salesforce-CRMconsulting

Salesforce Practice

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Contents

Bodhtree Introduction

Bodhtree CRM Practice Overview

Bodhtree Salesforce.com Credentials

Case Studies

Partner & Certifications

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Bodhtree is an IT Consulting and Services Company providing Implementation, Integration, Customization services for SaaS Applications, Cloud Computing, Business Intelligence and Information Management Practice areas

Headquartered at Hyderabad , we have our offices in United States and United Kingdom, serving customers in NA , Europe, MENA, SE and APAC.

Extensive experience in multiple end to end implementations, maintenance , migration, integration, support & end user training projects.

Partners with Oracle, Salesforce.com, Microsoft, Redhat, SAP, Intel

Experience in other SaaS based products and Cloud Computing technologies

Technology spread includes Java, .NET, xml, BPEL, SOA, Oracle Apps, Seibel, Oracle DB, web services, Flash, Apex , and so on.

http://www.bodhtree.com

Bodhtree Overview

CRM Practice CRM Practice @ @

Bodhtree Consulting LtdBodhtree Consulting Ltd

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• Banking and Insurance • Communications & Media• Hi-tech & Manufacturing • Logistics• Pharmaceuticals• Life Sciences & Healthcare

…operates in multiple verticals

• Business and Technology Consulting • Customer Operations Roadmap and

Strategy • Package Evaluation • Implementation / Rollouts• Upgrades• Support and Maintenance

…offers a full basket of services

• Consultants trained and experienced in packages

• Experienced resources, Mix of technical and functional profiles

• Salesforce.com Certified Administrators, Developers & Consultants

…has world class consultants

• Salesforce.com, Oracle CRM, • Complimentary Technologies• CTI Solutions , BPO• Reporting & BI• Integration Middleware• Shell Scripts, Java, EJB, J2EE, JSP XML,

J2ME

...operates across technologies • Over 30+ successful engagements in last 2

years; • More than 90% of engagements involve

development & implementation • Over 95% of work done offshore• 90% of projects completed in time • Strong Alliances with Oracle, SAP,

Salesforce.com

…creating success stories

• Framework for knowledge management

• Methodologies and artifacts for accelerated execution

• Infrastructure for solution evaluation and pre-validation

…leverages the CRM CoE

…delivering value to customers

Bodhtree CRM Story

Overview

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Life Sciences

End-to-End CRM Offerings Across Verticals

< TECNOLOGY SERVICES>

Media and Publishing

TelecomFinancialServices

Solu

tion

Bui

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Scope Cost Time Quality Productivity Communication Risk

Para

met

ers

Serv

ices

Proc

esse

s

Scoping & Package

AssuranceImplementation Global Rollout Upgrade

Production Support &

Maintenance

Standardization & Continuous improvement

Service Level Management

Sharing of best practices

Resource utilization & optimization

Metrics,Measurement &

Tracking

Quality Assurance

Custom Delivery Model

Resource Management

Functional & Technical

Competencies

Project Management

Hi Tech Healthcare PharmaEnergy & Utilities

< C O N S U L T I N G >Change

Management TrainingCRM

GovernanceCRM

RoadmapCRM Strategy

Cus

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SLA Management

Cost Optimization

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Bodhtree CRM Practice : Industry Vertical Spread

Operational Engagements

Industry Implementation Rollout Upgrade Production Support & Maintenance

Financial Services

Communications & Media

Pharmaceuticals & Life Sciences

Healthcare

Energy & Utilities

Hi Tech

Manufacturing

Strategic Engagements

Industry Scoping CRM Roadmap Package Evaluation Business Process Re-Engineering

Financial Services

Communications & Media

Pharmaceuticals & Life Sciences

Healthcare

Energy & Utilities

Hi Tech

Manufacturing

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Bodhtree’s CRM ImplementationMethodology

ProjectStart

ExecutiveWorkshop

PLAN DESIGN DEPLOYDEVELOP

Project PlanningSession

BusinessProcess Reviews

Report of Findings

Setup

Configuration

Data Mapping & Testing

Integrate & Extend

Curriculum Development

UATIterate?

