Overview of our journey in implementing the trifecta of Oracle Commerce Cloud, CPQ, and Service Cloud as our front end, lead-to-order solution to enable a great customer and user experience. Created by Robert Kleinschmidt.
Powerpoint presentation created for the Indo American Chamber of Commerce Business Forum held on March 23rd, 2010 presented by Girdhar Arora, owner of Epsilonium.com.
Join us as we explore the ways that enterprises can implement "hidden" features of Salesforce Live Agent by leveraging powerful features from multiple APIs. Product owners, bring along your favorite developer, because this talk will be a hybrid of functional use cases and technical solution ideas.
The Salesforce object model and the SOQL query language form the foundation of working with Salesforce data. While most developers are SQL-literate, there are small but important distinctions between SOQL and SQL. In this webinar, developers new to Salesforce will come to understand these differences, jumpstarting their Salesforce developer success.
Powerpoint presentation created for the Indo American Chamber of Commerce Business Forum held on March 23rd, 2010 presented by Girdhar Arora, owner of Epsilonium.com.
Join us as we explore the ways that enterprises can implement "hidden" features of Salesforce Live Agent by leveraging powerful features from multiple APIs. Product owners, bring along your favorite developer, because this talk will be a hybrid of functional use cases and technical solution ideas.
The Salesforce object model and the SOQL query language form the foundation of working with Salesforce data. While most developers are SQL-literate, there are small but important distinctions between SOQL and SQL. In this webinar, developers new to Salesforce will come to understand these differences, jumpstarting their Salesforce developer success.
Bots are redefining the way users engage with applications, and natural language is the new UI! Bots allow users to access information in an unstructured manner, using natural language and from wherever they happen to be without having to switch context and load a dedicated app. The possibilities are endless! Join us in this session as we explore how to build Salesforce-powered bots for Facebook Messenger, Slack, Alexa, and Chatter.
While there are many ways to build integrations with salesforce, one of the fastest growing ways is through the Salesforce REST API. Join us as we explore the current REST-ful mechanisms available to the AppCloud, and see what the next year has to offer. In this session we will discuss the Salesforce REST API structure, Authenticating to the REST API, sObject Manipulation, and Composition through the REST API.
New to Force.com and need an orientation to bring you up to speed? This monthly series of introductory sessions on Force.com, the world’s leading cloud platform that lets you build apps rapidly using configuration-driven development and powerful programmatic logic.
Use Custom Metadata Types for Easy ALM & Compliance for Your Custom AppsSalesforce Developers
Custom metadata types provide a critical new tool for application lifecycle management (ALM) and compliance for your custom app configuration layer. Until recently, developers built app configurations in custom objects (or custom settings). Managing and migrating these configurations across various environments, and tracking and validating changes, required the development of sophisticated custom tooling or complicated manual processes. Join us to learn how to use custom metadata types to manage configuration changes and automate migration, eliminating the need for expensive validation processes. This will be demonstrated by a working example from a Force.com customer.
1.2+ billion users around the world choose Microsoft Office as their primary tool for productivity. Integrating Salesforce and Office can drive unparalleled experiences for information workers. This webinar will explore Salesforce integration with Microsoft Office using Office Add-ins. Learn about what's new with Office Add-ins, the Office add-ins Salesforce offers, and how to build your own Office Add-ins that integrate with Salesforce.
You might be surprised to learn that Office Add-ins can be developed with ANY web technology and be hosted anywhere in the world. So bring your web developer hat and learn how you can maximize your Salesforce and Office investments with Office Add-ins.
Key Takeaways
- Discover how the Office Add-in architecture has changed to benefit web developers
- Learn about Salesforce Office Add-ins available through the Office marketplace and how they can deliver a great user experience in Office
- Explore key aspects of building custom Office Add-ins that run any device Office runs
- Uncover important resources for extending and integrating Force.com and the Office platform
Intended Audience
This session is geared towards existing Salesforce and Microsoft developers that want to learn how to apply their web development skills to integrate Salesforce into Office through add-ins.
CRM++ Email Integration for Oracle Cloud SolutionsCRMIT
CRM++ Email Workbench provides a comprehensive solution to manage, capture, collate, respond and distribute important customer email activity all within the CRM system. Every update, development and opportunity is immediately shared with appropriate team members, without you having to remember to copy or forward.
