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Codestrek Salesforce

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Codestrek’s Salesforce Service Offered Salesforce1 platform, visual force, and Apex capabilities.

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Codestrek Salesforce

  1. 1. Salesforce Practice Codestrek Technologies Pvt. Lmt.
  2. 2. AGENDA • SFDC Practice Overview • Codestrek’s CRM Service Offering • Salesforce.com Service Offering • Key SFDC Customers • Our Practice Roadmap • SFDC Experience • IP Based Solutions • Question and Answers
  3. 3. Codestrek’s CRM Service Offerings ● Requirement Gathering ● Analysis ● Design ● Build and Test ● UAT ● Performance Testing ● Deploy ● CRM Strategy & Roadmap ● Key Metric Evaluation ● ROI/TCO Analysis ● Business Process Re- engineering ● System Appreciation ● Package Evaluation ● Adoption ● Customer Sales and Service Insights ● Key Metrics Measurement ● ROI/TCO Measurement ● Application Effectiveness Review ● Change Management Training ● Production Support ● Defect Fix and Enhancements ● Admin Support ● Sales, Service & Marketing Operation Support CONSULTING IMPLEMENTATION Measure SUPPORT Key Capabilities Migration Services Customization Services Integration Services Post Production Support Salesforce Mobile SFDC Community SFDC Org. Consolidation
  4. 4. Codestrek’s Salesforce Service Offerings
  5. 5. SFDC Practice Overview ● 4+ Year SFDC practice ● Serviced more than 6 Customers ● Diversified domain experience in Manufacturing, Utility, Hi-Tech, Retail, Financial Services and Insurance ● Significant investment in tools/accelerators/framework for SFDC ● 7+ Multi Skilled Salesforce CRM Consultants ● Solution Architects – 1; Leads - 1 ; Functional - 2+ ; Technical and Admin – 3+ ● Every resource have worked on at least 5 projects ● Trainings & Certifications are conducted by practice
  6. 6. PURPOSE OF PROPOSAL • AAC Inc. has been engaged to support ABC Software Company in an effort to examine how a next – generation customer relationship management platform can best support business strategy and assist articulating recommendations for leveraging CRM Capabilities with an updated program plan. • This presentation provides a summary of the Discovery findings and accomplishments in the first three stages, and a recommended roadmap for the implementation of a best-of-breed CRM platform.
  7. 7. GOALS/OBJECTIVES • To assess the existing application and to provide a high-level CRM Migration Strategy / Roadmap • Provide end to end solution • CRM Migration Strategy/Roadmap • Build & Deploy • Measure • Support • Perform Migration effectiveness and provide improvement recommendations • Leverage our existing Siebel to Cloud migration best practices and methodology to ensure quicker Return On Investment and user adoption. Migration Build & Deploy Measure Support High Level Activities ❖ High/Low Level Design ❖ Application Build ❖ Data Migration ❖ Interfaces ❖ User Acceptance Training ❖ Deployment ❖ Application Matrices ❖ Performance Matrices ❖ Calculate Return On Investment ❖ Application Support ❖ Bug Fixes ❖ Minor Enhancement Deliverables ❖ Migration Strategy ❖ High Level Project Plan and Effort Estimates ❖ Understand drivers for migrating to Salesforce.com ❖ Assessment, Strategy and Roadmap ❖ High Level Requirement Gathering ❖ Salesforce.com or Force.com Application ❖ Design Documents ❖ Return On Investment ❖ Recommendation for improvement ❖ Service Level Agreement ❖ [SLA] Document ❖ Defect Analysis
  8. 8. CURRENT STATE - KEY FINDINGS • Products are sold via Enterprise Sales Team and Web Store. • Existing Siebel System uses Lead and Opportunity Management. • Siebel is integrated with Order Management System (OMS) to handle Order Processing and billing. • Orders placed through Web store are directly processed in OMS. • Web Stores user accounts and data are stored in Separate Database. • Licenses/Entitlements are created in Salesforce through OMS. • Existing system has the ability to Track Licenses and Entitlements. • Users have the ability to view and manage Knowledge Base, Cases and Forum.
  9. 9. RECOMMENDED CRM ARCHITECTURE
  10. 10. Program Overview PHASE INITIATIVES Phase 1 ➔ Process Definition ➔ Lead Management ➔ Account Management ➔ Contact Management ➔ Opportunity Management ➔ Assets/Entitlement Management ➔ SLA ➔ Case Management ➔ Knowledge Base ➔ Communities ➔ Content Management ➔ Integration SFDC ⇔ OMS ➔ Web Store User Accounts ⇒ SFDC Ongoing ❏ Data Migration ❏ Integration ❏ Change Management ❏ Project Management
  11. 11. ENTITY RELATIONSHIP DIAGRAM •
  12. 12. SALES FUNCTIONAL PROCESS
  13. 13. OMS TO SALESFORCE INTEGRATION
  14. 14. SALESFORCE TO OMS ORDER INTEGRATION
  15. 15. SALESFORCE TO OMS ACCOUNT INTEGRATION
  16. 16. ENTITLEMENT MANAGEMENT MODELS ENTITLEMENT MODEL YOUR GOAL USE IF Entitlement Only Support reps verify that contacts are entitled to customer support before they create cases. •There's no need to manage your customer's entitlements as part of a service contract •Your entitlements don't have a renewal process •Entitlements aren't purchased by your customers; they're bundled with products (warranties) •Your customers' entitlements are short term and managed independently of each other Service Contracts with Entitlements Support reps verify that a customer is entitled to support based on a service contract. •Entitlements are purchased and managed separately from the products they cover and are part of a service contract •Your customers' entitlements are renewed at a contract level, not individually. •Salesforce.com is used for customer support but may not be used for service contract management Service Contracts with Contract Line Items and Entitlements Support reps verify that a customer is entitled to support based on line items in a service contract. •Salesforce.com is used for customer support and to manage your customers' service contracts. •Your support team manages service contract transactions such as transfers, merges, and renewals •Warranties, subscriptions, or other support products appear as line items on your sales orders and map to one or more entitlements •Entitlements are created and updated via an integration with order management system
  17. 17. ENTITLEMENT MANAGEMENT
  18. 18. SERVICE FUNCTIONAL PROCESS
  19. 19. KNOWLEDGEBASE FUNCTIONAL PROCESS
  20. 20. FORUMS
  21. 21. CHANGE MANAGEMENT

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