Salesforce Insurance User Group

1
Salesforce Insurance User Group
Kickoff Meeting
February 19th, 2009

• Meeting Logistics
• Please mute your phone (press mute or 01)
• Use Raise Hand Button to ask a question or make
  a comment
• Please do not put us on hold!
• Click Chat Icon in lower right hand corner to
  speak to other users

2
Legal Disclaimer

• The purpose of this meeting of the Salesforce
  Insurance User Group is to allow Salesforce
  users to network, share best practices around the
  Salesforce tool and learn about the recent Spring
  09 release. Some of the companies in attendance
  are competitors to each other. To avoid
  antitrust problems, the following
  legally-sensitive subjects should not be
  discussed by competitors at or during the
  meeting
• Current or future list prices, price information
  or pricing plans refund or rebate plans
  discount plans credit plans specific product
  costs profit or margin information or terms of
  sale
• Current or future salaries, benefits or benefit
  levels, or other forms of compensation provided
  to officers, directors, or employees
• Current or future marketing plans of specific
  competitors
• Purchasing plans or bidding plans (except
  privately between two parties with a vertical
  commercial relationship such as supplier and
  customer)
• Business plans relating to specific customers,
  suppliers, geographic markets or products
• Agreements between competitors to allocate
  markets, customers or products
• Complaints about particular customers or
• Agreements between competitors to refuse to deal
  with a competitor, supplier, or customer.
• All participants in this meeting are obliged to
  speak up immediately for the purpose of
  preventing any discussion falling outside the
  bounds indicated by these guidelines.
  Participants are also further advised to raise
  questions they may have about these guidelines
  with their company counsel prior to engaging in
  any questionable discussions.

3
Agenda

• User Group Overview
• Introducing Salesforce User Groups
• The Salesforce Insurance User Group
• Insurance User Group Charter
• Networking and Introductions
• Member Introductions
• Group Communication Methods
• Spring 09 Release Highlights
• Delegated Data Administration
• New Page Layout Editor
• Data Grouping Functions
• Future Meeting Topics Discussion
• Summary/ QA

4
Introducing Salesforce User Groups

• What are they?
• Run for and by customers
• Groups of users who share a common interest
• Why Join?
• Network with your peers
• Share best practices
• Learn from other users
• Discover new solutions
• Have fun!

5
The Salesforce Insurance User Group

• Leaders
• Dora Abbatine Director of Commercial Lines
  Distribution Technology, Liberty Mutual
• Jim Ryan Vice President, AIG Sales and Marketing
• Kevin Edelmann CRM Product Solutions
  Administrator, Delta Dental
• Salesforce Sponsors
• Jeremy Silver Sr. Customer Success Manager
• Kardyhm Kelly Director, Industry Solutions

6
Insurance User Group Charter

• Group Goals
• Establish an insurance industry community to
  facilitate SFDC best practice and knowledge
  sharing
• Provide feedback to SFDC and ApexExchange
  partners on specific industry needs and business
  requirements
• Organize presentations by SFDC, SFDC partners,
  and the user community on product development,
  services, and deployment experience
• Identify and document resources available to the
  SFDC community

7
Member Introductions

• Please take a moment to tell us
• Your name, company and role
• How long you have been using Salesforce
• Number of Users
• Key area(s) of expertise to share with the group
• Key area(s) where you hope to learn

8
Key User Group Communication Methods

• Quarterly Virtual Meetings
• Periodic Regional Meetings (date/time TBD)
• User Group Blog
• http//usergroups.salesforce.com/insurance
• LinkedIn Group
• Meeting Topic Survey
• Webinar Chat
• Other Email Communications
• Other Suggestions?

9
Spring '09 Release Overview
Jeremy Silver Sr. Customer Success Mgr November
12, 2009
10
Additional Release Resources

• Spring 09 Release Site (includes Release Notes,
  Feature Overviews, Training and more!)
• http//www.salesforce.com/community/spring09/sprin
  g09.jsp
• Use Help and Training link inside Salesforce
• Vote for or promote features on IdeaExchange
• http//ideas.salesforce.com/

11
Future Meeting Agendas

• Example Formats
• Salesforce.com Presentations
• Partner Presentations
• Expert Panels
• Invited Speakers
• Open Discussion

• Example Topics
• Managing Agent/Broker Relationships
• Carrier Distribution Management
• Building a Partner Portal
• Effective Pipeline Management
• Cross Selling within Insurance
• Producing Call Reports
• Using Salesforce to Salesforce
• Managing Account Teams
• Improving Data Quality
• Key Metrics for Insurance

What do you want this group to be?
12
Summary What can you do now?

• Vote on future meeting topics
• Sign up for Linked In group
• Post questions, issues, best practices or other
  info of interest to the group.
• Check the user group blog for future meeting
  information and notes.
• Read more about the Spring 09 release
• http//www.salesforce.com/community/spring09/sprin
  g09.jsp

13
Thank you for joining!