1 / 41

Quote Management Made Easy Through Salesforce and the AppExchange

2. Safe Harbor Statement. Safe harbor" statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements the achievement of which involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of t

maura
Download Presentation

Quote Management Made Easy Through Salesforce and the AppExchange

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


    1. Quote Management Made Easy Through Salesforce and the AppExchange Harpreet Ahluwalia, Salesforce.com Kevin McHugh, Symbol Technologies, Inc. Benjamin Taft, Foundry Networks, Inc. Ryan Borders, PlantCML

    2. 2 Safe Harbor Statement “Safe harbor” statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements the achievement of which involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions proves incorrect, our results 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 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 the integration of Sendia Corporation’s technology, operations, infrastructure and personnel with ours; unexpected costs or delays incurred in integrating Sendia with salesforce.com, which could adversely affect our operating results and rate of growth; any unknown errors or limitations in the Sendia technology; any third party intellectual property claims arising from the Sendia technology; customer and partner acceptance and deployment of the AppExchange and AppExchange Mobile platforms; interruptions or delays in our service or our Web hosting; our new business model; breach of our security measures; possible fluctuations in our operating results and rate of growth; the emerging market in which we operate; our relatively limited operating history; our ability to hire, retain and motivate our employees and manage our growth; competition; our ability to continue to release and gain customer acceptance of new and improved versions of our CRM service; unanticipated changes in our effective tax rate; fluctuations in the number of shares outstanding; the price of such shares; foreign currency exchange rates and interest rates. Further information on these and other factors that could affect our financial results is included in the reports on Forms 10-K, 10-Q and 8-K and in other filings we make with the Securities and Exchange Commission from time to time, including our Form 10-K for the fiscal year ended January 31, 2006. These documents are available on the SEC Filings section of the Investor Information section of our website at www.salesforce.com/investor. Any unreleased services or features referenced in this or other 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 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, except as required by law.

    3. 3 Common Quoting Challenges

    4. 4 Quote Management with Salesforce and AppExchange Identify critical quoting functions – configuration, pricing, approvals, proposal generation, offline capability, channel enablement, online storefronts Find the right solution – 17 pre-integrated quoting solutions on AppExchange, including 1 from salesforce.com or build your own using the AppExchange platform Ensure 2-way integration with salesforce.com – for efficient opportunity management and accurate forecasting Integrate with ERP systems - for back-office productivity

    5. 5

    6. 6 Symbol Technologies Founded in 1975 Leading Mobile Computing and Barcode Scanner Manufacturer Over 900 Patents in Wireless, Mobile Computing and Scanning Technology Worldwide Operations in over 50 Countries Highly Channel Centric with Over 10,000 Partners

    7. 7 Key Challenges with Previous CRM System Business Challenge Unintuitive User Interface Account Manager Administration Time Excessive Poor Forecast Visibility Tool Very Inflexible Competing Stakeholders Technology Challenge Slow Response Times Multiple Integration Points Loss in Field Productivity Moderate Adoption in Field Forecasts not Accurate

    8. 8 Symbol CRM – The Solution How did we address the challenges? Symbol CRM: Two Applications that are Tightly Integrated salesforce.com: Fast, Flexible and Intuitive for Field Sales – Out of the Box Comergent: Custom and Very Controlled for Sales Finance Address Core Requirements only in Phase One Opportunity Management Forecasting Real Time Reporting Quotations Deals Desk Approval Integrate with SAP ERP, SAP Business Warehouse and Siebel PRM Systems Proof of Concept August 2005 Project Start November 2005 APAC Pilot in January 2006 May 2006: Worldwide Deployment completed in 6 months 900 Users Integrations: Comergent, SAP, Siebel High Touch Field Training Key Stakeholders: Field Sales and Sales Finance Futures: Mobile PDA, Campaign/Lead, Case Integration

    9. 9 Symbol CRM

    10. 10 Symbol CRM – Results What were the results? Field Associates: Satisfaction and Adoption High Less Time Spent with the Tool – More Time with Customers Role Based Management Visibility to Pipeline More Accurate Real Time Forecasts Faster Time to Market with System Changes More Accurate Quote Configurations Faster Price Exception (PE) Approvals Automated PE Routing and PE Approval Notification

    11. 11 Launching Solution Builder

    12. 12 Selecting Products – Guided Selling

    13. 13 Building a Quote

    14. 14 Real Time Pricing & Discounting

    15. 15 Price Approvals

    16. 16 Updating the Opportunity for Accurate Forecasting

    17. 17 Symbol CRM – In Summary Key Requirements Easy to Use Territory Management Tool Improve Forecast Accuracy Automate Quotation and Price Exception Process Key Benefits Improved Field Productivity and Satisfaction Management Real Time Forecast Visibility Improved Quote Accuracy Faster Deal Approval Times Futures Implement Mobile Client Implement Lead Management Functionality Enhance Quote Output Formatting Quote Integration to SAP Order Entry System

