BUSINESS POLICY PROJECT
Company Background and Goal
Statements Summary
Workbook 1
Fall 2022
Company
Salesforce.com
1
Team Members
Members
NAME
CELL
Faith Gworek
716-345-2261
I’yanna Lops
203-918-5602
Charlie Bridge
315-530-3759
Eboni Duvert
908-347-5149
Resume Link
Create a spreadsheet and share with members to obtain a weekly schedule
(classes, practices, work). Link spreadsheet here.
Weekly Out of Class Meeting Day/Time
Tuesday – Get Workbook
Thursday – By class have resources
Friday – Night, have draft’s done
Sunday – Night, comment on others drafts
Monday – Night, have workbook done
2
How does this Workbook work – Curation,
Application and Evaluation
Almost every workbook will have three sections. Curation is the process in
which team members collect research and break down the articles so that
EVERY team member can read the card and understand the basics of
every article. We ARE NOT making you read every resource the team
collects. It is important that when you collect this information that you are
thorough in recording what the article says.
The application portion of the workbook talks about how YOUR TEAM
analyzes and applies the information that you collected. Key to this is that
your team needs to arrive at a consensus in making decisions. This means
that although an individual team member may be tasked with “leading” a
section all team members must contribute. This is often done through
individual team members making comments. The application portion will
have a TASK LIST where the team leader will break down the jobs and
assign them.
Evaluation is when your team leader assesses how well that all the team
members contributed to that week’s workbook. Your team leader will
evaluate you upon attendance at the weekly meeting, timeliness in task
completion and overall quality in your participation. Participation means
two things:
1. Did you satisfactorily complete your task(s)?
2. Did you contribute to the group consensus through comments and
inputs. For example, compare these two comments:
3
The first one really adds nothing to the conversation. The second does add
to creating a consensus among the team members. (There is nothing
wrong with the first one – as long as you have other substantive
comments.)
If you fail to make comments, your grade will be affected.
4
Company Background – Curation
We use RESOURCE RECORDS as a way for team members to find
research and then display the major points you got from the article. This
way EVERY team member can see what was discovered in research and
does not have to read every article.
One team member will examine the company’s annual report (which is
often on their website or SEC database). This is valuable in the sense that
the firm must honestly address the firm’s issues. Create one Resource
Record for the annual report. (And yes, these will be long.)
All other team members will find three online sources (articles, databases,
etc.) specifically on your company respectively. (No duplicates.) There
should be a separate resource record for each source.
Leaders: Copy additional resource records as needed.
5
SAMPLE RESOURCE RECORD
6
RESOURCE RECORD
TM: I’yanna Lops
DATE ACQUIRED: 9/8
TITLE: Report on sales forces
LINK: https://shreysharma.com/mvc-architecture/
ARTICLE
VIDEO
PODCAST
MAJOR POINTS: major points:
FOLLOW-UP:
TAGS:
RESOURCE RECORD
TM: Faith
DATE ACQUIRED: 9/8
TITLE: MarketLine Company Profile: salesforce.com, inc.
LINK:
http://sbu.idm.oclc.org/login?url=https://search.ebscohost.com/login.aspx
?direct=true&db=bth&AN=158279811&site=eds-live
ARTICLE
VIDEO
PODCAST
MAJOR POINTS: 1. Overview of entire company 2. salesforce.com,
inc. (Salesforce.com or “the company”) is a leading enterprise cloud
computing solutions provider. The company offers social and
mobile cloud technologies, including sales and customer
relationship management (CRM) applications. Salesforce.com
operates primarily in the Americas. It is headquartered in San
Francisco, California and employed approximately 16,000 people as
of January 31, 2015.
