PowerPoint Presentation

Salesforce Services1AgendaCorporate OverviewServicesCapabilitiesServicesOverviewClientele/PartnersEngagementModelTechnicalExpertiseSuccess Stories

Corporate OverviewPremier information technology services organization with headquarters in Irving, Texas and a global delivery center in HyderabadOver a decade of experience helping clients utilize technology for strategic advantageOver 230 employees across the US and IndiaStrategic alliances and partnerships with a vision to provide cutting-edge technology with high-quality deliveryTrusted technology partner for global clients spanning several industries

Services OverviewAdvisory ServicesImplementation ServicesIntegration & MigrationSupport & MaintenanceOffshore ServicesResource ServicesUser Adoption Training

Google cloud

Portfolio Overview

Enterprise Systems Landscape

Current & Future SFDC Needs

Priorities for next fiscal

Vendor Management ProcessAbout Client

KAIROS - SALESFORCE.COM

We ProvideKAIROS ECO SYSTEMOur Solutions

Portals,Mobility

Integrations & Interfaces

Service Cloud

Sales CloudMarketing CloudChatterCommunities

Analytics

Platforms &Custom Applications

Security & Migrations

Services & Engagement Model

Fixed PriceManaged ServicesTime and MaterialEngagement Model ( On-Site, Off-Site, Off-Shore)

Kairos Approach / FrameworkUI/ UsabilityUSER EXPERIENCEGUI ToolkitsMobilityJS FrameworksUI WidgetsVisual Design

Connected APIsMigration & Business Transformation SolutionsStrategy. Roadmaps,StandardsMigrationTool kitsProcess AnalysisFrameworkApplication Analysis ToolsAdoption kitsTrainingDesign, Development & DeploymentDesign FrameworkDevelopment standardsApplication FrameworkSecurity,Connectivity,Accessibility Approach Integration Solution FrameworkMigration tools

Management & DeploymentToolsIntegrationsConnected CloudsIntegrated StrategyCloud to EnterpriseSolution & StrategyProcess Oriented StrategyPlatform oriented StrategyConsumer/Customer/Enterprise oriented solutionsBusiness Transformation/Application Transformation

Data SecurityApplication SecuritySSO Frame workAuthorization Frame workSecurity

KAIROS SFDC CoE PROFILEVISIONThe best value provider of cloud eco system services and solutions that are usable, realistic, innovative, motivated, consistently followed, measured and communicated solutions"Key Clients

MoneyGramJasons DeliDr. PeppersEssilorBuffaloAmerican AirlinesTJ WesnidgeBeryl HealthIntrawestNokiaImplementation & ISV partnership with SalesforceGo-to-market and business developmentImplementation & Integration partnership with InsideviewAlliance

People

125+ active Consultants in engagements65+ Salesforce & other certified consultants

Our ExperienceImplementation experience since 201030+ projects for over 30 clientsSalesforce, Cloud and Cloud Eco System.

Services Offered

End-to-end offerings Advisory, Strategy and RoadmapMigration & AssessmentImplementation & IntegrationApplication ManagementUser TrainingExpertise

Functional Areas : Call Center, Sales, Marketing, Supply Chain, Demand Management, Finance, Accounting, AnalyticsIndustry : Transportation, Insurance, Telecom, Manufacturing, Retail, Automotive, Life Sciences, Entertainment, Food & Loyalty Assets: 5+ Assets, 9+ partner products Project/Activity management, Quoting Solution, UI Tools

Kairos - Key Differentiators Strong Governance Structure backed with Executive commitment to all stakeholders Business & Industry know-howResources with strong experience in various industries & business verticals to leverage experience in functional and technology landscape from past projects Technology Leadership on a wide range of platformsBreadth and Width of Experience in Implementing and Maintaining Salesforce ApplicationsExperience in Implementing and Supporting B2B and B2C cloud applicationsStrong Salesforce integration experience with wide range of technical solutionsLong standing alliances with various product vendors in the CRM, BI and Cloud space Continuous focus on cost efficiencies through continuous process improvement Flexibility and transparency in all aspects of engagementWe Commit, Collaborate & Communicate with our customersPRINCIPLESSTRATEGY & STORYWe understand what our customers Needs & Strategy means to Kairos. DESIGN & DELIVERY PRINCIPLESI understand what our customers key differentiating short-, mid- and long term requirements are. BUSINESS CAPABILITIESWe see that our structures, processes, and systems supportthe Customer Needs.DIRECTION/VISION... The best value provider of cloud eco system services and solutions that are usable, realistic, innovative, motivated, consistently followed, measured and communicated solutions.Experience EcosystemSales & Service Cloud , Loyalty, Quotes to Cash and ProductsHarris Broadcast, IntrawestSales Cloud, Partner Portal, Siebel transformation, SAP IntegrationNokiaSalesforce Intranet application (Notes to SF). Call center AppBeryl HealthCustom Quotes, Sales Application, Migration from Sales LogixArmstrongJasons DeliKAIROSSalesforce.comForce.comCloud Eco SystemIntegrated CloudsAnalyticsFinance & AccountingBack office, HR, Contracts,Supply Chain/ Demand FulfillmentMarketing,CollaborationSales. Pre-SalesBanking & FinanceLegal, Chemical & Hi-TechConsumer Goods & RetailHealthCare / Life scienceMedia, Telecommunications & CommunicationsRetail, Manufacturing, Transportation & Supply ChainECOSYSTEMEXTENDED ENTERPRISECare, CRM, ServiceLoyaltyTroy WesnidgeManufacturing operations,Supply chain, Inventory SolutionsData.com APIConsumer CommunityLoyalty Management

