Salesforce CRM: Sales

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Who Should Attend: Want to ensure you’re getting the most from salesforce.com, boosting productivity, and achieving true sales excellence? Whether you’re a sales executive or in sales operations, this track features mind-blowing ideas that deliver real results. See demonstrations of what other customers are doing, hear from top-level executives, and pick up the latest news about product direction. Plus, we have experts from both the business and product perspectives who can give you the information and inspiration you need to succeed.
Key Takeaways: Interact with salesforce.com product experts, business executives, and customers to hear best practices for achieving sales success. Learn how they use salesforce.com for better pipeline management, process management, and team collaboration. Looking for operational help? We also have unique tips and tricks for dashboards, analytics, workflow, and forecasting. Expand your contact list as you network with customers and colleagues to share ideas, answer questions, and talk business.
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Breakout Sessions

Sales Reporting Excellence: How Salesforce.com Uses Analytics to Increase Sales
Friday, November 20
10:15 a.m. - 11:15 a.m.
Ready to boost the effectiveness and impact of your business metrics? We’ll show you how we use Salesforce CRM analytics internally to manage our business and drive sales effectiveness. Join this session to see how salesforce.com sales executives use dashboards and reports to create excellence in their organizations. You’re sure to leave with tips and tools to wow your organization!
Speakers: Marko Koosel, salesforce.com; Leo Tenenblat, salesforce.com
The 7 Deadly Sins of Sales Force Automation
Wednesday, November 18
4:45 p.m. - 5:45 p.m.
Are you a sinner? We can help you recover. Learn the common mistakes sales organizations make with salesforce.com - often without even knowing. Several customers will present real-world solutions to help you avoid these transgressions and make your sales organization even more successful. This session can save you time and money—and it might just save your sanity as well.
Speakers: Marla Landa, Yelp Inc.; Heather Logan, Saba Software Inc.; Micah Joel, salesforce.com; David Gaines, The Toro Company
Hear Gartner's Seven Secrets of Sales Success
Wednesday, November 18
11:45 a.m. - 12:45 p.m.
Do you want to get even more out of your sales force automation system? Learn about a framework for creating a highly effective SFA system from Rob Desisto, vice president and distinguished analyst with Gartner and author of "The Top Seven Features Salespeople Want in Their SFA Systems." You’ll gain valuable insight on how and where your peers are focusing their efforts to maximize their sales success.
Speakers: Robert DeSisto, Gartner, Inc.
Sales 2.0: Boosting Rep Productivity with the Best New Web Technologies
Friday, November 20
10:15 a.m. - 11:15 a.m.
Do you wish you had a crystal ball so you could see how companies will sell successfully next year--or in 5 years? Then join us for a peek at the future of corporate sales and learn how salesforce.com can help you prepare for that brave new world. This lively session includes demos of Salesforce CRM and Jigsaw, Radian6, Ribbit, and Genius. Don't miss it!
Speakers: Chris Ramsey, Radian6 Technologies, Inc.; Greg Goldfarb, Ribbit; Matthew Gidney, salesforce.com; Bob Memmer, Jigsaw; Scott Mersy, Genius.com, Inc
Your Enterprise Data Strategy
Thursday, November 19
11:30 a.m. - 12:30 p.m.
Is the quality of your data affecting your organization’s ability to execute? Are you hampered by duplicate accounts or incomplete and inconsistent data? Learn how salesforce.com and others use simple permission controls, native Salesforce CRM features and partner applications to manage the complex enterprise data dilemma.
Speakers: Tacy Parker, Symantec Corporation; William Schwidder, salesforce.com
How Salesforce.com Manages and Measures Sales Productivity Programs
Wednesday, November 18
2:15 p.m. - 3:15 p.m.
Join this session to learn how salesforce.com defines, executes, and measures its sales productivity programs around the world. Listen to salesforce.com executives explain how we run our sales organization. We’ll show you how we measure productivity, and we’ll demo the tools our sales teams use on a daily basis.
