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Driving Adoption Across the Social
Enterprise
Large Enterprise
Kevin Leighton, HP, Vice President, Sales Process & Capabilities, Sales Operations
Lynn Mickleburgh, Adobe, Senior Director, Lead to Order Transformation
Amee Cooper, VMware, Senior Manager, Adoption, Change Management, Training
Heather Wintermantel, salesforce.com, Customer Success Director
Scott Carruth, salesforce.com, Customer Success Director
Safe Harbor
Safe harbor statement under the Private Securities Litigation Reform Act of 1995:
This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties
materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or
implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking,
including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements
regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded
services or technology developments and customer contracts or use of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality
for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results
and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of intellectual property and other
litigation, risks associated with possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating
history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful
customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers.
Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-
Q for the most recent fiscal quarter ended July 31, 2012. This documents and others containing important disclosures are available on the SEC
Filings section of the Investor Information section of our Web site.
Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available
and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features
that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
Kickoff
Session Objective
 Share “Best Practices” & different ways to plan, drive, accelerate & sustain adoption in
order to help you realize your companies’ expected business benefits & adoption
goals
Introductions
 Kevin Leighton – HP, Vice President, Sales Process & Capabilities, Sales Operations
 Lynn Mickleburgh – Adobe, Senior Director, Lead to Order Transformation
 Amee Cooper – VMware, Senior Manager, Adoption, Change Management, Training
Agenda
 Change Journey Overview – 5 minutes
 Customer Adoption Stories – 25 Minutes
 Panel Discussion & Q&A – 15 Minutes
 Wrap Up – 10 minutes
The Journey… Change is a Process, Not an Event
Denial
Fear
Frustration
BusinessPerformance
Time
Go-Live
Valley of
Despair
Managed Change
= Value Realization
Unmanaged Change
= Unpredictable
Outcomes
Skepticism
Willingness
to Accept
Ownership
Awareness
Buy-In
Understanding
Kevin Leighton
Vice President, Sales Process &
Capabilities, Sales Operations
Linked In: kleighton
Twitter: @k_leighton
About HP
• Fortune 10 – U.S.
• Fortune 31 – Global
• Operating in ~170 countries
• Over 300,000 employees
• 177,000 partners worldwide
• #1 or #2 in most markets
Salesforce footprint
• Initial deployment: May 2012; Users to date: >12,000
• Total deployment: ~35,000 Sales; ~300,000 Partners
• Chatter Rollout tied to corporate “OneHP” initiative
Drive improved customer experience, sales productivity, and management
visibility
HP’s Burning Platform
All customers…
…through all channels…
…enabled by best-in-class
processes and tools…
…throughout the sales
lifecycle…
…with the intelligence needed to
manage the business.
Customers
Sales
Compensation
Marketing
Sales Management Dashboard
Service &
Support
Quote to
Cash
PartnersOnline Sales Reps
HP Sales Platform
(Global, standardized processes)CRM PRM
Financial
Claims
Sales
HP’s Adoption Story
Challenges
• Multiple Business Groups – highly individualized: different technology,
different processes, different organization structures
• Low adoption of existing CRM tools
• Cultural change – move away from comfort zone
• New roles and skills – ramp of team
• Move to the cloud – rapid implementation mode
Approach
• Prove what you built is relevant and that we are achieving the
expected ROI – business value and tracking metrics
• 4 step approach - Did we build the right solution? Did we deploy to
the right people? Are they using it? Are they deriving the business
value?
• Sales Rep at the center
• Quarterly release cycle – moving at a very fast pace
• Alignment and commonality of processes
• User Adoption dashboards…reports were being distributed to “report”
on adoption rather than viewing dashboards real-time
Lessons Learned
1. Engage & align Executives – It’s
key to success
2. Align success metrics to business
value drivers
3. Establish ownership and
accountability by managing to the
metrics
4. Don’t underestimate the cultural
shift of becoming “social”. The shift
from email to chatter for
collaboration is huge
5. Define a training plan that enables
all impacted stakeholder groups
6. Be sure to identify & communicate
what’s changing and WIIFM?
7. Provide a feedback & input
mechanism “Voice of the
Customer/User”
Lynn Mickleburgh
Senior Director
Lead to Order Transformation
Linked In: lynnmickleburgh
About Adobe
Salesforce Footprint
 Salesforce.com customer since 2004.