UATIterate?

yes

Migrate Data

Freeze Configuration

Conduct Training

Project Wrap Up

ProjectEnd

no

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Contents

Bodhtree Introduction

Current Engagements with Cisco

Bodhtree CRM Practice Overview

Bodhtree Salesforce.com Credentials

Case Studies

Partner & Certifications

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Bodhtree Salesforce.comCredentials

Partnership with Salesforce.com Strategic Partnership’ with Salesforce.com including Global Marketing agreement, the

master teaming agreement to provide strategic consulting, integrate and implement complex solutions to clients

Joint Marketing efforts along with Salesforce.com EMEA for accounts in the Gulf/MENA region

Training partner with Salesforce.com for Internal consultant trainings and customer training

Regional Systems Integrator and Select Partner Poised to soon be Global Systems Integrator with Salesforce.com

Bodhtree Practice Snapshot Strong practice with over 40 associates and ramping up continously. Over 20 Salesforce.com certified Consultants, Developers and Administrators CoE for SaaS and cloud computing Bodhtree leverages its solution deployment expertise and CRM competency to provide

customized solutions using Salesforce.com, enabling higher returns on investments for customers

Optimized Salesforce.com methodologies for implementation, support and enhancement projects to deliver high quality solutions at optimal costs

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Bodhtree – Salesforce.comValue Proposition

Bod

htre

e

• CRM Practice has critical presence in Financial Services, Pharmaceuticals, Telecom , High Tech, Life Sciences sectors

• Strong Domain Knowledge• Leveraging CRM implementations in

large organizations• Pioneered the Offshore Delivery Model

and has been successfully deploying it for the last decade

Sale

sfor

ce.c

om

• The leaders in hosted CRM market•Salesforce.com is the first billion dollar Cloud CRM Company.•Salesforce.com rocketed from ranking 22 to 12 in terms of total CRM revenue• More than 77000 customers worldwide and growing !

The Bodhtree – Salesforce.com value proposition is aimed at bringing in value to the customer in the following areas –

• Leverage Bodhtree Delivery Model for a faster, more cost efficient deployment• Leverage Salesforce.com’s flexibility and implementation methodology to deliver enterprise scale agile CRM in minimal time• Leverage Bodhtree’ strong Domain knowledge to deploy industry specific solutions through Salesforce.com’s AppExchange Marketplace

FACTS Bringing in Value >

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Leveraging Mutual Strengths

Salesforce.com’s value proposition

Focus on Adoption & Business Success– Visual, Iterative, Business-Driven Solution

Design– Education, Adoption, Enablement– Define Success Criteria & Benchmarks

Minimize Risk – Inclusive Subscription, no Hidden

Infrastructure or Upgrade Fees– Adoption: Iterative Functional Deployment &

Training– Value: Emphasize Time-To-Value

Leverage Salesforce.com Know how– > 1,000,000,000 Application data points– > 2,000 Consulting & Education Data Points– Internal + Customer Shared Best Practices

Drive Continual Business Improvement– Market Driven, Responsive– Frequent Upgrades & Frequent, Incremental

Increases in ROI– Always be State of the Art

Bodhtree Value proposition Offshore Delivery Model

– Reduces Project Implementation Lifecycle– Lower TCO (Total Cost of ownership)

Domain Knowledge – Experience in varied domains ranging from

Pharmaceuticals, Healthcare , Life Sciences, Media, Communications, Hi Tech , Energy & Utilities etc.

– Huge expertise in Industry specific best practices and large scale implementations

– Trained and Certified Resources Large scale CRM deployments

– Over 30 successful CRM deployments in the last 2 years with over 60% of work done offshore

Bodhtree Quality Assurance– Highly robust and tested processes in place to

ensure defect free delivery– Quality Adherence

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Bodhtree Custom Salesforce.comEngagement Roadmap

Planning &Strategy

Pre-Sales Design & Process Review

Develop & Integrate

Deploy & Support

Bodhtree ACTIVITIES

Salesfoce.com ACTIVITIES

• CRM Education• Industry, Customer, Market, Competitive Analysis• Hypothesis Formulation/ Scenario Building• Technology/Alliance Assessment