Speakers: Elay Cohen, salesforce.com; Stephanie Gilmour, salesforce.com; Deborah Scherba, salesforce.com; Josh Aranoff, salesforce.com
Close It In The Cloud! with DocuSign Electronic Signatures
Thursday, November 19
2:45 p.m. - 3:45 p.m.
Learn how Yahama, Expedia, and LinkedIn have transformed their business by using DocuSign for Salesforce CRM. Companies have eliminated paper and are sending contracts for electronic signatures, transforming slow, manual, expensive, paper-based contract processes into efficient 100% cloud-based processes. With integrated data management, your people will never need to rekey data again! Close more deals faster, eliminate errors, and increase efficiency by closing it in the cloud with DocuSign for Salesforce CRM.
Speakers: Tom Gonser, DocuSign; Mike Machado, Yamaha Corporation of America; Brian Frank, LinkedIn; Courtney House, Egencia LLC
Measuring Your Organization’s Sales Intelligence: Getting More with Less
Wednesday, November 18
2:15 p.m. - 3:15 p.m.
Understanding what’s working and what isn’t is an important step to avoid wasting resources and time on sales intelligence endeavors that yield negligible returns. “Sales intelligence” refers to the sources of information a company can collect and use to improve the performance of a sales organization and enrich leads in the sales pipeline. Join us to hear infoUsa’s best practices for capturing popular integrated sales solutions.
Speakers: Tom McSweeney, infoUSA; Brook Hoy, infoUSA; Bridget Kelly, infoUSA; William Stanton, Liberty Mutual Group Inc
The Behavioral Power of Incentives
Thursday, November 19
2:45 p.m. - 3:45 p.m.
There is an important relationship between behaviors and incentives. Whatever your strategy to improve your sales objectives—increased profits, reduced discounts, higher top line—motivating your people to work in alignment makes a tremendous difference in how successfully your strategy plays out. Chris Cabrera, CEO of Xactly, will highlight how breaking away from spreadsheets to manage incentive compensation can help you change the behavior of your sales teams. Salesforce.com will discuss how using Xactly for incentive compensation management has changed the behaviors of its sales teams, resulting in improved business performance.
Speakers: Christopher Cabrera, Xactly Corporation; Marisa Massie, salesforce.com
Sales Forecasting: New Ways to Forecast Your Existing and New Business
Wednesday, November 18
11:45 a.m. - 12:45 p.m.
Would you like to improve your sales forecast to include your run-rate and existing business? Do you need to forecast units? Price or revenue over time? Multiple plans? Account-based forecasting? You need more than opportunity management. In this session, you will learn how salesforce.com customers are using Right90 to obtain a sales forecast that helps close more business, reduce delivery times and inventories, drive profitability and get promoted from VP of sales to president!
Speakers: Southard Jones, Right90; Brian Fitzgerald, QuickLogic Corporation; Brian Hartman, Trimble Mobile Resource Management
How to Tap into Social Media to Drive Sales Results
Wednesday, November 18
3:30 p.m. - 4:30 p.m.
You can harness social intelligence natively within Salesforce CRM to increase your sales productivity and accelerate sales cycles. Learn how successful sales leaders from innovative cloud-computing companies such as SuccessFactors and IntraLinks are bringing social selling into their sales organizations to improve prospecting effectiveness and close rates - all with solutions from InsideView.
Speakers: Alex Saleh, SuccessFactors, Inc.; Umberto Milletti, InsideView; Phil Rowlinson, IntraLinks, Inc.
Configuration & Pricing. A Quoting App and a Critical Part of Business Process
Wednesday, November 18
3:30 p.m. - 4:30 p.m.
Find out why Gartner says configuration is one of six critical areas of a successful CRM process. Steve Paszkiewicz of Risk Management Solutions will address how the implementation of a quoting/configuration application has contributed to dramatic improvements in a variety of areas such as contract management and order fulfillment. Then interact with a panel of three companies that have successfully implemented configuration applications. You'll leave this session with detailed information on project requirements, vendor evaluation, gaining executive support, business case and ROI summaries, implementation plans, and maintaining/growing the application after the initial release.