 Multiple salesforce.com instances due
to acquisitions
 Phase 1 PRM – July, 2010
 Phase 1 Sales – July, 2011
 Phase 2 Sales – January, 2012
 # of users: approx 10K
 Licenses
 3,400 Sales Cloud
 21,000 Partner Portal
 5,000 Chatter Only
Corporate Profile
 Founded in 1982
 More than $4.2 billion in revenue in FY11
 More than 10,000 employees in 39 countries
 History of pioneering new markets: desktop
publishing, electronic documents, interactive
media and digital marketing
Adobe’s Burning Platform
Vision, Goals, Objectives
Single, scalable, cost-effective, end to end process
that supports cross-selling:
• Optimize marketing spend
• Improve sales productivity
• Increase back office efficiency
• Improves Enterprise customer purchase
experience
Key Business Capabilities
• Single global CRM system to support all
enterprise products/customers
• Consolidate lead and opportunity management
• Integrate with quoting and contracting, approvals
workflow and order capture
Adobe’s Adoption Story
Challenges
• Multiple systems and processes growing through acquisitions
• Complex business models and product/pricing strategies, requiring
complex configuration/rules
• Multiple “customer master” data sources resulting in data duplication
• Disparate reporting & analytics
• Regional & cultural differences result in varying adoption levels
• Corporate culture collaborative and silo’d groups
Approach
• Major releases shifting to more frequent point releases for easier
adoption of process and tools.
• Increased emphasis on change agent community through evolution of
project
• Established tighter R&R definition, Improved executive sponsorship &
accountability (via working sessions, ASD event (acc sol design))
• Defined & tracked user adoption metrics/KPIs
Lessons Learned
1.Manage executive & user
expectations
2.Establish solid alignment on target
state
3.Ensure business processes are
defined with clear process
ownership & accountability
4.Define effective usage KPIs
5.Over-communicate and over-
engage
6.Good BCM plan is really important
but execution of the plan is
essential
7.Obtain executive support for
effective training plan and ensuring
follow-thru execution
Amee Cooper
Senior Manager
Field Automation & Services
Adoption, Change Management & Training
Linked In: amee-cooper
Twitter: @AmeeCooper
All about
2009 2010 2011
for Partners
Corporate Profile
Enabling Business Transformation
through IT Transformation. The
Global Leader in virtualization and
cloud infrastructure solutions.
 Over 400,000 customers and
55,000 partners
 $3.77 billion in 2011 revenue
Salesforce.com Footprint
 PRM deployment 2009
– 22,000+ Partners, 2,000+
Internal Users
 SFA deployment 2010
– Internal Users grow to 4,500+
 Services deployment 2011
– Internal Users grow to 7,000+
 Today
– 55,000+ Partners
– 7,500+ Internal Users
About VMware
VMware’s Burning PlatformCustomerOperations
Channels & Alliances
Field Sales: APJ
Field Sales: AMER
Field Sales: EMEA
Sales Operations
GSS
Renewals
Marketing
Emerging Products
Strategy & Enablement
Vision
Streamlined, easy to use, customer focused
application for all Customer Operations teams
Goals and Objectives
• Align with Leadership business strategy to
continue to provide high value and usage
• Promote collaboration between teams
• Streamline enhancement process and
release cycle
• Single view of Customers for upsell, cross-
sell, and improved customer experience
• Provide one-stop-shop for users, increasing
adoption, integrating 3rd party applications
Enhancement
Requests
Prioritization
Deployment
Change
Management /
Support
Salesforce.
com
Steering
Committee
VMware’s Adoption Story
Challenges
• Needed a solution that supported VMware‘s exponential growth and
continued evolution of business processes and needs
• Partner, Field, Support teams all with critical business enhancements
and updates to continue utilization to the maximum and beyond…
Approach
• Keep the momentum going!
