® 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
27
Embed
Delight Your Customers with Quote-to-Cash Apps & Salesforce
This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
Transcript
® 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
#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