Speakers: Steve Paszkiewicz, Risk Management Solutions Inc.; Vinaya Nooguru, Commvault Systems; James Wilhoit, Bell Helicopter
Automatic Harmony: Empower Sales & Marketing with Better Webinar Data
Wednesday, November 18
3:30 p.m. - 4:30 p.m.
What good are marketing campaigns, Webinars, and online sales demos if registration and attendance data don’t arm salespeople with intelligence that increases pipeline with quality leads and/or decreases the sales cycle? Learn how to automate data capture from your Web conferencing system and input into salesforce.com. Then join iLinc to learn how to automate lead warming and other processes with workflows sparked by Campaign Member Status or other Task types. Finally, you'll learn how to teach your sales team to better qualify leads by tracking attendee behavior during a virtual event.
Speakers: Mark Silber, Qualcomm Incorporated; Frank Gartland, iLinc; Jason Walker, iLinc
Sell More, Sell Faster with Integrated On-Demand Sales Quoting Tools
Wednesday, November 18
2:15 p.m. - 3:15 p.m.
Sales reps and channel partners should spend their time engaging customers and capturing revenue opportunities. Instead, they typically spend too much time manually creating quotes, proposals, and orders, feeding incomplete and inaccurate information into company systems. The answer is to deploy on-demand quoting solutions that streamline the sales process and fully integrate with CRM. Hear from companies that have created powerful, Web-based selling engines, enabling their sales teams to sell more and sell faster—all using tools from BigMachines.
Speakers: Godard Abel, BigMachines Inc.; Hendrik Fischer, Bowe Bell & Howell Company
Inside Sales Call Scripting Using Adobe Flex
Wednesday, November 18
11:45 a.m. - 12:45 p.m.
Aetna Medicare uses Salesforce CRM for lead management and Medicare enrollment. Inside sales reps use a script to guide prospect enrollments over the phone. After researching options, Aetna chose Adobe Flex to build the call guides. Flex enables rapid development of a custom UI and seamless integration with Salesforce CRM using the available toolkit.
Speakers: Michael Cohen, Aetna; Doug Hoover, Deloitte
Manage Commissions and Claims with Callidus Commissions Manager on Force.com
Thursday, November 19
1:30 p.m. - 2:30 p.m.
Learn how Callidus Commissions Manager—a salesforce.com Force.com solution—and Plan Communicator help companies communicate with and motivatee sales professionals to deliver on their targets quarter after quarter. Sales professionals can review opportunity target earnings and identify accelerators on earnings, initiate claims for credit and payment on their opportunities, file disputes, and track the status and amounts of paid and pending commissions—all as part of their daily opportunity management.
Speakers: Leslie Stretch, Callidus Software Inc.; Lorna Heynike, Callidus Software Inc.
Accelerate and Streamline Sales Incentive Rollout and Management on Force.com
Wednesday, November 18
11:45 a.m. - 12:45 p.m.
Learn how you can integrate CRM, incentive compensation management, and sales operations by using Force.com and the AppExchange. In this session, you’ll hear how Brocade, an industry leader in data center networking solutions and services, has done just that using solutions from Callidus. Plus, the company has better aligned its incentive programs to corporate objectives—resulting in increased business agility.
Speakers: Laura Provenza, Brocade Communications Systems Inc.; Leslie Stretch, Callidus Software Inc.
Increase Your User Adoption: Three Success Stories
Thursday, November 19
2:45 p.m. - 3:45 p.m.
The success of your Salesforce CRM initiative depends on people using and receiving value from the tool you’ve given them. In addition, the type and size of your organization will significantly impact your adoption strategy. This customer panel will feature user perceptions, executive sponsorship, incentives, and effective training from the perspectives of three different customers. So whether you're planning an initial deployment or looking for ideas to increase adoption, you'll walk away with best practices you can apply to your own organization.
