Salesforce.com Inc Acquires Assistly Conference Call Transcript

The following is excerpted from the question-and-answer section of the transcript.

Question: Tom Roderick - Stifel Nicolaus - Analyst : Hi, guys, good afternoon. So, in thinking about the ramifications and impact on the Service Cloud, I was hoping, George, that maybe you could go into a little bit more detail with regards to the sign-on process here with Assistly. How consumers actually interact with it, how automatically integrated it is with something like Facebook? And then from an integration standpoint, how much work do you think you might have to put into this to make it part of the rolled out offering?

Question: Tom Roderick - Stifel Nicolaus - Analyst : Great. Graham, maybe a quick follow-up on the financials here, if you don't mind. Thinking about a couple of pennies a quarter, if we go back to Dreamforce, some of the commentary around the investment or investor session, I think you were kind of pointing the Street to something that was maybe more along the lines of investments that would leave margins flattish or up slightly next year. Would this be with a couple pennies a quarter, sort of under the construct of that discussion, or could this potentially pressure margins to be down next year?

Question: Tom Roderick - Stifel Nicolaus - Analyst : Excellent. Thanks for the detail. I appreciate it. LSEG STREETEVENTS | www.lseg.com | Contact Us consent of LSEG. 'LSEG' and the LSEG logo are registered trademarks of LSEG and its affiliated companies.

Question: Brian Baytosh - Goldman Sachs - Analyst : Hi, guys, this is Brian Baytosh on for Heather Bellini. George, quick question for you, as this is obviously intended to ladder the customer up, to grab smaller customers and ladder them up to higher price point Salesforce.com products, can you give a -- sort of a relative comparison of the average size of a customer for Assistly, and how that compares to Service Cloud?

Question: Brian Baytosh - Goldman Sachs - Analyst : Great. Thanks, George. Graham, just a follow-up on the modeling housekeeping. With the gain on the sale, should that go under other income on the P&L? LSEG STREETEVENTS | www.lseg.com | Contact Us consent of LSEG. 'LSEG' and the LSEG logo are registered trademarks of LSEG and its affiliated companies.

Question: Brian Baytosh - Goldman Sachs - Analyst : Got it. Great. Thanks, guys.

Question: Pat Walravens - JMP Securities - Analyst : Oh, great. Thank you. While you guys were talking, by the way, I launched a customer service website, which is pretty amazing.

Question: Pat Walravens - JMP Securities - Analyst : But that -- it did raise a couple of questions. How many of the 1,000 customers are on the free version, so it's either a trial or they have just 1 agent, which I guess is free?

Question: Pat Walravens - JMP Securities - Analyst : Okay. I guess my second question would be -- one of the things that Parker was talking about at Dreamforce is that it's hard to keep up with all these acquisitions, and you're starting to have different technology stacks and different data centers, and this will be 1 more. Should we be worried about that? How do we think about that? LSEG STREETEVENTS | www.lseg.com | Contact Us consent of LSEG. 'LSEG' and the LSEG logo are registered trademarks of LSEG and its affiliated companies.

Question: Pat Walravens - JMP Securities - Analyst : Thank you.