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Bodhtree Introduction Bodhtree CRM Practice Overview Bodhtree Salesforce.com Credentials Case Studies Partner & Certifications
Bodhtree Overview
Bodhtree is an IT Consulting and Services Company providing Implementation, Integration, Customization services for SaaS Applications, Cloud Computing, Business Intelligence and Information Management Practice areas Headquartered at Hyderabad , we have our offices in United States and United Kingdom, serving customers in NA , Europe, MENA, SE and APAC. Extensive experience in multiple end to end implementations, maintenance , migration, integration, support & end user training projects. Partners with Oracle, Salesforce.com, Microsoft, Redhat, SAP, Intel Experience in other SaaS based products and Cloud Computing technologies Technology spread includes Java, .NET, xml, BPEL, SOA, Oracle Apps, Seibel, Oracle DB, web services, Flash, Apex , and so on.
http://www.bodhtree.com
Overview
Bodhtree CRM Story
creating success stories
Over 30+ successful engagements in last 2 years; More than 90% of engagements involve development & implementation Over 95% of work done offshore 90% of projects completed in time Strong Alliances with Oracle, SAP, Salesforce.com
<
CRM Strategy
>
Training
CRM Roadmap
CRM Governance
Change Management
Quality Assurance
Resource Management
Project Management
SLA Management
Cost Optimization
<
Parameters Services Processes
T E C N O L O G Y
Service Level Management
S E R V I C E S >
Sharing of best practices Resource utilization & optimization Production Support & Maintenance
Implementation
Global Rollout
Upgrade
Scope
Cost
Time
Quality
Productivity
Communication
Risk
Scoping
CRM Roadmap
Package Evaluation
Operational Engagements
Industry
Financial Services Communications & Media Pharmaceuticals & Life Sciences Healthcare Energy & Utilities Hi Tech Manufacturing
Implementation
Rollout
Upgrade
DESIGN
DEVELOP
DEPLOY
Configuration
UAT Iterate?
no
Project Wrap Up
Migrate Data
Curriculum Development
Conduct Training
Contents
Bodhtree Introduction
Bodhtree
Salesforce.com
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Visual, Iterative, Business-Driven Solution Design Education, Adoption, Enablement Define Success Criteria & Benchmarks Inclusive Subscription, no Hidden Infrastructure or Upgrade Fees Adoption: Iterative Functional Deployment & Training Value: Emphasize Time-To-Value
Domain Knowledge
Minimize Risk
> 1,000,000,000 Application data points > 2,000 Consulting & Education Data Points Internal + Customer Shared Best Practices
Market Driven, Responsive Frequent Upgrades & Frequent, Incremental Increases in ROI Always be State of the Art
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Bodhtree ACTIVITIES
Pre-Sales
Salesfoce.com ACTIVITIES
TRAINING & DEVELOPMENT => Partner Training Partner Certification Process Curriculum BEST PRACTICES => RELATIONSHIP MGMT => CONTINUOUS IMPROVEMENT=> Customer Support Technical Support Infrastructure Controls Upgrade/New Release Migration - Training * Predominantly offshore activity
Customer Qualification Sales Support Contract/SOW Support Strategy Development Best Practice Support Resource Planning Project Planning
Best Practices Support Process Consistency Engagement Mgmt or Project Mgmt Project Reviews
Engagement Mgmt or Project Mgmt Technology Assistance Project Reviews & Project Sign-off
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* for more details on ROI calculations please get in touch with business@bodhtree.com
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Why Bodhtree?
Customer Satisfaction - On Time, On Budget
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
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Case Studies
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Situation
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.
Benefits
Bodhtree Solution
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. With Salesforce.com CRM, project managers enjoy ease of customization. 24/7 uptime and support provided by Bodhtree
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Situation
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
Bodhtree Solution
The client chose Bodhtree to implement Salesforce CRM for its ease of use and ability to fully integrate with Clients 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 bidirectional integration into PeopleSoft FT on the back end, for student enrollment Alliant users simply click a link in Salesforce CRM; S-controls validate the information, which is then matriculated in PeopleSoft; real-time and nightly synchronizations ensure information is updated in both systems
Benefits
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
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Situation
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
Bodhtree Solution
The Client selected Salesforce CRM based on Bodhtrees recommendation to centralize customer information and standardize key processes worldwide. The company quickly completed a multiphase 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. Seamless integration with marketing automation solutions delivered made it easy to manage email campaigns and landing pages; leads were automatically captured and shared in Salesforce CRM helping organize campaign programs, tactics, and messages for scheduling and measurement purposes
Benefits
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 Marketers are more accountable and have the data to back up their decisions; available measurements include ROI of total touches, total responses, conversion rates, total costs, cost per closed, and more
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Situation
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. Constant flow of information through emails to update sales team and managers leads to further redundancy / confusion. Issues with people leaving the organization and data being lost. Difficulties in tracking due to multiple copies of excel sheets floating around.
Bodhtree Solution
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. Optimized Sales & Marketing processes. 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.
Benefits
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. Ensures faster-ramp up period for new employees. Top management is able to see sales cycle in 360 degrees using custom reports and dashboards. A central database to store the company information.
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Situation
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 companys details. System should be able to give the 360 degree overview of the company.
Bodhtree Solution
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.coms App Exchange. The App, by virtue of being hosted on cloud will help the Client in faster deployments to its end customers, Customer On-boarding, increase productivity, flexibility, be tightly integrated with custom processes and add value to the Clients businesses. It will also allow the Clients top management have real time visibility into its customers, track updates using metrics, reports and the dashboards.
Benefits
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
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Contents
Bodhtree Introduction Bodhtree CRM Practice Overview
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Thank you
INDIA (Headquarters)
Corporate Office: Ground Floor, Building No 2B, Maximus Towers Raheja IT Park Mind Space, Madhapur, Hitech City, Hyderabad- 500 081 Tel: +91.40.6654.7000, F: +91.40.6654.7029 India Toll Free No: 1800-2660-132 Delivery Center: 10th Floor, Unit No-2, (Right Wing) Vega Block the V Plot No 17, Software Units Layout Hitech City, Madhapur, Hyderabad- 500 081
Fremont Office:
210 Hammond Avenue Fremont, CA 94539 Tel: 408-449-4984
United Kingdom
34 Milbourne Lane, Esher Surrey KT10 9EA UK
business@bodhtree.com | www.bodhtree.us