Myths, Pitfalls and Realities of Configure Price Quote Software

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "Myths, Pitfalls and Realities of Configure Price Quote Software"

Transcription

1 Myths, Pitfalls and Realities of Configure Price Quote Software. Salesforce.com User Edition Buyers We all know that enterprise software is difficult to select and deploy. CPQ however has an equally bad, if not worse, reputation for failed deployments. The CPQ market: 1. Is littered with failed CPQ deployments 2. Total final costs for implementing solutions are far more than projected 3. Implementation is far more difficult than is portrayed in vendor demos Why? The single largest reason for failed deployments is outdated software architectures. Read this invaluable guide for salesforce.com customers who want to buy Configure Price Quote (CPQ) Software. This paper highlights commonly held market myths and advises how to expose the pitfalls before you buy your CPQ software. APTTUS Corporation apttus.com US: +1 (650) EMEA: +44 (0)

2 Avoiding Outdated Software Architectures Many CPQ products were architected and designed for old software models. Today s demand for increased functionality requires the original architecture of the products to be capable of facilitating these additions. Just like remodeling on an old house, if you neglect the fundamental infrastructure, and choose not to upgrade foundations, pipes and take care of unseen termites not visible to the homeowner, the final remodel may be cosmetically appealing with its bright new paint, but the structures and critical components beneath this polished surface will let the house down and result in costly re- pairs. Building an entirely new house ground up with a modern architecture and addressing all of today s code needs will ensure an environment that is efficient, flexible and dependable. Old architectures result in a need to have custom code workarounds for insufficient functionality, often using up time and resources when implementations are done. This results in extended timeframes and additional costs. Old architectures typically require substantially more IT infrastructure to make the product work which becomes expensive. Tool sets to administer the products are outdated and therefore difficult to use and result in extended timeframes. These limitations ultimately render the tool useless to the user and implementation becomes abandoned. The Myths Summarized Myth Reality CPQ applications are easy use and simple to set Most CPQ applications were not architected to deal with the required complexity, and the administration of the applications is a nightmare. Automating the quoting cess alone is sufficient achieving your Quotes usually end in a contract. Quotes and Con- tracts are intertwined and you need both solutions to have a successful overall deployment. There are no additional other than what the quoted CPQ applications can have many hidden costs. Know them APTTUS 2

3 AppExchange CPQ tions all work the same with They don t. Native salesforce.com applications be- have in a very different way and they should be your preferred option if you like the Salesforce platform. It is worth paying a for CPQ Most systems can provide you with what you need. As long as the system can deliver your requirements and are architected well, go low cost. Implementations are and time to value is As a result of flawed architectures and the need for custom code, implementations can be long and ex- pensive. CPQ applications are easy to use and simple to setup Most CPQ applications were not architected to deal with the complexity of today s quoting requirements. The result: difficult ad- ministration and unintuitive functionality. Often CPQ applications look easy to set up and use. Unfortunately this is not the reality. The tools may look easy to use, but end up taking many more clicks, introduce user interface complexities and are kluged. Set-up is even worse. Tools are not architected properly and most often custom code needs to be written, even just to set-up a document template. The fact is, most CPQ applications were designed many years ago for very different types of use cases. And as the vendors have realized that their tools had inadequate functionality, the functionality was added along the way without an architecture that was designed to facilitate the added functionality. The result: the application set-up is highly complex. Salesforce customers have come to expect administration tools that are accessible for non-technical users. The reality is that simple user interface tools for drag and drop are often not available, and some providers require engineers to write code in order to set-up the application. In fact, for one provider, three separate languages are required to set-up the application. This means you need to have engineers who must learn proprietary programming languages. The leading indicator for this deficiency is the implementation price and duration APTTUS 3

