Post on 23-Jan-2015
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® APTTUS 2013 APTTUS Corporation | 1400 Fashion Island Blvd. Suite 200 San Mateo, CA 94404 | info@apttus.com
#df13QTC
Delight Your Customers with Quote-to-Cash Apps & Salesforce
Ray Hein SVP Products Apttus
Erik Charles Director Product and Partner Marketing Xactly
Andrew Leigh VP Products Jitterbit
Scott Barmmer VP Global Sales Engineering DocuSign
® APTTUS 2013
#df13QTC
Typical Journey from Quote to Cash
ERP OPPORTUNITY
MANUAL PROCESSES
HOMEGROWN SYSTEMS
MICROSOFT OFFICE
OUTSIDE SALESFORCE
DELAYED
DEALS DECREASED
REVENUE LOWER
MARGINS
® APTTUS 2013
#df13QTC
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
ERP OPPORTUNITY
FASTER
SALES BIGGER
DEAL SIZE ACCURATE
ORDERS
® APTTUS 2013
#df13QTC
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 finalize contracts
Revenue Management helps manage revenue recognition policies by producing revenue schedules, rebate structures and more
® APTTUS 2013
#df13QTC
Opportunity
Advanced Salesforce Solutions
≈ X-Author
ERP Quote Contract Revenue
Deal Management
Renewal Management
Rebate Management
Configure Price Quote
Contract Management
Revenue Management
Comprehensive Quote-to-Cash
Partner Booth Demo 16 x 9
Apttus helps reps create detailed quotes all inside Salesforce
Partner Booth Demo 16 x 9
Use Guided Search or Guided Selling to quickly create a quote for simple or complex product catalogs
Partner Booth Demo 16 x 9
Increase deal size by adding recommended products for upsell or cross-sell
Partner Booth Demo 16 x 9
Support complex pricing and analyze deals for corporate alignment
® APTTUS 2013
#df13QTC
Incent Sales to Create Best Deals
Incent right – unleash the power of your incentive compensation
Maximize ROI on incentives
Find room for improvement with big data analytics
Motivate the sales team with real-time incentive updates
® APTTUS 2013
#df13QTC
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
Partner Booth Demo 16 x 9
Check commission on orders via Xactly using the Estimate Incentives button
Partner Booth Demo 16 x 9
Guide sales to structure better deals through detailed views into incentive attainment
Partner Booth Demo 16 x 9
Use the Xactly Dashboard for even more insights into incentives and sales rank
® APTTUS 2013
#df13QTC
Global Standard: eSignature Transaction Management
Gartner #1, Forrester #1, Ombud #1
70K customers, 50M users, +75K new/day
Leader across industries
11 of top 15 insurance carriers
10 of top 15 technology companies
10 of Top 15 wealth management firms
600+ credit unions
Official standard for Insurance
Agents Association
Official & Exclusive standard for
National Association of Realtors
189 countries, 48 languages
® APTTUS 2013
#df13QTC
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
• Localized in 14 languages
https://appexchange.salesforce.com/listingDetail?listingId=a0N30000001taX4EAI
® APTTUS 2013
#df13QTC From within Salesforce, you can send with DocuSign
Partner Booth Demo 16 x 9
Shorten sales cycles by using DocuSign for rapid eSignature approval of all documents
Partner Booth Demo 16 x 9
Clear indicators reduce errors during the approval process
Approval status is automatically updated in the quote and opportunity in Salesforce
® APTTUS 2013
#df13QTC
Create the Perfect Order
Integrate Quote-to-Cash between Salesforce and your back office
Synchronize 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 2013
#df13QTC
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 Estes Technical 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
Partner Booth Demo 16 x 9
Jitterbit makes it easy to automate any Salesforce process with your ERP
Partner Booth Demo 16 x 9
Jitterbit accurately synchronizes contract and order info into ERP to eliminate downstream issues
Partner Booth Demo 16 x 9
Jitterbit helps seamlessly create accurate and timely orders and invoices in ERP
Partner Booth Demo 16 x 9
Customer, product and order updates are always kept in sync to provide real-time visibility
® APTTUS 2013 APTTUS Corporation | 1400 Fashion Island Blvd. Suite 200 San Mateo, CA 94404 | info@apttus.com
#df13QTC
Q&A
To schedule a personal live demo, please contact Miguel Tam info@apttus.com
Ray Hein SVP Products Apttus
Erik Charles Director Product and Partner Marketing Xactly
Andrew Leigh VP Products Jitterbit
Scott Barmmer VP Global Sales Engineering DocuSign