• Define Purpose• Project Planning• Resource Assessment• CRM/Business Strategy • Train/Rollout Strategy • Sales Effectiveness• Metrics & CSF’s• Operating Procedures

•Business Process Design

•Requirements Definition

•Process Configuration•Communication Plan*•Training Plan*•Rollout Plan*

• Training & Delivery • Performance Measurement• Feedback & Improvement*• Growth Planning & Building*• New Feature Development*

• Application Configuration*

• System Integration*• Custom Software Development*• Testing*• Data Migration• Tools Development*

•Best Practices Support•Process Consistency •Engagement Mgmt or Project Mgmt

•Project Reviews

•Engagement Mgmt or Project Mgmt

•Technology Assistance•Project Reviews & Project Sign-off

• Customer Support• Technical Support• Infrastructure Controls • Upgrade/New Release Migration - Training

INVENTION => BUSINESS DESIGN => BUSINESS MOBILIZATION => TECHNOLOGY DELIVERY =>

TRAINING & DEVELOPMENT => BEST PRACTICES => RELATIONSHIP MGMT => CONTINUOUS IMPROVEMENT=>

• Customer Qualification• Sales Support • Contract/SOW Support• Strategy Development• Best Practice Support • Resource Planning• Project Planning

• Partner Training• Partner Certification • Process Curriculum

* Predominantly offshore activity

(40% offshore) (80% offshore)(10% offshore) (75% offshore)

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ROI and Deployment Timeframes

Eliminate Provisioning Complexity, Time, Fees Visual, Iterative Design Instead Of “Black Box” Customization Accelerated Training Facilitates Change Management Iterative Design & End User Training Accelerates Adoption

* for more details on ROI calculations please get in touch with [email protected]

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Why Bodhtree?

Customer Satisfaction - On Time, On Budget

Specialized Custom Offerings

Certified Professionals Rich functional & technical talent Fixed Bid Projects Global Delivery Cost Effective, Reliable, Experienced Salesforce.com Select Partner CSAT available on Partner Portal >90% CSAT

Consulting On-Demand – Pay As You Go option Jump Start, Fast Track, Enterprise, Tailor Made On Demand packages – Fixed bid & Fixed duration, T &M, CTM

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Case Studies

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Leading Communication Service Provider in US

Client

The Client is a leading provider of end-to-end broadband wireless systems that deliver the quadruple play of data, voice, video and mobility to all organizations today. The Client is 100 percent focused on wireless technology, and that focus enables us to provide a complete portfolio of WLAN, Wi-Fi mesh, WiMAX (point-to-multipoint), and point-to-point technologies.

The Client’s end-to-end product portfolio enables partners to custom-build the wireless solution that fits customers' specific needs. The client’s broadband wireless equipment is used by enterprises, service providers, carriers, government entities, educational institutions, healthcare organizations, municipalities and other organizations that need high-performance, secure and scalable broadband wireless solutions.

The client is a leading global supplier of network infrastructure products and services, needed a new sales force solution to meet complex global needs.

With operations in two dozen countries, the company required support for multiple languages and currencies as well as anytime, anywhere access.

Corporate executives were focused on forecasting accuracy, which required a common global solution that sales representatives would use more consistently.

Because many channel partners drive significant revenue for the client, they also wanted to better serve and monitor its partners.

Salesforce CRM's internationalization options and ease of integration impressed the decision makers.

Bodhtree successfully deployed Salesforce CRM to more than 500 users worldwide withing a condensed span of 9 weeks helping the client realise RoI instantaneously.

Employees worldwide benefit from a localized Salesforce.com CRM Sales solution and easy access, resulting in increased communication and tracking.

Executives enjoy the improved forecasting accuracy they envisioned.

With Salesforce.com CRM, project managers enjoy ease of customization.

24/7 uptime and support provided by Bodhtree

Situation

Bodhtree Solution

Benefits

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Leading International University in US

The client focuses on preparing students for professional careers in the applied social sciences. Its faculty, students and alumni are committed to making an impact on society and to results that make a difference in the lives of individuals, couples, families, schools, organizations, companies, and nations.

The clients institutions applies scholarship to solve social problems and has always had an abiding concern for diversity and internationalism.

