Learn how organizations of all sizes use free and paid AppExchange apps to extend their Salesforce.com functionality.

1. AppExchange for Everyone:
5 Apps that Make a Huge Difference
Kat An
AppExchange Marketing Manager
@takyttik
Holly Adams | GE Energy Management
Ariane Barker-Meadows | GE Power Generation Services
Geraldine Gray | Endiem
David Shields | LumaSense Technologies

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3. Meet Our Speakers
Holly Adams
GE Energy Management
Ariane Barker-Meadows
GE Power Generation
Services
David Shields
LumaSense
Technologies
Geraldine Gray
Endiem
• Salesforce MVP
• 14 Years as SFDC
admin / 8 years
consulting
• Featured Apps: Task
Ray and Field Trip
• @GeraldineGray
• Data Junkie
• 5 Years in SFDC
ecosystem
• Featured App: Selligy
• @sjdjs
• Data Queen
• 6 Years in SFDC
ecosystem
• Featured App: Drawloop
• Training Guru
• 3.5 Years in SFDC
ecosystem
• Featured App:
CrowdGuide

4. Extend Salesforce with the #1 Business App Marketplace
Pre-integrated apps to help your business move faster
Over 2,500 apps
2.6 Million installs
44,000+ peer reviews
71% of customers installed 1+ app
300+ Salesforce1 mobile ready apps

5. Find the Right App for Your Needs
Every
Department
Sales
Service
Marketing
IT / Admin
HR
Finance
Operations
Every
Budget
Admin
Template
Full Feature
Any
Industry
Communication
Financial Services
Government
Healthcare
Life Sciences
Manufacturing
Nonprofit
Retail
Any
Timeline
Long Term
Short Term
All Types of
Support
Supported
Un-Supported

6. Play AppExchange Match Apps Game
Visit Platform in the Cloud Expo - Moscone North
Learn apps today and install tomorrow!
Human Resources
IT & Admin
Free
Collaboration
Sales
Customer Service
Marketing
Industry
Play Now on Your Phone www.MatchApps.cool

7. Holly Adams
Commercial Excellence Digitization Leader
GE Energy Management

8. About GE Energy Management
GE's roots in electrification go back 130 years, beginning with
the first transformer and electric motor. Today Energy
Management is built upon the same legacy and innovation
culture that Thomas Edison founded in 1890.
We help our customers…
Generate
Protect
Transmit
Automate
Distribute
Control
Convert
Optimize
electricity....reliably and efficiently.
Utility Oil & Gas Marine Heavy Industry
Telecom &
Datacom
Commercial

9. What is Crowd Guide?
Key Features
• Easily customizable by record type
• On-demand content specific to
the object you are on
• Guides available in a variety
of formats e.g., step-by-step
instructions, links to videos,
images, etc.
CrowdGuide is a training and adoption tool for SFDC.
The application sits in your sidebar, and displays instructional guides
to aide users in navigating through the sales process.

10. Sales Productivity: Increased Efficiency
Provide easily accessible on-demand training at each stage
of the sales process within SFDC.
Business Impact
• Adoption: +3,000 global users now
with access to on-demand training
• User Satisfaction: Increased
knowledge and skills will ensure
users have a positive experience
• Cycle Time: Less support
needed when questions arise
i.e., self service

11. Business Productivity – Cost & Effectiveness
• Cost: Cost effective option for
organized training when classroom
training is not available
• Maintenance: Update content in
real time; no release required!
• Data Quality: Clearly communicated
process standards = better data
quality
Inexpensive option to deliver training
with simple content update capabilities.
Business Impact

12. Ariane Barker-Meadows
Commercial Platforms Digitization Leader
GE Power Generation Services

13. Power Generation Services (PGS)
Overview
PGS partners with customers to help them analyze their options, make tough
decisions and tailor total power plant life cycle solutions that help them achieve their
desired outcomes.
Service Offerings
Planning & Installation
• Economic forecasting
• Generation planning
• Flexible operations
Operations & Maintenance
• O&M optimization
• Parts & Repairs reliability
• Outage solutions
Upgrade & Optimize:
• Asset life extension
• Performance upgrades
• Total plant solutions
• ~20 Global Parts & Repair Centers
• Operate in 100+ countries
on 6 continents
• 1500+ outages a year
• 1500+ field engineers
• 1600+ assets monitored globally
• 100M hours of monitoring data
• 6M Parts shipped a year
• 600+ Contractual Service Agreements

14. What is Drawloop?
Key Features
• Automate and merge data from any
SFDC object and export into any
format such as Word, PDF, and
excel.
• Low complexity configuration…You
don’t need to be a developer!
DDP stands for Dynamic Document Package
A DDP includes one or more docs that will be merged with data and
packaged into one single document for delivery. As an example, your
sales proposal is a DDP.

