Managing the Coexistence and Integration of Salesforce and Siebel Chris Stuart VP Technical Sales, aMind Solutions Jerry Lekhter Director IT, Intuit

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Keri Brooke Sr. Director Product Marketing Sales Cloud

Place Customer or Partner logo in white area of slide, centered horizontally Chris Stuart VP Technical Sales, aMind Solutions

– Intuit has 3,500 Sales & Call Center agents – Agents support over 10,000 SKUs – Intuit had Siebel as their CRM – Looking to improve agent experience Introduce Intuit challenge

Use to introduce a demo, video, Q&A, etc. From Awful to Awesome Click Here to Watch the Video: Innovation Fuels a New Agent Experience

#1 Objective – Reduce Agent Pain Too many screens Too many steps to create a quote Working between two different systems (swivel chair) Waiting for systems to synchronize data Validation errors Overall system instability Extensive agent training

Lead Capture Lead Qualification Opportunity “Stage” Management CPQ Pipeline Reporting & Dashboard Intuit Sales Flow Configure Present/search item Configure attributes Select optional components Check compatibility rules Check eligibility rules Asset Based Ordering Price Price configuration Time based pricing Bundling adjustments Account related pricing Discounts (promotion & manual) Proration Quote Calculate freight Calculate tax Calculate current charges Calculate total Select payment terms Collect and validate payment Submit Quote CPQ Salesforce.comSiebel + aMind

Before and After Use Case: Configure Two Products, Add Promotion, Payment & Shipping Details Products of Interest Quote Detail RESULT ~18 Siebel Screens ~67 User Actions RESULT More than 50% Faster than Siebel Only 2 aMind Screens (> 89% Reduction) ~27 User Actions (> 60% Reduction)

Salesforce » Opportunities

Salesforce » Opportunity Detail

Siebel Seamlessly Exposed In-Line

Siebel Asset Process Assets are stored in Salesforce to enable reporting and customer support Search and filter list to quickly locate assets Launch Siebel asset based ordering to change customer products and services

Siebel Quote Content content populated from Siebel quote through AWF

Simultaneous Updates Data updates are committed synchronously to both Salesforce and Siebel

Product Selection Now Type-Ahead Instant case insensitive partial name or part number search

Single-Screen Quoting & Configuration Required, default and optional products clearly indicated Discounting enabled only where appropriate avoiding order validation failures

Automatic Quote Creation Quote automatically created in the background saving agent time by avoiding unnecessary screen and clicks

Performance Improvement Multiple parallel configurator sessions reduce the time required to apply promotions to existing and new line items

UI - Canvas & aMind Web Framework Salesforce Canvas – Simplifies integration of the aMind web application into the Salesforce UI User identity and security preserved between Salesforce and Siebel Bi-directional cross-domain communication Single AWF application adapts to calling context simplifying deployment aMind application exposed within a Salesforce Canvas frame

Salesforce – Siebel Orchestration

Place Customer or Partner logo in white area of slide, centered horizontally Q&A with Jerry Lekhter Director IT, Intuit

Intuit – Benefits of The New Solution “From Awful to Awesome” 89% Reduction in Order Capture Screens 60% Reduction in Order Capture Steps 50%+ Improvement in Task Handling Time Reduction in Agent Training Time Improvement in System Performance Acceleration in Time to Market with Reduced Project Risk & Cost Reduction in Ongoing Operational Costs