EMEA webinar: Delight Your Customers with Quote to Cash Apps and Salesforce

® APTTUS 2013

#QTCapps

® APTTUS 2014

Delight Your Customerswith Quote-to-Cash Apps & Salesforce

® APTTUS 2014

#QTCapps

Typical Journey from Quote to Cash

ERPOPPORTUNITY

MANUAL PROCESSES

HOMEGROWN SYSTEMS

MICROSOFT OFFICE

OUTSIDE SALESFORCE

DELAYED

DEALSDECREASED

REVENUELOWER

MARGINS

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Apps for Salesforce Streamline Quote-to-Cash Process

Configure and price optimal quote

Electronically sign quotes and documents

Sync order details to ERP and SFDC

APTTUS

Incent reps to offer best deals

ERPOPPORTUNITY

FASTER

SALESBIGGER

DEAL SIZEACCURATE

ORDERS

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Create the Optimal Quote for New Deals and Renewals

APTTUS

Create better quotes for new deals, add-on sales and renewals –built on Salesforce

Configure Price Quote (CPQ) for the most complex products and services, while adhering to existing agreements

Contract Management provides comprehensive capabilities to request, negotiate and finalise contracts

Revenue Management helps manage revenue recognition policies by producing revenue schedules, rebate structures and more

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APTTUS Quote-to-Cash

Quote Contract RevenueOpportunity ERP

PARTNER COMMERCE RISK MANAGEMENT

CONFIGURATION

PRICING

QUOTING

CPQCONTRACT

MANAGEMENT

Quote Contract Revenue

E-SIGNATURE

REVENUE RECOGNITION

RENEWAL MANAGEMENT

REBATE MANAGEMENT

E-COMMERCE

QUOTE-TO-CASH INTELLIGENCE

WIZARD

AUTHORING

COMPLIANCE

X-AUTHOR MANAGEMENT

Partner Booth Demo 16 x 9

Apttus helps reps create detailed quotes all inside Salesforce


Use Guided Search or Guided Selling to quickly create a quote for simple or complex product catalogs


Increase deal size by adding recommended products for upsell or cross-sell


Support complex pricing and analyse deals for corporate alignment

® APTTUS 2014

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Incent Sales to Create Best Deals

Incent right – unleash the power of your incentive compensation

Maximise ROI on incentives

Find room for improvement with big data analytics

Motivate the sales team with real-time incentive updates

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Xactly for Salesforce

HCM ERP CPQ CRM

INCENTIVE COMPENSATION

BIG DATA PLATFORM

Integrated Sales

Incentives

Effective MBO Plans

Insights into

what works, and

what doesn’t


Check commission on orders via Xactly using the Estimate Incentives button


Guide sales to structure better deals through detailed views into incentive attainment


Use the Xactly Dashboard for even more insights into incentives and sales rank

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Global Standard: eSignatureTransaction Management

Gartner #1, Forrester #1, Ombud #1

60K customers, 48M users, +75K new/day

• More than 40 million DocuSigners have signed more than 290 million documents.

• 51% of DocuSign documents are completed within 1 hour.

• Employees at 90% of the Fortune 500 have DocuSigned.

188 countries, 48 languages

® APTTUS 2014

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DocuSign for Salesforce

AppExchange package that allows you to use

DocuSign service within the native Salesforce

environment.

• Here is what you can do:

• Manage users

• Merge data from any object

• Create automated workflows

• Send documents for signature

• Real time deal updates via Chatter

• Get status and data back into

Salesforce

• Localised in 14 languages https://appexchange.salesforce.com/listingDetail?listingId=a0N30000001taX4EAI

https://appexchange.salesforce.com/listingDetail?listingId=a0N30000001taX4EAI

® APTTUS 2014

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From within Salesforce, you can send with DocuSign


Shorten sales cycles by using DocuSign for rapid eSignature approval of all documents


Clear indicators reduce errors during the approval process

Approval status is automatically updated in the quote and opportunity in Salesforce

® APTTUS 2014

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Create the Perfect Order

Integrate Quote-to-Cash between Salesforce and your back office

Synchronise product, pricing or any data between CRM and ERP

Automate orders from contracts to enable 100% digital processes

Provide closed-loop order visibility within Salesforce

® APTTUS 2014

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Connect Any On-Premise, Cloud, Social, or Mobile Endpoint

Jitterbit has allowed

us to quickly automate

existing processes and

unlock SAP, allowing

our departments to work

from Salesforce.

Mike EstesTechnical Sales Engineer, SIKA US

Manage

Built for

Business Users

Run in the Cloud or

On-Premise

Enterprise Speed

and Performance

Design Deploy Go Live in

Days

80% Less

Expensive


Jitterbit makes it easy to automate any Salesforce process with your ERP


Jitterbit accurately synchronises contract and order info into ERP to eliminate downstream issues


Jitterbit helps seamlessly create accurate and timely orders and invoices in ERP


Customer, product and order updates are always kept in sync to provide real-time visibility

® APTTUS 2013

#QTCapps

® APTTUS 2014

Q&A

To schedule a personal live demo, please contact :[email protected]

[email protected]@jitterbit.com

[email protected]

mailto:[email protected]




EMEA webinar: Delight Your Customers with Quote to Cash Apps and Salesforce

Technology

Transcript of EMEA webinar: Delight Your Customers with Quote to Cash Apps and Salesforce