Salesforce Services

Agenda

Corporate Overview

ServicesCapabilities

ServicesOverview

Clientele/Partners

EngagementModel

TechnicalExpertise

Success

Stories

Corporate Overview

» Premier information technology services organization with

headquarters in Irving, Texas and a global delivery center in

Hyderabad

» Over a decade of experience helping clients utilize technology

for strategic advantage

» Over 230 employees across the US and India

» Strategic alliances and partnerships with a vision to provide

cutting-edge technology with high-quality delivery

» Trusted technology partner for global clients spanning several

industries

Services Overview

» Advisory Services

» Implementation Services

» Integration & Migration

» Support & Maintenance

» Offshore Services

» Resource Services

» User Adoption TrainingGoogle cloud

» Portfolio Overview

» Enterprise Systems Landscape

» Current & Future SFDC Needs

» Priorities for next fiscal

» Vendor Management Process

About Client

KAIROS - SALESFORCE.COM

We Provide

ConnectedSolutions & Process

oriented design .

Devise unique Solutions for challenges.

Increase Customer experience.

Enable Customer intelligence.

Improve employee performance.

Increase ranking through voice of

customer.

Improve collaboration

between communities.

Increase Revenue Growth & Improve

Return on Investment.

Increase Brand Loyalty.

KAIROS ECO

SYSTEM

Our Solutions

Portals,Mobility

Integrations & Interfaces

Service Cloud

Sales Cloud

Marketing Cloud

Chatter

Communities

Analytics

Platforms &Custom

Applications

Security & Migrations

Services & Engagement Model

Fixed PriceManaged Services Time and Material

Engagement Model ( On-Site, Off-Site, Off-Shore)

Advisory

Architecture

Application Development

Application Management

Integrations & Migrations

User Adoption & Training

Kairos – Approach / Framework

UI/ Usability“USER EXPERIENCE”

GUI Toolkits Mobility JS Frameworks UI Widgets Visual Design Connected APIs

Migration & Business Transformation Solutions

Strategy. Roadmaps,Standards

MigrationTool kits

Process AnalysisFramework

Application Analysis Tools Adoption kits Training

Design, Development & Deployment

Design Framework

Development standards

Application Framework

Security,Connectivity,

Accessibility Approach

Integration Solution

Framework

Migration tools

Management & Deployment

Tools

Integrations Connected Clouds Integrated Strategy Cloud to Enterprise

Solution & StrategyProcess

Oriented Strategy

Platform oriented Strategy

Consumer/Customer/Enterprise oriented solutions

Business Transformation/Application Transformation

Data Security Application Security

SSO Frame work

Authorization Frame workSecurity

KAIROS SFDC CoE PROFILE

VISION“The best value provider of cloud eco system services and solutions that are usable, realistic,

innovative, motivated, consistently followed, measured and communicated solutions"

Key Clients • MoneyGram• Jason’s Deli• Dr. Peppers• Essilor• Buffalo

• American Airlines• TJ Wesnidge• Beryl Health• Intrawest• Nokia

• Implementation & ISV partnership with Salesforce

• Go-to-market and business development

• Implementation & Integration partnership with Insideview

AlliancePeople• 125+ active Consultants in

engagements

• 65+ Salesforce & other certified consultants

Our Experience• Implementation experience

since 2010• 30+ projects for over 30 clients• Salesforce, Cloud and Cloud Eco

System.

Services Offered• End-to-end offerings • Advisory, Strategy and

Roadmap• Migration &

Assessment

• Implementation & Integration

• Application Management

• User Training

Expertise• Functional Areas : Call Center, Sales, Marketing, Supply Chain, Demand

Management, Finance, Accounting, Analytics• Industry : 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-how• Resources 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 platforms

• Breadth and Width of Experience in Implementing and Maintaining Salesforce Applications

• Experience in Implementing and Supporting B2B and B2C cloud applications

• Strong Salesforce integration experience with wide range of technical solutions

• Long 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 engagement

“We Commit, Collaborate &

Communicate with our customers”

PRINCIPLES

STRATEGY & STORY“…We understand

what our customers Needs & Strategy means to Kairos. ”

DESIGN & DELIVERY PRINCIPLES

“…I understand what our customers key

differentiating short-, mid- and long term requirements are. ”

BUSINESS CAPABILITIES

“…We see that our structures, processes, and systems support

the 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 Ecosystem

Sales & Service Cloud , Loyalty, “Quotes to Cash” and Products

Harris Broadcast, Intrawest

Sales Cloud, Partner Portal, Siebel transformation, SAP Integration

Nokia

Salesforce Intranet application (Notes to SF). Call center App

Beryl Health

Custom Quotes, Sales Application, Migration from Sales Logix

Armstrong

Jason’s Deli

KAIROS- Salesforce.com- Force.com- Cloud Eco System- Integrated Clouds- Analytics

