0:08 hello my name is Janelle BR barck senior
0:11 director of app exchange sales and
0:13 alliances this recording will give you
0:16 an overview of calendar anything by
0:18 providing a demo of the different views
0:20 and calling out some key features and
0:23 functionality our clients
0:25 love I'll close out with how to engage
0:27 our team to learn more and to take it
0:30 for your own test drive
0:32 calendar anything allows Salesforce
0:35 users to visualize and schedule on any
0:37 date or date time field within
0:39 Salesforce including the ability to
0:42 allow your audience to self-
0:45 schedu calendar anything is an
0:48 all-in-one schedule and calendaring tool for
0:49 for
0:52 Salesforce improper time management is a
0:55 common paino we hear from clients we
0:57 understand how challenging it is to keep
0:59 your sales team on track as they manage
1:02 and prioritize tasks related to the many
1:05 sales Cycles they have going at once it
1:07 can be overwhelming without a calendar
1:11 UI to house it all then as a manager
1:13 ensuring that workload is distributed
1:16 evenly no more missed opportunities due
1:20 to inefficiencies and resource
1:23 allocation calendar anything solves many
1:25 pain points for sales teams and for that
1:27 reason we'll be demoing from a sales
1:29 Cloud environment but please keep in
1:32 mind the art of possible calendar
1:34 anything is Salesforce cloud and
1:37 Industry agnostic meaning that is
1:40 compatible for any Salesforce Cloud any
1:43 Salesforce product and most licensed
1:46 types you can customize it for any
1:48 industry if you would like to see an
1:51 industry specific demo please reach out to
1:52 to
1:55 us calendar anything is a native
1:57 application of Salesforce meaning that
2:00 it just lays on top of Salesforce as a a
2:02 visual component it respects any
2:05 workflow triggers and sharing settings
2:07 that are established within the Salesforce
2:08 Salesforce
2:11 org all private data stays within
2:14 Salesforce and as calendar anything is a
2:16 native application of Salesforce data is
2:19 updated in real time and is always
2:21 accurate and up
2:24 toate we always adhere to Salesforce
2:26 best practice and security
2:29 processes calendar anything is plug-and
2:31 playay and requires little to no
2:34 expertise to set up and maintain for the
2:36 long term it was built solely for the
2:39 Salesforce platform and as such our
2:41 entire team are Salesforce
2:43 experts now that I've given you a brief
2:46 overview let's hop into the different
2:48 views that calendar anything
2:51 provides as I stated earlier you can
2:53 visualize any record within Salesforce
2:56 as long as a date or date time field is
2:59 attached calendar anything allows you to
3:01 create calendars off of a single object
3:04 for each calendar this calendar is built
3:06 from the opportunity object and the Clos
3:09 date field The View I'm showing right
3:11 now is a month view but there are many
3:13 different views and features for users
3:15 to make decisions at a glance saving
3:19 your team valuable time one way to save
3:21 your team time is by being able to make
3:23 decisions quickly via multi-level
3:26 conditional coloring we've toggled on
3:27 multi-level conditional coloring to
3:29 color code on up to three different
3:32 fields in this case we're color coding
3:33 off of
3:35 stage opportunity amount being greater
3:38 than or equal to $10,000 and if the
3:40 opportunity type is new
3:43 business you can see that this record
3:53 criteria the day view shows all events
3:55 listed at the top which a Clos date for
3:57 an opportunity would be considered an
3:59 all day event so I'm going to go ahead
4:01 and over lay the team events calendar to
4:04 show hourly events in this view you can
4:06 click to view additional information and
4:08 this is completely customizable based on
4:11 the fields that are on the object and
4:14 hyperlinks allow users to navigate
4:23 Salesforce day grouping is great for
4:25 resource allocation and appointment
4:28 Management Group by any field cues
4:31 public groups or custom groupings in
4:34 this case we're grouping by assign to
4:36 and I can quickly drag and drop to
4:39 reassign you can see that color coded
4:41 happens automatically and double click
4:44 into the record shows that the update to
4:46 Salesforce is automatically happened in real
4:51 time week view gives you the same all
4:53 day events listed at the top with the
4:55 hourly events listed below you can
4:58 manipulate the data by drag and drop
5:00 drop
5:06 pencil the edit window is completely
5:08 customizable based on fields available
5:11 on the object and this makes updates to
5:13 Salesforce as easy as possible to the
5:15 enduser we also support Salesforce
5:22 flows the agenda view is perfect when
5:24 viewing calendar anything on a mobile
5:26 device no need to download another
5:28 application as calendar anything lives
5:30 within the Salesforce mobile
5:33 application swim lanane is another great
5:35 view for resource allocation and making
5:37 decisions at a glance as it offers
5:40 grouping options and time options to
5:44 view by hour by day or by week you can
5:46 also filter to see the data you need
5:48 quickly as there are many different ways
5:52 to slice and dice data like filter
5:55 sets as a sales director I only need to
5:58 see deals that are in certain stages
5:59 filter sets let me go from a holistic
6:02 view down to a filtered view easily in
6:09 quickly as a sales rep I can quickly
6:11 create new opportunities as I'm speaking
6:13 with my customer knowing that all the
6:15 most important information will be front and
6:16 and
6:18 center I'm able to do this with calendar
6:21 anything custom create form or by using
6:27 form Gant view is one of our most
6:30 popular views it's great for seeing
6:32 Trends and many records over long
6:34 periods of time Gant view allows users
6:37 to view up to 4,000 records in a single
6:40 View and with all this information we
6:43 provide not one but two levels of
6:44 grouping within calendar anything Gant
6:47 view these groupings are important to
6:49 quickly understand the data being shown
