Ottawa Salesforce User Group Meeting

Thursday, February 26, 2009

Host: Tundra Semiconductor

Congratulations to

Introductions:

Greg Flick opened the meeting and reviewed the agenda.

Round Table

Kevin Caputo, Evolving Sales Solutions

• Using Salesforce for Marketing, lead generation and e-marketing
• Interested in learning more about handling duplicates

Greg Flick, Tundra Semiconductor

•  Senior administrator; using leads, opportunities, contacts etc
• New implementation for work-in-progress (partner and Tundra); live updates, replacing excel workbooks

Nash Zgonjanin, Rove

Mobile

• Enterprise

  user; integrations done with .net, c-sharp, SQL db; synchronizing data
• Not using Salesforce support

Eric Hollebone, Sitebrand

• Issues – legacy information management
• Interested in lead scoring and twitter www.twitter.com

Phyllis Cross, Terrapoint Inc

• Professional Edition; 10 user licenses; focus on reporting and data integrity

Carolyn Kernohan, Pleora

•  Sales coordinator, using orders and contracts

Karim Ouechni, Pleora

• Application support specialist; email to case reporting
• New application – customer satisfaction survey

Christina Abraham, Pleora

• Marketing coordinator, mailings; interested in learning more about effective reporting

Nik Panter, Xlerate

• www.xlerate.ca Salesforce consulting partner

Joane Hauser, Kinaxis

• Marketing manager; interested in Lead Scoring – considering Eloqua, are there others?

Peter Smith, OnPath

• CRM call center and SFDC partner

Irene Brodt, Xlerate

• Interested in personal use of CRM

Tracey Kealey, Autoskill International

• Uses Salesforce for order processing, support and account management
• Recently added ‘premier support and admin’

Carol Gardner, Pika Technologies

• Used for marketing and support
• Uses web to lead

Kim Orr,

Inverness

Don Henderson, Advanced Software Concepts

• Modest users of SFDC
• Interested in contract generation using Salesforce

Deb O’Brien, Plasco Energy Group

·         Moving from Professional to

Enterprise

·         Looking to optimize

Tim Rees, Nexient Learning

• 120 users across

  Canada

• DBM – turns SFDC into SQL db

Diane Cole, Tundra

• Does marcomms, new user
• Lead generation, and qualifies leads for sales

Adam Mills, Plasco Energy Group

• Administrator, interested in web to lead

Roger Egan, Intersol

• Interested in SFDC as a proof of concept to replace back office applications

Travis Doherty, GWAVA

• Using

  Enterprise

• Running out of API calls?

Salesforce 101

Lead Assignments presented by Irene Brodt, Xlerate www.xlerate.ca

• A granular view of quickly and efficiently dealing with incoming leads (a little heavier than a 101 discussion)

Deep Dive

Latest Features of the Spring ’09 Release by Nik Panter, Xlerate www.xlerate.ca

1. Campaign enhancements
2. Partner portal enhancements
3. Enhanced page editor
4. Email to case as a service

Also, Successforce has been revamped www.salesforce.com/community

Spring ’09 Release Notes available at: https://www.salesforce.com/community/spring09/spring09.jsp

Group Think

Eric - Examples of workflow processes

• Nik – check www.salesforce.com/community

Tracey – APEX survey tool

• Nik – try Pollster (it’s free)

·         Whatever you select, go with ‘pay per use’ not ‘pay per month’

Next Meeting

Thursday, March 26th, 8:30am to 10:30am

Location:         Autoskill International in Kanata North (to be confirmed)

If you have a topic to present or have a facility large enough to host a meeting, please contact Greg Flick at greg.flick@tundra.com