The Client, a career college, wanted greater visibility into its inquiry-generation process to more effectively market to potential students and boost admissions

With 11 separate locations, a lack of visibility into the admissions process prevented the college from improving the process

Because the amount of time it takes between the moment someone clicks on a Web interest form and the moment Alliant contacts that person correlates directly with enrollment success, visibility to real-time information was paramount

The college required a CRM solution that could easily integrate with its PeopleSoft FT system to link marketing, inquiries, and enrollments

The client chose Bodhtree to implement Salesforce CRM for its ease of use and ability to fully integrate with Client’s back-end systems; the college deployed Enterprise Edition to 101 users with integration to Microsoft Outlook and PeopleSoft FT

The college integrates all up-front inquiry generation via vendors, direct mail, and the Web site into Salesforce CRM; determined by workflow rules, auto-response emails are then automatically delivered

Dashboards help drive customer success and allow the senior vice president of Marketing and Admissions to know exactly how many inquiries were generated during a given time and where they came from Real-time reporting expands dashboard information for customizable fore casting. With bidirectional integration into PeopleSoft FT on the back end, for student enrollment Alliant users simply click a link in Salesforce CRM; S-controls validate the information, which is then matriculated in PeopleSoft; real-time and nightly synchronizations ensure information is updated in both systems

With 100 percent visibility into the marketing and enrollment process, the college is beginning to understand the sweet spot for the number of touch points needed, which helps the client understand what it takes to attract and enroll new students

The college can now centrally and quickly confirm the effectiveness of its marketing dollars at eleven campuses

ClientSituation

Bodhtree Solution

Benefits

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Leading Business Process Outsourcing Company

The client is the Global contact centre and International Business Process Outsourcing company and is part of a leading telecom systems integration and IT services company head quartered in India. From providing telecom integration services to multinationals, Public Sector Units and India's vast defense sector, the client has evolved to extend its expertise into the dynamic space of Business Process Outsourcing and RFID.

Apart from 8 regional offices in India, the client has over 60 service and support facilities across the country. Internationally, the client is present in the US, UK, Singapore and UAE.

The client - a global leader in software and processing solutions for financial services, higher education, and the public sector—needed a better way to manage leads and coordinate global marketing efforts

Distributed operations and sales processes across 14 global segments and 50 brands made it difficult to collaborate on opportunities and measure marketing effectiveness

Accurate and timely pipeline views, 360-degree customer perspectives, and customized lead management practices were a dire necessity

The Client selected Salesforce CRM based on Bodhtree’s recommendation to centralize customer information and standardize key processes worldwide. The company quickly completed a multi-phase rollout of sales, marketing, and customer support applications to 1,000 employees; subsequent deployments have increased the user-base to over 2,000 employees in multiple business functions

Using Apex code, Bodhtree built a custom object to manage all global leads, customer subscriptions, email opt-ins, customized lead statuses to extend funnel stages, and implemented tailored lead qualification processes for different segments for the client.

Seamless integration with marketing automation solutions delivered made it easy to manage email campaigns and landing pages; leads were automatically captured and shared in

Salesforce CRM helping organize campaign programs, tactics, and messages for scheduling and measurement purposes

Active usage of Salesforce CRM exceeds 85 percent, for more accurate and timely business views

Standard data and processes improve productivity and allow the Client to present a unified, consistent face to customers

The company now has improved collaboration on opportunities representing more than $3 billion in revenue

In-depth processes managing more than 400,000 leads improve pipeline oversight and increase conversion rates

Detailed campaign measurement helps the Client refine its marketing mix to focus on activities with greater ROI

Marketers are more accountable and have the data to back up their decisions; available measurements include ROI of total touches, total responses, conversion rates, total costs, cost per closed, and more

Client Situation

Bodhtree Solution Benefits

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Leading Consulting firm in APAC

The Client international is a leading training and business consulting firm providing pragmatic yet dynamic solutions to organizations in Asia. Thriving on domain innovation and delivery optimization, The Client has constantly evolved since its inception 10 years ago to become the market leader – flaunting global experience, process expertise and regional presence.

