2. 6+ yrs In SaaS Consulting, Process Automation & Analytics
250+ Headcount, with 60+ Certifications
Platinum Only one in India, Amongst 3 in ANZ, Amongst 37 in the World
300/400+ Customers / Cloud Implementation, with CSAT > 9
Industries Healthcare/Life Sciences, Automotive, Real Estate, Education,
Services, Retail & Distribution, Financial Services
How are we positioned ?
Global PresenceDelhi NCR (Delivery Center), Mumbai, Boise (Idaho),
Sacramento, Sydney, Melbourne
3. 300 + Enterprises… …have turned to SaaSfocus… ...to build solutions on cloud
platform…
…& transform their businesses
We are a technology consulting & services firm focused on helping Organizations
achieve their “Digital Vision”. Our partnerships with leaders in their respective
domains namely Salesforce.com (Sales, Service, Marketing), Amazon Webservices
(Infrastructure) and QlikTech (Analytics) has enabled us to execute and sustain
Customer Success across multiple verticals and Geos
1
6. Full Cycle Services
Strategy to Managed Services
Successfully
adoptdigital
technologies
& integrate
with existing
systems
Migration
&
Integration
Build a
business-case
driven roadmap
Build flexible
business apps
Sustain &
Enchnace
ManagementDigital
Strategy
App
Development
Sales – Service – Marketing – Communities – Platform
7. Process & System Integration: Our solutions are designed & developed
within the context of the clients’ business broader IT systems & data
ecosystem – driving greater adoption, effective utilization, & scale. Extensive
experience integrating & utilizing 3rd party app exchange products.
SFDC Technical Acumen & Capacity: Talented business analyst team & deep
technical bench. enables us to quickly size up customer pain points & devise
the required innovations & solution, including rapid prototyping
User Experience: We enable compelling user experiences & meaningful
utilization. We have an innovative in house design & talented user interface
team that designs & develops compelling, intuitive, & contextual user
experiences.
Our Strengths
8. Project Management Methodology
Your Objectives
Out of box implementation
Industry Best Practices
Product led change
Our Approach
Framework based solution
Rapid Design Visualisation
Agile methodology
Implement Change Management Plan
Manage Risk, Communication, Schedule, Budget
• Establish Steering
Committee
• Define Key
Stakeholders
• Define Customer &
Consultant Project
Team
• Create Project
Charter & Project
Plan
1
Step
Plan 2
Step
Analyse
• Business Value
Executive Workshop
• Requirements
Workshop
• BRD Preparation
Requirements
Sign Off
3
Step
Design & Build
• Application Design
• Technical
Architecture
• Build Solution
• Manage Data
• Iterative Reviews
Design
Sign Off
9. Project Management Methodology
• Unit & Integration
Testing
• Resolve bugs & new
change requests
• Production
Deployment
• Data Migration
4
Step
Validate & Deploy
Design
Sign Off
UAT
Sign Off
• End User & Admin
Training
• Collect learning's &
feedback
• Transition to Support
Team
5
Step
Go Live
Project
Sign Off
• Align FTEs for
ongoing support
• Define SLAs for
support
• Follow change
management policies
6
Step
Support
Project
Sign Off
15. Key Implementations
Permanent Journey Plans for Sales
Reps
Capturing Retail Outlet Stocks &
Claims via Salesforce1
Custom Built Approval Process for
Claim Clearance (Cuts across 7
departments & 30 parameters)
SAP Integration using Jitterbit
(Customer & Stock Master, Credit
Notes)
Zylem Integration via APIs
License: Sales Cloud
Users: 250
Timelines: 4 Months
16. Key Implementations
UI/UX Designs done In House
Seller Registration & Approval
Processes
Seller Learning Center &
Collaboration
Single Sign On with other Seller Apps
Capital Assist Program: Seller Loan
Processing (Integration with 3 NBFCs
backend)
License: Communities
Timelines: 6 Weeks
17. Tracking Visitor & Prospect activities
on multiple websites
Automation rules & Workflows for
Drip Programs
Social Media Posting & Monitoring
by tracking user activity
Sync with Salesforce.com for Leads
& Contacts
Key Implementations
License: Pardot Pro Edition
Timelines: 3 Weeks
Migrating all existing customer/
prospect data for marketing initiatives
18. Key Implementations
Sales Order Processing with Price
Books & Discounting
Material Procurement & PO
Processing
Managing Warehouse Inventory-
Aisle & Bin wise, Stock Reorder
Levels
Dispatch & Shipping – Checklists,
Pick/Pack Lists, Label Generation
Integration with Tally via APIs
Maintain Customer Ledgers, Credit
Limits & Dues
License: Platform
Timelines: 8 Weeks
20. Key Implementations
Subscription Based Billing Process
Integration with Payment Gateway for
automatic/manual payments
Handling Refunds & Credits
Integration with FedEx API for
managing logistics update
Bar Code label generation & printing
Customer Communities for Self
Service, Referrals, Cross Selling License: Sales Cloud,
Communities
Users: 140