Speakers: Daria Frankiewicz, Dell, Inc.; Dale Gordon, Millipore Corporation BioScience; Troy Lauer, salesforce.com; Matt Williamson, Bronto Software Inc
Introducing Real-Time Quotes to Salesforce CRM
Thursday, November 19
1:30 p.m. - 2:30 p.m.
Beginning in the Winter ’10 release, Real-Time Quotes will be available as a new standard object in Salesforce CRM. This session provides an overview of quotes and offers tips for getting the most out of the application. You’ll learn what's coming in the Spring '10 release, how to manage quotes with workflow, quote with product bundles using the combined power of the Force.com platform and BigMachines, and leverage integrated electronic signature technology with smart eSignatures™ from DocuSign®.
Speakers: Tyler Ziemann, salesforce.com; Tim Handorf, BigMachines Inc.; Ken Cavallon, DocuSign
Product Road Map: Sneak Peek into the Future (REPEAT)
Friday, November 20
11:30 a.m. - 12:30 p.m.
What’s in store for salesforce.com? Here’s your chance to find out! This session features insight into salesforce.com’s future Sales Cloud product plans—directly from salesforce.com's product managers. Join us to learn exactly what’s on the product road map for the next few releases during a session that will focus on the application and platform features relevant to a sales audience.
Speakers: William Moxley, salesforce.com
Product Road Map: Sneak Peek into the Future
Thursday, November 19
7:30 a.m. - 8:30 a.m.
What’s in store for salesforce.com? Here’s your chance to find out! This session features insight into salesforce.com’s future Sales Cloud product plans—directly from salesforce.com's product managers. Join us to learn exactly what’s on the product road map for the next few releases during a session that will focus on the application and platform features relevant to a sales audience.
Speakers: Mark Abramowitz, salesforce.com
There’s an App for That! How Sales Execs Boost Sales with the AppExchange
Friday, November 20
9:00 a.m. - 10: 00 a.m.
Get even more value out of Salesforce CRM with hundreds of apps from the AppExchange! Hear how this panel of sales executives use solutions from the AppExchange to monitor their teams' progress, eliminate manual processes, and close business quickly. You’ll walk away with real-world learnings and a list of top sales apps (both free and fee-based) that you can easily deploy with just a few clicks.
Speakers: Jim Malloy, Miyachi Unitek Corporation; Brian Vass, Sant Corporation; John McGuigan, Fiberlink Communications Corp.; Jeff Grosse, Blue Cross And Blue Shield Of MN
Managing Direct and Indirect Sales Seamlessly
Friday, November 20
10:15 a.m. - 11:15 a.m.
Want to make your channel a true part of your sales force? Have we got some ideas for you! Join us to hear from companies that have successfully integrated their indirect channels with their direct sales. Take home knowledge you can apply to quickly ramp-up partners and get complete visibility across all sales channels.
Speakers: Ryan Davis, salesforce.com; Mike Thomas, Pitney Bowes Business Insight; Jane Goh, Imperva Ltd.
Arming Reps to Win: Introduction to the Integrated Content Library
Wednesday, November 18
11:45 a.m. - 12:45 p.m.
Are you overwhelmed with all the sales and product documentation thrown at you? Do you feel as though you can’t keep up with what info is most relevant and current? Then join this session to learn how to bring the right information directly to your sales reps and partners. You’ll take home applicable tips for pushing the right up-to-date content to the right folks—right when they need it.
Speakers: Jeff Davidson, GTSI Corp.; Michael Chyzowych, Mars Chocolate US; Grace Lawrence, Idearc Media LLC
Bridging the Gap: VP Sales and VP Marketing
Friday, November 20
9:00 a.m. - 10:00 a.m.
In many organizations, it’s the classic divide: sales in one corner and marketing in another. Join us to hear how companies have successfully bridged that gap and now benefit from greater alignment between these two departments. Leave with actionable ideas on how sales and marketing can better collaborate and establish mutual transparency for lead generation, campaign priorities, and success.
Speakers: Nancy Kamerer, salesforce.com; Matt Stodolnic, SpringSource; Gabe Eisner, salesforce.com; Tricia Reilly, Zuora, Inc
Make Every Rep Sell Like Your Best Rep
Thursday, November 19
2:45 p.m. - 3:45 p.m.
