Fully Leveraging salesforce'com

1
Fully Leveraging salesforce.com

• Partnering for success with CloudTrigger

2
Agenda

• Great things happen fast at the LA-SFDC User
  Meetings
• Business Issue and Challenges
• Introduction of the Companies
• Vision and Strategy
• The Innovation
• The Perspiration Lessons learned

3
Business Issue

• Less Software on Demand needed to fully integrate
  its operational systems to meet it future
  business growth objectives.
• The Challenges
• We are really busy and do not have more time
• Provide the company with as much automation as
  possible to control labor costs
• Make sure things dont fall through a crack
• Customer Support
• Prospective customer follow up

4
Less Software The Customer

• We provide mission critical Supply Chain
  Applications that enables our customers to
  efficiently Acquire, Manage and Sell their
  products
• We deliver software that companies would love to
  use but, never thought they could afford
• We deliver software in a On-Demand model or as
  we like to think of it
• with less software on premise

5
The Supplier

• CloudTrigger accelerates your success through
  SaaS and Cloud solutions. We are an agile Cloud
  Services organization with an experienced team
  that has successfully deployed thousands of
  implementations.
• CloudTriggers Value
• Leadership, industry experts that understand how
  to map technology to your business.
• Solutions, proven, flexible, reliable, and
  affordable to solve your business needs.
• Results, with flexible methodology that aligns
  with your organization.

6
Vision and Strategy

• Integrated Web-Site Solution for us to
• Attract, Retain, and Support customers
• Infrastructure must scale fast
• High level of automation
• Self administration
• Must play nice with others
• Must look great - Sensitive to our branding
• Be completely affordable

7
The Vision
Website
Business Value Calculator
Video Content
Marketing
Lead Opportunity Management
Ideas
Case
SFA
Attract
Support
Trials
Contract
Innovate
Invoice
8
www.LessSoftware.com
9
The Solution
Customer facing Web-Site
Force.com Sites
Real-time updates between Web site and CRM
CRM
Backend
10
Innovation

• Merging Multiple Clouds
• MAARK Business Value Calculator
• SalesForce CRM Force Sites
• You Tube Video
• Adobe Captivate Screen-cast Movies
• Merging Multiple Solutions Providers
• Cloud Trigger Web-site
• MAARK Business Value Calculator
• CorpShorts Videos
• SalesForce.com CRM, Sites, Trials, Billing,
  Service

11
Perspiration / Lessons Learned

• Global team working virtual
• South Africa, India, Colorado, California
• Team collaboration, BaseCamp to keep us all
  in-synch
• Template driven
• For housing content

• Clearly defined business objective
• Setting priorities
• Consistent and regular communication
• Optimal results through iteration
• Open to ideas

12
Home Page
13
(No Transcript)
14

• When we needed to update our own Web site and
  leverage the latest Sites technology on the
  Force.com platform. CloudTrigger worked with our
  team hand in hand and provided us the expertise
  and experience to not only build a new WEB
  presence, but collaborated with us to develop a
  strategy to meet our long term business
  objectives. We are confident that this project
  will double our revenue while providing our
  company with infrastructure to scale with
  automation instead of people based processes.
  With CloudTrigger we were able to accelerate a
  mission critical project in a matter of weeks and
  focus on our core business. We are grateful for
  our relationship
• Michael Flanagan
• CEO Less Software On Demand

15
The Sales Challenge
Marketing
Disconnected Process
Lead Opportunity Management
Support
Case
Return
Customer Quote
SFA
Attract
Customer Order
Pull / Pack Ship
Invoice
16
The Acquisition Challenge
Requirement
Receive
Warehouse
Source
Search
Source
Requisition
List
Request Quote
Purchase Order
Inspect
Warehouse
17
Mission critical
Easy to Learn Easy to Use Easy to Appreciate
18
Benefits of Supply Chain integrated operations

• Creates central repository of all customer and
  supplier interactions
• Increases efficiencies with Sales, Procurement
  and Inventory Management operations
• Leverages continuous improvements

19
(No Transcript)
20
In-Case Slides
21

• Sales Organization
• Prospect Quotation
• Auto-Quote
• Price List Management
• Order Fulfillment
• Quote to Sales Order conversion
• Customer Pick-list
• Exchange Processing
• Shipping
• Invoicing
• Return Material Authorization
• Warranty Tracking
• Approval Routing
• Business Intelligence

Automated Quotation and Sales Order Conversion

• Integrated Services
• Web-Store Integration
• Multi-Currency
• Financial Systems
• Etc

22

• Inventory Control Points
• Warehouses
• Multiple types
• Finished Good
• Consignment
• Quarantine
• Item Physical Controls
• Serial and Lot Number
• Shelf Life
• FIFO Smallest to greatest
• Cycle Count
• Allocation
• Put-Away
• Transfers
• Receiving Inspection

Automated Action Queues Tasking Scheduling

• Integrated Services
• Bar Code Devices
• Labels and Readers
• Multi-Currency
• Etc

23

• Procurement Organization
• Requisitioning
• Sourcing
• Leveraged history
• Supplier Agreements
• Purchase Order
• Quote to PO conversion
• Auto-Place Purchase Orders
• Non-Conformance
• Approval Routing
• Business Intelligence

Automated Sourcing through Agreements

• Integrated Services
• Receiving
• Receiving Inspection
• Multi-Currency
• Integration to Financial Systems