Aan010 Young 091907

Portal Mania Extending Through the Web Presenter: Nigel Young, Salesforce.com Speakers: Bruno Rosati, Clarity Systems Ltd. Steven Frers, CompassLearning Inc. Track: Admin II Advancing to the Next Level

Safe Harbor ,[object Object],[object Object],[object Object]

Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Reality Check: What is a Portal? ,[object Object],[object Object],“… IT deals with the use of computers to store, manage and communicate information quickly, efficiently and securely”. A portal is a gateway to your most important structure, your information.

Portals are everywhere! ,[object Object],[object Object],[object Object],[object Object],“ a site serving as a guide or point of entry to the World Wide Web”

Portal Mania: Then and Now ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Why are customers using portals? ,[object Object],Key benefits for the next generation of customers ,[object Object],[object Object],[object Object]

Why are companies using portals? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Portals in the Salesforce.com CRM Solution Self Service Portal Customer Portal Partner Portal

Self Service Portal for Service & Support ,[object Object],[object Object],[object Object],[object Object],[object Object],On demand self service

Customer Portal for Support and more … ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Web 2.0 for the next generation

Partner Portal for Channel Effectiveness ,[object Object],[object Object],[object Object],[object Object],On demand Partner Relationship Management

Summary: Salesforce.com Portals Please contact your Account Executive for detailed features and pricing. Leads, Accounts, Opportunities, Documents, Custom Objects, Approvals Cases, Solutions, Activities, Assets, Documents, Custom Objects, Approvals Cases, Solutions Object Sharing Enterprise and Unlimited Editions Enterprise and Unlimited Editions Professional Edition and above Availability Additional Licenses Required (per user basis) Additional Licenses Required (per user basis) Included Pricing Self Service Portal   Multiple Portals Customer Portal Partner Portal

Bruno Rosati Web & CRM Architect [email_address]

About Clarity Systems ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Clarity Systems delivers budgeting, forecasting, planning & reporting solutions to large and mid- market companies around the world. We combine our very own web-based performance management platform with dedicated consulting, advisory and training services. Our business advantage is that we don’t just deliver an excellent software package – we draw on over 12 years of experience in this niche market to work hand-in-hand with our customers in delivering a customized solution that is truly tailored to their needs. Company Logo Here

Our Timeline with Salesforce ,[object Object],[object Object],[object Object],[object Object],Jun ‘05 Dec ‘05 Oct ‘06 Feb ‘07

Objectives for our Self-Service Support Portal ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

The Clarity Systems Self-Service Solution ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Clarity Systems Customer Care Portal ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Clarity Systems Customer Care Portal (Registration) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Clarity Systems Customer Care Portal (Logging in) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Demonstration: Clarity Systems

Feature Summary: Out of the Box ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Feature Summary: Custom ,[object Object],[object Object],[object Object],[object Object],[object Object]

Lessons Learned ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Steven Frers VP, Technical Services [email_address]

About CompassLearning ,[object Object],[object Object],[object Object],[object Object],[object Object],CompassLearning partners with school districts and other academic organizations to ensure that students achieve academic success. Our award-winning PreK-12 standards-based curriculum and assessment solutions support differentiated instruction, formative assessment, and targeted intervention and enrichment for all students including ELL. Our software is used in ~20,000 schools and serves ~11 million students nationwide. CompassLearning is headquartered in Austin, TX and a wholly owned business unit of The Reader’s Digest Association, Inc.

Objectives for the CompassLearning Customer Portal ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

The CompassLearning Customer Portal ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Demonstration: CompassLearning

Feature Summary: Out of the Box ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Feature Summary: Custom ,[object Object],[object Object],[object Object]

What were the results? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Lessons Learned ,[object Object],[object Object],[object Object],[object Object],[object Object]

Recap: Lessons Learned ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Where to begin ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Bruno Rosati Web & CRM Architect Steven Frers VP, Technical Services Questions & Answers Nigel Young Customer Success Manager

Aan010 Young 091907

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Aan010 Young 091907