Finance & Accounting

Back office, HR, Contracts,

Supply Chain/ Demand Fulfillment

Marketing,Collaboration

Sales. Pre-SalesBanking

& Finance

Lega

l, Ch

emic

al &

Hi-T

ech

Consumer G

oods & Retail

HealthCare /

Life science

Media, Telecommunica

tions &

Communications

Retail, Manufacturing,

Transportation

& Supply Chain

ECOSYSTEM

EXTENDED ENTERPRISE

Care, CRM, ServiceLoyalty Troy Wesnidge

Manufacturing operations,Supply chain, Inventory Solutions

Data.com APIConsumer CommunityLoyalty ManagementB2B

B2C

Some of our successful case studies

Interfaces & Integrations

Service Cloud

Sales CloudChatter

Benefits from latest technology

Savings Integration solution Improved customer/

employee satisfaction

Service Cloud

Chatter Sales Cloud Sales Cloud

Call Center & Service Management Automation

Self-service enablement

Partner collaboration Internal collaboration Partner empowerment

Savings from license fees Employee satisfaction

Retail Collaboration Savings from

coordination Proactive management

Partner/Employee Collaboration enablement

Savings from Thousands of hours

of manual work

Centralized information Internal & External

collaboration Streamlined processes Savings from automation

Service Cloud

Migrate from Siebel to Sales Force

End to End Service Management

Communities & Chatter Intranet

B2B RETAIL PORTAL Direct Sales ManagementApp ExchangeCustom Apps

Sales Force, SAP, People Soft, Oracle Asset Management &

Custom Applications

Sales Cloud/ HR App, Back-office Apps

Direct Sales Process – Sales Cloud

Sales Users Salesforce Sales User

Opportunity Management

Sales user,

JOB ORDER

Leads

Create

Nurture

Unqualified

Qualify

Prospecting

Qualification

Discovery Analysis

Proposal/ Price Quite

Submission/ Decision

Negotiations

Contract Review

Lost

WonProposal

Opportunity

Open

GO/No-Go Sales Director

GO/No-Go RFP Director

GO/No-Go Gist

GO -- SUB

Submitted

No - Go

IST LeadsTrigger

Proposal

• Email Campaigns• Closed loop marketing• Web Campaigns

Eloqua & Marketo

Campaigns

Distributors/ Resellers/ Service Providers

Sales Cloud – Sales Management

Sales TeamsAccount Teams

Region1

Global

Region2 Region3 Region3

Leads

Opportunities/ Deals/ Quotes

Territory Management Lead to Quote

Campaigns Leads Opportunity

Contact

Account

Quotes/ Proposals

LeadConversion

Contract Revenue ERP

• Configure/ Price/ Quote

• Proposals

• Contract Management

• Agreements

• Revenue Management

• Revenue Splits

Quote to Cash

QuoteOpportunity

Pipeline Forecasting

Revenue Forecasting

Collaborator Forecasting

Demand Forecasting

Supply Forecasting

Forecasting

Forecasting

Communities and Cloud

Service Cloud

Sales Cloud

ChatterMarketing Cloud

Communities (Partner/ Customer/ Employee)

Ideas&

Engage

Collaborate

Connect & Sell

Service & Engage

Listen & Analyze

Force.com Platform

Case ManagementKnowledge/ ArticlesRMA

Entitlements/ Agreements Entitlements

Asset Management

RMA

Manufacturing

Repair DB

Repair / Return Process

Assets

Oracle Salesforce

Manufacturing/ Repair centers

Informatica

Contracts

AssetsInformatica

Informatica

Orders

Peoplesoft

Case

Bug System1

Verizon CTI - Softphone

Verizon (VCC) Telephony System

Return Materi

al Authorization Oracle Ebiz -

Service Order Interface

On-process Return Tracking

Biztalk Interface

iframe

Assets /

Oracle

Rest API

Business Challenges Outdated Siebel CRM (Unsupported version) Broken Service, Repair and Entitlement Management processes &

Solutions Operational, Process and Data inconsistencies causing revenue and

efficiency drain Lack of partner/customer portal

Solution• 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 company•Case, Collaboration, Service Cloud for partner and customers, self-help portal, entitlement management•Salesforce Chatter implementation•Call center & Telephony Integration•Salesforce Chatter implementation• Data migration from Siebel to Salesforce.com•Integration using informatica between other back office and corporate systems