    18. 18

    19. 19 Foundry Networks Leading Manufacturer of Switching & Routing networking solutions and technology 200 sales reps covering 50+ countries 400 Million annual revenue (‘05) 7 Straight years of profitability Over 10,000 worldwide customers

    20. 20 Key Challenges Business Challenge Existing tool lacked security and adherence to SOX Quote tool lacked features to Address Scaling/Growth (excel spreadsheet based approach) No central forecasting and demand planning integration Garbage in, Garbage out… Technology Challenge Integration between systems Legacy architecture SOX Compliance Poor Forecasting Results Duplication of data = error prone system Lack of systems communication

    21. 21 The Solution The Players: Bluewolf Group (development and integration) How did we address the challenges: Conducted requirements gathering from key stakeholders Hired 3rd party developer for creation of customized application residing in Opportunity tab Allows field sales to create/edit custom quotes and orders for customers and prospects Build of Materials from quotes pushed to opportunity level for demand planning/forecasting purposes Oracle integration on horizon, implemented with that in mind

    22. 22 The Results What were the results? “True” adoption rates are climbing (nearly 90%) Quality/Timeliness of opportunity information improving Operations now has valid, usable demand planning data Quote tool output/input now meets SOX requirements Integration of quoting/ordering to pipeline creates closed loop Field rep turnover “catch-up” time minimized Currency module allows localization of quoting/ordering Required fields providing more information about our customers/prospects Eventual migration to Oracle/Online order entry will reduce Quote to Cash time by 75%

    23. 23 Solution Snapshot Department: Field Sales, 200+ Users Key Requirements Support mobile sales team (online and offline) Ability to generate quote from opportunity tab Eventual Integration with Oracle Ability to PDF Quotes/Orders for customer use Executive visibility to demand plan, BOM updates Key Benefits Migration from Excel spreadsheets to online tool Centralized forecasting (forecast accuracy up 50%) Quoting/Order Too is now “real time” Improved Pipeline accuracy and opportunity information

    24. 24 Launching Quote Tool

    25. 25 Screenshots

    26. 26 Screenshots

    27. 27 Final advice (Lessons) Hire the right partner (Bluewolf Group) Keep It Simple, Stupid (KISS) If it turns out too complicated, you did it wrong, go back and try again Because it is possible, doesn’t mean it’s a good idea. Do It Right The First Time (DirtFt) Don’t fall into the trap of “not enough time now, will get it right later” Otherwise you’ll be doing work-arounds to flawed designs and building on that, and future hacks get even uglier Stick with the plan Minimize exceptions – everything works the same everywhere Automated tools and processes then work consistently Eat your own dog-food Before finalizing the design, build a prototype and live on it for a while.

    28. 28

    29. 29 Leading provider of mission critical communications systems Computer Telephony Integration Computer Aided Dispatch Geographical Information Systems Digital Logging Recorders 40 sales reps in 2 countries Recently acquired Dialogic Communications Corporation PlantCML

    30. 30 Key Challenges Business Challenge Inefficient applications Excessive opportunity administration Complex configurations Technology Challenge Integration with ERP system Lack of server infrastructure Less time selling Additional headcount Configuration errors Lost revenue Long quote cycle times Poor customer satisfaction

    31. 31 PlantCML – The Solution How did we address the challenges? Firepond CPQ OnDemand 6 week implementation Business user administration 55 users Sales Operations Field Sales Channel partners Integration points: Opportunities Products Quotes Training

    32. 32 PlantCML – Results What were the results? Reduced opportunity administration More time selling Higher adoption rate Accurate forecasting 25% Reduction in quote cycle time Higher visibility Marketing Management Error reduction “Easier to do business with”……..multiple customers comment

    33. 33 Launching Application and Selecting Products

    34. 34 Configuration Wizard - Making Complex Simple Questions vs. component selection

    35. 35 Advanced User Editing

    36. 36 Automated Pricing and Configuration Updates

    37. 37 Quote Development

    38. 38 Proposal Generation

    39. 39 Automatic Opportunity Updates

    40. 40 Salesforce & Firepond Departments: Sales Operations, Sales, Sales Engineering Firepond Users: 55 Key Requirements Automated configuration Business user maintained Integration at the opportunity level in salesforce.com Intuitive interface Flexibility Override configurator Key Benefits Reduced headcount needs Pricing and design accuracy Shorter quote cycle times

    41. 41

    42. 42 Session Feedback Let us know how we’re doing! Please score the session from 5 to 1 (5=excellent,1=needs improvement) on the following categories: Overall rating of the session Quality of content Strength of presentation delivery Relevance of the session to your organization

More Related