The CRM++ Email Workbench also eliminates the switching between email programs and CRM modules, which always has been a challenge. The seamless automation of service requests and one-stop email communication aids better visibility and accessibility to all customer information and emails within the system.
Unlock SAP - Release the potential of your existing backend systems with Sale...Salesforce Deutschland
When you unlock SAP with the Salesforce Platform, you can get more out of your back office data. Quickly deliver value to your company with new apps that help every department and employee be more productive, and move at the speed of the business. Learn in this session from our customer Koenig & Bauer and us how easy this is, also for your organisation.
Reinvent your App Dev Lifecycle with Continuous Delivery on HerokuSalesforce Developers
Learn how your team can use modern application development and deployment practices on the App Cloud to build apps with Internet scale and sophistication. We will walk through how we used Continuous Delivery with GitHub and Heroku Pipelines to build a consumer-facing real estate app.
With the Lightning Framework you can build modern apps faster and run them across all your devices. With the Winter ’17 Release, we’ve delivered a number of enhancements to Lightning to help you build even faster including new Lightning Base Components and Lightning Data Services. Learn about these important new features and more in this must-attend webinar.
- Accessing data more easily and efficiently with the new Lightning Data Service
- Building Lightning Components faster with new Lightning Base Components
- Developing more interactive experiences with new Lightning Quick Actions and the Utility Bar
Salesforce API Series: Fast Parallel Data Loading with the Bulk API WebinarSalesforce Developers
Can you load 20 million records into Salesforce in under an hour? If not, this webinar is for you.
You want to load tons of data into Salesforce. No problem, right? Just use the Bulk API and turn on parallel loading. Think again. Unless you carefully plan the big data loads that you want to break up into parallel operations to achieve maximum throughput, those loads can turn out more like slow, serial loads.
In this webinar, Sean and Steve will teach you how to realize awesome throughput in your parallel data loads on the Salesforce1 Platform. After learning from the webinar's demos and code samples, you'll be able to apply your new deep knowledge of platform internals to measure load performance, recognize problems that slow your loads down, and work around these roadblocks.
Key Takeaways
:: Learn what parallelism is and how significant optimizing it is for performance
:: Learn how to architect an integration or load tool to optimize parallelism, and obtain the maximum possible throughput
:: Learn how to manage locks to avoid lock exceptions that can significantly reduce the throughput in your loads and integrations
Intended Audience
:: Salesforce architects or Force.com developers with a working understanding of data loading and integration concepts. A high-level understanding of the Bulk API and Java is also useful.
Generate 25% more conversions with Configure Price Quote Solutions
CRM++ Quote Management is a SaaS based application that acts as a one stop shop to seamlessly generate a quote to any opportunity. It gives an organization the ability to quickly create Price Quotes and link those Quotes to Accounts, Contacts, or Opportunities. These Price Quotes are intended to allow sales representatives to easily and efficiently provide customers with Quick Quotes for pricing and availability
Bots are redefining the way users engage with applications, and natural language is the new UI! Bots allow users to access information in an unstructured manner, using natural language and from wherever they happen to be without having to switch context and load a dedicated app. The possibilities are endless! Join us in this session as we explore how to build Salesforce-powered bots for Facebook Messenger, Slack, Alexa, and Chatter.
While there are many ways to build integrations with salesforce, one of the fastest growing ways is through the Salesforce REST API. Join us as we explore the current REST-ful mechanisms available to the AppCloud, and see what the next year has to offer. In this session we will discuss the Salesforce REST API structure, Authenticating to the REST API, sObject Manipulation, and Composition through the REST API.
New to Force.com and need an orientation to bring you up to speed? This monthly series of introductory sessions on Force.com, the world’s leading cloud platform that lets you build apps rapidly using configuration-driven development and powerful programmatic logic.
Use Custom Metadata Types for Easy ALM & Compliance for Your Custom AppsSalesforce Developers
Custom metadata types provide a critical new tool for application lifecycle management (ALM) and compliance for your custom app configuration layer. Until recently, developers built app configurations in custom objects (or custom settings). Managing and migrating these configurations across various environments, and tracking and validating changes, required the development of sophisticated custom tooling or complicated manual processes. Join us to learn how to use custom metadata types to manage configuration changes and automate migration, eliminating the need for expensive validation processes. This will be demonstrated by a working example from a Force.com customer.