B2BB2C

Some of our successful case studiesInterfaces & Integrations

Service Cloud

Sales Cloud

ChatterBenefits from latest technologySavings Integration solutionImproved customer/ employee satisfaction

Service Cloud

Chatter

Sales Cloud

Sales CloudCall Center & Service Management AutomationSelf-service enablementPartner collaborationInternal collaborationPartner empowermentSavings from license feesEmployee satisfactionRetail CollaborationSavings from coordinationProactive managementPartner/Employee Collaboration enablementSavings from Thousands of hours of manual workCentralized informationInternal & External collaborationStreamlined processesSavings from automation

Service CloudMigrate from Siebel to Sales ForceEnd to End Service ManagementCommunities & ChatterIntranet B2B RETAIL PORTALDirect Sales ManagementApp ExchangeCustom AppsSales Force, SAP, People Soft, Oracle Asset Management & Custom ApplicationsSales Cloud/ HR App, Back-office AppsDirect Sales Process Sales CloudSales UsersSalesforceSales UserOpportunity ManagementSales user,JOB ORDERLeadsCreateNurtureUnqualifiedQualify

ProspectingQualificationDiscovery AnalysisProposal/ Price QuiteSubmission/ DecisionNegotiationsContract ReviewLostWon

ProposalOpportunityOpenGO/No-Go Sales DirectorGO/No-Go RFP DirectorGO/No-Go GistGO -- SUBSubmittedNo - GoIST LeadsTriggerProposalEmail CampaignsClosed loop marketingWeb CampaignsEloqua & MarketoCampaignsDistributors/ Resellers/ Service ProvidersSales Cloud Sales ManagementSales TeamsAccount TeamsRegion1GlobalRegion2Region3Region3LeadsOpportunities/ Deals/ QuotesTerritory ManagementLead to QuoteCampaignsLeadsOpportunityContactAccountQuotes/ ProposalsLeadConversionContractRevenueERPConfigure/ Price/ QuoteProposalsContract ManagementAgreementsRevenue ManagementRevenue SplitsQuote to CashQuoteOpportunityPipeline ForecastingRevenue ForecastingCollaborator ForecastingDemand ForecastingSupply ForecastingForecastingForecastingCommunities and Cloud

Service Cloud

Sales Cloud

Chatter

Marketing CloudCommunities (Partner/ Customer/ Employee)Ideas&EngageCollaborateConnect & SellService & EngageListen & AnalyzeForce.com PlatformCase ManagementKnowledge/ ArticlesRMAEntitlements/ AgreementsEntitlementsAsset ManagementRMAManufacturingRepair DBRepair / Return ProcessAssetsOracle SalesforceManufacturing/ Repair centersInformaticaContractsAssetsInformaticaInformaticaOrdersPeoplesoftCaseBug System1Verizon CTI - SoftphoneVerizon (VCC) Telephony SystemReturn Material AuthorizationOracle Ebiz - Service Order InterfaceOn-process Return TrackingBiztalk InterfaceiframeAssets / OracleRest APIBusiness ChallengesOutdated Siebel CRM (Unsupported version)Broken Service, Repair and Entitlement Management processes & SolutionsOperational, Process and Data inconsistencies causing revenue and efficiency drainLack of partner/customer portalSolution Business Entities Contact, Account, Cases, Repairs, Entitlements, Agreements, Assets and Knowledge Repair integration with Repair entities, Manufacturing entities, Oracle asset master and 3rd Party repair tracking companyCase, Collaboration, Service Cloud for partner and customers, self-help portal, entitlement managementSalesforce Chatter implementationCall center & Telephony IntegrationSalesforce Chatter implementation Data migration from Siebel to Salesforce.comIntegration using informatica between other back office and corporate systemsRepair/RMA ManagementCase ManagementSALESFORCE SERVICE CLOUD - CRMSAPPEOPLESOFTORACLEService CloudRMAEntitlements/ AgreementsAsset ManagementORACLE/ PSSALESFORCEMFG3412OrdersMFG-Assets/ Shipment/ -Repair/ReplacementsClose-loop processDirect CustomerMFGMFGMFGMFGMissing Assets to CRMAssets Closed loop approachAsset Management for Service Cloud

Business ChallengesBroken business process & technical solutionLack of service oriented architecture approachBusiness silos causing information duplication and stale information trackLack of communication between internal and external systems

