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Cloud Academy: 
Planning for Success as a Consulting 
Partner 
Annie Berkery 
SI Senior Partner Associate 
@Annie Berkery
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 any litigation, risks associated with completed and any 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-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These 
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.
Annie Berkery 
SI Senior Partner Associate
Top Ten: What Makes A Successful 
Salesforce Consulting Partner
Top Ten: What Makes a Successful Partner 
1. Practice focus - industry and/or product expertise 
2. Ability to scale - # of certified consultants and types of certification 
3. Salesforce Partner Cloud Alliance Tier Achievement 
4. Track record of successful implementations 
5. Track record of high customer satisfaction scores 
6. Existing relationships with customer 
7. Registers leads & projects 
8. Local presence 
9. Up-to-date on our technology releases 
10. Marketing Strategy & Outreach
1. Practice Focus – Product Expertise 
• Understanding your practice’s value 
proposition, differentiators, and customer 
base 
• Are you a new practice focused on 
custom platform development? 
• Is your existing customer base heavily 
weighted towards contact centers & 
customer service?
1. Practice Focus – Industry Expertise 
“As we look to grow to $10 billion and beyond, our new industries strategy is a huge 
opportunity for salesforce.com to expand our footprint within existing customers and 
reach new enterprise customers.” 
- Keith Block, President and Vice Chairman, salesforce.com
2. Ability to Scale - # of Certified Consultants 
• The types of certifications your employees hold should correlate to your 
salesforce.com practice focus 
• Understanding your practice’s differentiators helps determine your certification path
3. Salesforce Partner Cloud Alliance Achievement 
Pillars of Success 
ACV 
SOURCED 
ACV INFLUENCED ACV 
EXPERTISE 
CERTIFIED 
INDIVIDUALS 
CUSTOMER SUCCESS 
CSAT CUSTOMER STORIES
4. Track Record of Successful Implementations 
• Ability to scope project correctly 
• Ability to execute & manage customer 
expectations 
• Customer success stories & references 
• Grow deals through deep understanding 
of the customer
5. Track Record of High Customer Satisfaction Score 
• Customer Success is a top priority 
• CSAT Scores are visible on your 
appexchange listing 
• CSAT Scores are generated when you 
register and complete your projects in 
the partner community
6. Existing Relationships with Customers – Think Beyond CRM 
Sales Cloud Service Cloud Marketing Cloud AppExchange Customer Apps 
Salesforce1 App 
Salesforce1 Platform APIs 
Force.com Heroku1 ExactTarget 
Fuel 
Salesforce1 Platform Services 
“Salesforce is a platform company. Period.” Alex Williams, TechCrunch
7. Register Leads & Projects 
• Lead & project registration are key metrics 
used to track partner success 
• Lead: New business uncovered by partner 
and submitted 
• Project: 
– Tracks implementations delivered by 
partner 
– Kicks off CSAT survey process upon 
completion 
• Leads & projects are submitted through the 
Partner Community
8. Local Presence 
• Your local network is an advantage 
• Leverage proximity to drive business 
• Walk the halls 
• Local Partner User Groups 
– Be a thought leader 
– Build your network 
– Grow your pipeline
9. Stay up to date on technology releases 
Automatic 
Upgrades 
42 Major 
Releases 
Multi-tenant 
Infrastructure 
Single Code Base 
and Shared 
Infrastructure 
Trusted 
Transparency 
Real-time status 
Unbreakable 
Customizations 
500M 
6B Lines of 
Apex Code 
API Calls 
Per Day, 
28 Versions 
15M Custom 
Database 
Tables 
12M 
Visualforce 
Pages 
Integrations and 
customizations 
auto-upgraded
9. Stay up to date on technology releases 
• Partner Community Resources 
– Partner Roadmap Webinars 
– Release Notes for Partners 
– Collaboration Groups: 
– Release for Partners 
– Release Readiness 
• After each release you must pass 
the release exam to maintain your 
certification 
– Certified Administrator 
– Certified Force.com Developer
10. Marketing Strategy & Outreach 
• Build your core message 
• Create shareable content 
• Outbound marketing program 
• Events 
– Webinars 
– In person 
• Run PR and social media campaigns
Key Resources
Key Resources 
• Partner Community: https://partners.salesforce.com 
• Partner Community Release Support: https://p.force.com/releases 
• Partner Online Training Catalog: https://help.salesforce.com/htsctrainingcatalog 
– @partnertraining.com credentials 
• Developer website: https://developer.salesforce.com/?language=en 
• Developer forums: http://developer.salesforce.com/forums 
• Success Community: https://success.salesforce.com/ 
• Salesforce Certification website: http://certification.salesforce.com/
Check out the new Partner Community 
https://partners.salesforce.com/
Connect with Partners in the Partner Zone 
The Westin Hotel, Market Street 
2nd Floor – Metropolitan Ballroom 
INNOVATE with the leading technology 
• Demos of new Salesforce technology 
CONNECT with members of the partner community 
• Partner Community Theater 
• Networking areas 
• Welcome reception and daily lunch service 
GROW your business with resources 
• 70+ partner-specific sessions 
• ‘Ask the Experts’ consultation stations
AppBash 2014 on Wednesday Night!