Timelines: Phase wise
21. Key Implementations
UI/UX Designs done In House
Device Responsive
Integration with Jumio for online ID
verification of the customer
Integration with Bankstatement.com.au
for bank account verification
Google calendar integration for
meetings with brokers
Conga Composer for Contract
Generation
License: Customer Communities
Timelines: Phase Wise
22. Hospital & Doctor Profiling
Monthly Journey Plans for Sales
Reps – Tracking Coverage by Doctor
Profile
Order Capture & Processing –
Web2Case
Integration with In House ERP -
Push/Pull Order Data with My SQL
Database
Key Implementations
License: Sales Cloud
Users: 65
Timelines: 3 Months
23. Key Implementations
Service Cloud Console for managing
bulks leads coming in
Call scripting – Agents can have more
productive calls & close faster
Macros for running repetitive action
quickly
Integration with backend for listed
products
VF based multi criteria search page
for agents
Increased turnaround time for sales
by 50%
License: Service Cloud
Users: 50
Timelines: 8 Weeks
24. Key Implementations
Case Management Process with
defined SLA structures
Knowledge Base Setup for quick case
resolution
Self Service Community for Customers
Intelligence Centre for Platinum
customers with access to premium
product documentation
Cross Sell services to customers
Integration with Litmos – Learning
Management App
License: Service Cloud, Customer
& Partner Communities
Users: 500
Timelines: Phase Wise
25. Key Implementations
Lead Capture from multiple sources
Lead Assignment criteria based on
multiple background logics
CTI Leads to travel agents
Lead Duplicity Check
Lead follow up process based on
organizational parameters
CTI Integration via APIs (Teckinfo)
License: PE + APIs
Users: 100 (including LPTIs)
Timelines: 4 Months
26. Key Implementations
Lead Assignment criteria based on
Zones (East/West/North/South)
Lead Rating/Scoring based on
(Nature of Event, No. of Attendees,
etc.)
Validations provided for Reservation
confirmation
Customized Quotations inclusive of
Dynamic content
Sales agent Travel Reimbursement
management using Google Map
integration
License: PE
Users: 15
Timelines: 2 Months
28. Automotive Industry Solution
AutoFocus
Lead & Pipeline Management
• Automated Lead capture & assignment
• Track Lead Life movement across sales cycle
• Track Sales pipeline Forecast/Future Closures
Campaign & Marketing Mgmt.
• Create & run marketing campaigns
• Track marketing campaign ROI & other
metrics
• Track campaign cost per lead
Booking & Retail Sales Management
• Generate & Send bookings/sales contract forms
• Allocation from Inventory at the Booking Stage
• Quick bookings approval & Gate Pass creation
Test Drive Management
• Schedule Test Drives & optimize utilization
• Real Time updates on Test Drive Car
availability
• Get Test Drive feedbacks
After Sales Service
• Send automated service reminders
• Log service requests from the portal
• Build case escalation processes & service
level agreements
Used Car Sales
• Purchase and Valuation of Vehicles
• Sale & Purchase Agreement
Automation
• Generate, Send & Sign docs. digitally
Customer Portal
• Dealer Locator & Access to Accessory
catalogue
• Loyalty Management & Service history alerts
• Manage events & promotions info
Analytics
• Predictive analysis & monitoring Key Metrics
• Monitor performance data for support operations
• Interactive Report & Dashboard for Auto Industry
29. Real Estate Industry Solution
RealtyFocus
Sales
• Capture Lead info from different sources
• Get a holistic view of Buyer & Property
• Capture Bookings & Account receipts under
customer account
Property Management
• Manage Residential & Commercial
project details
• Capture Inventory information :
Unit Type, Area, etc.
Commission Management
• Map complex commissions to Sales reps &
Referrers
• Track commission payout expenses
• Generate & Transmit Invoices
Bookings
• Manage & Track property bookings
against customers
• Search & Shortlist from available units
• Generate Customer Payment Plan
Payment Management
• Create Payment Plans against each project
• Link Payment Plans with customers during booking
• Generate & Email customer Payment Plans
• Capture Receipt/Payment against customers
Ledger Management
• View all Dues & Receipts against a
customer
• Charge wise dues & Receipts view
• Track Payment breakup by each
expense head
Booking Cancelled/ Refund Management
• Auto change in status of booking on cancellation
• Generate Cancel Receipt
• Manage Cheque Bounce/ Cancellation Adjustments
• Manage Reversal of Service Tax
Property Rate List
• Define Rate List for diff. project charges
• Define a different rate List for Unsold
units
30. Financial Services Industry Solution
FinFocus
Customer Onboarding & Profiling
• Capture Client’s Income, Assets, Liabilities &
Goals
• Self Service Customer Onboarding
• Unified view of Customer Profile
Financial Document Mgmt.
