EMEA webinar: Delight Your Customers with Quote to Cash Apps and Salesforce

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Presentation from EMEA webinar 6th Feb showing an integrated ecosystem of Salesforce AppExchange apps from Apttus, Jitterbit, DocuSign and Xactly.

Presentation from EMEA webinar 6th Feb showing an integrated ecosystem of Salesforce AppExchange apps from Apttus, Jitterbit, DocuSign and Xactly.

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  • 1. Delight Your Customers with Quote-to-Cash Apps & Salesforce #QTCapps ® APTTUS 2013 2014
  • 2. Typical Journey from Quote to Cash MANUAL PROCESSES HOMEGROWN SYSTEMS MICROSOFT OFFICE OUTSIDE SALESFORCE OPPORTUNITY DECREASED REVENUE DELAYED DEALS ERP LOWER MARGINS #QTCapps ® APTTUS 2014
  • 3. Apps for Salesforce Streamline Quote-to-Cash Process APTTUS OPPORTUNITY Configure and price optimal quote BIGGER DEAL SIZE Incent reps to offer best deals FASTER SALES Electronically sign quotes and documents Sync order details to ERP and SFDC ERP ACCURATE ORDERS #QTCapps ® APTTUS 2014
  • 4. Create the Optimal Quote for New Deals and Renewals Create better quotes for new deals, add-on sales and renewals – built on Salesforce APTTUS Configure Price Quote (CPQ) for the most complex products and services, while adhering to existing agreements Contract Management provides comprehensive capabilities to request, negotiate and finalise contracts Revenue Management helps manage revenue recognition policies by producing revenue schedules, rebate structures and more #QTCapps ® APTTUS 2014
  • 5. APTTUS Quote-to-Cash QUOTE-TO-CASH INTELLIGENCE Opportunity Quote Contract CPQ CONTRACT MANAGEMENT CONFIGURATION WIZARD PRICING AUTHORING QUOTING COMPLIANCE PARTNER COMMERCE ERP RISK MANAGEMENT E-COMMERCE Revenue E-SIGNATURE REVENUE RECOGNITION RENEWAL MANAGEMENT REBATE MANAGEMENT X-AUTHOR MANAGEMENT #QTCapps ® APTTUS 2014
  • 6. Partner Booth Demo 16 x 9 Apttus helps reps create detailed quotes all inside Salesforce
  • 7. Partner Booth Demo 16 x 9 Use Guided Search or Guided Selling to quickly create a quote for simple or complex product catalogs
  • 8. Partner Booth Demo 16 x 9 Increase deal size by adding recommended products for upsell or cross-sell
  • 9. Partner Booth Demo 16 x 9 Support complex pricing and analyse deals for corporate alignment
  • 10. Incent Sales to Create Best Deals Incent right – unleash the power of your incentive compensation Maximise ROI on incentives Find room for improvement with big data analytics Motivate the sales team with real-time incentive updates #QTCapps ® APTTUS 2014
  • 11. Xactly for Salesforce Integrated Sales Incentives Effective MBO Plans Insights into what works, and what doesn’t INCENTIVE COMPENSATION BIG DATA PLATFORM HCM ERP CPQ CRM #QTCapps ® APTTUS 2014
  • 12. Partner Booth Demo 16 x 9 Check commission on orders via Xactly using the Estimate Incentives button
  • 13. Partner Booth Demo 16 x 9 Guide sales to structure better deals through detailed views into incentive attainment
  • 14. Partner Booth Demo 16 x 9 Use the Xactly Dashboard for even more insights into incentives and sales rank
  • 15. Global Standard: eSignature Transaction Management 60K customers, 48M users, +75K new/day • More than 40 million DocuSigners have signed more than 290 million documents. • 51% of DocuSign documents are completed within 1 hour. • Employees at 90% of the Fortune 500 have DocuSigned. 188 countries, 48 languages Gartner #1, Forrester #1, Ombud #1 #QTCapps ® APTTUS 2014
  • 16. DocuSign for Salesforce AppExchange package that allows you to use DocuSign service within the native Salesforce environment. • Here is what you can do: • Manage users • Merge data from any object • Create automated workflows • Send documents for signature • Real time deal updates via Chatter • Get status and data back into Salesforce • Localised in 14 languages https://appexchange.salesforce.com/listingD etail?listingId=a0N30000001taX4EAI #QTCapps ® APTTUS 2014
  • 17. #QTCapps From within Salesforce, you can send with DocuSign ® APTTUS 2014
  • 18. Partner Booth Demo 16 x 9 Shorten sales cycles by using DocuSign for rapid eSignature approval of all documents
  • 19. Partner Booth Demo 16 x 9 Clear indicators reduce errors during the approval process
  • 20. Approval status is automatically updated in the quote and opportunity in Salesforce
  • 21. Create the Perfect Order Integrate Quote-to-Cash between Salesforce and your back office Synchronise product, pricing or any data between CRM and ERP Automate orders from contracts to enable 100% digital processes Provide closed-loop order visibility within Salesforce #QTCapps ® APTTUS 2014
  • 22. Connect Any On-Premise, Cloud, Social, or Mobile Endpoint Design Deploy Manage Go Live in Days 80% Less Expensive Built for Business Users Run in the Cloud or On-Premise Enterprise Speed and Performance Jitterbit has allowed us to quickly automate existing processes and unlock SAP, allowing our departments to work from Salesforce. Mike Estes Technical Sales Engineer, SIKA US #QTCapps ® APTTUS 2014
  • 23. Partner Booth Demo 16 x 9 Jitterbit makes it easy to automate any Salesforce process with your ERP
  • 24. Partner Booth Demo 16 x 9 Jitterbit accurately synchronises contract and order info into ERP to eliminate downstream issues
  • 25. Partner Booth Demo 16 x 9 Jitterbit helps seamlessly create accurate and timely orders and invoices in ERP
  • 26. Partner Booth Demo 16 x 9 Customer, product and order updates are always kept in sync to provide real-time visibility
  • 27. Q&A To schedule a personal live demo, please contact : emea@apttus.com eurosales@docusign.com emea@jitterbit.com emea@xactlycorp.com ® APTTUS 2013 2014 #QTCapps