6:51 Gant view offers both dual field
6:54 grouping and time grouping for instance
6:57 I can view by day for the next three
7:08 years this also offers two different
7:10 levels of field groupings in this case
7:12 we're grouping off of opportunity owner
7:15 and subgrouping off of the account name
7:17 this is great for pipeline management
7:20 for sales managers to prioritize deals
7:23 and flight creating a group calendar
7:25 will give managers a holistic view of
7:28 all opportunities and events grouped by
7:39 creating a group calendar will give the
7:41 sistic views and you can in this case
7:44 click into a record to see additional
7:48 information drag and drop to update the
7:53 date and even create re related
7:56 records for an
7:58 opportunity so I'm going to go ahead and
8:05 ask you can also embed calendar anything
8:13 layout so viewing all of these events
8:15 tasks and opportunities related to a
8:18 certain account is great when you're
8:20 embedding a calendar in a layout it
8:22 allows users to see a dynamic calendar
8:24 relating to in this case an account so
8:26 we're showing all of the opportunities
8:29 related to this particular account
8:31 as calendar anything is usually
8:33 leveraged by many departments with many
8:36 different use cases having different
8:38 display settings for end users is
8:40 imperative as I mentioned before
8:42 calendar anything is highly configurable
8:44 and customizable to use cases and end
8:47 user preferences our display settings
8:49 allow users to see calendar anything in
8:51 a manner that makes sense for their
8:53 day-to-day in our day view we can
8:55 quickly update the duration of time
8:58 slots from 30 minute time slots to 60-
9:00 minute time slots
9:11 weekends there are many different
9:13 display options available so please
9:15 reach out to our team to ensure you and
9:17 your users are getting the view that they
9:18 they
9:21 desire have you ever struggled to
9:24 schedule appointments resources event
9:27 spaces or assets with customers and
9:30 other stakeholders well now you can
9:33 bypass the endless back and forth of
9:35 traditional appointment and asset
9:37 scheduling with calendar anything availability
9:39 availability
9:42 scheduling calendar anything allows your
9:44 audience to self- schedu and your team
9:48 to visualize and manage bookings all in
9:56 UI in the following scenario Janelle is
9:58 interested in booking a showing for a
10:00 new set set of apartments that have just
10:03 been built Janelle has clicked book a
10:05 showing on our website and is now
10:06 presented with a page to enter
10:08 information to schedule a property
10:11 showing these fields are easily
10:13 customizable and configurable as they're
10:16 simply pointing to fields in
10:19 Salesforce with a little Salesforce
10:21 magic the information entered here can
10:24 be passed to Salesforce as a new contact
10:27 or lead or can be matched to an already
10:30 existing contact or lead this
10:33 streamlines the entire lead generation
10:36 process to ensure teams can follow up or
10:40 Market to any leader contact easily via
10:43 Salesforce now based on the information
10:45 that she's entered a different set of
10:47 availability will show based on the
10:50 property that Janelle is interested in
10:52 as different agents are assigned different
10:57 properties now Janelle can select a
10:59 showing that works well for her schedule
11:01 she can see additional information about
11:04 the property and again these fields are
11:07 easily customizable and configurable as
11:09 they're simply pointing to fields and
11:13 Salesforce now she's ready to book her
11:15 appointment she can add some additional
11:18 notes about needing a unit that is pet
11:21 friendly again the fields you see here
11:24 are easily configurable and
11:26 customized now that her appointment is
11:27 confirmed she's got an email
11:30 notification confirming her appointment
11:31 and she can reach out to our leasing
11:39 cancel now that Janelle is all set up
11:41 with her agent Stephanie let's take a
11:44 look at what the agent sees Stephanie is
11:46 hopping into Salesforce to check out the
11:48 showing that was just booked with her
11:51 but first she needs to make an exception
11:53 to her availability schedule as she's
11:55 going to a real estate conference later
11:57 this month and needs to let her
11:58 prospects know that she can meet with
12:01 them during a certain day left click on
12:03 the availability calendar to adjust the
12:07 availability of a resource Stephanie is
12:09 updating her availability showing that
12:16 20th so she can just go in and drag and
12:18 drop to remove that
12:24 apply now you'll see that the
12:25 availability on the 20th has been
12:33 now let's take a look at that showing
12:36 that was just booked within this Gant
12:38 view Stephanie can see all of the
12:40 showings that are booked with her and
12:42 her T and her team grouped by property
12:46 type and agent here is the booking that
12:48 Janelle made Stephanie can click into it
12:50 and see that note that Janelle wrote
12:52 about wanting that pet friendly
12:55 apartment and again all the fields you
12:57 see here on popup are completely
13:00 customizable as there simply pointing to
13:08 Salesforce we know that reals are always
13:11 on the go the ability to view these
13:13 showings in an agenda view on a mobile
13:15 device is a game
13:18 changer in summary calendar anything
13:20 availability scheduling streamlines your
13:22 appointment booking process allowing
13:25 customers and other individuals to
13:27 easily book appointments it integrates
13:30 directly with sales Force automatically
13:33 creating and updating leads contacts and other
13:34 other
13:37 objects and finally it allows your users
13:40 to easily control their availability and
13:42 visualize the data with calendar
13:45 anything's native visualization
13:48 capabilities the possibilities are truly
13:50 endless with calendar anything and we're
13:52 just scratching the surface with this
13:54 demo we'd love to show you a more
13:56 tailored demo so reach out to us at
