Kairos Salesforce Services

1. Salesforce Services

2. Agenda • Corporate • Overview • Services • Capabilities • Services • Overview • Success • Stories • Clientele/ • Partners • Engagement • Model • Technical • Expertise

3. 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

4. Services Overview • Advisory Services • Implementation Services • Integration & Migration • Support & Maintenance • Offshore Services • Resource Services • User Adoption Training • Google cloud

5. About Client • Portfolio Overview • Enterprise Systems Landscape • Current & Future SFDC Needs • Priorities for next fiscal • Vendor Management Process

6. KAIROS - SALESFORCE.COM

7. We Provide KAIROS ECO SYSTEM

8. Our Solutions Sales Cloud Portals, Mobility Integrations & Interfaces Service Cloud Platforms & Custom Applications Marketing Cloud Security & Migrations Analytics Chatter Communities

9. Services & Engagement Model Engagement Model ( On-Site, Off-Site, Off-Shore) Managed Services Fixed Price Time and Material

10. Kairos – Approach / Framework UI/ Usability “USER EXPERIENCE” JS Frameworks GUI Toolkits Mobility UI Widgets Visual Design Connected APIs Migration & Business Transformation Solutions Strategy. Roadmaps, Standards Migration Tool kits Process Analysis Framework Application Analysis Tools Adoption kits Training Management & Deployment Tools Design Framework Security, Connectivity, Accessibility Approach Integration Solution Framework Design, Development & Deployment Development standards Application Framework Migration tools Integrations Connected Clouds Integrated Strategy Cloud to Enterprise Solution & Strategy Process Oriented Strategy Platform oriented Strategy Consumer/Customer/ Enterprise oriented solutions Business Transformation/ Application Transformation Security Application Security SSO Frame work Authorization Frame work Data Security

11. 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" Our Experience Key Clients People Alliance • Implementation experience since 2010 • 30+ projects for over 30 clients • Salesforce, Cloud and Cloud Eco System. • Implementation & ISV partnership with Salesforce • Go-to-market and business development • Implementation & Integration partnership with Insideview • 125+ active Consultants in engagements • 65+ Salesforce & other certified consultants • MoneyGram • Jason’sDeli • Dr. Peppers • Essilor • Buffalo • American Airlines • TJ Wesnidge • Beryl Health • Intrawest • Nokia Services Offered 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 • End-to-end offerings • Advisory, Strategy and Roadmap • Migration & Assessment • Implementation & Integration • Application Management • User Training

12. 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 variousproduct 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 PRINCIPLES • “We Commit, Collaborate & Communicate with our customers” DIRECTION/VISION DESIGN & DELIVERY PRINCIPLES “... The best value provider of cloud eco system services and solutions that are usable, realistic, innovative, motivated, consistently followed, measured and communicated solutions”. STRATEGY & STORY • “…We understand what our customers Needs & Strategy means to Kairos. ” • “…We see that our structures, processes, and systems supportthe Customer Needs.” BUSINESS CAPABILITIES • “…I understand what our customers key differentiating short-, mid- and long term requirements are. ”

13. Experience Ecosystem ECOSYSTEM Nokia Jason’s Deli Sales Cloud, Partner Portal, Siebel transformation, SAP Integration EXTENDED ENTERPRISE Data.com API Consumer Community Loyalty Management HealthCare / Life science Banking & Finance B2B B2C Sales. Pre-Sales Finance & Accounting Harris Broadcast, Intrawest Armstrong KAIROS Custom Quotes, Sales Application, Migration from Sales Logix Sales & Service Cloud , Loyalty, “Quotes to Cash” and Products • Salesforce.com • Force.com • Cloud Eco System • Integrated Clouds • Analytics Back office, HR, Contracts, Marketing, Collaboration Legal, Chemical & Hi-Tech Consumer Goods & Retail Troy Wesnidge Beryl Health Supply Chain/ Demand Fulfillment Care, CRM, Service Loyalty Manufacturing operations, Supply chain, Inventory Solutions Salesforce Intranet application (Notes to SF). Call center App Retail, Manufacturing, Transportation & Supply Chain Media, Telecommunications & Communications

14. Some of our successful case studies Migrate from Siebel to Sales Force End to End Service Management Communities & Chatter Intranet Sales Cloud Sales Cloud Sales Cloud • Savings from license fees • Employee satisfaction • Partner collaboration • Internal collaboration • Partner empowerment • Benefits from latest technology • Savings Integration solution • Improved customer/ employee satisfaction • Call Center & Service Management Automation • Self-service enablement Service Cloud Service Cloud Service Cloud Interfaces & Integrations B2B RETAIL PORTAL Direct Sales Management App Exchange Custom Apps Sales Force, SAP, People Soft, Oracle Asset Management & Custom Applications Sales Cloud/ HR App, Back-office Apps Chatter Chatter • Retail Collaboration • Savings from coordination • Proactive management • Centralized information • Internal & External collaboration • Streamlined processes • Savings from automation • Partner/Employee • Collaboration enablement • Savings from Thousands of hours • of manual work

15. Direct Sales Process – Sales Cloud Sales user, Proposal Opportunity Sales Users Sales User Salesforce Leads Distributors/ Resellers/ Service Providers Campaigns Trigger IST Leads Opportunity Management JOB ORDER Create Qualify Prospecting Nurture Unqualified Qualification Open GO/No-Go  Sales Director Discovery Analysis Proposal GO/No-Go  RFP Director Proposal/ Price Quite Won Eloqua & Marketo GO/No-Go  Gist Submission/ Decision Lost • Email Campaigns • Closed loop marketing • Web Campaigns Negotiations GO -- SUB No - Go Submitted Contract Review