1.2+ billion users around the world choose Microsoft Office as their primary tool for productivity. Integrating Salesforce and Office can drive unparalleled experiences for information workers. This webinar will explore Salesforce integration with Microsoft Office using Office Add-ins. Learn about what's new with Office Add-ins, the Office add-ins Salesforce offers, and how to build your own Office Add-ins that integrate with Salesforce.
You might be surprised to learn that Office Add-ins can be developed with ANY web technology and be hosted anywhere in the world. So bring your web developer hat and learn how you can maximize your Salesforce and Office investments with Office Add-ins.
Key Takeaways
- Discover how the Office Add-in architecture has changed to benefit web developers
- Learn about Salesforce Office Add-ins available through the Office marketplace and how they can deliver a great user experience in Office
- Explore key aspects of building custom Office Add-ins that run any device Office runs
- Uncover important resources for extending and integrating Force.com and the Office platform
Intended Audience
This session is geared towards existing Salesforce and Microsoft developers that want to learn how to apply their web development skills to integrate Salesforce into Office through add-ins.
CRM++ Email Integration for Oracle Cloud SolutionsCRMIT
CRM++ Email Workbench provides a comprehensive solution to manage, capture, collate, respond and distribute important customer email activity all within the CRM system. Every update, development and opportunity is immediately shared with appropriate team members, without you having to remember to copy or forward.
The CRM++ Email Workbench also eliminates the switching between email programs and CRM modules, which always has been a challenge. The seamless automation of service requests and one-stop email communication aids better visibility and accessibility to all customer information and emails within the system.
Unlock SAP - Release the potential of your existing backend systems with Sale...Salesforce Deutschland
When you unlock SAP with the Salesforce Platform, you can get more out of your back office data. Quickly deliver value to your company with new apps that help every department and employee be more productive, and move at the speed of the business. Learn in this session from our customer Koenig & Bauer and us how easy this is, also for your organisation.
Reinvent your App Dev Lifecycle with Continuous Delivery on HerokuSalesforce Developers
Learn how your team can use modern application development and deployment practices on the App Cloud to build apps with Internet scale and sophistication. We will walk through how we used Continuous Delivery with GitHub and Heroku Pipelines to build a consumer-facing real estate app.
With the Lightning Framework you can build modern apps faster and run them across all your devices. With the Winter ’17 Release, we’ve delivered a number of enhancements to Lightning to help you build even faster including new Lightning Base Components and Lightning Data Services. Learn about these important new features and more in this must-attend webinar.
- Accessing data more easily and efficiently with the new Lightning Data Service
- Building Lightning Components faster with new Lightning Base Components
- Developing more interactive experiences with new Lightning Quick Actions and the Utility Bar
Salesforce API Series: Fast Parallel Data Loading with the Bulk API WebinarSalesforce Developers
Can you load 20 million records into Salesforce in under an hour? If not, this webinar is for you.
You want to load tons of data into Salesforce. No problem, right? Just use the Bulk API and turn on parallel loading. Think again. Unless you carefully plan the big data loads that you want to break up into parallel operations to achieve maximum throughput, those loads can turn out more like slow, serial loads.
In this webinar, Sean and Steve will teach you how to realize awesome throughput in your parallel data loads on the Salesforce1 Platform. After learning from the webinar's demos and code samples, you'll be able to apply your new deep knowledge of platform internals to measure load performance, recognize problems that slow your loads down, and work around these roadblocks.
Key Takeaways
:: Learn what parallelism is and how significant optimizing it is for performance
:: Learn how to architect an integration or load tool to optimize parallelism, and obtain the maximum possible throughput
:: Learn how to manage locks to avoid lock exceptions that can significantly reduce the throughput in your loads and integrations
Intended Audience
:: Salesforce architects or Force.com developers with a working understanding of data loading and integration concepts. A high-level understanding of the Bulk API and Java is also useful.
Generate 25% more conversions with Configure Price Quote Solutions
CRM++ Quote Management is a SaaS based application that acts as a one stop shop to seamlessly generate a quote to any opportunity. It gives an organization the ability to quickly create Price Quotes and link those Quotes to Accounts, Contacts, or Opportunities. These Price Quotes are intended to allow sales representatives to easily and efficiently provide customers with Quick Quotes for pricing and availability
Service Quality Management - OSS Requirements in SQM ecosystemComarch
Quality expectations of customers are increasing, thus acting as catalyst for changes in service providers’ business models and their approach to overall service quality management. Introduction of SDP and Service Delivery Framework has increased flexibility for easily creating and co-provisioning services, resulting in a more complex end-to-end business case for delivering services. This leads to a situation where managing overall quality becomes a challenge as the single operator plays only a linking role in the long supply chain of the services offered.