• Focus and align with Leadership business vision and goals
• Create a Strategy to enhance all 3 Cloud deployments
• Continue to drive collaboration within and between the 3 Clouds
• Leverage lessons learned from Cloud deployments in roadmap
releases, ensuring clear communications and training for Users,
increasing use
Lessons Learned
1.Congratulate each other
2.Create a new vision with
leadership, aligning with their
strategy
3.Solidify key partnerships (IT,
Business, Automation,
Enablement)
4.Keep super user groups going and
active
5.Communicate regularly with all
users
6.Constantly fine tune Change
management strategy
7.Look for ways to continue to
improve user adoption
Kevin Leighton
Vice President
Sales Operations
Sales Process & Capabilities
Linked In: kleighton
Twitter: @k_leighton
Lynn Mickleburgh
Senior Director
Finance Operations
Lead to Order Transformation
Linked In: lynnmickleburgh
Amee Cooper
Senior Manager
Field Automation & Services
Adoption, Change Management & Training
Linked In: amee-cooper
Twitter: @ameecooper
Adoption – Critical Success Factors
Define Vision & Strategy
Assess Change
Build Change Team
Communicate & Engage
Train & Support
Measure Results
Reinforce & Sustain
Wrap Up
1. What is one key take-away that you’ve learned today?
2. Additional Questions – Post your follow-up questions in the session chatter
3. Materials
4. Closing Thoughts….
Related Sessions
Related Sessions – Adoption Date/Time
Winning: Tips and Tricks for Increasing User Adoption Tuesday, 9/18 @ 2pm
Slashing The High Cost of Low Salesforce Adoption with Gamification Wednesday, 9/19 @ 1:30pm
How to Drive and Measure Success Through Business Value Metrics Thursday, 9/20 @ 2pm
10 Proven Adoption Tactics: What's In It For Me? Thursday, 9/20 @ 4pm
Training and Support for Success Friday, 9/21 @ 9am
Global Deployments: Tips, Tricks, and Best Practices Friday, 9/21 @ 10am
Related Sessions – HP Date/Time
From the Garage to the Cloud – Driving the HP Sales Transformation Wednesday, 9/19 @ 1:30pm
Sales Cloud: Every Sales Process is Different-What the Top Ones Have in Common Wednesday, 9/19 @ 3pm
What is your Enterprise Collaboration Strategy? Thursday, 9/20 @ 9am
The Evolution of a Large Enterprise Center Of Excellence Thursday, 9/20 @ 11:15am
Retail Customer Service: Meeting the Demands of Today's Social Enterprise Thursday, 9/20 @ 1:30pm
Your Playbook for a Global Social Media Strategy Friday, 9/21 @ 8:30am
Supporting Salesforce in a Global Enterprise Friday, 9/21 @ 11:30am
Driving Social Adoption Across Large Enterprises

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Driving Social Adoption Across Large Enterprises

  • 1. Driving Adoption Across the Social Enterprise Large Enterprise Kevin Leighton, HP, Vice President, Sales Process & Capabilities, Sales Operations Lynn Mickleburgh, Adobe, Senior Director, Lead to Order Transformation Amee Cooper, VMware, Senior Manager, Adoption, Change Management, Training Heather Wintermantel, salesforce.com, Customer Success Director Scott Carruth, salesforce.com, Customer Success Director
  • 2. Safe Harbor Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of intellectual property and other litigation, risks associated with possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10- Q for the most recent fiscal quarter ended July 31, 2012. This documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
  • 3. Kickoff Session Objective  Share “Best Practices” & different ways to plan, drive, accelerate & sustain adoption in order to help you realize your companies’ expected business benefits & adoption goals Introductions  Kevin Leighton – HP, Vice President, Sales Process & Capabilities, Sales Operations  Lynn Mickleburgh – Adobe, Senior Director, Lead to Order Transformation  Amee Cooper – VMware, Senior Manager, Adoption, Change Management, Training
  • 4. Agenda  Change Journey Overview – 5 minutes  Customer Adoption Stories – 25 Minutes  Panel Discussion & Q&A – 15 Minutes  Wrap Up – 10 minutes
  • 5. The Journey… Change is a Process, Not an Event Denial Fear Frustration BusinessPerformance Time Go-Live Valley of Despair Managed Change = Value Realization Unmanaged Change = Unpredictable Outcomes Skepticism Willingness to Accept Ownership Awareness Buy-In Understanding
  • 6. Kevin Leighton Vice President, Sales Process & Capabilities, Sales Operations Linked In: kleighton Twitter: @k_leighton
