Final deck from webinar on 12/4 with Apttus Xactly Jitterbit and DocuSign showing their integrated ecosystem of apps inside Salesforce.

1. Delight Your Customers
with Quote-to-Cash Apps & Salesforce
Ray Hein
SVP Products
Apttus
Erik Charles
Director Product
and Partner
Marketing
Xactly
Scott Barmmer
VP Global Sales
Engineering
DocuSign
Andrew Leigh
VP Products
Jitterbit
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APTTUS Corporation | 1400 Fashion Island Blvd. Suite 200 San Mateo, CA 94404 | info@apttus.com
® APTTUS 2013

2. Typical Journey from Quote to Cash
MANUAL PROCESSES
HOMEGROWN SYSTEMS
MICROSOFT OFFICE
OUTSIDE SALESFORCE
OPPORTUNITY
DECREASED
REVENUE
DELAYED
DEALS
ERP
LOWER
MARGINS
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® APTTUS 2013

3. Apps for Salesforce Streamline
Quote-to-Cash Process
APTTUS
OPPORTUNITY
Configure and
price optimal
quote
BIGGER
DEAL SIZE
Incent reps to
offer best deals
FASTER
SALES
Electronically
sign quotes and
documents
Sync order
details to ERP
and SFDC
ERP
ACCURATE
ORDERS
#df13QTC
® APTTUS 2013

4. Create the Optimal Quote for New
Deals and Renewals
Create better quotes for new deals,
add-on sales and renewals –
built on Salesforce
APTTUS
Configure Price Quote (CPQ) for the most
complex products and services, while adhering
to existing agreements
Contract Management provides
comprehensive capabilities to request,
negotiate and finalize contracts
Revenue Management helps manage
revenue recognition policies by producing
revenue schedules, rebate structures and more
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® APTTUS 2013

5. Comprehensive Quote-to-Cash
≈
Opportunity
X-Author
Quote
Contract
Revenue
Configure Price
Quote
Contract
Management
Revenue
Management
Deal
Management
Renewal
Management
ERP
Rebate
Management
Advanced Salesforce Solutions
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® APTTUS 2013

6. Partner Booth Demo 16 x 9
Apttus helps reps create detailed quotes
all inside Salesforce

7. Partner Booth Demo 16 x 9
Use Guided Search or Guided Selling to quickly create a
quote for simple or complex product catalogs

8. Partner Booth Demo 16 x 9
Increase deal size by adding recommended products
for upsell or cross-sell

9. Partner Booth Demo 16 x 9
Support complex pricing and analyze deals for
corporate alignment

10. Incent Sales to Create Best Deals
Incent right – unleash the power of
your incentive compensation
Maximize ROI on incentives
Find room for improvement with big data
analytics
Motivate the sales team with real-time
incentive updates
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® APTTUS 2013

11. Xactly for Salesforce
Integrated Sales
Incentives
Effective MBO Plans
Insights into
what works, and
what doesn’t
INCENTIVE COMPENSATION
BIG DATA PLATFORM
HCM
ERP
CPQ
CRM
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® APTTUS 2013

12. Partner Booth Demo 16 x 9
Check commission on orders via Xactly using the
Estimate Incentives button

13. Partner Booth Demo 16 x 9
Guide sales to structure better deals through
detailed views into incentive attainment

14. Partner Booth Demo 16 x 9
Use the Xactly Dashboard for even more insights
into incentives and sales rank

15. Global Standard: eSignature
Transaction Management
70K customers, 50M users, +75K new/day
Leader across industries
 11 of top 15 insurance carriers
 10 of top 15 technology companies
 10 of Top 15 wealth management firms
 600+ credit unions
 Official standard for Insurance
Agents Association
 Official & Exclusive standard for
National Association of Realtors
189 countries, 48 languages
Gartner #1, Forrester #1, Ombud #1
#df13QTC
® APTTUS 2013

16. DocuSign for Salesforce
AppExchange package that allows you to use
DocuSign service within the native Salesforce
environment.
• Here is what you can do:
• Manage users
• Merge data from any object
• Create automated workflows
• Send documents for signature
• Real time deal updates via Chatter
• Get status and data back into
Salesforce
• Localized in 14 languages
https://appexchange.salesforce.com/listingD
etail?listingId=a0N30000001taX4EAI
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® APTTUS 2013

17. #df13QTC
From within Salesforce, you can send with DocuSign
® APTTUS 2013

18. Partner Booth Demo 16 x 9
Shorten sales cycles by using DocuSign for rapid
eSignature approval of all documents

19. Partner Booth Demo 16 x 9
Clear indicators reduce errors during the
approval process

20. Approval status is automatically updated in the
quote and opportunity in Salesforce

21. Create the Perfect Order
Integrate Quote-to-Cash between
Salesforce and your back office
Synchronize product, pricing or any data
between CRM and ERP
Automate orders from contracts to enable
100% digital processes
Provide closed-loop order visibility within
Salesforce
#df13QTC
® APTTUS 2013

22. Connect Any On-Premise, Cloud,
Social, or Mobile Endpoint
Design
Deploy
Manage
Go Live in
Days
80% Less
Expensive
Built for
Business Users
Run in the Cloud or
On-Premise
Enterprise Speed
and Performance
Jitterbit has allowed
us to quickly automate
existing processes and
unlock SAP, allowing
our departments to work
from Salesforce.
Mike Estes
Technical Sales Engineer, SIKA US
#df13QTC
® APTTUS 2013

23. Partner Booth Demo 16 x 9
Jitterbit makes it easy to automate any Salesforce
process with your ERP

24. Partner Booth Demo 16 x 9
Jitterbit accurately synchronizes contract and order
info into ERP to eliminate downstream issues

25. Partner Booth Demo 16 x 9
Jitterbit helps seamlessly create
accurate and timely orders and invoices in ERP

26. Partner Booth Demo 16 x 9
Customer, product and order updates are
always kept in sync to provide real-time visibility

27. Q&A
Ray Hein
SVP Products
Apttus
Erik Charles
Director Product
and Partner
Marketing
Xactly
Scott Barmmer
VP Global Sales
Engineering
DocuSign
Andrew Leigh
VP Products
Jitterbit
To schedule a personal live demo, please contact Miguel Tam info@apttus.com
#df13QTC
APTTUS Corporation | 1400 Fashion Island Blvd. Suite 200 San Mateo, CA 94404 | info@apttus.com
® APTTUS 2013