Repair/RMA Management

Case Management

SALESFORCE SERVICE CLOUD - CRM

SAP

PEOPLESOFT

ORACLE

Service Cloud

RMA Entitlements/ Agreements

Asset Management

ORACLE/ PS

SALESFORCE

MFG

34 1

2Orders

MFG

-Assets/ Shipment/ -Repair/Replacements

Close-loop process

Direct Customer MFGMFG

MFGMFGMissing – Assets

to CRM

Assets – Closed loop approach

Asset Management for Service Cloud

Business Challenges

Broken business process & technical solution Lack of service oriented architecture approach Business silos causing information duplication and stale information track Lack 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 approach

SALESFORCE CRM – ASSETS/ REPAIR/ RMA

Master Data

PartnerSales Portal User

Employee – Sales Portal User

Corporate Employee/Customer Directory

Identity Provider

Single Sign-on

Sales Portal

• Google Ajax Feed API• Subscribe & Unsubscribe

RSS Feed

• External Training Portal• Learning Center• Certifications

Training Portal

Leads Opportunities

Chatter Content Articles

Training

RSS

Partner 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 Database• Enterprise and External RSS feed for user• Training and certification portal access using SSO… Information exchange between systems to validate the partner accreditation• Leads & Opportunity self-management for partner users.

SALESFORCE – PARTNER PORTAL

Job Order

Opportunity

Placements

Contracts Contra

cts

Account

Candidate

1099 Contractor AgreementJob Science AppExchange App- Inquires, Interviews, Resumes, Placements

Project

Milestone

Task

Time

Expense

Log

Opportunity

Contract

Resource

Project Resourc

e

User

Weekly Expense Project

Card

Weekly Time

Project Card

Project/Activity and Time/Expense Management

Box.com

Docusign

Opportunity

Direct

In-DirectService Provid

er

• 1099• Corp-to-corp• W2• Rest (W2)

• Staffing• Managed• Vendor Ship

FixedNot to ExceedT&M

Managed

• Contract Types

MSAPO

• SOW• Document

Types

Candidate

Account

Placement

Team

Account

Contract Management Custom Application

• Direct Sales Management – Professional Services – Salesforce Sales Cloud

• Recruitment for engagement – External and Internal Resources – Salesforce AppExchange App – Job Science

• Resource Management - Salesforce AppExchange App – Job Science

• Contract Management – Salesforce custom application• Project/Program Management – Salesforce custom application

Sales, hr, recruitment, professional services & contract management

B2B Retail portalLogin

Identity management

Content management

System management

Metrics

•Person, user and company data management •Profiling content per country, restaurant chain, segment and user•Authorization data management•Content creation and publishing•Web offering management•Translations•Solution usage metrics•Performance metrics

Self registration

Mobile Devices

• In-store, On-the-job & Classroom trainings

• Certification programs

• Self-mgmt of learning

• Tracking learners’ scores

• Delivery of e-learning content

• 360 Degree View of Franchise

FranchiseAcademy

Surveys that are integrated to portal UI

Survey creation

Survey delivery

Data gathering

Reporting

Survey

Catalog

Order management

Integraation with POS System

POS material ordering

QlikView Reports:

• Sell-out data (value and volume)

• Chain Traffic

• Basket Analysis

• 360- degree View of Customer

Retail KPIs

News

Events

Newsletters

Downloads

Product info

Marketing material delivery

Retail Comm’s

Sales registrationService CallsTraining, survey etc registrationClaim rewardsLeaders Board Point status

Store Level RewardsGuidelines

Rewards

B2B RETAIL Community

SALESFORCE

Eloqua

Campaigns/ Leads

APIOpportunities

Quotes

SAP

ETL based Message Transfer (Ex: Informatica)

Asset Master - Oracle

Renewals/ Service Requests

REST APIShipping & Delivery –

External SystemRepairs

Outbound Messaging

Repair StatusPeoplesoft CRM

(RMA)View into Peoplesoft CRM using either iframe or SSO

Customer Message – EmailsOrSalesforce to Salesforce

External System

Web Service APIPublish & Subscribe

• Service Oriented flow of application components, Data and User Interactions• Accommodating business process flow• Business Service transition using integrations, single sign-on. API calls, Messaging, Batch integrations, iframe, AJAX

calls.• SOA within Salesforce boundaries• SOA utilizing systems within business solution ecosystem.

SALESFORCE – SOA & INTERFACES/INTEGRATIONS

Salesforce & 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

Services

KAIROS SALESFORCE INTEGRATIONS

Kairos- Salesforce Certifications

62 4218 4415 20

NEXT STEPS

ENGAGEMENT

NDA

DISCOVERY SESSION

PROPOSALS & AGREEMENT

PROJECT PLAN (AGILE OR

WATERFALL)

Salesforce Cloud

Resource Relation management

SSO & Security

Integration

Activity, Communications, Email

conversation

Employee/PS Admin

Alumni Community

Donor Community

Chatter

Employee Community

Student Community

COMMUNITIES & CHATTER

THANK YOU