supercharge your license management - salesforce appexchange
Post on 02-Jul-2015
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Supercharge Your LMADarren Geary
Customer Success – Bracket Labs
@darrenjgeary
Blakely Graham
Co-Founder – Bracket Labs
@blakelygraham
Safe Harbor
Safe harbor statement under the Private Securities Litigation Reform Act of 1995:
This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.
The risks and uncertainties referred to above include –but are not limited to – risks associated with developing and deliveringnew functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprisecustomers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site.
Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
Place Customer
or Partner logo
in white area of
slide, centered
horizontally
Darren GearyCustomer Success
Blakely GrahamCo-Founder
Bracket Labs is ….
The Salesforce LMA is Awesome!
• Track Leads
• Expiration Notices
• Team Notifications
• Uninstall Follow-ups
• Audit Reports
• Dashboard Insights
Use to
introduce a
demo, video,
Q&A, etc. What does LMA mean?
Legal Marketing Association?
Laryngeal Mask Airway?
Livestock Marketing Association?
Livestock Marketing Association?
License Management
Application
LMA =
LMO = License Management
Organization
1. Become a Salesforce partner
How does it work?
Sign-up for CRM!
1. Become a Salesforce partner
2. Build product
How does it work?
Sign-up for CRM!
Packaging org
1. Become a Salesforce partner
2. Build product
3. Connect AppExchange to APO
How does it work?
Sign-up for CRM!
Packaging org
APO = CRM
1. Become a Salesforce partner
2. Build product
3. Connect AppExchange to APO
4. Link packaging to AppExchange
How does it work?
Sign-up for CRM!
Packaging org
APO = CRM
Packaging org
1. Become a Salesforce partner
2. Build product
3. Connect AppExchange to APO
4. Link packaging to AppExchange
5. Install LMA into LMO
How does it work?
Sign-up for CRM!
Packaging org
APO = CRM
Packaging org
LMO = CRM
Remember: CRM = APO = LMO
Check this link out!
http://cloudfindhq.com/salesforce/how-salesforce-lma-work/
Associate Lead Manager to every Package!
Important!!!
Use to
introduce a
demo, video,
Q&A, etc. TIP 1: Arm sales & support
Add Subscriber Org Type
Add field to Lead page layout!
Add Account Subscriber Org Type
Map subscriber org to account
Add Subscriber Org Type & Map to Account
Stays through conversion!
Use to
introduce a
demo, video,
Q&A, etc. TIP 2: Light a fire under customers
Pre-work
Must have to include
in recipient list!
Here’s how to add Lead Email
Add formula field update to populate Lead email
Reference the existing
Lead relationship
Create trial expiration email templates
Clear Call To Action
Define rule criteria
Do not accidentally send to
customers!
Add time-based actions
Set-up an email alert AND a task to record
history
The whole enchilada
Use to
introduce a
demo, video,
Q&A, etc. TIP 3: Uninstalled? You need to know!
Create alert template(s)
You can create a 2nd template for your
customer contact!
Set-up uninstall workflow
Keep your team in the
know!
So many possibilities!!!
RUN YOUR BUSINESS
• Use licenses to
manage release
notifications
• Install CodeScience
Dashboard
CodeScience LMA Install Tracking Dashboard
So many possibilities!!!
• Trial Licenses Expiring
• Active Licenses
without a Renewal
Opportunity
• Expiration &
Opportunity Dates
Match
RUN YOUR BUSINESS
• Use licenses to
manage release
notifications
• Install CodeScience
Dashboard
AUDIT YOUR PROCESS
So many possibilities!!!
• Trial Licenses Expiring
• Active Licenses
without a Renewal
Opportunity
• Expiration &
Opportunity Dates
Match
RUN YOUR BUSINESS
• Use licenses to
manage release
notifications
• Install CodeScience
Dashboard
• Using Checkout
changes things
• When in doubt,
refresh!
• Sometimes you just
need to bee patient!
KNOW THE QUIRKSAUDIT YOUR PROCESS
Resources:https://partners.salesforce.com/s/education/APP_Academy_Distribute
Refresh is coming!
Login from the License record is coming!
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