Salesforce - cloud computing fundamental

Contents Bodhtree Introduction
 Case Studies
 Partner & Certifications

End-to-End CRM Offerings Across Verticals
Solution
BuildingBlocks
ParametersServicesProcesses
Scoping &
Package
Assurance
Implementation Global Rollout Upgrade
Production Support &
Maintenance
Quality
Assurance
Quality
Assurance
Custom
Delivery Model
Custom
Delivery Model
Resource
Management
Resource
Management
Project
Management
Project
Management
Life SciencesLife Sciences
Media and
Publishing
Media and
Publishing
TelecomTelecom
Financial
Services
Financial
Services
Hi TechHi Tech HealthcareHealthcare PharmaPharma
Energy &
Utilities
Energy &
Utilities
CustomerProcessOutsourcing
< TECNOLOGY SERVICES>
ScopeScope CostCost TimeTime QualityQuality ProductivityProductivity CommunicationCommunication RiskRisk
Standardization
& Continuous
improvement
Standardization
& Continuous
improvement
Service Level
Management
Service Level
Management
Sharing of best
practices
Sharing of best
practices
Resource
utilization &
optimization
Resource
utilization &
optimization
Metrics,
Measurement &
Tracking
Metrics,
Measurement &
Tracking
Functional &
Technical
Competencies
Functional &
Technical
Competencies
< C O N S U L T I N G >
Change
Management
Change
Management
TrainingTrainingCRM
Governance
CRM
Governance
CRM
Roadmap
CRM
Roadmap
CRM StrategyCRM Strategy
SLA
Management
SLA
Management
Cost
Optimization
Cost
Optimization

CRM Implementation Methodology
Project
Start
Executive
Workshop
PLAN DESIGN DEPLOYDEVELOP
Project
Planning
Session
Business
Process
Reviews
Report of
Findings
Setup
Configuration
Data Mapping & Testing
Integrate &
Extend
Curriculum Development
UAT
Iterate?
UAT
Iterate?
yes
Migrate Data
Freeze
Configuration
Conduct
Training
Project
Wrap Up
Project
End
no

Bodhtree – Salesforce.com Value PropositionBodhtreeBodhtree
• 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
Salesforce.comSalesforce.com
• 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
FACTSFACTS Bringing in Value >Bringing in Value >

Bodhtree Custom Salesforce.com Engagement Roadmap
Planning &
StrategyPre-Sales
Design &
Process Review
Develop &
Integrate
Deploy &
Support
ACTIVITIES
Salesfoce.com
ACTIVITIES
• CRM Education
• Industry, Customer,
Market, Competitive
Analysis
• Hypothesis Formulation/
Scenario Building
• Define Purpose
• Project Planning
• Resource Assessment
• CRM/Business Strategy
• Train/Rollout Strategy
•Business Process
Design
•Requirements
Definition
•Process Configuration
• Training & Delivery
• Performance Measurement
• Feedback & Improvement*
• Growth Planning & Building*
• New Feature Development*
• Application
Configuration*
• System Integration*
• Custom Software
Development*
•Best Practices Support
•Process Consistency
•Engagement Mgmt
•Engagement Mgmt or
Project Mgmt
•Technology Assistance
• Customer Support
• Technical Support
• Infrastructure Controls
INVENTION => BUSINESS DESIGN => BUSINESS MOBILIZATION => TECHNOLOGY DELIVERY =>
TRAINING & DEVELOPMENT => BEST PRACTICES => RELATIONSHIP MGMT => CONTINUOUS IMPROVEMENT=>
• Customer Qualification
• Sales Support
• Contract/SOW Support
• Strategy Development
• Partner Training
• Partner Certification
• Process Curriculum
* Predominantly offshore activity
(40% offshore) (80% offshore)(10% offshore) (75% offshore)

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 business@bodhtree.com

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

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.
 24/7 uptime and support provided by Bodhtree
Situation
Bodhtree Solution
Benefits

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 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
Client
Situation
Bodhtree Solution
Benefits

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.
 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
Client Situation
Bodhtree Solution
Benefits

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.
 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.
 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.
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.
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

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
 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.
 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, On-boarding, increase
productivity, flexibility, be tightly integrated with custom
processes add value to the Client’s businesses.also allow the
Client’s top management have real time visibility into its
customers, track updates using metrics, reports and 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
Benefits
Bodhtree Solution
Client Situation

Thank You !!!
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