It has 2 main groups. Services include public events like seminars and public

registration services, B2B training and Products – External and Internal.

The Client is unable to have a consolidated view on accounts and hence not able to up-sell or cross sell, example: Globe Telecom can be sold 3 types of products catering to their (i) IT Team, (ii) Risk Compliance Team and (iii) VP Finance. This is not easily established right now.

Constant flow of information through emails to update sales team and managers leads to further redundancy / confusion.

Issues with people leaving the organization and data being lost. Difficulties in tracking due to multiple copies of excel sheets

floating around.

Key factors achieved by Bodhtree: Optimized the point & click usability for sales teams for faster data entry and retrieval. The Client is able to provide valuable information such as income generated from Products ( both in house and Partner) and other associated metrics around it. Optimized Sales & Marketing processes. Enabled maximum data capture by Sales & Marketing so that Delivery team gets all info that is needed by them to deliver maximum customer service. This applies to Sales & Marketing team as well. Reports & Dashboards serve The Client business objectives in terms of metrics & KPIs tracked at each of the hierarchical levels.

The Client has overcome all the pain points it had while using Sugar CRM.Results Consolidation of account information and confidentiality of data across divisions. Ensures continuity of business in case of sales people dropping out. Ensures faster-ramp up period for new employees. Top management is able to see sales cycle in 360 degrees using custom reports and dashboards. A central database to store the company information.

Client Situation

Bodhtree Solution Benefits

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Leading US based Venture Capital Firm

The client is involved in providing premier financial analysis and corporate finance support services. Their clients include high-growth start-ups, public - traded companies, top-tier venture capital and private equity firms and their portfolio companies, and leading middle market investment banks. Focus on quality and superior financial modeling expertise and execution has won rave reviews from its clients across various business sectors performance orientation. The Client believes that delivering the highest quality and customized analysis is the most important aspect of their business.

Deal Flow Management System manages the prospect companies that they look at during the year. Companies come and meet the Venture Capital (VC) management what is the level of interest in startup business.

The Client intended to track the whole calling effort and the related activities that had happened with prospect companies.

The system should update the critical information of a particular company dynamically by connecting to the website Venture Source which maintains the company’s details.

System should be able to give the 360 degree overview of the company.

Bodhtree was invited to provide a n implementation solution for the Deal Flow Management System based on Force.com platform and eventually get it certified and showcase on Salesforce.com’s App Exchange.

The App, by virtue of being hosted on cloud will help the Client in faster deployments to its end customers, Customer On-boarding, increase productivity, flexibility, be tightly integrated with custom processes and add value to the Client’s businesses. It will also allow the Client’s top management have real time visibility into its customers, track updates using metrics, reports and the dashboards.

The company benefited from zero infrastructure deployment and maintenance costs.

Crystal clear visibility to their sales (Deal Management) Greater transparency in operations and decision making Data-driven and more timely investment decisions Reduced time spent on reporting Real-time access to data via web browser or mobile device Cost-effective, highly responsive SaaS solution

BenefitsBodhtree Solution

Client Situation

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Contents

Bodhtree Introduction

Bodhtree CRM Practice Overview

Bodhtree Salesforce.com Credentials

Case Studies

Partner & Certifications

23

Partnerships & Certifications

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Select CRM Customers

Thank you

New Jersey office:

517 US 1 South, Ste 3069 Iselin, NJ 08830

Tel: 732.634.0019

[email protected] | www.bodhtree.us

INDIA (Headquarters)

Corporate Office: Ground Floor, Building No 2B, Maximus TowersRaheja IT Park – Mind Space, Madhapur,Hitech City, Hyderabad- 500 081Tel: +91.40.6654.7000, F: +91.40.6654.7029India Toll Free No: 1800-2660-132

Delivery Center: 10th Floor, Unit No-2, (Right Wing)Vega Block the ‘V’ Plot No 17, Software Units Layout Hitech City, Madhapur, Hyderabad- 500 081

United Kingdom

34 Milbourne Lane, EsherSurrey KT10 9EA UK

Telephone : 01372 473924

Fremont Office:

210 Hammond Avenue Fremont, CA 94539

Tel: 408-449-4984