated
- Sandra BrogieAVP, Global Sales Operations, Cognos Incorporated
Optimize Channel Coverage and Partner Loyalty with Deal Registration
Learn how Salesforce PRM reduces channel conflict and optimizes channel coverage. Provide your partners with deal registration programs through a branded partner portal. Salesforce PRM gives your organization the right tools to track and manage your channels for pure channel success.
- Where: North 123
- When: September 18 11:15AM to 12:15PM
Speakers
- Jeff ZobristDirector, Global Channel Operations, UGS Corp.
- Dave CrilleyDirector of Channel Marketing, Proofpoint, Inc.
Taking PRM to the Next Level
Listen to one of the early adopter PRM customers, F5 Networks, talk about their channel successes. Theyll discuss whats next for their program as they move beyond lead forwarding and deal registration to custom quoting and collaborative business planning with their partners.
- Where: North 123
- When: September 18 2:30PM to 3:30PM
Speakers
- Jason WileySales Systems Manager, F5 Networks Inc.
Unleashing Salesforce Service & Support: Wireless Use Cases
Take Salesforce Service & Support on the go! Learn how other companies have been using Service & Support on their wireless devices to access customer information and resolve customer issues in real time. You"ll leave with a plan to do this -- and much more -- at your own company.
- Where: Esplanade 302
- When: September 18 1:15PM to 2:15PM
Speakers
- Marty TrullMobile & Wireless Sales Director, Agilysys, Inc.
- Bruce KrohnDirector of Field Automation Industry Solutions Group, Symbol Technologies, a Motorola Company
- Dan RudolphSr. Product Marketing Manager, Good Technology, Inc.
Increasing Sales Effectiveness in a Small Business
Dont have money to burn on consultants, but still need to increase your sales effectiveness? Join us as the experts at salesforce.com and various partners share secrets from some of the best sales teams around. They show you firsthand how you to use Salesforce to increase sales in your small business.
- Where: North 120
- When: September 18 3:45PM to 4:45PM
Speakers
- Joan BabinskiVP Marketing, Brainshark, Inc.
- Bryan BurdickCOO, ZoomInfo
- Matt WilliamsonDirector of Sales, Bronto Software Inc
- Garth MoultonVP/Director of Sales/Support, Jigsaw
Strategic Account Planning
Can your strategic account reps take down their biggest accounts? It requires goal-setting and team coordination. Well look at the best practices of salesforce.com and a top customer, and youll leave knowing how to empower your team to plan their attack on your most important targets.
- Where: North 111
- When: September 18 11:15AM to 12:15PM
Speakers
- Anthony Forbes-RobertsEnterprise CRM Manager, Carlson Companies, Inc.
Building Blocks: Extending What"s Already There
If you have a well functioning implementation and strong adoption, it"s about time to check out how you can extend your on-demand success into new areas. Learn how to identify other areas of your business that can benefit and take home best practices to help you get started.
- Where: Esplanade 307
- When: September 18 2:30PM to 3:30PM
Speakers
- Jim MalloyVice President of Sales, Unitek Miyachi Corporation
- Stephanie HladMarketing Operations Manager, Employers Direct Insurance Co
- Mark DesrosiersSVP Product Development, WorkWell Systems, Inc.
Building Blocks: Extending What"s Already There
If you have a well functioning implementation and strong adoption, it"s about time to check out how you can extend your on-demand success into new areas. Learn how to identify other areas of your business that can benefit and take home best practices to help you get started.
- Where: Esplanade 307
- When: September 18 2:30PM to 3:30PM
Speakers
- Jim MalloyVice President of Sales, Unitek Miyachi Corporation
- Stephanie HladMarketing Operations Manager, Employers Direct Insurance Co
- Mark DesrosiersSVP Product Development, WorkWell Systems, Inc.
Photocopy Your Best
How would you like to take your best rep, and replicate what he or she does across all your reps? Join us to learn how to measure and identify the key behaviors in your best performers. We"ll give you simple solutions to help distill it down to something you can inject in the rest of your team.
- Where: North 124
- When: September 18 2:30PM to 3:30PM
Speakers
- Katrina PeranoBAM - EMEA SFDC, SunGard Data Systems Inc.
Bring It Back: How and Where You Should Look to Integrate
Looking to tie information that lives in Salesforce with data that lives somewhere else in your business? Not sure how to approach this, or what your options are for integration? Join us to learn what other customers have done, what the most common integration solutions are, and how you can successfully use both in your business.
