1. 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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3. Keri Brooke Sr. Director Product Marketing Sales Cloud

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

5. – 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

6. 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

7. #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

8. 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

9. 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 18 12 RESULT More than 50% Faster than Siebel Only 2 aMind Screens (> 89% Reduction) ~27 User Actions (> 60% Reduction)

10. Salesforce » Opportunities

11. Salesforce » Opportunity Detail

12. Siebel Seamlessly Exposed In-Line

13. 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

14. Siebel Quote Content Email content populated from Siebel quote through AWF

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

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

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

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

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

20. 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

21. Salesforce – Siebel Orchestration

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

23. 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