How to Build an AppExchange Strategy
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The document outlines a webinar on building an AppExchange strategy, presented by Salesforce experts. It provides a five-step approach: identifying stakeholders, business needs, exploring the AppExchange, evaluating app choices, and maintaining documentation post-installation. The session emphasizes the importance of aligning business strategies with AppExchange solutions to maximize value and effectiveness.
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How to Build an AppExchange Strategy
- 1. How to Build an AppExchange Strategy July 26, 2017
- 2. Bill Martinez Lead Salesforce Admin Xaxis Today’s Speakers Mike Gerholdt Director, Admin Evangelism Salesforce @MikeGerholdt Connie Dea Product Marketing Manager, AppExchange, Salesforce @conniedea11
- 3. Forward-Looking Statements 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.
- 4. Get Social with Us! @SalesforceAdmns #AwesomeAdmin Salesforce Admins Salesforce Admins Salesforce Admins
- 5. Watch the Recording The video will be posted to YouTube & the webinar recap page: bit.ly/aw-appstrategy This webinar is being recorded!
- 6. Join the Admin Webinar Group for Q&A! Don’t wait until the end to ask your question! • We have team members on hand to answer questions in the webinar group. Stick around for live Q&A at the end! • Speakers will tackle more questions at the end, time-allowing bit.ly/AdminWebinarGroup
- 7. • Introduction to AppExchange • What is an AppExchange Strategy? • 5 Steps to Building an AppExchange Strategy • Resources Today’s Agenda
- 9. AppExchange - The #1 Business App Marketplace An ecosystem of proven business apps Customized for Salesforce Trusted and Secure Reviewed by Peers 3,000+ apps 4+ million installs 300+ components
- 10. What is an AppExchange Strategy?
- 11. What is an AppExchange Strategy? An end-to-end game plan that aligns business strategy with AppExchange solutions Business Idea or Challenge Implement AppExchange Solution Maintain, Measure, Scale
- 12. Why Does An AppExchange Strategy Matter? • Ensures that you’re getting the highest value apps without duplicating functionality or investing in something that you don’t need. • Guides you to find AppExchange apps that solve immediate needs and align with your organization’s roadmap • Post-installation is just as important as pre-installation
- 13. 5 Steps to Building an AppExchange Strategy
- 14. 5 Steps to Build an AppExchange Strategy Identify stakeholders1 2 3 4 5 Identify business needs and pains Go to AppExchange to find apps and download in Sandbox Evaluate your choices and decide Install, document, and maintain
- 15. Step #1: Identify Stakeholders Who uses Salesforce or could in the future? Primary Stakeholder: • Who is feeling the biggest pain? • Who will feel the biggest impact by the final solution? Secondary Stakeholders/ Partners • What other departments will be indirectly impacted?
- 16. Bill’s Admin Tip Find an executive sponsor who can oversee the process and measure success.
- 17. Step #2: Identify Business Needs and Pains Questions to ask when collecting requirements: • What is the business problem are you trying to solve? • What are your main pain points right now? • How many users need this app? • What’s your budget? • What’s your time line?
- 18. Bill’s Admin Tip Consider these 3 Pillars when evaluating business needs for prioritization: 1. How is this effort going to drive revenue? 2. Does this reduce inefficiencies through process improvement? 3. Is this generic maintenance?
- 19. Step #3: Go to AppExchange and Install into Sandbox • Install all apps go into a sandbox or DE org to evaluate them o Typical sandbox evaluation period is two weeks o Make sure the app doesn’t interfere with any other apps that already installed o Look for duplicate functionality
- 20. Bill’s Admin Tip Build a relationship with the sales person and pre-sales engineer
- 21. Bill’s Admin Tip Become the AppExchange expert by investing 15-20 minutes a week seeing what’s new
- 22. Step #4: Evaluate Choices It’s all about checking off more boxes ☑ Meets business needs ☑ Security Requirements ☑ Price ☑ Functionality ☑ Compatibility with Salesforce Edition ☑ Easily Scalable ☑ Recommended by community ☑ Average rating
- 23. Bill’s Admin Tip Put weight on the business challenge to determine which criteria to prioritize in decision process
- 24. Step #5: Install, Document, and Maintain • Get your users ready. Message out the change that is coming to the relevant users and when it will be coming. • If you are replacing an existing application, have a plan to move data before giving access to the users • Document what works and what doesn’t • Measure and maintain
- 25. Bill’s Admin Tip Document, document, document. This helps especially when someone leaves the org.
- 26. Recap: 5 Steps to Build an AppExchange Strategy Identify stakeholders1 2 3 4 5 Identify business needs and pains Go to AppExchange to find apps and download in Sandbox Evaluate your choices and decide Install, document, and maintain
- 27. Resources
- 28. Resources Back Office App Guide Creating an AppExchange Strategy Blog Post Sales App Guide AppExchange Basics Trail Module