- Where: Esplanade 307
- When: September 18 3:45PM to 4:45PM
Speakers
- Ellen ProkopowOperations Business Analyst, EnerNOC
- Catherine OtockaSales Ops/Salesforce Admin, Salary.com, Inc.
Global Enterprise Best Practices: Customer Panel
Come listen to a panel of executives at some of the largest Salesforce implementations and hear exactly how they went about planning and successfully deploying the application for success. The executives will be available to answer questions on what you can do to ensure that you, too, can achieve your business objectives. Come with questions in hand!
- Where: North Hall E: 132
- When: September 18 3:45PM to 4:45PM
Speakers
- Toby FoxAssistant Vice President, KONE Oyj
- Lance St. ClairDirector, E-commerce & Business Automation, Dell Inc.
- Paul EideManager, Project Management Team, Sprint Nextel Corporation
- Isabelle Pignon-MasholaDirector IT EMEA, Dell Inc.
Upwardly Mobile: Getting Started with Apex Mobile
Maybe you were interested in Mobile, but never needed it in your organization. Now your business leaders wants to know your thoughts on making your organization Mobile. Where do you start? This session promises to give you the answers you need.
- Where: Esplanade 310
- When: September 18 3:45PM to 4:45PM
Speakers
- Holly FaulknerDirector, CRM Applications, Choicepoint - Workplace Solutions
- Leahanne MerrittManager, CRM, PHH Arval
Campaigns to Cash: Best Practices for Tracking Campaign Effectiveness
Are you using Salesforce Campaigns as well as you could? Do you know how many people come to your Web site every day? What percentage of those people do you capture? It"s time to use Campaigns to better track marketing program effectiveness! This session features the latest tips and best practices on structuring and creating campaigns to capture more leads from your Web site and integrate directly with Salesforce.
- Where: North Hall E: 131
- When: September 18 11:15AM to 12:15PM
Speakers
- Kirk CrenshawVP, Demandbase, Inc.
Extreme Measurement: Proving Marketing"s Return
Finally! Create true end-to-end visibility for marketing results and ROI -- from the first click to closed deal. From the impression level for online campaigns to the response level for offline campaigns -- and with concise attribution of the right marketing source to every opportunity, every time. Ready to create some extreme Web analytics of your own? Join us to learn how you can get a pre-integrated solution to fully leverage the power of Omniture and Salesforce in one!
- Where: North Hall E: 133
- When: September 18 1:15PM to 2:15PM
Speakers
- Mikel ChertudiSenior Director of Demand and Online Marketing, Omniture, Inc.
- Todd BarrDirector of Customer Marketing, Red Hat, Inc.
- Chad SollisDirector of Interactive Marketing, Omniture, Inc.
Measuring Your Marketing: Getting the Most Out of Reporting and Dashboards
What good is marketing without measurement? It"s easy to create reports and dashboards to get the marketing intelligence you crave. Join us to learn best practices for capturing popular marketing analytics in easy-to-use reports and dashboards.
- Where: North Hall E: 131
- When: September 18 2:30PM to 3:30PM
Speakers
- Franco AnziniSales Operations Manager, Aruba Wireless Networks
Salesforce for Google AdWords: The Basics
Salesforce.com has turned Search Engine Markting (SEM) into a cost-effective lead-gen machine, thanks to best practices gleaned from our work with leading vendors and practitioners. Join us to hear the latest tricks for optimizing SEM performance, using Salesforce for Google AdWords, honing lead flow with organic and paid search techniques, and measuring ROI from keyword to close. Gain valuable insights directly from Google and hear from successful salesforce.com customers, too!
- Where: North Hall E: 131
- When: September 18 3:45PM to 4:45PM
Speakers
- Mark WeskerCEO, Artifact Software
- Derek VansantDir. of Finance & Operations, Artifact Software
- Adam KillamOnline Marketing Coordinator, Research Capital Corporation
- Todd Miechiels
B2B Internet Marketing Consultant
Inside Successforce.com How to Build a Successful Online Community
If youre interested in starting an online community, or growing an existing community, you wont want to miss this session. Learn how you can rally empower your customers, partners, and employees to share ideas, contribute content, and learn from one another. Well also take a peak into the product roadmap to discuss how Salesforce might fit into your community strategy.
- Where: North Hall E: 133
- When: September 18 2:30PM to 3:30PM
Speakers
- Jamie GrenneyProduct Line Director, Salesforce.com
Adoption: Get On the Right Track, Right Away
Adoption has to be built right into your implementation plan and its *much* easier to achieve with the right business owners, executive communications, user training, process design, and ongoing improvements. How can you get all systems aligned and ready? Well get you on the fast track to success, whether youre in initial implementation or revisiting this critical stage!
