Salesforce is a pre-approved IT vendor under the SMEs Go Digital Productivity Solutions Grant (PSG) in Singapore. We can help you to:
1. Increase productivity & close deals remotely using Sales Cloud CRM
2. Customise and scale Salesforce solutions based on your current challenges
3. Implement fast, and get 1:1 support and best practices from Salesforce experts
2. Forward-Looking Statements
"Safe harbor" statement under the Private Securities Litigation Reform Act of 1995: This presentation contains forward-looking statements about the company's financial and
operating results, which may include expected GAAP and non-GAAP financial and other operating and non-operating results, including revenue, net income, diluted earnings
per share, operating cash flow growth, operating margin improvement, expected revenue growth, expected current remaining performance obligation growth, expected tax rates,
stock-based compensation expenses, amortization of purchased intangibles, shares outstanding, market growth, environmental, social and governance goals and expected capital
allocation, including mergers and acquisitions, capital expenditures and other investments. The achievement or success of the matters covered by such forward-looking statements
involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions prove incorrect, the company’s results could differ materially
from the results expressed or implied by the forward-looking statements it makes.
The risks and uncertainties referred to above include -- but are not limited to -- risks associated with the effect of general economic and market conditions; the impact of geopolitical
events, natural disasters and actual or threatened public health emergencies, such as the ongoing Coronavirus pandemic; the impact of foreign currency exchange rate and interest
rate fluctuations on our results; our business strategy and our plan to build our business, including our strategy to be the leading provider of enterprise cloud computing applications
and platforms; the pace of change and innovation in enterprise cloud computing services; the seasonal nature of our sales cycles; the competitive nature of the market in which we
participate; our international expansion strategy; the demands on our personnel and infrastructure resulting from significant growth in our customer base and operations, including
as a result of acquisitions; our service performance and security, including the resources and costs required to avoid unanticipated downtime and prevent, detect and remediate
potential security breaches; the expenses associated with our data centers and third-party infrastructure providers; additional data center capacity; real estate and office facilities
space; our operating results and cash flows; new services and product features, including any efforts to expand our services beyond the CRM market; our strategy of acquiring or
making investments in complementary businesses, joint ventures, services, technologies and intellectual property rights; the performance and fair value of our investments in
complementary businesses through our strategic investment portfolio; our ability to realize the benefits from strategic partnerships, joint ventures and investments; the impact of
future gains or losses from our strategic investment portfolio, including gains or losses from overall market conditions that may affect the publicly traded companies within our
strategic investment portfolio; our ability to execute our business plans; our ability to successfully integrate acquired businesses and technologies; our ability to continue to grow
unearned revenue and remaining performance obligation; our ability to protect our intellectual property rights; our ability to develop our brands; our reliance on third-party
hardware, software and platform providers; our dependency on the development and maintenance of the infrastructure of the Internet; the effect of evolving domestic and foreign
government regulations, including those related to the provision of services on the Internet, those related to accessing the Internet, and those addressing data privacy, cross-border
data transfers and import and export controls; the valuation of our deferred tax assets and the release of related valuation allowances; the potential availability of additional tax assets
in the future; the impact of new accounting pronouncements and tax laws; uncertainties affecting our ability to estimate our tax rate; uncertainties regarding our tax obligations in
connection with potential jurisdictional transfers of intellectual property, including the tax rate, the timing of the transfer and the value of such transferred intellectual property; the
impact of expensing stock options and other equity awards; the sufficiency of our capital resources; factors relatedto our outstanding debt, revolving credit facility and loan
associated with 50 Fremont; compliance with our debt covenants and lease obligations; current and potential litigation involving us; and the impact of climate change.
Further information on these and other factors that could affect the company’s financial results is included in the reports on Forms 10-K, 10-Q and 8-K and in other filings it makes
with the Securities and Exchange Commission from time to time. These documents are available on the SEC Filings section of the Investor
Information section of the company’s website at.
Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements, except as required by law.
Third party trademarks are the property of their owners.
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placeholder option.
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Jeraldine Phneah
SMB Team, Salesforce
jphneah@salesforce.com
4. Today, we will answer:
● Who is Salesforce? What is part of this
PSG package for SMEs?
● Do you qualify for PSG? + Important
information about the grant
● For those who are interested: How do I
proceed?
Q&A
5. Take note!
This
walkthrough
is not
configured to
your business
Your Salesforce account
can be configured to suit
you
What we will
show you is
exactly what is
included in PSG
For anything else not
covered in scope,
we will need an
implementation partner
This
walkthrough
does not
include mobile
app
However, mobile app will
be provided as part of
the subscription
7. Trailblazer Success & Community • World’s #1 CRM • Fast Time to Value • Scalable & Flexible
Salesforce Customer 360
8. How SMEs like you can benefit?
Footer
Align your team with a
single source of truth
about your business
& customer
Build loyalty with your
customers and
increase lifetime value
Grow your business
& acquire new
customers
15. Encourage collaboration & centralize knowledge
● All resources in one place
● Single platform to ask questions regarding product & opportunities
16. How SMEs like you can benefit?
Footer
Align your team with a
single source of truth
about your business
& customer
Build loyalty with your
customers and
increase lifetime value
Grow your business
& acquire new
customers
17. Route all leads in one place to ensure all leads are
followed up with
24. How SMEs like you can benefit?
Footer
Align your team with a
single source of truth
about your business
& customer
Build loyalty with your
customers and
increase lifetime value
Grow your business
& acquire new
customers
25. Increase customer lifetime value & reduce churn
Stay on top of all your renewals | Identify and track upsell opportunities
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Hoolah doubled their merchants
in 2 years with Salesforce
Source: Hoolah
“I know that we have the ability to scale with this system,
which is critical as we rapidly expand.”