Getting into a deal is one thing, but effectively closing it is something different. How can you make each rep as effective as your top performers? Hear how companies successfully guide and control individual sales behavior for maximum success. Take home tips you can apply to embed sales methodologies and replicate sales success in your organization.
Speakers: Steve Nugent, Tyco Fire & Security Plc; John Flanderhijn, TYCO Fire Europe; Brian Reynolds, salesforce.com; Burke Butler, BMC Software, Inc.
Ready to Rock Your Productivity? Meet the New Salesforce CRM for Outlook
Wednesday, November 18
3:30 p.m. - 4:30 p.m.
Join us to learn about the seamless integration of Salesforce CRM and Microsoft Outlook—a powerful new productivity tool—and hear from a customer that’s including Outlook integration as a cornerstone of its strategy for success. This solution replaces our existing Force.com connect for Outlook solution.
Speakers: Blake Markham, salesforce.com; Sean Wedige, Rackspace US Inc.
Listen & Steal:Successful Mobile Customers from a Range of Industries Share Tips
Friday, November 20
11:30 a.m. - 12:30 p.m.
Listen to successful customers share stories about how they leveraged Salesforce CRM’s mobile capability to meet field sales challenges in industries such as pharmaceuticals, financial services, and consumer packaged goods.
Speakers: Mike D'Adamo, HD Supply Facilities Maintenance; Ethan Alexander, salesforce.com; Richard Purdy, Kaiser Foundation Health Plan Inc; Dora Abbatine, Liberty Mutual Insurance Company; Andrea Rissler, Liberty Mutual Insurance Company
Mobile Sales Excellence: Success for the Road Warrior
Wednesday, November 18
4:45 p.m. - 5:45 p.m.
Do you have everything in place to equip your field sales force for success? This session will show how to make your reps as successful from the field as they are in the office. Hear about the latest-and-greatest mobile devices, deployment strategies, and setup. You’ll walk away knowing how to maximize your use of Salesforce CRM from anywhere.
Speakers: Ethan Alexander, salesforce.com; Peter van Stralen, Sunshine Grounds Care; Alysia Smith, Cars.com; Jennifer Wobser, FFF Enterprises Inc.; Jim Malloy, Miyachi Unitek Corporation
Delivering Business Insight with Reports and Dashboards (REPEAT)
Friday, November 20
9:00 a.m. - 10:00 a.m.
Dashboards can be the most powerful tool to help you run your sales organization. Join this session to find out how sales executives use dashboards to drive excellence in their organizations. We’ll walk through the finer points of dashboard creation and share firsthand insights on how to create and deploy dashboards for use in your organization.
Speakers: John Ball, salesforce.com; Kevin Sciolino, salesforce.com; Marc Runyan, SuccessFactors, Inc.
Delivering Business Insight with Reports and Dashboards
Wednesday, November 18
2:15 p.m. - 3:15 p.m.
Dashboards can be the most powerful tool to help you run your sales organization. Join this session to find out how sales executives use dashboards to drive excellence in their organizations. We’ll walk through the finer points of dashboard creation and share firsthand insights on how to create and deploy dashboards for use in your organization.
Speakers: Rick Gary, Carestream Health, Inc.; Kevin Sciolino, salesforce.com
Sales Management Excellence: Being More Than a Control Freak
Friday, November 20
10:15 a.m. - 11:15 a.m.
Join this session to hear how successful companies have made Salesforce CRM part of the everyday life of a sales manager. You’ll learn that the real benefits go way beyond monitoring and controlling sales reps. Take home some applicable tips for empowering sales managers to be more effective and more successful.
Speakers: Jim Duster, NetQoS Inc.; Scott Sherwood, NetQoS Inc.; Scott Williams, salesforce.com; Jim Rae, Compuware Corporation
Sales Process Excellence: New Levels of Productivity and Effectiveness
Friday, November 20
9:00 a.m. - 10: 00 a.m.
