1. Meet salesforce.com, Your New Employee Joel Martin, salesforce.com Ross Bauer, Plum Benefits Track: New System Administrator

4. Ross Bauer VP/Partner – Product Development [email_address]

6. Plum Benefits Implementation Overview Salesforce Web Site Email Distribution Finance & Accounting Call Center Content Mgmt Tracking Movement of content from salesforce to the web Contact syncing

11. Job 1: Automate Repetitive Activities Company Web Site Interested Prospect Enter search for duplicates If new, copy and paste information into system Email sent to Inbox Filter through records for dupes, update if found Determine owner based on rules and assign Send out intro email and respond to initial inquiry Review lead information to determine importance Qualified Lead Automatic search for dupe (custom/partner) Web-to-Lead captures lead information Updates existing records or creates new Automatically routes lead using Assignment Rules Auto Response rules generate initial email Formula field calculates and scores lead value Qualified Lead Capture Lead Information Manage Duplicate Data Route and Assign Ownership Initiate Communication Prioritize Efforts 0 min 2 min 5 min 2 min 10 min 10 min 5 min 0 min 0 min 0 min 0 min 0 min 0 min 34 min 0 min Manual Automated

14. Web-to-Contact Process Flow 1 2 3 4

15. Validating Email Domain It’s a match! 1 2

16. Create User Profile 3 4

20. Help Desk Process Flow 1 2 3

21. 1 2 3

25. Content Management

27. Salesforce Web Site

31. Management Dashboard

34. Joel Martin Manager, Customer Success Ross Bauer VP, Product Development QUESTION & ANSWER SESSION