add more punch to p2 with salesforce.com’s...

Add more punch to P2 withSalesforce.com’s AppExchange

The Salesforce AppExchange: the world’s first marketplace for business applications that run in the cloud. It’s been called the “eBay of business software” by Forbes magazine because it brings application sellers and buyers together.

As a P2 user you can use the AppExchange to expand the functionality of P2 with popular applications to integrate your campaigns with keyword marketing, email and direct mail solutions, and contract and proposal management, to name just a few.

And, that’s not all. Many of the solutions on the AppExchange are enterprise-grade apps that go far beyond CRM. These applications bring the benefits of cloud computing to all departments in your company, including Finance, HR, and IT. In fact, many of these apps are free, others are fee-based. All of them give you the benefits of cloud-computing. Below are a few examples:

P2 ALLOWS YOU TO BE APP HAPPY

FED EXPackage Tracking and Delivery IntegrationShipmate adds 100% native FedEx shipping inside P2 CRM. Send mail, ship orders and track packages. Use Chatter to follow any shipment and get real-time tracking updates. Calculate and compare rates, create & print labels, fulfill returns, and more!

• Native FedEx shipping: Mail & Ship to any lead, contact, account, opportunity or any custom object.

• Save money and time: Instantly calculate FedEx shipping rates for comparison and quickly generate and print FedEx shipping and return labels.

• Improve customer service: Use Chatter to stay “in the know” with real-time tracking updates on any shipments you follow.

• Calculate and compare FedEx rates.

Video Demo: http://www.youtube.com/watch?v=5wHL_MTJgEc

SALESFORCE OUTLOOKOutlook Email IntegrationThe new P2 for Outlook makes iteffortless for sales teams to have the work they do in Microsoft Outlook – including emails, contacts, and calendar events – automatically captured in P2 CRM.

Automatically sync contacts, events, and track emails withjust one click. Plus, with administration in the cloud, setupis easy, so your reps can focus on selling instead of wasting time with installations.

Video Demo: http://www.youtube.com/watch?v=Zsbz8VQ0dc4

ELOQUAMarketing AutomationExecute, measure, and automate multi-channel marketing campaigns integrated with real-time website prospect tracking and segmentation. Automatically produce a continuous flow of qualified leads for your sales force to view directly from P2, letting your team close deals and drive revenue faster.

• A single-point solution aligning marketing and sales.• View automatically updated responses from each

marketing component and the revenue impact from each campaign – demonstrate value and accountability.

• Drive revenue by giving your sales professionals the information they need to close more sales through lead scoring, web analytics and profiling.

VCS SMART EMAILEmail IntegrationVCS Smart Email is the first email client conceived and operated “in the cloud” and 100% developed for the Force.com platform. VCS allows P2 users to automatically and naturally associate incoming and outgoing emails to leads, contacts, opportunities, cases and campaigns “without having to synchronize” both applications. Works for Gmail, Outlook, and Lotus among others.

• Full featured webmail client 100% native to force.com that integrates automatically all the CRM functionalities inside P2.

• Automatic association of incoming emails to contacts, leads, opportunities or cases.

• One click opportunities, cases, tasks and events creation from an email.

8X8 DIALER INTEGRATIONPhone System/Dialer Integration8x8 Virtual Office cloud-based businessphone service seamlessly integrates with P2to enhance user productivity. Dial your P2 contacts with aclick of your mouse. Screen pops display your P2 contactrecord for incoming calls.

• Click on a contact to auto-dial them right from Salesforce.• Your Salesforce contact record pops up automatically when

a call comes in from one of your contacts.• Improve efficiency and increase customer satisfaction.• Fit guides make sure you get the exact parts you need.• Cable compatibility check.• Peripheral compatibility check.

MARKETOMarketing IntegrationMarketo Marketing /Lead Management App is unlike any marketing tool you’ve seen. It deliversrich functionality that automates and measures demand generation campaigns that produce high-quality leads. And, unlike any other solution, it has an insanely easy-to-use interface that gets you up and running in just days.

• Email Marketing & Landing Page Creation: Dialog with prospects using complete email and marketing automation functionalities such as easy-to-create forms for lead capture.

• Lead Nurturing: Automate demand generation programs with drip marketing campaigns.

• Lead Scoring and Analytics: Track activity to understand lead interest and sales-readiness.

Video Demo: http://pages2.marketo.com/demo.html

GOOGLE DOCSEmail Document Storage and IntegrationUse GoogleDocs™ inside P2 to create and share on-demand documents, presentations, and spreadsheets (“Google Docs”) and see your changes in real time as you collaborate with others. Because your content is stored within Google, there is no need to manage versions or send attachments by email. Simply log in with your Google Apps account and view the current document or its revision history. P2 /Google Apps allows you to integrate in three ways:

• Access the Docs home page using a Salesforce tab.• Associate Google Docs with Salesforce records.• Use P2 CRM content to manage your Google Docs.

QUESTIONS? DROP US A LINEWe’d love to answer any questions you might have. Give us a call at (866) 276-7289 or visit posportal.com/p2 for more information.

POS Portal180 Promenade Circle, Suite 215Sacramento, CA 95834