- Where: Esplanade 310
- When: September 18 1:15PM to 2:15PM
Speakers
- Cheryl O"ConnorWorldwide CRM Strategy Manager, Analog Devices, Inc.
- Steve SettelmayerVP of Sales and Marketing, Neff Rental Inc.
Data Data Everywhere!
How accurate is your business data? Do you have duplicate records? Keeping data clean and relevant for your users is no small task. Join us for a session dedicated to data cleansing and de-duplication, and learn techniques for better managing your data. We"ll discuss methods, tools, and best practices for helping you improve and maintain your data quality. Best of all, we"ll show you how to build in Data Safeguards to prevent data from getting dirty in the first place -- and Dashboards to help you spot it when it happens.
- Where: Esplanade 310
- When: September 18 11:15AM to 12:15PM
Speakers
- Erica StoweSFDC Administrator, R. L. Polk & Co.
- Matthew EvansSales and Marketing Reporting Administrator, Tribune Media Services Inc.
Getting Started with Field Validation and Calculated Fields
Why use validation rules? What is the benefit of calculated fields? Don"t worry -- Resources abound to help you! We"ll answers these questions, and many more, and we"ll also review a few real-life case studies from real-life customers.
- Where: Esplanade 310
- When: September 18 2:30PM to 3:30PM
Speakers
- Jessica WhiteVice President: Process Manager, eSpeed, Inc.
- Joe ZitoDirector, Sales Operations, Mimeo.com, Inc.
Building the Ultimate Google & Salesforce Mashup
Click here for session materials
Salesforce has always been a powerful platform for creating mashups, and the latest platform features make it more capable than ever. This session offers an introduction to some of the more popular Web APIs and shows how they can be leveraged inside your apps. Presentations include sample code demonstrating these services, as well as example mashups.
- Where: Esplanade 303
- When: September 18 1:15PM to 2:15PM
Speakers
- Jeff RagusaDeveloper Programs Evangelist, Google Inc.
On-Demand Venture Initiation: Building a Company the Salesforce Way
Click here for session materials
So you"re ready to start an on-demand company -- but don"t know how to begin. How do you take advantage of the on-demand model to effectively build a business? Join us to learn how salesforce.com successfully pioneered the on-demand business model, and take home valuable tools and ideas to apply to your own company.
- Where: Esplanade 304
- When: September 18 2:30PM to 3:30PM
Speakers
- Kirk KrappeAdvisor, Apttus
Hands-On: Search Campaign Success with Google Adwords
Salesforce for Google Adwords: Your ticket to ROI for Web campaigns! Get hands-on experience with Google Adwords to create, manage, and measure search engine marketing campaigns from within Salesforce. Learn how you can achieve complete visibility and control over your search engine marketing investments -- from keyword selection to closed deals.
- Where: Gateway 103
- When: September 18 11:15AM to 12:15PM
Speakers
- Justin VinluanGoogle
Accelerated Lending on Demand
Velocity in lending has never been higher. Join this session to hear from customers that have increased the speed at which they do business. Learn best practices in lead capture and loan status. And we"ll be sure to leave some time for Q&A, too!
- Where: North 122
- When: September 18 11:15AM to 12:15PM
Speakers
- Dan LawsonPresident, Lawson & Assoc
- Basil FedynyshynVice President, Platform Management, Wells Fargo Bank NA
Managing P&C distribution with Salesforce.com
All insurers face a multi-tiered distribution model, ranging from their captive direct write business to managing agents and brokers. Come hear how customers have extended Salesforce.com to manage their customer and partner relationships, increasing the effectiveness and performance of their agents & brokers. Leave with best practices to model distribution management in salesforce.com.
Please Note: Materials from this session are not available.
- Where: North 122
- When: September 18 2:30PM to 3:30PM
Speakers
- Lisa LawrenceDirector Sales Recources, Liberty Northwest Insurance Corp.
Building Your Life Insurance Business with Salesforce
Join this session to hear how leading life insurance firms have deployed Salesforce across their sales organizations. Hear the latest industry tips, tricks, and best practices and leave with ideas for new processes that really work.