Want to make your sales processes even better? Join this session to see and hear real-life examples of how salesforce.com customers drive excellence in pipeline management, sales team management, performance measurement, and dashboards. You’ll make a big impression at home with all the tips, tricks, and best practices you bring back to make your deployment even better.
Speakers: Neal Beeler, Sterling Commerce, Inc; Chris Banks, Sterling Commerce, Inc; Frank Loiseaux-Purcell, salesforce.com; Jill Gehrhardt, RWD Technologies, LLC
Secrets of the Big Guns: Sales Leadership Panel
Thursday, November 19
11:30 a.m. - 12:30 p.m.
Join successful sales leaders for an open discussion on how to drive top-line growth with Salesforce CRM. You’ll hear from key executives and thought leaders in the industry, which makes this session the perfect chance to get answers to any questions you may have.
Speakers: Dan Conway, SunGard Public Sector; Robert O'Byrne, CBIZ Inc.; Ralf Lorenzen, Kelly Services Inc.; Dave Berman, Barracuda Networks Inc
Salesforce CRM Admin Excellence: Setting Up Salesforce CRM for Sales Success
Thursday, November 19
7:30 a.m. - 8:30 a.m.
Get ready—we’ve got admin best practices galore! Hear from a panel of experts, including our own Salesforce CRM administrators and customer success managers. We’ll show you how we use Salesforce CRM internally to manage our business, and we’ll pass along the best ideas we’ve seen from other companies. Get answers to your questions and take home tips and tricks to improve your deployment.
Speakers: Jenny Truong, salesforce.com; Randy Edgar, salesforce.com; Heather Ramsdell, salesforce.com; Michael Fullmore, salesforce.com; Sriram Iyer, salesforce.com
How Salesforce.com Uses Salesforce CRM for Pipeline Management
Wednesday, November 18
3:30 p.m. - 4:30 p.m.
Want to get some new ideas for running your sales organization in the current economic climate? Join us to learn how salesforce.com’s sales and operations executives forecast and manage our pipeline using Salesforce CRM. Take home some new approaches you can implement for immediate impact.
Speakers: Dan Dal Degan, salesforce.com; Robert Zimmermann, salesforce.com
Hands-On: Building Dashboards to Drive Revenue
Wednesday, November 18
4:45 p.m. - 5:45 p.m.
Ready to boost the effectiveness and impact of your business metrics? Dashboards are an easy way to increase team and organizational visibility in critical target areas. This session includes hands-on training and proven best practices for creating dashboards your sales team and organization will love.
Hands-On: Building Reports to Analyze Revenue
Wednesday, November 18
3:30 p.m. - 4:30 p.m.
In the fast-paced world of sales, it’s often hard to stop and analyze results. Learn how to use the real-time reporting capabilities in Salesforce CRM to analyze your sales organization’s results. This hands-on training focuses on valuable best practices for creating high-impact reports for your sales team and organization.
Hands-On: Mobilize Your Field Sales Organization
Thursday, November 19
1:30 p.m. - 2:30 p.m.
Learn to deploy Salesforce CRM to wireless handheld devices using its mobile capabilities. This session covers setup, deployment, and customization and provides tips to help you get the most from Salesforce CRM on your handheld. Some familiarity with Salesforce CRM functionality and administration is recommended.
Hands-On: Automate Business Processes with Approval Workflow
Thursday, November 19
11:30 a.m. - 12:30 p.m.
Welcome to automation central! Learn how to build approval workflows to automate virtually any business process, from sales discount requests to opportunity close approvals. See how workflow actions such as email alerts, field updates, and outbound messages can combine with workflow rules and approval processes to save your company time and money.
Hands-On: Managing Opportunities with Workflow
Wednesday, November 18
11:45 a.m. - 12:45 p.m.
Automate the business processes that are common for your organization with workflow. Join us and learn how to configure workflow rules, and then set up the actions associated with those rules, including automated tasks, field updates, and email alerts.

*Tracks, sessions, and speakers are subject to change.