• Generate & Mail Credit Proposal, PAR Form,
SOA, etc.
• Create & Send Price Quotations to Client &
Introducer
Contract Generation
• Deal Settlement & Finalization
• Generate Contract & other relevant
documents
Application Tracking
• Track Application Status with Providers/Banks
• Generate Tasks for Document Verification &
Follow-up
Commission Management
• Capture Commission Slab for each FI/Bank
• Define Commission Structure for Agents
• Track Commission earned based on defined
slabs
Bank Management
• Manage & Track Bank Wise Customers
• Track & Capture Commissions from
Bank
Manage Invoice & Payments
• Capture Customer Payments
• Generate Invoices based on Billing
Frequency
Integration with Accounting Systems
• Integration with XERO,MYOB & Tally for
Accounts Receivable/Payable Data
31. Pharma & Medical Devices Industry Solution
MediFocus
Hospital Account Management
• Setup Account hierarchy & map subsidiaries
• Priority based segmentation of accounts by each
business unit
• Track High Value products sold & Consignment Stock
• Capture Multiple Departments
Sales Planning
• Setup Company objectives
• Create Monthly Plan based on objectives
• Create Activity Plan based on Monthly Plan
• Complete Activities & Log Results
Sales Pipeline Management
• Measure Sales performance v/s Targets
• Track product SKUs sold on Opportunity
• Track Sales Pipeline
Territory Management
• Create & Manage Sales Territories based
on region & product portfolio
• Assign Medical reps. to territories
Asset Management
• Track Loan equipment agreements & Asset
number
• Track equipment's sold on each Accounts &
their Warranty Status
Distributor Management
• Managing Secondary Sales vi a Distributor
• Track Distributor Sales v/s Target
• Segment of Distributors based on business
volume
Physician/ Distributor Contact Mgmt.
• Capture Customer, Distributor & Vendor contacts
• Classify Physicians based on Clinical Area, Specialty
• Capture customer segmentation attributes
• Buying Pattern analysis of customers
Contract Management
• Manage customer contracts with product
qty., agreed price, payment terms, etc.
• Track Contract Renewals
32. Supply Chain Management Solution
xSCM
Sales Order Management
• Generate Sales orders, Quotations & Convert deals
• Automated Invoices & Shipping details
• Handling of Orders from Channels
• Manage Price Books & Discounting
• Instant order fulfillment
Production Management
• Manage Bills of Material, Work Orders &
Work Order costing
• Inventory & Shop Floor Management
Warehouse Management
• Automatic stock issue with manual overrides
• Stock tracking & GRN generation
• Location reservation & redefinition
• Picking & Packing with picking based on Barcode
• Picklist Processing & Printing
Procurement Management
• Manage Cost, Quality & Delivery time of
procurement & suppliers
• Just-in-time & Consigned inventory
• Financial impact analysis of purchase
orders
Integration with Accounting
• Integration with Financial Applications
(FINANCIAL FORCE, SaaSu, Tally)
• Handling of various Invoicing types:
Account/Order/Consignee
Dispatch & Shipping Management
• Billing, Shipping & Mailing function
• Managing & Tracking shipments from stores,
warehouses & 3rd party locations
• Packing slips on demand
• Printing & Mailing of Freight Invoices
Inventory Management
• Handling various stock rotation like FIFO, LIFO
• Inventory tracking of product throughout Warehouse
• Low Stock Alerts & Stock Adjustments
• Cycle count by Date/Product/Bin/Location
• Replenishment requests based on actual orders
Analytics
• Highly interactive customized reports &
Dashboards reflecting Vendor Management,
Stock Management, etc.
33. Education Industry Solution
EduFocus
Admission Process Management
• Lead generation & conversion tracking
• Manage Quota v/s Actuals for various Qualitative &
Quantitative elements
• Manage weekly plan/forecast, KPIs for the field staff
• Monitor performance of field staff
Student Loan Management
• Manage multiple agencies (Govt./Pvt./Individuals)
• Track Loan applications & disbursements
• Score & rate loan agencies
Fee Management
• Create & Manage Fee heads
• Manage receipt & student ledger
• Automate fee payments reminders & follow-ups
• Generate Reports : Daily/Weekly/Monthly Fee
Collections, Student outstanding amounts
Course & Batch Management
• Create & Manage multiple courses
• Enroll students in courses
• Grading & Performance reporting system
Project Management
• Managing project details
• Invoice capturing. Tracking milestones
• Time based follow-ups & reminders
Student Management
• Capturing complete student Life-cycle :
Enrollment to Course Completion, Placement
• Capture student profile & skill matrix
• Capture contextual student details, batch,
sabbatical, etc.
Partnership/Alliance Management
• Manage employer database
• Track potential partners & partner on-boarding
process
• Manage feedback from employers/partners
• Create & maintain database of Alumni
Content Management
• Central repository for all content
• Manage content wise cost
• Content dissemination
