Delight Your Customers with Quote-to-Cash Apps & Salesforce

® APTTUS 2013 APTTUS Corporation | 1400 Fashion Island Blvd. Suite 200 San Mateo, CA 94404 | [email protected]

#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

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Typical Journey from Quote to Cash

ERP OPPORTUNITY

MANUAL PROCESSES

HOMEGROWN SYSTEMS

MICROSOFT OFFICE

OUTSIDE SALESFORCE

DELAYED

DEALS DECREASED

REVENUE LOWER

MARGINS

® APTTUS 2013

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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

ERP OPPORTUNITY

FASTER

SALES BIGGER

DEAL SIZE ACCURATE

ORDERS

® APTTUS 2013

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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 finalize contracts

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

® APTTUS 2013

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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


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 analyze deals for corporate alignment

® APTTUS 2013

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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

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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: 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

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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

• Localized in 14 languages

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







® APTTUS 2013

#df13QTC 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

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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

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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 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


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


Jitterbit accurately synchronizes 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 APTTUS Corporation | 1400 Fashion Island Blvd. Suite 200 San Mateo, CA 94404 | [email protected]

#df13QTC

Q&A

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

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

Technology

Delight Your Customers with Quote-to-Cash Apps & Salesforce