16. Sales Cloud – Sales Management Account Global Lead to Quote Territory Management Quotes/ Proposals Campaigns Leads Opportunity Lead Conversion Contact Region1 Region2 Region3 Region3 Sales Teams Account Teams Quote to Cash Leads Quote Opportunity Contract Revenue ERP Opportunities/ Deals/ Quotes • Configure/ Price/ Quote • Proposals • Contract Management • Agreements • Revenue Management • Revenue Splits Forecasting Forecasting Pipeline Forecasting Revenue Forecasting Collaborator Forecasting Demand Forecasting Supply Forecasting

17. Communities and Cloud Communities (Partner/ Customer/ Employee) Sales Cloud Marketing Cloud Listen & Analyze Collaborate Service Cloud Force.com Platform Connect & Sell Service & Engage Chatter Ideas & Engage

18. SALESFORCE SERVICE CLOUD - CRM Asset Management Entitlements/ Agreements Entitlements Case Management RMA Knowledge/ Articles ORACLE SAP Salesforce Oracle Manufacturing/ Repair centers Case Management RMA Verizon (VCC) Telephony System Orders BiztalkInterface Bug System1 Repair DB Repair/RMA Management Assets PEOPLESOFT Assets Manufacturing Peoplesoft Verizon CTI - Softphone Informatica Case • 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 • 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 Informatica Assets / Oracle Rest API On-process Return Tracking Repair / Return Process Contracts Return Material Authorization iframe Informatica Oracle Ebiz - Service Order Interface

19. SALESFORCE CRM – ASSETS/ REPAIR/ RMA Asset Management RMA Entitlements/ Agreements Service Cloud • Asset Management for Service Cloud Master Data ORACLE/ PS MFG MFG Orders Direct Customer 2 MFG • 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 • 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 MFG SALESFORCE MFG 4 MFG 1 Missing – Assets to CRM 3 Close-loop process -Assets/ Shipment/ -Repair/Replacements Assets – Closed loop approach

20. SALESFORCE – PARTNER PORTAL Single Sign-on Partner Sales Portal User Sales Portal Leads Opportunities Training Corporate Employee/ Customer Directory Identity Provider Chatter Content Articles RSS RSS Feed • Google Ajax Feed API • Subscribe & Unsubscribe Employee – Sales Portal User Training Portal • 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. • External Training Portal • Learning Center • Certifications

21. Sales, hr, recruitment, professional services & contract management Account Placement Box.com Opportunity Account In-Direct Project Docusign Opportunity User Account • 1099 • Corp-to-corp • W2 • Rest (W2) • Staffing • Managed • Vendor Ship Contracts Log Project Resource Service Provider Direct Job Order Milestone Contracts • Contract Types • MSA • PO • SOW • Document Types Candidate Team • 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 Fixed Opportunity Resource Time Weekly Time Project Card Placements Not to Exceed Contract Task Weekly Expense Project Card Expense T&M Candidate Managed 1099 Contractor Agreement Contract Management Custom Application Job Science AppExchange App - Inquires, Interviews, Resumes, Placements Project/Activity and Time/Expense Management

22. B2B RETAIL Community • 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 Identity management B2B Retail portal Content management Self registration Login System management Mobile Devices Metrics Retail KPIs Retail Comm’s Rewards Franchise Academy Survey POS material ordering • QlikView Reports: • Sell-out data (value and volume) • Chain Traffic • BasketAnalysis • 360- degree View of Customer Surveys that are integrated to portal UI Survey creation Survey delivery Data gathering Reporting News Events Newsletters Downloads Product info Marketing material delivery • 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 Catalog Order management Integraation with POS System Sales registration Service Calls Training, survey etc registration Claim rewards Leaders Board Point status Store Level Rewards Guidelines

23. SALESFORCE – SOA & INTERFACES/INTEGRATIONS SALESFORCE Campaigns/ Leads SAP API Eloqua Opportunities ETL based Message Transfer (Ex: Informatica) Quotes Web Service API Publish & Subscribe Asset Master - Oracle REST API External System Renewals/ Service Requests Shipping & Delivery – External System Outbound Messaging Repairs Peoplesoft CRM (RMA) Repair Status Message – Emails Or Salesforce to Salesforce Customer View into Peoplesoft CRM using either iframe or SSO • 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.

24. Salesforce & Integration Ruby on Rails Apps Microsoft Great Plains SAP ERP Google Apps/ Amazon Web Services RDBMS Systems Integrations KAIROS SALESFORCE INTEGRATIONS PeopleSoft Apps Informatica/ Dell Boomi and Other ETL Mobile Apps Integrations Social Networking App Integration (Linked In, Facebook, Twitter) Goldmine CRM, Dynamics CRM

25. Kairos- Salesforce Certifications 62 18 42 15 4 4 20

26. NEXT STEPS PROJECT PLAN (AGILE OR WATERFALL) PROPOSALS & AGREEMENT DISCOVERY SESSION NDA ENGAGEMENT

27. COMMUNITIES & CHATTER Alumni Community Student Community Donor Community Employee Community Salesforce Cloud Employee/PS Admin Resource Relation management Activity, Communications, Email conversation SSO & Security Integration Chatter

28. THANK YOU