This document summarizes a webinar about simplifying sales and operations planning with Jedox software. The webinar will discuss challenges companies face with sales planning using spreadsheets and siloed systems. It will provide live demos of using Jedox to unify planning, analytics and reporting across Excel, the web and mobile apps. Attendees will see how Jedox integrates with CRM systems like Salesforce to leverage more data for smarter sales forecasting and opportunity management. The webinar aims to show participants how Jedox can help companies streamline their sales planning processes.
[Webinar] What Sales Professionals Need to Succeed in the Digital Age
1. What Sales Professionals Need to Succeed in the Digital Age
Tuesday, July 25th 2017
WEBINAR: SIMPLIFY SALES & OPERATIONS PLANNING
Simplify Planning, Reporting & Analytics
2. Simplify Planning, Reporting & Analytics 2
Jedox Company Snapshot
ExcelPLUS: Choice of
desktop, web & mobile apps
Leader in CPM & BI
software
Founded 2002 in Germany
8 Offices in Germany, France,
United States, Australia & Singapore
2,000+ customers around the
globe
Global partner network with
180+ business partners
3. Simplify Planning, Reporting & Analytics 3
Jedox is used in all Industries, all Sizes, all Departments
More Details: www.jedox.com/en/customers
4. 4Simplify Planning, Reporting & Analytics
Agenda
• #1: Why Sales & Operations Planning can be a tough nut to crack
• #2: Live Demo: Simplify Sales Planning with Jedox - in Excel, the Web and on your Smartphone
• #3: Leveraging Salesforce for smart Sales Planning with Jedox incl. Live Demo
•
#4: Q&A
Simplify Planning, Reporting & Analytics 4
5. Simplify Planning, Reporting & Analytics 5
Questions:
• How much can we sell?
• How big is our market next year?
Challenges:
• Demand Planning
• Collecting Sales and Market Data
• Agile & Up-to-date: Rolling Forecasts
• Communicating and Measuring the Plan
• Aligning Supply, Demand and Financial Plans
Sales & Operations Planning: The Challenges
Source: Gartner “Conquering the Seven Deadly Challenges of Sales & Operations Planning”
6. 6Simplify Planning, Reporting & Analytics
72 %
difficulty in
getting to the
right data in a
timely fashion
50%
lack of skilled
resources
50%
lack of
understanding
from the
executive team
53 %
S&OP process
is not
balanced
4
multiple planning
processes on
average – lack of a
unified process
Sales & Operations Planning: A Tough Nut to Crack!
Source: Supply Chain Insights
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Traditional Spreadsheet-Based Sales Planning Process
1.
Finance Creates
Templates
2.
Load
Previous Year
4.
Forward to
Sales Reps
3.
Distribute to
Sales
Managers
5.
Consolidation
by Sales
Managers6.
Monitor
Progress
7.
Validate
Submission
8.
Finance
Consolidates
Results
9.
Analysis
10.
Adjust/
Scenarios
11.
Finalize &
Track
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Fiat FCA Motor Village Germany – Customer Success
Solution
Unified planning & reporting solution
with P&L, KPIs, budgeting, forecast,
local planning across dealerships
System environment
Freicon FILACS.PLUS Dealer
Management System, Sage 200 FiBu,
Excel, Oracle Hyperion
Industry
Automotive, Retail & Distribution
Department
Finance, Sales, Management
Region
Fiat forecasting 10x faster with unified Jedox solution
“The efficiency increase in planning alone is
very impressive!
What took several hours before we now achieve
within seconds.”
Richard S., Head of Controlling, FCA Motor Village Germany
12. FIAT Customer Story:
Increase Speed and Quality of Sales Forecasting
Central Managers
enter plan data
through the Web
Financial
Controlling
FI AT Dealership
Quarterly sales forecast
for HQ Management
FIAT HQ
Turin
17. Simplify Planning, Reporting & Analytics 17
Example: Salesforce
Great at day-to-day CRM tasks
Embedded Salesforce Analytics “Einstein Analytics“
BUT
• Difficult to add external data sources
• Limited strategic sales planning and forecasting functionality
Result: Export to Excel from Salesforce
Innovative Cloud CRM with Limits
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Smart Sales Planning with CRM & ERP Analytics
1. Merge multiple CRM & ERP data sources
e.g. Salesforce, SAP ERP, Hubspot, Microsoft Dynamics NAV, Netsuite, Oracle
JD Edwards, Sage & many more
2. Embedded in your familiar application
See in-depth analytics and reports right in your preferred front-end
3. Benefit from the flexibility of Excel
For maximum flexibility in planning, analytics, and reporting Jedox users can
analyze and enter planning figures directly in native Excel
4. Make Planning Smarter
Use real-time CRM data in your Jedox Sales budgeting, planning, forecasting
Benefits of integrating Jedox with your CRM & ERP solutions
19. Simplify Planning, Reporting & Analytics 19
Zimmer Germany – Customer Success
Solution
Sales performance, management
dashboards
Number of users
Approximately 2,500
System environment
Salesforce.com, SAP
Industry
Healthcare, manufacturing
(orthopedic technologies)
Department
Sales, IT
Region
Europe, Asia, USA
Jedox and Salesforce deliver joint sales success for Zimmer
“With Jedox, we always know the status of our
sales projects and can respond with targeted,
timely actions.”
Thomas Kremer, Head of SalesControlling,
Zimmer Germany GmbH
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Zimmer Customer Story:
Smart Opportunity Management Using Salesforce & SAP Data
• Personalized sales
analysis by products,
business units,
regions, account
managers, and
more
• Smart Opportunity
Management data
feeds sales forecast
• Detailed account
sales performance
• Current status and
progression of
stages in the sales
process
• Timely, targeted
marketing and
sales activities
2,500 Salesforce
users access daily:
Jedox Finance &
Sales Business Users:
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Flexible Deployment Options
€ 85
pro Nutzer
pro Monat*
Jedox Cloud
includes:
Software, Maintenance/Support,
Hardware
Software as a Service
(Rent)
Jedox Subscription
includes:
Software, Maintenance/Support
Own hardware
(Rent)
private
public
privat
public
Jedox License
includes: Software
(excl. Maintenance/Support)
Own hardware
(Purchase)
23. Your Next Steps with Jedox…
1 3
Free Jedox
Software Trial
Start your free of charge
Jedox cloud trial.
Or download your free 30-days Jedox trial
version.
Arrange for an individual workshop with
one of our solution architects to see the
power of Jedox based on your own data.
Jedox Cloud
On-premises
Bring Your Own
Data Workshop
jedox.com/en/software/free-software-trial
2
Get a personal live demo from one of our
Customer Success Managers.
Personal Live
Demo
Email: info@jedox.com Email: info@jedox.com
25. Jedox AG Freiburg (Headquarters)
Bismarckallee 7a, D-79098 Freiburg im Breisgau
Jedox AG Frankfurt am Main
THE SQUAIRE 12, D-60549 Frankfurt am Main
Jedox AG Düsseldorf
Peter-Müller-Straße 16a, D-40468 Düsseldorf
Jedox France SAS Paris
11 Bis rue du Colisée, 75008 Paris
Jedox Inc. Boston
50 Milk St, 16th Floor, Boston, MA 02109
Jedox Pty. Ltd Melbourne
Level 10, 492 St Kilda Road, Melbourne 3004 VIC
Jedox Pty. Ltd Sydney
Level 32, BT Tower, 1 Market Street, Sydney 2000 NSW
Jedox Pty. Ltd Singapore
Level 04-05, 51 Changi Business Park Central, 2 Singapore 486066Locations