Which quoting tool is right for you

Which Quoting Tool Is Right For You?
by hiSoft , BigMachines and Salesforce.com

Agenda
Introduction
Salesforce Real-Time Quotes
BigMachines Configuration Engine for Salesforce Quotes
BigMachines Sales Engine
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

Level 1 – Salesforce Real-Time Quotes
Easy One-Click Quote Creation
Tyler Ziemann
Sr. Product Manager, salesforce.com

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.

The World’s Most Complete Sales Application
Email & Productivity
Real-Time Approvals & Workflow
Forecasting & Analytics
Integrated Content Library
Genius
Opportunities
& Quotes
Partners
Marketing & Leads
AppExchange
Accounts & Contacts

Now You Can Quote in Real-Time
Seal the Deal with a Quote
Generate sales quotes easily in real-time
Automatically populate your quote with deal information
Update your opportunity from the quote with the click of a button
Real-time reports and dashboards
Custom workflow and approval processes
Available in Professional, Enterprise, Unlimited, and Developer Editions
Quotes
FREE!

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
Create multiple quote PDF templates
Brand with your logo
Coming in Winter ‘11
Rich text area for terms & conditions
Repeating header and footer
Activate/Deactivate
Field alignment
Modify number of columns in a section
Now in BETA

Level 2 – BigMachines Configuration Engine Integrated with Salesforce Quotes
Vinesh Vis,
Enterprise Sales Executive, BigMachines

Voted Best Quoting App by Salesforce.com Customers in 2008 & 2009
#1 Salesforce Partner
Most Joint Customers
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

Add the BigMachines Configuration Engine for Salesforce Quotes:
Kitting and bundling
Cross-sell and up-sell
Rules–based engine for technical validation

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
www.bigmachines.com/bigideas

Product Configuration Best PracticesTop 5 Things You Should Know
Lisa Hamann
BigMachines Consultant, hiSoft

Pre-Project Knowledge Documents
Product Process Mapping
Product Knowledge
Rules, Exceptions and Constraints
Parts/Price List
New App/Quoting Tool Implications

To view the full webinarplease click here.

Thank you!
Salesforce.com
Tyler Ziemann
tziemann@salesforce.com
BigMachines
Vinesh Vis
vvis@bigmachines.com
(650) 403-6335
hiSoft
Lisa Hamann
lisa.hamann@hisoft.com
(847) 772-8118

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Which quoting tool is right for you

by Maricor on Sep 21, 2010

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Which quoting tool is right for you — Presentation Transcript