Superior Web-based fulfillment system for electronic design automation leader.Mindtree Ltd.
Business-to-business eCommerce portals are a major sales channel for the electronic design automation (EDA) industry, representing more than 90% of all revenue in the case of one leading provider of software tools. Here is how Mindtree helped.
Why Integration to ERP matters for Industrial ManufacturersApttus
Integrating CPQ with your existing CRM, ERP and PLM tools is critically important, especially for companies that manufacture complex configure-to-order products and rely on tools like SAP Variant Configurator. In this session, learn how you can easily integrate SAP Variant Configurator and CPQ to better utilize your investment in SAP.
Building Apps Faster with Lightning and Winter '17Mark Adcock
With the Lightning Framework you can build modern apps faster and run them across all your devices. With the Winter ’17 Release, we’ve delivered a number of enhancements to Lightning to help you build even faster including new Lightning Base Components and Lightning Data Services. Learn about these important new features and more in this must-attend webinar.
Everyone knows the power of stories, but when asked to come up with them, we struggle. Either we second guess ourselves as to the story's relevance, or we just come up blank and can't think of any. Unlocking Everyday Narratives: The Power of Storytelling in Marketing will teach you how to recognize stories in the moment and to recall forgotten moments that your audience needs to hear.
Key Takeaways:
Understand Why Personal Stories Connect Better
How To Remember Forgotten Stories
How To Use Customer Experiences As Stories For Your Brand
Most small businesses struggle to see marketing results. In this session, we will eliminate any confusion about what to do next, solving your marketing problems so your business can thrive. You’ll learn how to create a foundational marketing OS (operating system) based on neuroscience and backed by real-world results. You’ll be taught how to develop deep customer connections, and how to have your CRM dynamically segment and sell at any stage in the customer’s journey. By the end of the session, you’ll remove confusion and chaos and replace it with clarity and confidence for long-term marketing success.
Key Takeaways:
• Uncover the power of a foundational marketing system that dynamically communicates with prospects and customers on autopilot.
• Harness neuroscience and Tribal Alignment to transform your communication strategies, turning potential clients into fans and those fans into loyal customers.
• Discover the art of automated segmentation, pinpointing your most lucrative customers and identifying the optimal moments for successful conversions.
• Streamline your business with a content production plan that eliminates guesswork, wasted time, and money.
How to Use AI to Write a High-Quality Article that Ranksminatamang0021
In the world of content creation, many AI bloggers have drifted away from their original vision, resulting in low-quality articles that search engines overlook. Don't let that happen to you! Join us to discover how to leverage AI tools effectively to craft high-quality content that not only captures your audience's attention but also ranks well on search engines.
Disclaimer: Some of the prompts mentioned here are the examples of Matt Diggity. Please use it as reference and make your own custom prompts.
The What, Why & How of 3D and AR in Digital CommercePushON Ltd
Vladimir Mulhem has over 20 years of experience in commercialising cutting edge creative technology across construction, marketing and retail.
Previously the founder and Tech and Innovation Director of Creative Content Works working with the likes of Next, John Lewis and JD Sport, he now helps retailers, brands and agencies solve challenges of applying the emerging technologies 3D, AR, VR and Gen AI to real-world problems.
In this webinar, Vladimir will be covering the following topics:
Applications of 3D and AR in Digital Commerce,
Benefits of 3D and AR,
Tools to create, manage and publish 3D and AR in Digital Commerce.
Mastering Local SEO for Service Businesses in the AI Era is tailored specifically for local service providers like plumbers, dentists, and others seeking to dominate their local search landscape. This session delves into leveraging AI advancements to enhance your online visibility and search rankings through the Content Factory model, designed for creating high-impact, SEO-driven content. Discover the Dollar-a-Day advertising strategy, a cost-effective approach to boost your local SEO efforts and attract more customers with minimal investment. Gain practical insights on optimizing your online presence to meet the specific needs of local service seekers, ensuring your business not only appears but stands out in local searches. This concise, action-oriented workshop is your roadmap to navigating the complexities of digital marketing in the AI age, driving more leads, conversions, and ultimately, success for your local service business.
