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#AccelerateQTC
May 4, 2017
Driving Higher Growth and Profit, the Trilogy: Solution
Selling, Pricing Excellence and Recurring Revenues
DIRECTOR, PRODUCT MARKETING
Michael Dunne
PRINCIPLE PARTNER
Protik MukhopadhyayMick Rejniak
ASSOC. DIRECTOR
DIRECTOR, PRODUCT MARKETING
Michael Dunne
• Founded in 2000, based in
Boston MA
• Over 600 published ROI case
studies
• Focused on ROI analysis of
real-world technology
implementations
• National Association of State
Boards of Accountancy
(Registration #108024)
• Negative impact of mixed bag of tools for
product configuration, pricing, and quotes
• 4X ROI of core CRM
• Interviewed Apttus QTC customers
• Customers choose Apttus QTC because:
– Ease of implementation
– Functionality
– Platform: Salesforce & Microsoft
The Situation
The Research
12-18%
Average increase in
sales rep productivity
100%
Increased employee
productivity
The Research
$800,000
Average annual savings
in avoided hires and
downsized staff
69%
Average faster
time to quote
PRINCIPLE PARTNER
Protik Mukhopadhyay
• Partners have worked full-time in Apttus, PROS and Deloitte
• Global company with 6 locations
• Focus on High-Tech, Healthcare and Manufacturing verticals
• Niche business knowledge on Quote-to-Cash solutions
• Hybrid model for competitive pricing
About Us
9
Salesforce & Apttus
Certified Consultants
Employees Quote-to-Cash
Implementations
70+150+ 55+
1. CPQ Migration Framework to Apttus
2. Standav CPQ Analytics with insights
3. QTC Platform Selection Value Framework
4. Platform upgrade and release management Toolkit
5. Standav’s Agile Methodology for Implementation success
Our Proprietary Accelerators For Apttus
10
11
“In the entire Gartner CRM technology landscape, only two technologies
are classified as providing “transformational” benefit in the next 2-5 years:
Price Optimization + CPQ.”
Challenges for Growth
Reduce
errors &
prevent
revenue &
margin leaks
Improve visibility
& control over
pricing decisions
Manage the
complexity
of price
changes
Competition
is Stiff
Procurement
Departments are
Tough
Loyalty is
Decreasing
Pricing Excellence Framework
Best Practices
Why
Customers
Buy from You
Price More
Profitably &
with
Confidence
Forecast Your
Performance
Architecture – How To Set It Up
CATALOG &
GUIDED
SELLING
CONFIGURATION QUOTING &
PRICING
APPROVALS
Intelligent CPQ
CONTRACTS
CRM ERP
INSIGHTS FROM
ANALYTICS
PRICE
MANAGEMENT
& OPTIMIZATION
Price Guidance
Guidance
Floor Typical Stretch
Associate Director,
Sales Ops & Strategy
Mick Rejniak
• Full Talent Management / Human Capital
Management
• 29 million users in 192 countries
• Apttus CPQ subscribers since 2012; CLM in
2016
• Founded 1999; NASDAQ: CSOD
2012
• CPQ Only
• < 200 users
• Two regions
• 3 currencies
• Many missteps
2016
• CPQ, CLM, AWA
• > 400 users
• 3+ regions
• 6 currencies
• So much better …
Past and Present
Progress
Dave Vacanti
Impacts
Played a Key
Role in
Profitability
Avoided
Additional
Headcount
Increased
Operational
Efficiency
1. Possible to Do Both: Innovative companies and research show that driving
higher growth and profitability is more feasible today
2. The Technology is There: Quote-to-Cash has evolved to enable enterprises
to realize substantially greater speed, productivity and cost savings
3. Three Hot Areas to Consider: Solution selling, renewals, and pricing
present rich opportunities for improvements/competitive advantages
Key Points to Takeaway

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Driving Higher Growth and Profit, the Trilogy: Solution Selling, Pricing Excellence and Recurring Revenues

  • 1. #AccelerateQTC May 4, 2017 Driving Higher Growth and Profit, the Trilogy: Solution Selling, Pricing Excellence and Recurring Revenues
  • 2. DIRECTOR, PRODUCT MARKETING Michael Dunne PRINCIPLE PARTNER Protik MukhopadhyayMick Rejniak ASSOC. DIRECTOR
  • 4. • Founded in 2000, based in Boston MA • Over 600 published ROI case studies • Focused on ROI analysis of real-world technology implementations • National Association of State Boards of Accountancy (Registration #108024)
  • 5. • Negative impact of mixed bag of tools for product configuration, pricing, and quotes • 4X ROI of core CRM • Interviewed Apttus QTC customers • Customers choose Apttus QTC because: – Ease of implementation – Functionality – Platform: Salesforce & Microsoft The Situation
  • 6. The Research 12-18% Average increase in sales rep productivity 100% Increased employee productivity
  • 7. The Research $800,000 Average annual savings in avoided hires and downsized staff 69% Average faster time to quote
  • 9. • Partners have worked full-time in Apttus, PROS and Deloitte • Global company with 6 locations • Focus on High-Tech, Healthcare and Manufacturing verticals • Niche business knowledge on Quote-to-Cash solutions • Hybrid model for competitive pricing About Us 9 Salesforce & Apttus Certified Consultants Employees Quote-to-Cash Implementations 70+150+ 55+
  • 10. 1. CPQ Migration Framework to Apttus 2. Standav CPQ Analytics with insights 3. QTC Platform Selection Value Framework 4. Platform upgrade and release management Toolkit 5. Standav’s Agile Methodology for Implementation success Our Proprietary Accelerators For Apttus 10
  • 11. 11 “In the entire Gartner CRM technology landscape, only two technologies are classified as providing “transformational” benefit in the next 2-5 years: Price Optimization + CPQ.”
  • 12. Challenges for Growth Reduce errors & prevent revenue & margin leaks Improve visibility & control over pricing decisions Manage the complexity of price changes Competition is Stiff Procurement Departments are Tough Loyalty is Decreasing Pricing Excellence Framework
  • 13. Best Practices Why Customers Buy from You Price More Profitably & with Confidence Forecast Your Performance
  • 14. Architecture – How To Set It Up CATALOG & GUIDED SELLING CONFIGURATION QUOTING & PRICING APPROVALS Intelligent CPQ CONTRACTS CRM ERP INSIGHTS FROM ANALYTICS PRICE MANAGEMENT & OPTIMIZATION Price Guidance Guidance Floor Typical Stretch
  • 15. Associate Director, Sales Ops & Strategy Mick Rejniak
  • 16. • Full Talent Management / Human Capital Management • 29 million users in 192 countries • Apttus CPQ subscribers since 2012; CLM in 2016 • Founded 1999; NASDAQ: CSOD
  • 17. 2012 • CPQ Only • < 200 users • Two regions • 3 currencies • Many missteps 2016 • CPQ, CLM, AWA • > 400 users • 3+ regions • 6 currencies • So much better … Past and Present
  • 19. Impacts Played a Key Role in Profitability Avoided Additional Headcount Increased Operational Efficiency
  • 20. 1. Possible to Do Both: Innovative companies and research show that driving higher growth and profitability is more feasible today 2. The Technology is There: Quote-to-Cash has evolved to enable enterprises to realize substantially greater speed, productivity and cost savings 3. Three Hot Areas to Consider: Solution selling, renewals, and pricing present rich opportunities for improvements/competitive advantages Key Points to Takeaway