- Where: North 122
- When: September 18 1:15PM to 2:15PM
Speakers
- Paul CarrascoSr. Programmer Analyst, Life Insurance, Genworth Financial Life Insurance
- Katy ZahnOperations Analyst, Senior Services, AMERIGROUP Corporation
- Karen MortonTeam Leader, Retirement & Protection Technology, Genworth Financial Life Insurance
Competitive Advantage in High Tech Manufacturing thru flexibility and visibility
Tired of the unintuitive, inflexible CRM implemented on premise? Cant get field adoption or respond quickly to business changes? Learn first-hand how our hardware customers are using CRM platform to implement new approaches in the marketplace, pursue new businesses and new ventures, and then effectively pursue the most valuable opportunities
- Where: North 112
- When: September 18 1:15PM to 2:15PM
Speakers
- Mark SilberIT Systems Architect, QUALCOMM Incorporated
- EJ TavellaVP of Solutions, Steelwedge Software, Inc.
- Evan Randall, Manager of Strategic Sales Programs, Spansion Inc.
Community Driven Innovation
How do you gather feedback from your customers, partners, and employees? Join this session to learn what Dell has done to unleash the power of community driven innovation. Hear how the IdeaExchange platform has helped them become more responsive, uncover new market opportunities, and instill a sense of co-ownership with their most passionate evangelists.
- Where: North 112
- When: September 18 11:15AM to 12:15PM
Speakers
- Jamie GrenneyProduct Line Director, salesforce.com
- Bob PearsonSVP Corp Communications, Dell Inc.
- Caroline DietzManager, IdeaStorm, Corporate Communications, Dell Inc.
Making the World a Better Place with On-Demand
Meet our customer heroes and see how they"re using Salesforce to fight poverty and homelessness, deliver health and social services, improve education, prepare for and respond to emergencies, secure ports and other critical infrastructure, and promote economic growth and development. It"s a powerful session you won"t want to miss.
- Where: North Hall E: 131
- When: September 18 1:15PM to 2:15PM
Speakers
- Dan CaulfieldCEO, Hire a Hero
- Kevin KellenbergerDirector, Disaster Services, American Red Cross, Bay Area Chapter
- Robert BennettChairman/President/CEO, Family Service Agency Of San Francisco
- Steven SaboeDirector, Nonproliferation and Disarmament Fund, Bureau for International Security and Nonproliferation
Salesforce 101: Education on Demand
Ever needed a report on all your students, alumni, donors, or partners? Or any combination of the above? You"ve probably had to search across multiple systems, departments, or schools to get it. But now you can access and manage all of this informationand much morein a single collaborative environment! Join us to learn firsthand how Salesforce helps leading institutions reap the benefits from on-demand business applications.
- Where: North 122
- When: September 18 3:45PM to 4:45PM
Speakers
- Dan StrunkExecutive In Residence, DePaul University
- Trevor McDougallMIS Manager, IDP Education Australia Ltd
- Robert WeirVP Information Services, Northeastern University
- Marc SternbergPrincipal, Fund For Public Schools Inc
The Power of Us: Share Your Strength
At the Salesforce.com Foundation, we believe our programs -- and our people -- are proof that real social change is very much within our reach. Join us to learn the benefits of implementing an integrated philanthropy model in your company, and take home tips and ideas to get started.
- Where: North 121
- When: September 18 11:15AM to 12:15PM
Speakers
- Alana KarenPolicy Specialist Google Adwords, Google Inc.
- Janine PopickCEO, VerticalResponse
- Diane SolingerExecutive Director, Entrepreneurs Foundation
- Robert WexlerTron Group
- Suzanne DiBiancaExec. Dir./Foundation, SALESFORCE.COM
How to Drive Ad Sales in a Mixed-Media World
Are you selling cross-media? Do you know where your customers are spending ad dollars within your organization? Come hear from peers and industry experts on how to increase your ad sales by leveraging best practices in selling cross-media and integrating with back-office systems.
- Where: North 112
- When: September 18 3:45PM to 4:45PM
Speakers
- Tara House JaffeGroup Director, Advertising Operations, The New York Times Company
- Mike StoeckelVP, Fox Interactive Media
- Joe DresslerVP Sales, SmartMoney
- Tom HellingVP Advertising Operations, The New York Times Company
- Kevin McCruddenSales Training Manager, Newsday, Inc.
Best Practices: Empowering Sales Teams in Media
Join this session to hear firsthand how industry-leading media companies from print to public relations drive best practices with Salesforce. Learn how you can increase user adoption, expand the use of Salesforce, and improve productivity to increase the value of salesforce.com in your organization. Take home best practices for immediate impac