Key Takeaways:
Embrace AI for Local SEO: Learn to harness the power of AI technologies to optimize your website and content for local search. Understand the pivotal role AI plays in analyzing search trends and consumer behavior, enabling you to tailor your SEO strategies to meet the specific demands of your target local audience. Leverage the Content Factory Model: Discover the step-by-step process of creating SEO-optimized content at scale. This approach ensures a steady stream of high-quality content that engages local customers and boosts your search rankings. Get an action guide on implementing this model, complete with templates and scheduling strategies to maintain a consistent online presence. Maximize ROI with Dollar-a-Day Advertising: Dive into the cost-effective Dollar-a-Day advertising strategy that amplifies your visibility in local searches without breaking the bank. Learn how to strategically allocate your budget across platforms to target potential local customers effectively. The session includes an action guide on setting up, monitoring, and optimizing your ad campaigns to ensure maximum impact with minimal investment.
In this presentation, Danny Leibrandt explains the impact of AI on SEO and what Google has been doing about it. Learn how to take your SEO game to the next level and win over Google with his new strategy anyone can use. Get actionable steps to rank your name, your business, and your clients on Google - the right way.
Key Takeaways:
1. Real content is king
2. Find ways to show EEAT
3. Repurpose across all platforms
Digital marketing is the art and science of promoting products or services using digital channels to reach and engage with potential customers. It encompasses a wide range of online tactics and strategies aimed at increasing brand visibility, driving website traffic, generating leads, and ultimately, converting those leads into customers.
https://nidmindia.com/
Mastering Local SEO for Service Businesses in the AI Era is tailored specifically for local service providers like plumbers, dentists, and others seeking to dominate their local search landscape. This session delves into leveraging AI advancements to enhance your online visibility and search rankings through the Content Factory model, designed for creating high-impact, SEO-driven content. Discover the Dollar-a-Day advertising strategy, a cost-effective approach to boost your local SEO efforts and attract more customers with minimal investment. Gain practical insights on optimizing your online presence to meet the specific needs of local service seekers, ensuring your business not only appears but stands out in local searches. This concise, action-oriented workshop is your roadmap to navigating the complexities of digital marketing in the AI age, driving more leads, conversions, and ultimately, success for your local service business.
Key Takeaways:
Embrace AI for Local SEO: Learn to harness the power of AI technologies to optimize your website and content for local search. Understand the pivotal role AI plays in analyzing search trends and consumer behavior, enabling you to tailor your SEO strategies to meet the specific demands of your target local audience. Leverage the Content Factory Model: Discover the step-by-step process of creating SEO-optimized content at scale. This approach ensures a steady stream of high-quality content that engages local customers and boosts your search rankings. Get an action guide on implementing this model, complete with templates and scheduling strategies to maintain a consistent online presence. Maximize ROI with Dollar-a-Day Advertising: Dive into the cost-effective Dollar-a-Day advertising strategy that amplifies your visibility in local searches without breaking the bank. Learn how to strategically allocate your budget across platforms to target potential local customers effectively. The session includes an action guide on setting up, monitoring, and optimizing your ad campaigns to ensure maximum impact with minimal investment.
The digital marketing industry is changing faster than ever and those who don’t adapt with the times are losing market share. Where should marketers be focusing their efforts? What strategies are the experts seeing get the best results? Get up-to-speed with the latest industry insights, trends and predictions for the future in this panel discussion with some leading digital marketing experts.
AI-Powered Personalization: Principles, Use Cases, and Its Impact on CROVWO
In today’s era of AI, personalization is more than just a trend—it’s a fundamental strategy that unlocks numerous opportunities.
When done effectively, personalization builds trust, loyalty, and satisfaction among your users—key factors for business success. However, relying solely on AI capabilities isn’t enough. You need to anchor your approach in solid principles, understand your users’ context, and master the art of persuasion.
Join us as Sarjak Patel and Naitry Saggu from 3rd Eye Consulting unveil a transformative framework. This approach seamlessly integrates your unique context, consumer insights, and conversion goals, paving the way for unparalleled success in personalization.
The digital marketing industry is changing faster than ever and those who don’t adapt with the times are losing market share. Where should marketers be focusing their efforts? What strategies are the experts seeing get the best results? Get up-to-speed with the latest industry insights, trends and predictions for the future in this panel discussion with some leading digital marketing experts.
Short video marketing has sweeped the nation and is the fastest way to build an online brand on social media in 2024. In this session you will learn:- What is short video marketing- Which platforms work best for your business- Content strategies that are on brand for your business- How to sell organically without paying for ads.