15. Commercial Productivity: Increased Efficiency
Automating document generation by dynamically merging
SFDC data into one or more document templates.
Business Impact
• Productivity: +35 hours per week
saved for commercial managers
replicating SFDC onto templates
• Data Quality: Eliminated errors
from manual entry and improved
quality of documents
• Adoption: Enhances user
experience and keeps users in
SFDC

16. David Shields
Business Systems Analyst

17. • Our Markets
– Global Energy-Our customers include the
world's leading power producers and energy
transmitters such as electrical utilities as well
as oil/gas refineries.
– Industrial Materials-Our customers include the
world’s leading manufacturers of glass,
metals, and plastics.
– Advanced Technologies-Our customers
include the world’s leading semiconductor,
solar, and LED/MOCVD equipment
manufacturers.
LumaSense Technologies
• The Company
– Founded in 2005 as the world’s first company
to focus exclusively on reducing inherent
inefficiency and preventable waste across our
planet’s most resource-intensive global
industries.
– Headquartered in Santa Clara, Ca.
– 250 Employees Worldwide
– Representatives in over 46
– Customers in over 85 countries
– Global and Regional centers in Silicon Valley,
Germany, France, The Netherlands, Denmark,
England, China and Brazil
– Fully ISO Certified Manufacturing Facilities
Global and Regional centers in Silicon Valley,
Germany, France, Netherlands, Denmark,
England, India, China, and Brazil

18. “Stop me if you’ve heard this one….”
• You finish another Quarter.
– You know what you Won…
– You know what you Lost….
– But you have very little idea of how you got here.
• Why is this the case?
– Adoption- A stubborn few still see ”Salesforce is seen more a chore than a tool”.
– Reason for losing (or winning?) might be documented but what was the journey?
– Simply put, your activity levels remain poor to nonexistent.
– Your “intellectual capital” is in the wind.
• What is the Solution?

19. LumaSense and Selligy
• We needed a low cost, big impact solution.
• Streamlined mobile app to focused on our individual needs.
• Fully customizable Opportunity and Contact layouts independent of your Salesforce
Layouts.

20. All Customer Meetings in Your Hand
• Reads your iPhone Calendar, automatically brings
all associated Salesforce records to you.
• Brings together everything a salesperson needs
for what they do on the road – have customer
meetings.

21. See Everything About Your Meeting
• Brings your account, opportunity, meeting location
and contact data all together to a single location.
• Real Time traffic updates pushed to you phone
can alert you when you need to hit the road.
• Dial in to Conference calls done automatically.

22. Easily Reach Out to Contacts
• Contact information is only a tap away.
• Social profile data immediately accessible.
• Attendee not in Salesforce, one tap fixes that.
• Quickly reach out to any attendee and provide a
status update.

23. Logging Calls After a Meeting
• Push notification to update your records upon
completion of the meeting.
• Like a little admin right in the application!

24. Logging Calls After a Meeting
• Update associated account, opportunity, event,
task and contact records – all from ONE screen in
Selligy

25. Logging Calls After a Meeting
• Update associated account, opportunity, event,
task and contact records – all from ONE screen in
Selligy.

26. Logging Calls After a Meeting
• Easily assign Contact Roles for all Meeting
Attendees
• Again, you customize the fields that you think
your people will want available in the Selligy
layout.

27. Logging Calls After a Meeting
• All records updated.
• All records are associated.
• Selligy works online and offline.

28. Not just for meetings….
• Opportunities.
• Contacts.
• Just because you are not meeting today, does not
mean that you might want to update your records.

29. Opportunities
• Browse and Search Opportunities.
• Make updates directly to the Opportunity and
save.

30. Opportunities
• See a timeline of all activity logged in Selligy.

31. Contacts
• Browse and Search Contacts
• See a timeline of all activity logged in Selligy

32. Lumasense and Selligy
• Marked increase in activity data being logged.
• Marked decrease in “overdue” opportunity updates.
• Sales team feel that we have provided them a tool to organize the day.
– Feels like a give not another ask.

33. Geraldine Gray
CEO and Principal

34. TaskRay by Bracket Labs
What’s the TaskRay business value?
• Standardize your processes to become
1. Disciplined
2. Scalable
3. Repeatable
4. Automated
• Customer: ADP
– Dumped 2/3 of spreadsheets
– Eliminated internal meetings
– Saved 6 man hours/week
What’s out of the TaskRay box?
• Native Salesforce functionality
1. Customizable
2. Drive workflow
3. Kick off Flows
4. Analytics
5. Native

35. TaskRay by Bracket Labs

36. Field Trip by Qandor
What’s the Field Trip business value?
• A black box for your Salesforce org
1. Create customer intimacy
2. Connect the ancient dots
• Customer: PROS Pricing
1. Interrogate the metadata
2. Conduct Salesforce simplification
What’s out of the box?
• Native Salesforce functionality
1. Analyze by object
2. Compare # records: % populated
3. Query subsets of data
4. Use reports or views
5. Free!