Solution Business Entities Service, Orders, Manufacturing, Repairs & Shipping Closed-loop assets approach for service cloud Centralized and Integration assets (In-stock, Installed and In-repair) tracking Inventory management system integration Repair & Manufacturing center integration Centralized asset management through integrated approachSALESFORCE CRM ASSETS/ REPAIR/ RMAMaster DataPartnerSales Portal UserEmployee Sales Portal UserCorporate Employee/Customer Directory

Identity ProviderSingle Sign-onSales PortalGoogle Ajax Feed APISubscribe & UnsubscribeRSS Feed External Training PortalLearning CenterCertificationsTraining PortalLeadsOpportunitiesChatterContent ArticlesTrainingRSSPartner Portal implementation for major telecommunication company. To accommodate Leads, Opportunity Management, Deal qualification process, Training/Learning access, Content Management capabilities.Single Sign-on Internal identify provider and corporate Customer and Employee DatabaseEnterprise and External RSS feed for userTraining and certification portal access using SSO Information exchange between systems to validate the partner accreditationLeads & Opportunity self-management for partner users.SALESFORCE PARTNER PORTALJob OrderOpportunityPlacementsContractsContractsAccountCandidate1099 Contractor AgreementJob Science AppExchange App- Inquires, Interviews, Resumes, PlacementsProjectMilestoneTaskTimeExpenseLogOpportunityContractResourceProject ResourceUserWeekly Expense Project CardWeekly Time Project CardProject/Activity and Time/Expense ManagementBox.comDocusignOpportunityDirectIn-DirectService Provider1099Corp-to-corpW2Rest (W2)StaffingManagedVendor ShipFixedNot to ExceedT&MManagedContract TypesMSAPOSOWDocument Types

CandidateAccountPlacementTeamAccountContract Management Custom ApplicationDirect Sales Management Professional Services Salesforce Sales CloudRecruitment for engagement External and Internal Resources Salesforce AppExchange App Job ScienceResource Management - Salesforce AppExchange App Job ScienceContract Management Salesforce custom applicationProject/Program Management Salesforce custom applicationSales, hr, recruitment, professional services & contract managementB2B Retail portalLoginIdentity managementContent managementSystem managementMetricsPerson, user and company data management Profiling content per country, restaurant chain, segment and userAuthorization data managementContent creation and publishingWeb offering managementTranslationsSolution usage metricsPerformance metrics Self registrationMobile DevicesIn-store, On-the-job & Classroom trainingsCertification programsSelf-mgmt of learningTracking learners scoresDelivery of e-learning content360 Degree View of FranchiseFranchiseAcademySurveys that are integrated to portal UISurvey creationSurvey deliveryData gatheringReporting

SurveyCatalogOrder managementIntegraation with POS System

POS material orderingQlikView Reports:Sell-out data (value and volume)Chain TrafficBasket Analysis360- degree View of Customer

Retail KPIs NewsEventsNewslettersDownloadsProduct infoMarketing material delivery

Retail CommsSales registrationService CallsTraining, survey etc registrationClaim rewardsLeaders Board Point status

Store Level RewardsGuidelines

Rewards B2B RETAIL CommunitySALESFORCEEloquaCampaigns/ LeadsAPIOpportunitiesQuotesSAPETL based Message Transfer (Ex: Informatica)Asset Master - OracleRenewals/ Service RequestsREST APIShipping & Delivery External SystemRepairsOutbound MessagingRepair StatusPeoplesoft CRM (RMA)View into Peoplesoft CRM using either iframe or SSOCustomerMessage EmailsOrSalesforce to SalesforceExternal SystemWeb Service APIPublish & Subscribe Service Oriented flow of application components, Data and User InteractionsAccommodating business process flowBusiness Service transition using integrations, single sign-on. API calls, Messaging, Batch integrations, iframe, AJAX calls.SOA within Salesforce boundariesSOA utilizing systems within business solution ecosystem.SALESFORCE SOA & INTERFACES/INTEGRATIONSSalesforce & Integration

Microsoft Great Plains

Ruby on Rails Apps

SAP ERP

RDBMS Systems Integrations

PeopleSoft Apps

Mobile Apps Integrations

Goldmine CRM, Dynamics CRM

Social Networking App Integration (Linked In, Facebook, Twitter)

Informatica/ Dell Boomi and Other ETL

Google Apps/ Amazon Web ServicesKAIROS SALESFORCE INTEGRATIONSKairos- Salesforce Certifications

6242184415

20

NEXT STEPSENGAGEMENTNDADISCOVERY SESSIONPROPOSALS & AGREEMENTPROJECT PLAN (AGILE OR WATERFALL)Salesforce CloudResource Relation managementSSO & SecurityIntegrationActivity, Communications, Email conversationEmployee/PS AdminAlumni CommunityDonor CommunityChatterEmployee CommunityStudent CommunityCOMMUNITIES & CHATTERTHANK YOU