7
FOLLOW-UP:
TAGS: overview,
RESOURCE RECORD
TM: Faith
DATE ACQUIRED: 9/8
TITLE: What is Salesforce? | Salesforce Explained Ep. 1
LINK: (128) What is Salesforce? | Salesforce Explained Ep. 1 YouTube
ARTICLE
VIDEO
PODCAST
MAJOR POINTS: WHAT DOES SALESFORCE DO?1. Salesforce
makes a soft ware that gives companies a complete view of their
customers so they can build deeper relationships. 2. Knowing a
robust amount of information on a customer is called a Customer
Relationshio Management, or CRM 3. Salesforce is the software that
allows you to see all that and manage your customers in one place
WHAT IS SALESFORCE USED FOR 1. CRM software enables a full
view of your customers so that you can provide better experiences
and build stronger relationships with them. 2.
FOLLOW-UP:
TAGS:
RESOURCE RECORD
TM: Charlie Bridge
DATE ACQUIRED: 9/8
8
TITLE: It’s Finally Time To Buy Salesforce
LINK:
https://seekingalpha.com/article/4532702-its-finally-time-to-buysalesforce
ARTICLE
VIDEO
PODCAST
MAJOR POINTS: 1) Down 30% from last year and have been unimpacted by the conditions of tightening macros. 2) Salesforce is
one of the biggest portfolios of software companies in the world.
3) Going into 2022 they are going into the new year with strong
momentum. The company grew 24% which is on pace for $7.41
billion, which will pace Wall Street’s prediction of $7.11 billion. 4)
Salesforce is trading below historical valuation multiples.
FOLLOW-UP:
TAGS:
TM: Charlie Bridge
DATE ACQUIRED: 9/9
Revenue history for Salesforce from 2006 to 2022
LINK:https://companiesmarketcap.com/salesforce/revenue/
ARTICLE
VIDEO
PODCAST
MAJOR POINTS: The company current revenue is $25.84 B. In 2014
the company made a revenue of $5.07 B. In the article there is a
graph that shows the growth of the company from 2006 to current.
Also the article states the share price is 160.76, which is ranked 62
in the index.
FOLLOW-UP:
9
TAGS:
RESOURCE RECORD
TM: Charlie Bridge
DATE ACQUIRED: 9/8
TITLE:
History of Salesforce: Timeline and Facts
LINK:https://www.thestreet.com/technology/history-of-salesforce
ARTICLE
VIDEO
PODCAST
MAJOR POINTS: Forefront of the cloud computing revolution since
1999. Cloud computing was said to grow by 17% in 2020. The
company was founded on the idea that it should be available to the
masses and that it should be used 24/7. He wanted for companies
to buy software outside their building for lower cost with greater
efficiency. By 2009 Salesforce hit their 1 billion dollar mark with a
10 year high of 55,000 customers. Within two years they doubled
their customers while also doubling their sales, 2019 they were one
of the best companies to work for, and ranked first by Fortune.
FOLLOW-UP:
TAGS:
RESOURCE RECORD
TM: Eboni Duvert
DATE ACQUIRED: 9/8
TITLE:Salesforce Mission Statement, Core Values & Vision Statement
10
LINK:Salesforce Mission Statement, Core Values & Vision Statement
2022 | MONEYAves
ARTICLE
VIDEO
PODCAST
MAJOR POINTS: 1. Salesforce’s vision statement and mission statements
have helped it become a big brand in the United States just under 20 years since
it began operations in 1999. 2. The mission statement empowers businesses to
engage with customers in new ways. 3. The vision statement identifies the
company’s long-term goals and the predicted future location. 4. Salesforce Core
Value helps employees feel a part of the organization’s mission and vision.
FOLLOW-UP:
TAGS:
RESOURCE RECORD
TM: Eboni Duvert
DATE ACQUIRED: 9/8
TITLE:Salesforce strategy focuses on integration,
customer data
LINK:Salesforce strategy focuses on integration, customer data
(techtarget.com)
ARTICLE
VIDEO
PODCAST
MAJOR POINTS: 1. The Salesforce strategy that was presented
remains hidden behind embargos and nondisclosure agreements 2.
The Salesforce strategy has always centered on customer data
mining and organization
FOLLOW-UP:
11
TAGS:
RESOURCE RECORD
TM: Eboni Duvert
DATE ACQUIRED: 9/8
TITLE:UNVEILING BUSINESS STRATEGY: SALESFORCE
LINK:Unveiling Business Strategy: Salesforce | Analytics Insight
ARTICLE
VIDEO
PODCAST
MAJOR POINTS: 1.