  • 7. About HP • Fortune 10 – U.S. • Fortune 31 – Global • Operating in ~170 countries • Over 300,000 employees • 177,000 partners worldwide • #1 or #2 in most markets Salesforce footprint • Initial deployment: May 2012; Users to date: >12,000 • Total deployment: ~35,000 Sales; ~300,000 Partners • Chatter Rollout tied to corporate “OneHP” initiative
  • 8. Drive improved customer experience, sales productivity, and management visibility HP’s Burning Platform All customers… …through all channels… …enabled by best-in-class processes and tools… …throughout the sales lifecycle… …with the intelligence needed to manage the business. Customers Sales Compensation Marketing Sales Management Dashboard Service & Support Quote to Cash PartnersOnline Sales Reps HP Sales Platform (Global, standardized processes)CRM PRM Financial Claims Sales
  • 9. HP’s Adoption Story Challenges • Multiple Business Groups – highly individualized: different technology, different processes, different organization structures • Low adoption of existing CRM tools • Cultural change – move away from comfort zone • New roles and skills – ramp of team • Move to the cloud – rapid implementation mode Approach • Prove what you built is relevant and that we are achieving the expected ROI – business value and tracking metrics • 4 step approach - Did we build the right solution? Did we deploy to the right people? Are they using it? Are they deriving the business value? • Sales Rep at the center • Quarterly release cycle – moving at a very fast pace • Alignment and commonality of processes • User Adoption dashboards…reports were being distributed to “report” on adoption rather than viewing dashboards real-time Lessons Learned 1. Engage & align Executives – It’s key to success 2. Align success metrics to business value drivers 3. Establish ownership and accountability by managing to the metrics 4. Don’t underestimate the cultural shift of becoming “social”. The shift from email to chatter for collaboration is huge 5. Define a training plan that enables all impacted stakeholder groups 6. Be sure to identify & communicate what’s changing and WIIFM? 7. Provide a feedback & input mechanism “Voice of the Customer/User”
  • 10. Lynn Mickleburgh Senior Director Lead to Order Transformation Linked In: lynnmickleburgh
  • 11. About Adobe Salesforce Footprint  Salesforce.com customer since 2004.  Multiple salesforce.com instances due to acquisitions  Phase 1 PRM – July, 2010  Phase 1 Sales – July, 2011  Phase 2 Sales – January, 2012  # of users: approx 10K  Licenses  3,400 Sales Cloud  21,000 Partner Portal  5,000 Chatter Only Corporate Profile  Founded in 1982  More than $4.2 billion in revenue in FY11  More than 10,000 employees in 39 countries  History of pioneering new markets: desktop publishing, electronic documents, interactive media and digital marketing
  • 12. Adobe’s Burning Platform Vision, Goals, Objectives Single, scalable, cost-effective, end to end process that supports cross-selling: • Optimize marketing spend • Improve sales productivity • Increase back office efficiency • Improves Enterprise customer purchase experience Key Business Capabilities • Single global CRM system to support all enterprise products/customers • Consolidate lead and opportunity management • Integrate with quoting and contracting, approvals workflow and order capture
  • 13. Adobe’s Adoption Story Challenges • Multiple systems and processes growing through acquisitions • Complex business models and product/pricing strategies, requiring complex configuration/rules • Multiple “customer master” data sources resulting in data duplication • Disparate reporting & analytics • Regional & cultural differences result in varying adoption levels • Corporate culture collaborative and silo’d groups Approach • Major releases shifting to more frequent point releases for easier adoption of process and tools. • Increased emphasis on change agent community through evolution of project • Established tighter R&R definition, Improved executive sponsorship & accountability (via working sessions, ASD event (acc sol design)) • Defined & tracked user adoption metrics/KPIs Lessons Learned 1.Manage executive & user expectations 2.Establish solid alignment on target state 3.Ensure business processes are defined with clear process ownership & accountability 4.Define effective usage KPIs 5.Over-communicate and over- engage 6.Good BCM plan is really important but execution of the plan is essential 7.Obtain executive support for effective training plan and ensuring follow-thru execution
