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©2013 PROS, Inc. All rights reserved. Confidential and Proprietary. CPQ: The Quota-Busting Tool for Salesforce June 24, 2014 Jeff Collins, Ph.D. Director, Value Engineering, PROS Adam Hanin, MBA Industry Innovation, Manufacturing, Salesforce.com

CPQ: The Quota-Busting Tool for Salesforce...This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties

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Page 1: CPQ: The Quota-Busting Tool for Salesforce...This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties

©2013 PROS, Inc.  All rights reserved.  Confidential and Proprietary.

CPQ: The Quota-Busting Tool for Salesforce

June 24, 2014

Jeff Collins, Ph.D.Director, Value Engineering, PROS

Adam Hanin, MBAIndustry Innovation, Manufacturing, Salesforce.com

Page 2: CPQ: The Quota-Busting Tool for Salesforce...This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties

2 ©2014 PROS, Inc.  All rights reserved.  Confidential and Proprietary .

Safe harborSafe harbor statement under the Private Securities Litigation Reform Act of 1995:

This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward- looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.

The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site.

Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward- looking statements.

Page 3: CPQ: The Quota-Busting Tool for Salesforce...This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties

Jeff Collins, Ph.D.Director, Value Engineering, PROS

Page 4: CPQ: The Quota-Busting Tool for Salesforce...This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties

4 ©2014 PROS, Inc.  All rights reserved.  Confidential and Proprietary .

$Sales growth is harder than ever to find.

4 ©2014 PROS, Inc.  All rights reserved.  

Page 5: CPQ: The Quota-Busting Tool for Salesforce...This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties

5 ©2014 PROS, Inc.  All rights reserved.  Confidential and Proprietary .

The proof is in the numbers.

Less than of all sales reps make their quota.

Of experienced sales reps, nearly miss quota.

of forecasted deals don’t close.

Page 6: CPQ: The Quota-Busting Tool for Salesforce...This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties

6 ©2014 PROS, Inc.  All rights reserved.  Confidential and Proprietary .

Does it have to be this way?

Page 7: CPQ: The Quota-Busting Tool for Salesforce...This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties

7 ©2014 PROS, Inc.  All rights reserved.  Confidential and Proprietary .

What if you could …

Close biggerdeals,

faster,and

more often?

Page 8: CPQ: The Quota-Busting Tool for Salesforce...This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties

8 ©2014 PROS, Inc.  All rights reserved.  Confidential and Proprietary .

But CPQ transforms how organizations do business…and

boost sales effectiveness.

of sales reps make their quota.

Overall team attainment is of sales quota.

The average sales cycle is months.

Page 9: CPQ: The Quota-Busting Tool for Salesforce...This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties

9 ©2014 PROS, Inc.  All rights reserved.  Confidential and Proprietary .

Challenges Many tools, limited visibility and control over the process.

ExpectationsBest in class user experience, ability to grow seamlessly.

Adding CPQ to Salesforce

Page 10: CPQ: The Quota-Busting Tool for Salesforce...This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties

10 ©2014 PROS, Inc.  All rights reserved.  Confidential and Proprietary .

Easy to use

Easy to deploy on any

channel

Easy to adapt & adopt

PROS Cameleon CPQ: the right answer

Page 11: CPQ: The Quota-Busting Tool for Salesforce...This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties

11 ©2014 PROS, Inc.  All rights reserved.  Confidential and Proprietary .

High-Tech Manufacturing Industrial Manufacturing Service Parts

Telco-MediaInsurance/Fi. Serv. Specialty Distribution

PROS Cameleon CPQ Customers Transforming the way they do business

Page 12: CPQ: The Quota-Busting Tool for Salesforce...This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties

Adam Hanin, MBAIndustry Innovation, Manufacturing Salesforce.com

Page 13: CPQ: The Quota-Busting Tool for Salesforce...This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties

13 ©2014 PROS, Inc.  All rights reserved.  Confidential and Proprietary .

Business World Is In A State of Disruption

• Faster innovation cycles.

• Lean operations.• Time to Value.

SPEED

• Product Innovation.• Service Transformation.• Geographic Expansion.

GLOBALIZATION

• Empowered Customer.• Multi Channel Access.

CONNECTIVITY

• Need for integration between systems and products.