FOLLOW-UP:
TAGS:
Company Background – Application
This section is concerned with examining your firm’s:
? History and Milestones
? Mission
? Objectives
? Current strategies
It is important to use the definitions as we talked about in the class and the
textbook.
12
Leaders: You need to break down the tasks and assign them to your team
members. If a person has multiple tasks, then add a row to the Task List.
13
TASK LIST
TM
ACTIVITY
Charlie
History
Charlie
History
Eboni
Mission and Vision
I’yanna
Objectives
Eboni
Strategys
Faith
Ratio Analysis
Faith
Summary
I’yanna
Summary
DATE DUE
DATE DONE
NOTES:
Working as a team. Each topic will be assigned to a single team member.
That team member will write the draft. The links refer to the articles that
you collected earlier – you are simply stating where you are getting your
information from. (In most cases you will use multiple links.) Then
everybody on the team needs to read the draft and make comments.
Based on these comments, a final version will then be written. In the
sample below you can see that all the team members commented on the
draft.
14
MAKE CERTAIN THAT YOU ADD COMMENTS. YOUR INDIVIDUAL
SCORE WILL BE AFFECTED BY THE QUANTITY AND QUALITY OF
YOUR COMMENTS.
15
History (prior to the past five years)
Member Assigned: Charlie Bridge
DRAFT:
– Started in 1999 as the forefront of cloud computing
– Started in San Francisco by PArker Harris, Frank Dominguez, and
Dave Noellenhoff.
– Goal was to eliminate the need for multimillion-dollar costs to
outside companies.
– The company has had a fast growing revenue since the start
– The first start of the task force was 8,000 square feet but only 10
employees.
-2003 is when salesforce turned into a company everyone wanted.
They had an event that allowed customers to network and talk about
how they can expand their product and get more out of it.
-2005 they launched a new program that would allow a place where
people can apply applications then open them up to all salesforce
customers.
-2013 Salesforce went mobile
-2014 – 5.07 Billion dollars in sales
FINAL: Salesforce started in 1999 with only 10 employees and an
idea to eliminate the need for multimillion-dollar costs to outside
companies while also allowing more free range with customers.
Then in 2003 they took off and turned into the major company that
people turned to. They allowed customers to network with each
other to better the company, give input and evaluate the job that
they are performing. This grew salesforce into creating new
opportunities and programs that would make them into what they
are now, as they hit their first billion in 2009, they grew so fast that
entering the 2014 year they would hit $5.07 billion which made them
one of the leading softwares in the industry.
LINKS: https://www.salesforceben.com/salesforce-history/
https://www.thestreet.com/technology/history-of-salesforce
16
NOTES:
History (past five years)
Member Assigned: Charlie Bridge
DRAFT: Down 30% from last year and have been un-impacted by the
conditions of tightening macros.
Salesforce is one of the biggest portfolios of software companies in
the world.
Going into 2022 they are going into the new year with strong
momentum. The company grew 24% which is on pace for $7.41
billion, which will pace Wall Street’s prediction of $7.11 billion.
Salesforce is trading below historical valuation multiples.
FINAL:
LINKS:
NOTES:
17
Mission and Vision
Does the company have a written vision statement, mission statement or
value statement? Cut and paste. If they do not have one, just state that.
VISION STATEMENT “We’re committed to a sustainable future for all.”
MISSION STATEMENT “to empower companies to connect with their
customers in a whole new way.”
VALUE STATEMENT “trust, customer success, innovation, equality, integrity,
transparency, alignment, and responsibility.”
The written Mission Statement, etc. are only EVIDENCE of what the
company’s mission truly is. Sometimes these are nothing more than a
marketing slogan. From your research (particularly the 10K and annual
reports) you probably have a much better idea of what their vision and
mission truly are.
Describe the company’s mission. In assessing the mission, please
evaluate the following:
1. Who are their customers?
2. What are their customers’ needs, challenges and problems?
3. How does the firm UNIQUELY address these needs, challenges and
problems?
