Marc AubinCEO & Co-Founder, AppBuddy

maubin@appbuddy.com@appbuddy, @marcaubin

Transform Your Entire Customer Life Cycle, at Enterprise Scale

Steven CoxGlobal Sales Tools, NetApp

Steve.Cox@netapp.com

Customer Life Cycle ManagementBest Practices

Marc AubinCEO & Co-Founder, AppBuddymaubin@appbuddy.com@appbuddy, @marcaubin

Managing The Customer Life Cycle What is my objective?• Users need to work efficiently at any business process stage• Information needs to go in the right places

The Right Data Set(List of data needed to conduct a business process)

Support How I Work• How do I follow up on the Leads in my queue?•What are the next actions for today’s high priority Cases? •What are the next steps on my most important Opportunities?

But there’s a few catches…

Data Needs Are Often Complex Tactical business actions don’t map 1-to-1 to objects in a data

model.

Stringing Together Raw Components Doesn’t Cut It Salesforce® page layouts & list views are single object-based, raw

components

Editing 3 Opportunities with 3 related Opportunity Products takes 32 page loads, 56 clicks, and 3 minutes and 24 seconds

At Scale, Users Have Varying Visibility RequirementsAn AMER rep’s view of what she needs to progress her opportunities

The Right Data Set User Experience

Efficient Rollout The hallmark of an admin rock star!

• Clicks not code• No technical debt• Efficient, rapid deployment•Make changes easily!•Make everyone happy

Efficiently configure & manage any part of the customer life cycle

Solution DemoGridBuddy Customer Success Story

Steven CoxGlobal Sales Tools, NetAppSteve.Cox@netapp.com

Customizations at Enterprise Scale

• Start creating custom objects• Add a few fields• Add a workflow / trigger• Make the data visible in a list view• Create list view via Visualforce• Add filter, sort, move fields, etc.

Two Examples• The custom approach: Installed Base Console - $250K• Grid approach: Wins/Reference- $1K

Natural Progression – What happens when you start customizing

Productivity

• Unify data to experience• Train to a single User Experience• Segregate experience based on person/profile• Make your data actionable

Two Examples• Pipeline – Forecast View• Account View

Elements needed to improve productivity

Installed Base Console

Win / Reference

Pipeline – Forecast View

Account View

www.appbuddy.com@appbuddy

Questions?Come see AppBuddy on the expo floor!Booths #2007 or #119

Thank Y u