Configero expert Jody Hamlett led the user group meeting in Huntsville, AL where he presented real-world use cases and best practices on Force.com and social media integration to attendees. Other hot topics included highlights from the Summer ’12 Release, How to Become a Social Enterprise leveraging Radian6, Professional Services Automation and other Configero products, and best-practice approaches that help enable success on the Salesforce platform. For more information or to request a demo, please contact us at info@configero.com.

1. Huntsville
Salesforce.com User
Group Meeting
June 2012

2. Configero – Jody Hamlett
Configero is an Atlanta-based certified Salesforce.com
Partner, delivering best-of-breed consulting services and
solutions to address the most critical business issues
impacting user adoption, technology optimization, data
quality, visibility and more.
Broad Platform Experience
Industry Domain Expertise
Jody Hamlett, Managing Director
•One of the first 500 to get Salesforce certified
•Lead over 200+ Salesforce implementations since 2006
•Focused on Sales Growth and Sales Effectiveness

3. Summer ‘12 Release

4. Summer release Success
joined reports
Challenge Solution Result
 Disconnect between  Joined reports and  Saves 2-3 hours per
One of the largest membership oppty information and dashboards week of manual excel
budget/goals updates
organizations of professional golfers
 Executive Dashboards
that sponsors and provides events that  Unable to provide exec that support  Provides real-time
generate revenue for charitable causes. level dashboards access to the
without major manual information in the most
 Scheduled reports on a
modifications and using useful format
weekly basis
excel

5. Force.com

6. A Better Way to Build Custom Apps

7. Force.com Framework
Enables complex app development in weeks
•
•

8. Force.com: Free Productivity Applications
Built on the Application Framework
Rapid development, intuitive, designed to optimize user
experience

9. Force.com Success
case management
Challenge Solution Result
Leveraged Force.com platform to
develop custom framework and
application for world-class interactive
communications and marketing
technology company.

10. Force.com: Workflow in the Cloud
What are you still using Excel for?
Which business processes are manual, repetitive or
standardized?
Which processes are unique to your organization’s
operations?
• Leads
• Opportunities
• Cases
• Activities
• Data Loader

11. Thought Leadership

12. How Can You Get More Out of Salesforce?
Best Practice approaches that enable success
through expertise and benchmarking
Salesforce Business Data Quality
Optimization Process Review Assessment
 Increase your probability  Identify the additional need  Increase in data
renewal for more licenses or usability
 Increase user adoption functionality  Enable more dashboard
 Enhance automation and  Enable executive and data driven
additional processes sponsorship decisions
Results: Results: Results:
 Re-launch Salesforce  Benchmark against other  Data De-dupe
 Maximize existing customers  Data Cleansing
purchase of Salesforce  Helps executives understand  Implementation of data
 Health check where they are and what quality controls
they need

13. How Can You Get More Out of Salesforce?
Use Case Examples: Functionality
• Account Plans
Application Automation & Expanding Functionality • Product Wizards
• Custom Quoting
• Asset Management
• Custom Portals
• Survey Automation
• Data Input Controls
Data Quality Analysis & Application Health Check • Marketing Automation
• Project Automation
• CTI Integrations
• Integrations with ERP
Expanding functionality & Extending to other users

14. Sneak Preview: Professional Services Automation App
Designed to address limitations of traditional tools –
ideal for service-driven organizations
• Project Automation
• Forecasting
• Workflow Management
• Resource Management
• Collaboration

15. Get Started Today
 Salesforce Demo
 30-Day Free Trial
 Business Process Review
Contact Us
info@configero.com
1-855-CRM-HERO