Delight Your Customers with Quote-to-Cash Apps & Salesforce

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Final deck from webinar on 12/4 with Apttus Xactly Jitterbit and DocuSign showing their integrated ecosystem of apps inside Salesforce.

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Delight Your Customers with Quote-to-Cash Apps & Salesforce

  1. 1. Delight Your Customers with Quote-to-Cash Apps & Salesforce Ray Hein SVP Products Apttus Erik Charles Director Product and Partner Marketing Xactly Scott Barmmer VP Global Sales Engineering DocuSign Andrew Leigh VP Products Jitterbit #df13QTC APTTUS Corporation | 1400 Fashion Island Blvd. Suite 200 San Mateo, CA 94404 | info@apttus.com ® APTTUS 2013
  2. 2. Typical Journey from Quote to Cash MANUAL PROCESSES HOMEGROWN SYSTEMS MICROSOFT OFFICE OUTSIDE SALESFORCE OPPORTUNITY DECREASED REVENUE DELAYED DEALS ERP LOWER MARGINS #df13QTC ® APTTUS 2013
  3. 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 #df13QTC ® APTTUS 2013
  4. 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 finalize contracts Revenue Management helps manage revenue recognition policies by producing revenue schedules, rebate structures and more #df13QTC ® APTTUS 2013
  5. 5. Comprehensive Quote-to-Cash ≈ Opportunity X-Author Quote Contract Revenue Configure Price Quote Contract Management Revenue Management Deal Management Renewal Management ERP Rebate Management Advanced Salesforce Solutions #df13QTC ® APTTUS 2013
  6. 6. Partner Booth Demo 16 x 9 Apttus helps reps create detailed quotes all inside Salesforce
  7. 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. 8. Partner Booth Demo 16 x 9 Increase deal size by adding recommended products for upsell or cross-sell
  9. 9. Partner Booth Demo 16 x 9 Support complex pricing and analyze deals for corporate alignment
  10. 10. Incent Sales to Create Best Deals Incent right – unleash the power of your incentive compensation Maximize ROI on incentives Find room for improvement with big data analytics Motivate the sales team with real-time incentive updates #df13QTC ® APTTUS 2013
  11. 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 #df13QTC ® APTTUS 2013
  12. 12. Partner Booth Demo 16 x 9 Check commission on orders via Xactly using the Estimate Incentives button
  13. 13. Partner Booth Demo 16 x 9 Guide sales to structure better deals through detailed views into incentive attainment
  14. 14. Partner Booth Demo 16 x 9 Use the Xactly Dashboard for even more insights into incentives and sales rank
  15. 15. Global Standard: eSignature Transaction Management 70K customers, 50M users, +75K new/day Leader across industries  11 of top 15 insurance carriers  10 of top 15 technology companies  10 of Top 15 wealth management firms  600+ credit unions  Official standard for Insurance Agents Association  Official & Exclusive standard for National Association of Realtors 189 countries, 48 languages Gartner #1, Forrester #1, Ombud #1 #df13QTC ® APTTUS 2013
  16. 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 • Localized in 14 languages https://appexchange.salesforce.com/listingD etail?listingId=a0N30000001taX4EAI #df13QTC ® APTTUS 2013
  17. 17. #df13QTC From within Salesforce, you can send with DocuSign ® APTTUS 2013
  18. 18. Partner Booth Demo 16 x 9 Shorten sales cycles by using DocuSign for rapid eSignature approval of all documents
  19. 19. Partner Booth Demo 16 x 9 Clear indicators reduce errors during the approval process
  20. 20. Approval status is automatically updated in the quote and opportunity in Salesforce
  21. 21. Create the Perfect Order Integrate Quote-to-Cash between Salesforce and your back office Synchronize 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 #df13QTC ® APTTUS 2013
  22. 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 #df13QTC ® APTTUS 2013
  23. 23. Partner Booth Demo 16 x 9 Jitterbit makes it easy to automate any Salesforce process with your ERP
  24. 24. Partner Booth Demo 16 x 9 Jitterbit accurately synchronizes contract and order info into ERP to eliminate downstream issues
  25. 25. Partner Booth Demo 16 x 9 Jitterbit helps seamlessly create accurate and timely orders and invoices in ERP
  26. 26. Partner Booth Demo 16 x 9 Customer, product and order updates are always kept in sync to provide real-time visibility
  27. 27. Q&A Ray Hein SVP Products Apttus Erik Charles Director Product and Partner Marketing Xactly Scott Barmmer VP Global Sales Engineering DocuSign Andrew Leigh VP Products Jitterbit To schedule a personal live demo, please contact Miguel Tam info@apttus.com #df13QTC APTTUS Corporation | 1400 Fashion Island Blvd. Suite 200 San Mateo, CA 94404 | info@apttus.com ® APTTUS 2013

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