CONNECTEDPRODUCTS

Page 14: CPQ: The Quota-Busting Tool for Salesforce...This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties

14 ©2014 PROS, Inc.  All rights reserved.  Confidential and Proprietary .

ConnectedPartners

ConnectedEmployees

ConnectedCustomers

Businesses Have Complex Distribution Networks…

Page 15: CPQ: The Quota-Busting Tool for Salesforce...This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties

15 ©2014 PROS, Inc.  All rights reserved.  Confidential and Proprietary .

New Marketing Paradigm

Dispersed Sales Teams

Need to Differentiate with Service

Channel Partner

Execution

Driving Connected

Product Value

…And Very High Expectations

Page 16: CPQ: The Quota-Busting Tool for Salesforce...This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties

16 ©2014 PROS, Inc.  All rights reserved.  Confidential and Proprietary .

Channels and Back Office are NotKeeping Pace with Customer Needs

Disjointed Customer Experience Results 15%-25% Fallout Rate

30%-40% Revenue LeakageInconsistent Service Experience Moving Across Channels

Social Monitoring

Channel Partners

Service Entitlements

Mobile Apps

Self- Service

Retail

Marketing

Call Center

Page 17: CPQ: The Quota-Busting Tool for Salesforce...This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties

17 ©2014 PROS, Inc.  All rights reserved.  Confidential and Proprietary .

A CPQ Enables a Multi-ChannelOrdering Experience

• Seamless Buying Experience Across Channels.• Shared Account and Shopping Cart Across Channels.

SalesforceContact Center Web Reseller Retail Sales Mobile

Common Objects – Account, Service Assets

Social Chart/ Email

Order Configuration Order Submit & Status

PROS Cameleon CPQ Order Fulfillment

Page 18: CPQ: The Quota-Busting Tool for Salesforce...This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties

18 ©2014 PROS, Inc.  All rights reserved.  Confidential and Proprietary .

The Value of a Sales Catalog/ CPQA CPQ brings additional order capture capabilities to Salesforce

• Eligibility – who is eligible for which offers/ products.• Compatibility – which services and devices work with each

other.• Constraints – limitations in selecting ordering options,

combinations.• Upgrade/ downgrade – how a customer can change their

service.

Ordering rules

Benefits• Faster time to market for new products, services and offers.• Improved maintainability; reduced customization.• Performance at scale.

Page 19: CPQ: The Quota-Busting Tool for Salesforce...This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties

19 ©2014 PROS, Inc.  All rights reserved.  Confidential and Proprietary .

Benefits• Consistent ordering experience

across all channels.• Shared customer and shopping

cart information.• Pass leads and in-progress orders

across channels.

End-to-End Solution Benefitsand Outcomes

Page 20: CPQ: The Quota-Busting Tool for Salesforce...This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties

20 ©2014 PROS, Inc.  All rights reserved.  Confidential and Proprietary .

End-to-End Solution Benefitsand Outcomes

Outcomes• Seamless customer service

experience.• Increased customer satisfaction.• Decreased fallout. • Increased revenue.

Page 21: CPQ: The Quota-Busting Tool for Salesforce...This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties

21 ©2014 PROS, Inc.  All rights reserved.  Confidential and Proprietary .

Results: The Customer

• I can interact on any channel.• The best person to assist me responds.• They provide the right solution at the

right time.

Page 22: CPQ: The Quota-Busting Tool for Salesforce...This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties

22 ©2014 PROS, Inc.  All rights reserved.  Confidential and Proprietary .

Results: The Partner

• Opportunities are real, prioritized and relevant to my role and skills.

• It’s easier to sell, because the complex has been simplified.

• I’m responding to a prospect’s needs.

Page 23: CPQ: The Quota-Busting Tool for Salesforce...This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties

23 ©2014 PROS, Inc.  All rights reserved.  Confidential and Proprietary .

Results: The Company

• Maximum sales productivity.• Enhanced customer satisfaction.• Enterprise visibility.

Page 24: CPQ: The Quota-Busting Tool for Salesforce...This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties

24 ©2014 PROS, Inc.  All rights reserved.  Confidential and Proprietary .

Q&A

Page 25: CPQ: The Quota-Busting Tool for Salesforce...This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties

25 ©2014 PROS, Inc.  All rights reserved.  Confidential and Proprietary .