Stuart Thornton - CEO & Co-Founder
“Sales Cloud is a single source of truth… our sales teams can
more easily navigate the decision-making landscape at prospect
companies, and when a deal is closed the relationships team
can take over and manage the merchant without a lot of
back and forth.”
Jolyn Tay - VP Commercial Sales
29. IMPLEMENTATION (2 Weeks)
Kick Off
Call
End-to-End
Discovery
Lead
Mgmnt
Account &
Contact
Mgmnt
Opportunity
Mgmnt
Duplicate &
Matching
Rules
Home Page,
Reports &
Dashboards
Final Walk-Through
& Next Steps
“We are in our Q4, so time is limited. Jump Start
allowed us to get up and running as fast as possible.”
Stephanie Ratliff
Director of Business Development
30. Salesforce Jumpstart Fixed Scope
Footer
In Scope
● Setup custom profile and users
● Configure and customize:
○ Leads, accounts, contacts, opportunities
○ Up to 2 custom objects
○ Custom fields
○ List views
○ Activity tracking
● Setup high-impact Lightning features (Kanban, Path,
Guidance for Success, etc.)
● Review duplicate & matching rules
● Gmail or Outlook integration (Einstein Activity Capture)
● Create 5 reports & 2 dashboard
● Basic guidance on data import
Out of Scope
● Process Automation - Approval Process, Workflows,
etc. (add ons)
● 3rd Party Integrations
● Data Importing/Loading
● Setup of advanced Features such as Products,
Pricebooks, Quotes configurations, Flows, Process
Builder, etc (add ons)
● Custom Code (e.g : Apex Triggers, Apex Code,
Custom Components)
● Change Management, End User Training
● Einstein Features, Inbox Lightning Sync & Sales
Cloud Einstein
31. Ensuring Customer Success
Proven Customer
Success
Open Ecosystem for
Quick Innovation
24/7 Support
Unlimited number of 1-1 Expert
Coaching sessions
Leverage the power of 8,000
connected applications
through
www.AppExchange.com
Free On-Demand
Learning for All
Prepare for the future by
skilling-up your entire org
on
www.Trailhead.com
32. Sales
Cloud
Insights: Sales Cloud:
Gain Insights From Your
Dashboard
Getting Started: Sales
Cloud: Adoption Fast
Start
Getting Started:
Sales Cloud: Fast
Start
Getting Started: Sales
Cloud: Field Setup
and Layout
How To: Sales Cloud: Set
Up Lead or Opportunity
Workspace
How To: Sales Cloud:
Manage Activities in
Lightning
Insights: Sales Cloud: Design
Reports and Dashboards
(Webinar)
How To: Sales Cloud: Set
Up Outlook Integration
OR Set Up Gmail
Integration
How To: Sales Cloud:
Prevent Duplicate
Records
Choose
based on your business needs
Get Started With
Premier
Expert Coaching Journey
34. Up to 80% subsidy if you meet these criteria
REQUIREMENTS:
● Company’s Group Annual Sales Turnover < S$100
million, or Company’s Group Employment Size < 200
workers
● Purchase/lease/subscription of IT Solution must be
used in Singapore
● At least 30% local shareholding
● Not existing customer and have not signed any contract
with Salesforce
The following entities do not qualify for grant support:
Charities, Institutions of Public Characters (IPCs) Religious
Entities Voluntary Welfare Organisation (VWO) Government
agencies and subsidiaries
35. Commercial Terms
● The above quotation includes Licenses Fees, Support and Implementation
● Contract is for one year only. Full payment is to be made within 30 days of invoicing.
● This pricing does not include GST yet. GST will be added on in the final invoice
● Billing has to be done to a Singapore based Billing entity
No. of users
Before Subsidy (USD)
*Qualifying Cost (USD)
Annual License Fees
Implementation
(one-time only)
5 users $5,400
$5,000
$8,610
10 users $8,100 $11,310
15 users $11,340 $14,550
20 users $14,040 $17,250
Up to 80% of this cost
can be subsidized
36. Common Mistakes When Implementing CRM
● Not focusing on business objectives
● Not approaching CRM in phases
● Absence of ongoing training and coaching:
Capabilities aren’t leveraged.
● Not having executive buy-in: “The team has to work
with it, not me.”
● Not developing internal knowledge: No continuous
improvement & high consultancy dependency.
● Not explaining benefits to end-user
37. Get your CRM in 5 Steps
1.Engage
Salesforce
2.Quotation 3.Application 4.Award
- IMDA notify
via email when
approved (4
weeks - 6
weeks)
- SME login to
BGP to accept
Letter of Offer
(LOF)
SME applies on
business grant portal
(BGP) indicating
Salesforce as vendor
of choice, with
quotation of
package
SME can start project
immediately after
submission
Salesforce
provides
quotation to
SME
SME
expresses
interest in
Salesforce
5.Claim
- SME pays and
submit claims on
BGP. This takes
up to 4-6 weeks