Core Web Vitals SEO Workshop - improve your performance [pdf]Peter Mead
Core Web Vitals to improve your website performance for better SEO results with CWV.
CWV Topics include:
- Understanding the latest Core Web Vitals including the significance of LCP, INP and CLS + their impact on SEO
- Optimisation techniques from our experts on how to improve your CWV on platforms like WordPress and WP Engine
- The impact of user experience and SEO
Monthly Social Media News Update May 2024Andy Lambert
TL;DR. These are the three themes that stood out to us over the course of last month.
1️⃣ Social media is becoming increasingly significant for brand discovery. Marketers are now understanding the impact of social and budgets are shifting accordingly.
2️⃣ Instagram’s new algorithm and latest guidance will help us maintain organic growth. Instagram continues to evolve, but Reels remains the most crucial tool for growth.
3️⃣ Collaboration will help us unlock growth. Who we work with will define how fast we grow. Meta continues to evolve their Creator Marketplace and now TikTok are beginning to push ‘collabs’ more too.
In this presentation, Danny Leibrandt explains the impact of AI on SEO and what Google has been doing about it. Learn how to take your SEO game to the next level and win over Google with his new strategy anyone can use. Get actionable steps to rank your name, your business, and your clients on Google - the right way.
Key Takeaways:
1. Real content is king
2. Find ways to show EEAT
3. Repurpose across all platforms
2. Markets Products / Services
Military and Defense
Space
Medical
Commercial Air
Industrial
60 Years of designing and building electronic interconnect solutions for applications, operating
in the most demanding environments, that simply cannot fail!
Rectangular
Connectors
Micro-D
Connectors
Nano-D
Connectors
Circular
Connectors
Cable
Assemblies
Flex Circuit
Assemblies
PCB
Assemblies
Engineered
Power Supplies
High-Level
Assemblies
Chassis &
Box Builds
Space/Mil Aero
Lab Services
Design, Proto,
Qual Services
Interposers
3.
4. Agenda
– Current “Silo’d” State and Issues
• Website
• Configurator
• Quotes
• Orders
– Future “Integrated” State
• Lead-to-Order
– Solutions Architecture
– Walk Through New Solution
– Results & Key Takeaways
5. Current State: Website
• Website outsourced – “side project”
• Best suited for customers who are
familiar with AirBorn
• Product Line vs Application oriented
• Two basic “journeys”
• Poor search engine results
• Mobile unfriendly
Issues
• Weak or outdated content
• Poor user experience for new or
unfamiliar customers
• Heavy tech support inquiries
6. Current State: Configurator
• Build-to-order, highly configurable
products
• Same for services: Testing,
packaging, marking, documentation
• Millions of part numbers
• 3 “silo’d” components each did bits;
Not end-to-end
Issues
• Did not address costing, pricing, bill-
of-material, router, lead-time
7. Current State: Quotes
• Generated manually
• Poor record retention
• Each customer service rep had their
own process and approach
• Emails
• Word docs
• Excel files
Issues
• Resource intensive
• Error prone
• Untraceable
• Highly unproductive
• Unprofessional
8. Current State: Orders
• 3 Independent ERPs
• Customer Service oriented around
each
• Do not expect to consolidate
anytime soon, if ever
Issues
• Difficult to deliver “single point of
contact” service
• Potential errors re-entering quote
information to create order
9. Deliver four basic “journeys”
1) Is AirBorn for me?
2) Which product line is for
me?
3) Which part number is for
me?
4) I already know my part
number
Guided selling that is product
line agnostic
Lead Configure Quote OrderSelect
Two basic “journeys”
1) Which part number is for
me?
2) I already know my part
number
Requires familiarity with
AirBorn product lines
> Page 5 for critical keywords
and phrases
No linkage of lead from web
to CRM
Page 1 results for critical
keywords and phrases
Lead capture, assignment, and
follow up
Ability to visually configure
based on “customer’s
language”
Configure products and
services
Customer can configure part
number but that’s it
Products only; No services
Current
Future
10.
11. Deliver four basic “journeys”
1) Is AirBorn for me?
2) Which product line is for
me?
3) Which part number is for
me?
4) I already know my part
number
Guided selling that is product
line agnostic
Lead Configure Quote OrderSelect
Two basic “journeys”
1) Which part number is for
me?
