Apartment Realty Advisor's Jeff Ober shares how they have saved over 3,000 hours and $200,000 in costs using an advanced native interface that dramatically reduces the time and effort reps spend logging and managing data in Salesforce.

1. WEBINAR: How to Save Salesforce
Users 80% Time in 2013

2. Agenda
• Why are Salesforce Users Lazy?
• An Alternative to Address Adoption Issues
• AppExchange Demo & Case Study
• How Other Companies are Powering Users
• Q&A
Feel free to submit your questions for the presenters via the webinar chat
window or on Twitter throughout the session.
#configero or @configero

3. Today’s Presenters
Jeff Ober
Business Process Analyst
Jeff Kennedy
Force.com Expert

4. Adoption and Usability Challenges
Common user complaints
• “It takes too long to use”
– Too many steps, scrolls and clicks necessary to log and update data
• “Too much information to sort through”
– Cluttered page layouts, limited list and related list views and inefficient mass data
management
• “I could spend my time on more important things”
– Perception that productivity is stifled by administrative CRM tasks and time is taken
away from actual prospecting, selling, marketing and servicing
• “I like using Excel”
– One of the most common alternatives to Salesforce – highly familiar and flexible
(easy and quick filtering, sorting and updating of bulk data)

5. Current Methods
Standard Related List View
Standard List View

6. Grid-Powered View

7. A New Alternative
Excel-like interface within Salesforce
• See all of your data up front
– Eliminate limitations of list and related list views and reduce burdensome scrolling,
clicking and refreshing with in-line and pop-up editing
• View the data that’s important to you
– Dynamically search, filter and sort thousands of records in a single, intuitive screen
without ever leaving Salesforce
• No more data overload
– No need to export to Excel to update data. Directly update lists without having to
run reports and edit records one-by-one.
• Happier Users.
– Familiar spreadsheet interface delivers enhanced user experience, resulting in
increased adoption and productivity (get jobs done faster)

8. How ARA Transformed
Their Use of Salesforce

9. Investing in the Cloud
Largest privately held investment advisory brokerage firm in US
• Covering 42 states, 300 cities
• Service line offerings across
housing, research, finance and
more
• $5.3 billion in real estate
transactions
• Database of 25,000+ registered
buyers
Sales, marketing and analysts using Salesforce to manage
clients & buyers, campaigns, properties, broker activity,
financials and more

10. Driving Adoption from the start…
•
Finance and banking big on Excel spreadsheets
•
Custom in-house Call Manager solution was ineffective
•
Standard functionality would have stifled productivity with current process
GOAL: Make Salesforce work for our unique business
while enabling processes and people

11. DEMO

12. Immediate ROI
• Significantly reduced labor cost and hours across office
locations
• Saved over 3,000 hours of broker and admin time
• Time spent preparing call lists down from 5 hours to
minutes
• Dramatic Salesforce ROI in weeks
• Executive visibility into OPEX, resource savings
• Tremendous user feedback
Over $70,000 saved with productivity increases and
another $130K by redirecting freed up capacity

13. Business Impact
“The Grid is an absolute game
changer for Salesforce.”
"What used to take me several hours only
takes me a few minutes now..."
“A genius tool, saves users 80% time to look
up/report/maintain data & helps admins
automate processes."
“The difference between the native SFDC
solution (List View or Report) and this tool is
comparable to the difference between DOS3.0
and Apple IOS 6.”
“Now, with the Grid, we can do everything
within SFDC! This has already saved us
many hours of work.”
“This app will save me hours of admin time that
is far better spent doing something more
productive.”

14. Use Case Examples
Stratix Corporation: leverages the grid to automate revenue
forecasting
DME Automotive: uses the grid to manage thousands of open
cases across multiple queues daily, DME is now handling more
cases with fewer people and has reduced the number of open
cases by 25%
Chipworks: manage patent database information, enabling rapid,
complex searches across millions of records
Controlscan: uses a custom grid-powered PSA application to
manage everything from projects, resources, milestones,
financials, time and more

15. Questions?
Submit your questions in the Chat box at the bottom right of your
screen
NEXT STEPS
•
Download the free 14-day trial on the AppExchange (admin access required)
•
Sign up for a 20-minute demo of the Grid for your business
•
Share the webinar replay with your team
•
See in-depth demo videos at www.configero.com
FREE