Which quoting tool is right for you

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Whether you are considering adoption of a quoting tool and need some requirements and analysis help or if you've already decided on an approach and need some qualified consulting, integration and …

Whether you are considering adoption of a quoting tool and need some requirements and analysis help or if you've already decided on an approach and need some qualified consulting, integration and implementation help on either Salesforce.com or BigMachines,we are well qualified to support your needs

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  • Well, now, I’m happy to announce that quotes has been delivered as a standard, free, application, built natively into our tool. With Real-Time quotes, you can easily create a quote from an opportunity, automatically populate your quote with key information from the account, contact, and opportunity, update the primary quote quickly and easily with the click of a button, leverage our lightning fast and robust analytics tools, and make quotes work for you and your business process with our workflow and approvals engine.
  • Points to Hit:The biggest event in this space, anywhere in the world where the thought leaders in this space gatherI want to work with you on how to get you there. If you are still evaluating then this is the best reference call with as many companies as you want without management by us. If you are a customer then this is a must attend for best practices, which can save you lots of time and money.DETAIL CALL SCRIPTBigMachines hosts our BigIdeas conference to put all our customers, partners, and prospects in the room for 2 days- to learn from each other and share best practicesWe have leading industry speakers and analysts, such as GartnerA full series of training sessions on our newest features, tailored for both NEW and EXPERIENCED usersAnd our customers vote on our product roadmap and enhancements- to tell us what they want us to deliver in our future productsFor prospects- this is a 2 day reference call on our company and our product
  • 5 Best Practices formulated over 2 years experience with product configuration tools:Range from simple product – 2 weeks to complicated multiple product lines – 6 months + for design.


  • 1. Which Quoting Tool Is Right For You?
    by hiSoft , BigMachines and Salesforce.com
  • 2. Agenda
    • Introduction
    • 3. Salesforce Real-Time Quotes
    • 4. BigMachines Configuration Engine for Salesforce Quotes
    • 5. BigMachines Sales Engine
    • 6. Product Configuration Best Practices
  • Meet our Speakers
    Tyler A. Ziemann
    Sr. Product Manager, salesforce.com
    I manage all of our core Sales Cloud applications, including accounts, contacts, opportunities, products, and quotes.
    Vinesh Vis
    Enterprise Sales Executive, BigMachines
    Strategic Account Executive for BigMachines covering the Bay Area. Managed the Database sales team at Oracle
    Lisa Hamann
    Lead Consultant, hiSoft
    Lead Consultant and Business Analyst for hiSoft
  • 7. Level 1 – Salesforce Real-Time Quotes
    Easy One-Click Quote Creation
    Tyler Ziemann
    Sr. Product Manager, salesforce.com
  • 8. Safe Harbor Statement
    “Safe harbor” statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements including but not limited to statements concerning the potential market for our existing service offerings and future offerings. All of our forward looking statements involve 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.
    The risks and uncertainties referred to above include - but are not limited to - risks associated with possible fluctuations in our operating results and cash flows, rate of growth and anticipated revenue run rate, errors, interruptions or delays in our service or our Web hosting, our new business model, our history of operating losses, the possibility that we will not remain profitable, breach of our security measures, 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 service, customer and partner acceptance of the AppExchange, successful customer deployment and utilization of our services, 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. These documents are available on the SEC Filings section of the Investor Information section of our website at www.salesforce.com/investor. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements, except as required by law.
  • 9. The World’s Most Complete Sales Application
    Email & Productivity
    Real-Time Approvals & Workflow
    Forecasting & Analytics
    Integrated Content Library
    & Quotes
    Marketing & Leads
    Accounts & Contacts
  • 10. Now You Can Quote in Real-Time
    Seal the Deal with a Quote
    • Generate sales quotes easily in real-time
    • 11. Automatically populate your quote with deal information
    • 12. Update your opportunity from the quote with the click of a button
    • 13. Real-time reports and dashboards
    • 14. Custom workflow and approval processes
    • 15. Available in Professional, Enterprise, Unlimited, and Developer Editions
  • 16. Drag-and-Drop Quote PDF CustomizationSo Easy a Sales Rep Could Do It
    Quickly & Easily Configure PDFs
    • Drag-and-drop fields, tables, and other elements onto your template
    • 17. Create multiple quote PDF templates
    • 18. Brand with your logo
    Coming in Winter ‘11
    • Rich text area for terms & conditions
    • 19. Repeating header and footer
    • 20. Activate/Deactivate
    • 21. Field alignment
    • 22. Modify number of columns in a section
    Now in BETA
  • 23. Level 2 – BigMachines Configuration Engine Integrated with Salesforce Quotes
    Vinesh Vis,
    Enterprise Sales Executive, BigMachines
  • 24. Voted Best Quoting App by Salesforce.com Customers in 2008 & 2009
    • #1 Salesforce Partner
    • 25. Most Joint Customers
    • 26. Most Customer Successes
    A New World
    “BigMachines has delivered a first rate application to enable our company to modernize our quoting and pricing process… They have moved us into the new world.”
    Huw Lloyd, Global Pricing Manager, Enterasys Networks
    End the Quoting Nightmares!
    “Creating a quote at our company was a nightmare. We had a configuration tool for each of our products and trying to create a quote with more than one product was time consuming. BigMachines solved this problem. It made our quoting process easier and much faster.”
    Eduardo Mata, Project Manager, NEC Corporation of America
  • 27. Add the BigMachines Configuration Engine for Salesforce Quotes:
    • Kitting and bundling
    • 28. Cross-sell and up-sell
    • 29. Rules–based engine for technical validation
  • 30. BIGMACHINES Annual Conference Drives real-time innovation
    Keynote Speaker:Steve Levitt Co-author of the bestselling business books FREAKONOMICS and SUPERFREAKONOMICS
    October 24-26
    BigIdeas is the Largest SaaS event of its kind!
    Join hundred of industry leaders to discover innovative strategies and best practices to sell more and sell faster.
    Featured Speaker:Gene AlvarezVice PresidentGartner Research
    Sponsors include:
    Celebrate 10 Years of BigMachines
    at House of Blues Chicago
  • 31. Product Configuration Best PracticesTop 5 Things You Should Know
    Lisa Hamann
    BigMachines Consultant, hiSoft
  • 32. Pre-Project Knowledge Documents
    Product Process Mapping
    Product Knowledge
    Rules, Exceptions and Constraints
    Parts/Price List
    New App/Quoting Tool Implications
  • 33. To view the full webinarplease click here.
  • 34. Thank you!
    Tyler Ziemann
    Vinesh Vis
    (650) 403-6335 
    Lisa Hamann
    (847) 772-8118