Kairos Salesforce Services

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Salesforce Services
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Agenda
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Corporate Overview

• Premier information technology services
  organization with headquarters in Irving, Texas
  and a global delivery center in Hyderabad
• Over a decade of experience helping clients
  utilize technology for strategic advantage
• Over 230 employees across the US and India
• Strategic alliances and partnerships with a
  vision to provide cutting-edge technology with
  high-quality delivery
• Trusted technology partner for global clients
  spanning several industries

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Services Overview

• Advisory Services
• Implementation Services
• Integration Migration
• Support Maintenance
• Offshore Services
• Resource Services
• User Adoption Training

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About Client

• Portfolio Overview
• Enterprise Systems Landscape
• Current Future SFDC Needs
• Priorities for next fiscal
• Vendor Management Process

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KAIROS - SALESFORCE.COM
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We Provide
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Our Solutions
Sales Cloud
Service Cloud
Marketing Cloud
Chatter
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Services Engagement Model
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Kairos Approach / Framework
UI/ Usability USER EXPERIENCE
JS Frameworks
GUI Toolkits
Mobility
UI Widgets
Visual Design
Connected APIs
Migration Business Transformation Solutions
Strategy. Roadmaps, Standards
Migration Tool kits
Process Analysis Framework
Application Analysis Tools
Adoption kits
Training
Management Deployment Tools
Design, Development Deployment
Design Framework
Security, Connectivity, Accessibility Approach
Integration Solution Framework
Development standards
Application Framework
Migration tools
Integrations
Connected Clouds
Integrated Strategy
Cloud to Enterprise
Solution Strategy
Process Oriented Strategy
Platform oriented Strategy
Consumer/Customer/ Enterprise oriented solutions
Business Transformation/ Application
Transformation
Security
Application Security
SSO Frame work
Authorization Frame work
Data Security
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KAIROS SFDC CoE PROFILE
VISION The best value provider of cloud eco
system services and solutions that are usable,
realistic, innovative, motivated, consistently
followed, measured and communicated solutions"
Our Experience
Key Clients
Alliance
People

• Implementation ISV partnership with Salesforce
• Go-to-market and business development
• Implementation Integration partnership with
  Insideview

• Implementation experience since 2010
• 30 projects for over 30 clients
• Salesforce, Cloud and Cloud Eco System.

• 125 active Consultants in engagements
• 65 Salesforce other certified consultants

Services Offered
Expertise

• Functional Areas Call Center, Sales, Marketing,
  Supply Chain, Demand Management, Finance,
  Accounting, Analytics
• Industry Transportation, Insurance, Telecom,
  Manufacturing, Retail, Automotive, Life Sciences,
  Entertainment, Food Loyalty
• Assets 5 Assets, 9 partner products ?
  Project/Activity management, Quoting Solution, UI
  Tools

• End-to-end offerings
• Advisory, Strategy and Roadmap
• Migration Assessment

• Implementation Integration
• Application Management
• User Training

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Kairos - Key Differentiators
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Experience Ecosystem
Nokia
Jasons Deli
Sales Cloud, Partner Portal, Siebel
transformation, SAP Integration
Data.com API Consumer Community Loyalty Management
B2B B2C
Harris Broadcast, Intrawest
Armstrong
Custom Quotes, Sales Application, Migration from
Sales Logix
Sales Service Cloud , Loyalty, Quotes to Cash
and Products
Troy Wesnidge
Beryl Health
Manufacturing operations, Supply chain, Inventory
Solutions
Salesforce Intranet application (Notes to SF).
Call center App
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Some of our successful case studies
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Direct Sales Process Sales Cloud
Sales user,
Proposal
Opportunity
Sales Users
Sales User
Salesforce
Leads
Distributors/ Resellers/ Service Providers
Trigger
Campaigns
Opportunity Management
IST Leads
JOB ORDER
Create
Qualify
Prospecting
Nurture
Unqualified
Qualification
Open
GO/No-Go ? Sales Director
Discovery Analysis
Proposal
GO/No-Go ? RFP Director
Proposal/ Price Quite
Won
Eloqua Marketo
GO/No-Go ? Gist
Submission/ Decision
Lost

• Email Campaigns
• Closed loop marketing
• Web Campaigns

Negotiations
GO -- SUB
No - Go
Submitted
Contract Review
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Sales Cloud Sales Management
Lead to Quote
Territory Management
Forecasting
Forecasting
Pipeline Forecasting
Revenue Forecasting
Collaborator Forecasting
Demand Forecasting
Supply Forecasting
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Communities and Cloud
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SALESFORCE SERVICE CLOUD - CRM
ORACLE
SAP
PEOPLESOFT
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SALESFORCE CRM ASSETS/ REPAIR/ RMA
RMA
Entitlements/ Agreements
Asset Management
Service Cloud

• Asset Management for Service Cloud

Master Data

• Solution
• Business Entities Service, Orders,
  Manufacturing, Repairs Shipping
• Closed-loop assets approach for service cloud
• Centralized and Integration assets (In-stock,
  Installed and In-repair) tracking
• Inventory management system integration
• Repair Manufacturing center integration
• Centralized asset management through integrated
  approach

• Business Challenges
• Broken business process technical solution
• Lack of service oriented architecture approach
• Business silos causing information duplication
  and stale information track
• Lack of communication between internal and
  external systems

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SALESFORCE PARTNER PORTAL
Partner Sales Portal User
Sales Portal
Leads
Opportunities
Training
Chatter
Content Articles
RSS
Employee Sales Portal User

• Partner Portal implementation for major
  telecommunication company. To accommodate Leads,
  Opportunity Management, Deal qualification
  process, Training/Learning access, Content
  Management capabilities.
• Single Sign-on Internal identify provider and
  corporate Customer and Employee Database
• Enterprise and External RSS feed for user
• Training and certification portal access using
  SSO Information exchange between systems to
  validate the partner accreditation
• Leads Opportunity self-management for partner
  users.

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Sales, hr, recruitment, professional services
contract management
Box.com
Docusign

• Direct Sales Management Professional Services
  Salesforce Sales Cloud
• Recruitment for engagement External and
  Internal Resources Salesforce AppExchange App
  Job Science
• Resource Management - Salesforce AppExchange
  App Job Science
• Contract Management Salesforce custom
  application
• Project/Program Management Salesforce custom
  application

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B2B RETAIL Community

• Person, user and company data management
• Profiling content per country, restaurant chain,
  segment and user
• Authorization data management
• Content creation and publishing
• Web offering management
• Translations
• Solution usage metrics
• Performance metrics

Identity management
B2B Retail portal
Content management
Self registration
Login
System management
Mobile Devices
Metrics
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SALESFORCE SOA INTERFACES/INTEGRATIONS

• Service Oriented flow of application components,
  Data and User Interactions
• Accommodating business process flow
• Business Service transition using integrations,
  single sign-on. API calls, Messaging, Batch
  integrations, iframe, AJAX calls.
• SOA within Salesforce boundaries
• SOA utilizing systems within business solution
  ecosystem.

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Salesforce Integration
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Kairos- Salesforce Certifications
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NEXT STEPS
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COMMUNITIES CHATTER
Alumni Community
Student Community
Donor Community
Employee Community
Salesforce Cloud
Employee/PS Admin
Resource Relation management
Activity, Communications, Email conversation
SSO Security
Integration
Chatter
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THANK YOU