Q&A
Cloud Academy: Planning for Success as a Consulting Partner (October 13, 2014)

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Cloud Academy: Planning for Success as a Consulting Partner (October 13, 2014)

  • 1. Cloud Academy: Planning for Success as a Consulting Partner Annie Berkery SI Senior Partner Associate @Annie Berkery
  • 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 any litigation, risks associated with completed and any 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-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These 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. Annie Berkery SI Senior Partner Associate
  • 4. Top Ten: What Makes A Successful Salesforce Consulting Partner
  • 5. Top Ten: What Makes a Successful Partner 1. Practice focus - industry and/or product expertise 2. Ability to scale - # of certified consultants and types of certification 3. Salesforce Partner Cloud Alliance Tier Achievement 4. Track record of successful implementations 5. Track record of high customer satisfaction scores 6. Existing relationships with customer 7. Registers leads & projects 8. Local presence 9. Up-to-date on our technology releases 10. Marketing Strategy & Outreach
  • 6. 1. Practice Focus – Product Expertise • Understanding your practice’s value proposition, differentiators, and customer base • Are you a new practice focused on custom platform development? • Is your existing customer base heavily weighted towards contact centers & customer service?
  • 7. 1. Practice Focus – Industry Expertise “As we look to grow to $10 billion and beyond, our new industries strategy is a huge opportunity for salesforce.com to expand our footprint within existing customers and reach new enterprise customers.” - Keith Block, President and Vice Chairman, salesforce.com
  • 8. 2. Ability to Scale - # of Certified Consultants • The types of certifications your employees hold should correlate to your salesforce.com practice focus • Understanding your practice’s differentiators helps determine your certification path
  • 9. 3. Salesforce Partner Cloud Alliance Achievement Pillars of Success ACV SOURCED ACV INFLUENCED ACV EXPERTISE CERTIFIED INDIVIDUALS CUSTOMER SUCCESS CSAT CUSTOMER STORIES
  • 10. 4. Track Record of Successful Implementations • Ability to scope project correctly • Ability to execute & manage customer expectations • Customer success stories & references • Grow deals through deep understanding of the customer
  • 11. 5. Track Record of High Customer Satisfaction Score • Customer Success is a top priority • CSAT Scores are visible on your appexchange listing • CSAT Scores are generated when you register and complete your projects in the partner community
  • 12. 6. Existing Relationships with Customers – Think Beyond CRM Sales Cloud Service Cloud Marketing Cloud AppExchange Customer Apps Salesforce1 App Salesforce1 Platform APIs Force.com Heroku1 ExactTarget Fuel Salesforce1 Platform Services “Salesforce is a platform company. Period.” Alex Williams, TechCrunch
  • 13. 7. Register Leads & Projects • Lead & project registration are key metrics used to track partner success • Lead: New business uncovered by partner and submitted • Project: – Tracks implementations delivered by partner – Kicks off CSAT survey process upon completion • Leads & projects are submitted through the Partner Community
  • 14. 8. Local Presence • Your local network is an advantage • Leverage proximity to drive business • Walk the halls • Local Partner User Groups – Be a thought leader – Build your network – Grow your pipeline
  • 15. 9. Stay up to date on technology releases Automatic Upgrades 42 Major Releases Multi-tenant Infrastructure Single Code Base and Shared Infrastructure Trusted Transparency Real-time status Unbreakable Customizations 500M 6B Lines of Apex Code API Calls Per Day, 28 Versions 15M Custom Database Tables 12M Visualforce Pages Integrations and customizations auto-upgraded
  • 16. 9. Stay up to date on technology releases • Partner Community Resources – Partner Roadmap Webinars – Release Notes for Partners – Collaboration Groups: – Release for Partners – Release Readiness • After each release you must pass the release exam to maintain your certification – Certified Administrator – Certified Force.com Developer
  • 17. 10. Marketing Strategy & Outreach • Build your core message • Create shareable content • Outbound marketing program • Events – Webinars – In person • Run PR and social media campaigns
  • 19. Key Resources • Partner Community: https://partners.salesforce.com • Partner Community Release Support: https://p.force.com/releases • Partner Online Training Catalog: https://help.salesforce.com/htsctrainingcatalog – @partnertraining.com credentials • Developer website: https://developer.salesforce.com/?language=en • Developer forums: http://developer.salesforce.com/forums • Success Community: https://success.salesforce.com/ • Salesforce Certification website: http://certification.salesforce.com/
  • 20. Check out the new Partner Community https://partners.salesforce.com/
  • 21. Connect with Partners in the Partner Zone The Westin Hotel, Market Street 2nd Floor – Metropolitan Ballroom INNOVATE with the leading technology • Demos of new Salesforce technology CONNECT with members of the partner community • Partner Community Theater • Networking areas • Welcome reception and daily lunch service GROW your business with resources • 70+ partner-specific sessions • ‘Ask the Experts’ consultation stations
  • 22. AppBash 2014 on Wednesday Night!
  • 23. Q&A