  • 14. Amee Cooper Senior Manager Field Automation & Services Adoption, Change Management & Training Linked In: amee-cooper Twitter: @AmeeCooper
  • 15. All about 2009 2010 2011 for Partners Corporate Profile Enabling Business Transformation through IT Transformation. The Global Leader in virtualization and cloud infrastructure solutions.  Over 400,000 customers and 55,000 partners  $3.77 billion in 2011 revenue Salesforce.com Footprint  PRM deployment 2009 – 22,000+ Partners, 2,000+ Internal Users  SFA deployment 2010 – Internal Users grow to 4,500+  Services deployment 2011 – Internal Users grow to 7,000+  Today – 55,000+ Partners – 7,500+ Internal Users About VMware
  • 16. VMware’s Burning PlatformCustomerOperations Channels & Alliances Field Sales: APJ Field Sales: AMER Field Sales: EMEA Sales Operations GSS Renewals Marketing Emerging Products Strategy & Enablement Vision Streamlined, easy to use, customer focused application for all Customer Operations teams Goals and Objectives • Align with Leadership business strategy to continue to provide high value and usage • Promote collaboration between teams • Streamline enhancement process and release cycle • Single view of Customers for upsell, cross- sell, and improved customer experience • Provide one-stop-shop for users, increasing adoption, integrating 3rd party applications Enhancement Requests Prioritization Deployment Change Management / Support Salesforce. com Steering Committee
  • 17. VMware’s Adoption Story Challenges • Needed a solution that supported VMware‘s exponential growth and continued evolution of business processes and needs • Partner, Field, Support teams all with critical business enhancements and updates to continue utilization to the maximum and beyond… Approach • Keep the momentum going! • Focus and align with Leadership business vision and goals • Create a Strategy to enhance all 3 Cloud deployments • Continue to drive collaboration within and between the 3 Clouds • Leverage lessons learned from Cloud deployments in roadmap releases, ensuring clear communications and training for Users, increasing use Lessons Learned 1.Congratulate each other 2.Create a new vision with leadership, aligning with their strategy 3.Solidify key partnerships (IT, Business, Automation, Enablement) 4.Keep super user groups going and active 5.Communicate regularly with all users 6.Constantly fine tune Change management strategy 7.Look for ways to continue to improve user adoption
  • 18. Kevin Leighton Vice President Sales Operations Sales Process & Capabilities Linked In: kleighton Twitter: @k_leighton Lynn Mickleburgh Senior Director Finance Operations Lead to Order Transformation Linked In: lynnmickleburgh Amee Cooper Senior Manager Field Automation & Services Adoption, Change Management & Training Linked In: amee-cooper Twitter: @ameecooper
  • 19. Adoption – Critical Success Factors Define Vision & Strategy Assess Change Build Change Team Communicate & Engage Train & Support Measure Results Reinforce & Sustain
  • 20. Wrap Up 1. What is one key take-away that you’ve learned today? 2. Additional Questions – Post your follow-up questions in the session chatter 3. Materials 4. Closing Thoughts….
  • 21. Related Sessions Related Sessions – Adoption Date/Time Winning: Tips and Tricks for Increasing User Adoption Tuesday, 9/18 @ 2pm Slashing The High Cost of Low Salesforce Adoption with Gamification Wednesday, 9/19 @ 1:30pm How to Drive and Measure Success Through Business Value Metrics Thursday, 9/20 @ 2pm 10 Proven Adoption Tactics: What's In It For Me? Thursday, 9/20 @ 4pm Training and Support for Success Friday, 9/21 @ 9am Global Deployments: Tips, Tricks, and Best Practices Friday, 9/21 @ 10am Related Sessions – HP Date/Time From the Garage to the Cloud – Driving the HP Sales Transformation Wednesday, 9/19 @ 1:30pm Sales Cloud: Every Sales Process is Different-What the Top Ones Have in Common Wednesday, 9/19 @ 3pm What is your Enterprise Collaboration Strategy? Thursday, 9/20 @ 9am The Evolution of a Large Enterprise Center Of Excellence Thursday, 9/20 @ 11:15am Retail Customer Service: Meeting the Demands of Today's Social Enterprise Thursday, 9/20 @ 1:30pm Your Playbook for a Global Social Media Strategy Friday, 9/21 @ 8:30am Supporting Salesforce in a Global Enterprise Friday, 9/21 @ 11:30am