Apttus atlanta sfdc user group pres feb 2011

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  • Welcome to the Apttus product demonstration and thank you for your time In the next few minutes you will be seeing how you can configure, price and quote a product or service, natively inside salesforce.com without ever leaving salesforce. We will walk through what a native application is and demonstrate Apttus’ native configure price and quoting tool. Lets see what a native application means
  • The applications are offered in modules that pick up from a salesforce opportunity and enable the entire process to stay inside salesforce.com
  • We begin with a quote. Once the customer asks for a quote, a sales person typically has to provide the product or service, its options and the pricing in the quote. This can entail a simple selection of the offering from a product catalogue or price book, or a highly complex product and pricing configuration of a bundle of products and services. Apttus enables product selection, configuration, pricing and approvals, again all natively inside salesforce.com.
  • Next, you can take the output of the quote or configuration and automatically create a quality customer-facing document from standard templates. The proposal can be a simple form document or a highly complex conditionally assembled document depending on the sales persons need. Data can be pulled from anywhere inside salesforce and it only takes minutes to set the documents up.
  • Once the proposal has been accepted by the customer, a contract can easily be generated from the data already inside your salesforce instance. Even better, the entire contract approval process stays inside salesforce, so even as the negotiators redline the documents, relevant data is synchronized with salesforce. This is done through Apttus’ unique Word-to-Salesforce Enhancer technology. A user can perform the entire contracting function in a word document with the changes being captured and therefore managed inside salesforce.
  • And finally, ensuring that after all the sales efforts, the right outcomes are actually realized by your organization. Comply examples are things such as managing simple dates or tasks, to complex milestones or renewals through complete integration into your financial system to ensure that transactions, payments, etc are accurate and in compliance with the actual agreements in place. Because all the relevant data is inside salesforce, reporting, dashboards, and other management tools are available across the entire process continuum.
  • Apttus atlanta sfdc user group pres feb 2011

    1. 1. Applications for Configure-Quote-Contract for Salesforce customers APT TUS
    2. 2. <ul><li>Applications built </li></ul><ul><li>on the </li></ul><ul><li>salesforce.com platform </li></ul>APT TUS … and used by salesforce
    3. 3. <ul><li>salesforce.com largest native application provider </li></ul><ul><li>helped create force.com </li></ul>APT TUS
    4. 4. ERP APT TUS Complete your Quote to Order inside the salesforce cloud Opportunity
    5. 5. Quote Configure, Price, and Quote simple or complex products or services Order Mgt. Complete your Quote to Order inside the salesforce cloud Opportunity
    6. 6. Quote Propose Assemble, send and track quality customer facing proposals Order Mgt. Complete your Quote to Order inside the salesforce cloud Opportunity
    7. 7. Quote Propose Contract Request, approve, negotiate, sign and store contracts Order Mgt. Complete your Quote to Order inside the salesforce cloud Opportunity
    8. 8. Quote Propose Contract Comply Order Mgt. Manage tasks, milestones payments & revenue with full visibility and reporting Complete your Quote to Order inside the salesforce cloud Opportunity
    9. 9. Select APT TUS Customers

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