2) I already know my part
number
Requires familiarity with
AirBorn product lines
> Page 5 for critical keywords
and phrases
No linkage of lead from web
to CRM
Page 1 results for critical
keywords and phrases
Lead capture, assignment, and
follow up
Mobile friendly!
Ability to configure based on
“customer’s language”
Configure products and
services
Low to No-Touch
Guide customer to “mating”
connector
Customer can configure part
number but that’s it
High-Touch
Products only; No services
Hours to issue out Quotes
Ability to generate quote
Generate costs + prices +
lead times for standard
items
Route for approvals
Record in CRM
Ability to configure Bill of
Materials and Routers
Manual handling of quotes: 3
to 10 days typical
Three quote processes &
teams depending on ERP
Special prices managed by
Excel spreadsheets
Hours to enter Orders
Single “Product and ERP
Agnostic” Quote and Order
team and process
Manual handling of orders: 3
to 10 days typical
Three order processes &
teams depending on ERP
Current
Future
13. Leverage middleware to
enable in-house
integration between
different systems
Oracle
Commerce
Oracle CPQ
Oracle Service
Glovia
ERP
Manex
ERP
Paradigm
ERP
Quality
System
Windchill
PLM
CalcuQuote
Email
Phone call
Chat
Web form
Credit card
Sync Organization
Push finished configured P/N
Push finished BOM/Router
Push pricing
Push order
Pull components & pricing
Pull lead time
Pull inventory
Pull order status
Push Quality Incident
Pull status & CAR
Push custom approved opps
Pull engineering status
Organizations
Contacts
Opportunities
Service Requests
Knowledge Database
Configurator, Quotes
Orders
Chat
Surveys, Emailers
AFC Quality
System
16. Customer Accounts (tied to OSvC)
eCommerce, Carts (OCC)
Search a Part (tied to CPQ)
Service Request (tied to
OSvC)
Customer can log-in and
see all service requests &
status
In-House Content/SEO Ownership (OCC)
17. Journey 2: Which part family is for me?
Product line agnostic!
Journey 1: Is AirBorn for me?
Journey 3: Which part number is for
me?
Journey 4: I already know part number
I’m interested in
20. Flexible Search Capability
- Enter “MK” – show all available families
- Enter “MK-25” – show specific family
- Enter “MK-29xxx” – incorrect family, show all MK families
- Enter “Complete P/N” – show specific family
- Pre-Populate Configurator accordingly
21. Main Configurator Screen
- Configure part
- Download 3D model,
- Create quote, or
- Add to cart
- Will be very visual
22. Based on first connector, customer or
customer service, can select the mating
connector
Configurator pre-configured with ‘mating’
options
First in industry!
23. Most of our products have never been configured before, and thus are not setup in ERP systems
Components & costs are pushed into CPQ
CPQ builds the BOM (Bill-of-Materials) and Router and pushes this into ERP
24. Building in ability to configure services too…Truly transformational for AirBorn!
25. Quotes & Orders
– Create quotes
– Route for approvals
• Pricing: Price discounts
• Legal: Terms and conditions review
– Pricing team can view discounts vs book price and margins
– Version control
– Final quote attached to customer in OSvC
– Quote easily converted to order; Eliminates re-entry
26. Preliminary Results
– In late stage development but so far…
– Ability to track incoming requests from receipt to closure
– Integration & data sync of core systems
– Quotes: From 3-10 days to Minutes
– Orders: From 3-10 days to Minutes
– Reduces workload on customer service, tech services, and
engineering a minimum of 40%
– Reduces errors
27. Key Takeaways
• Led with customer & staff experience to create a competitive edge and scale the operation
• Laid the foundation with CRM foundation
• Evangelized internally the importance and value of Digital Transformation – 2 year process!!
• Defined and laid out low or no-touch “To Be” Process
• Researched available options based on core criteria
– Strong SEO and eCommerce oriented CMS solution
– Address 4 core customer journeys
– Complex configuration capabilities for products and services
– Ability to build BOMs and Routers including cost and lead time impact
– Ability to generate price & calculate margins
– Ability to manage quote output, T&Cs, version control and approvals
– Ability to easily convert quotes to orders
– “ERP agnostic” solution
• Researched and select strong middleware solution – Key to Digital Transformation!!
• Resource cross-functional team including partners (existing + new hires)
– Project Manager
– Sales/Marketing Vision
– Web Designer/Developer
– System Architects
– ERP Specialists
– Partners
Editor's Notes
Reduced the size of image as it was overlapping the text area