4. Why does the firm pursue this line of business?
Member Assigned:Eboni Duvert
DRAFT:
FINAL:
LINKS: Salesforce Mission Statement, Core Values & Vision
Statement 2022 | MONEYAves
NOTES:
18
Objectives
An objective is a goal statement that is more focused than the mission and
typically has a time frame. “To become the top supplier of ultraviolet
sterilization systems to hospitals nationwide” is part of the firm’s mission.
“To double market share to 20 hospitals using the system by January 2022”
is an objective.
Describe the company’s current objectives. You will often find these in the
10K and annual report.
Member Assigned: I’yanna Lops
DRAFT:
FINAL:
LINKS:
NOTES:
Strategies
A strategy is an “action plan” that describes how the objective will be
achieved. For instance, if “To double market share to 20 hospitals using
the system by January 2022” is an objective, then “Create special
incentives for Kaleida Health in Buffalo to test units” is a strategy, since it
tells us how we can achieve the objective.
Describe the company’s current major strategies.
Member Assigned:Eboni Duvert
DRAFT:
FINAL:
19
LINKS:
NOTES:
20
Ratio Analysis
Ratio Analysis is a process by which we use quantitative methods to give
us insights into the company’s liquidity, operational efficiency and
profitability.
READ this article on RATIO ANALYSIS. It is a great study guide for
understanding and applying ratios.
Describe the company’s financial health using the following ratios. Then
describe the overall financial health of the company. (We will come back to
this later in the project in more depth.)
TEAM MEMBER: Faith
CURRENT
QUICK
DEBT TO EQUITY
ACCOUNTS RECEIVABLES
EARNINGS PER SHARE
P/E
ROA
DRAFT
FINAL
21
LINK
LINK
22
Summary
From your research indicate the chief direct competitors to your company.
Member Assigned: Faith
DRAFT:
FINAL:
LINKS:
NOTES:
From your total research what are the top challenges facing the firm. Be
specific.
Member Assigned:
DRAFT:
FINAL:
LINKS:
NOTES:
23
SALESFORCE COMPANY
Company Background – Curation
We use RESOURCE RECORDS as a way for team members to find research and then display the major points you
got from the article. This way EVERY team member can see what was discovered in research and does not have to
read every article.
One team member will examine the company’s annual report (which is often on their website or SEC database).
This is valuable in the sense that the firm must honestly address the firm’s issues. Create one Resource Record for
the annual report. (And yes, these will be long.)
All other team members will find three online sources (articles, databases, etc.) specifically on your company
respectively. (No duplicates.) There should be a separate resource record for each source.
SAMPLE RESOURCE RECORD
3 different articles video or podcast.
RESOURCE RECORD
TM: I’yanna Lops
DATE ACQUIRED: 9/8
TITLE:
LINK:
ARTICLE
VIDEO
PODCAST
MAJOR POINTS: major points:
FOLLOW-UP:
TAGS:
RESOURCE RECORD
TM: I’yanna Lops
DATE ACQUIRED: 9/8
TITLE:
LINK:
ARTICLE
VIDEO
PODCAST
MAJOR POINTS: major points:
FOLLOW-UP:
TAGS:
RESOURCE RECORD
TM: I’yanna Lops
DATE ACQUIRED: 9/8
TITLE:
LINK:
ARTICLE
VIDEO
PODCAST
MAJOR POINTS: major points:
FOLLOW-UP:
TAGS:
example
Objectives
An objective is a goal statement that is more focused than the mission and typically has a time
frame. “To become the top supplier of ultraviolet sterilization systems to hospitals nationwide”
is part of the firm’s mission. “To double market share to 20 hospitals using the system by
January 2022” is an objective.
Describe the company’s current objectives. You will often find these in the 10K and annual
report.
Member Assigned: I’yanna Lops
DRAFT:
FINAL:
LINKS:
NOTES:
From your total research what are the top challenges facing the firm. Be
specific.
Member Assigned: Iyanna
DRAFT:
FINAL:
LINKS:
NOTES:

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