4 It s simple: if implementation costs are high and the implementation is long, the tool is a custom-coded solution that will be difficult to maintain and will not be flexible to your needs. Make sure the up tools are and drop Get the vendor to create a quote or proposal from scratch during the demo. No pre-configurations and no reuse of old templates. This will expose the fact that even to set-up a template, custom code is needed. Give them the quote template at the time of demo and ask them to model it. Make sure your team does need to learn new Ask about needing software languages C++, Java, Java Script, Perl, Python, HTML, SOAP, and WSDL or specifically proprietary languages unique to the tool which needs to be learned, eg. BML, BMQL. Ask about There are many failed deployments. Do a google search on the provider and type in lawsuit. Speak with tomers who If they will not volunteer one, do a google search and type in the provider s name and lawsuit. Automating the Quoting process alone is sufficient to achieving your objective Almost all quoting processes result in a contract or need to reference contract data. Make sure you have full contracting capability otherwise you will still end up with manual workarounds. Quotes, once accepted by your customer, require a contract to complete the process. Often the quotes themselves need to access contract data, especially if it is an installed base customer to whom you are selling further products or services APTTUS 4

5 Without a contract system, the user will manually be accessing contract data and the automation objectives of the project become mute. Many CPQ providers offer a screen with contract data, but these are not true contract management systems. Make sure there is a true contract management system available as a seamless, end-to-end tool. Ensure that CPQ tool also complete Lifecycle ment Without contracts you will not have a view into the installed base. Also for net new customers, you will make the quoting process more efficient, but leave the contracting process inefficient, defeating the purpose of the project. Make sure the provider has at least 30 contract management deployments so that the contract management product is mature. There are no additional costs other than what the provider has quoted me CPQ applications can have many hidden costs. Make sure you understand all of them. There can be many hidden costs for CPQ products and implementations. Often what you are seeing in a product demonstration is not what you are being quoted for. Implementations can be scoped very narrowly, and when you go through it, all the extras start appearing, greatly increasing deployment costs. And finally there can be many other options that you are unaware of, that become important later and will need to be paid for. Some of the hidden costs to watch for are highlighted below: Functionality Does the quoted license reflect what you saw in the demonstration? Vendors have dif ferent editions. A Basic Edition will have different functionality to a Professional or Enterprise Edition. Make sure you know what you want. If you want Mobile, you will probably need an Enterprise or Unlimited Edition APTTUS 5

6 Sandboxes Are sandboxes included? If not, how much are they? A very common extra. Upgrades Did you see how upgrades are applied? If a solution is not Salesforce native, upgrades will affect your Salesforce integration no matter what they tell you. Ask them to contractually commit to the upgrades for no cost. Data Consistency How do I keep my Salesforce and CPQ approvals synchronized? If they are in separate systems, special integration is needed another added cost. Implementations Make sure the scope is exactly what you need. Attach your requirements doc to the SOW so there is no uncertainty. Many systems are not multi-tenant, which means each application instance is maintained separately, versus a single application instance with multiple tenants (this is what salesforce.com does). Because these systems are not multi-tenant, multiple hardware infrastructures (application server, database server, web servers, etc.) must be maintained for each customer instance. When an upgrade is applied to a single-tenant solution, the upgrade process is time-consuming and laborious (for both the customer and vendor). Often, once an upgrade has been applied to every customer, typically it s time to start again. CPQ applications on the Salesforce AppExchange all work the same way with Salesforce Some are integrated applications and some are native applications. CPQ applications for salesforce.com customers work in very different ways. There are fundamentally two general types of applications that work with Salesforce. 1. AppExchange integrated applications 2. Salesforce.com NATIVE applications AppExchange integrated applications are not native and use their own infrastructure to run their applications. The data leaves salesforce.com and goes to that data center. This means: Integration must be developed and maintained 2013 APTTUS 6

7 Data movement routines can have multiple points of failure You can t use the salesforce.com UI for the entire process You can t use salesforce.com UI for administration You can t use salesforce.com security profiles You can t use salesforce.com approval processes Any customizations must be maintained by either the vendor and/or the customer. When Salesforce changes (new releases), customizations can become a nightmare. Synchronizing your approvals in Salesforce and the CPQ system is also a night- mare. The hosting infrastructure may not be the same quality as Salesforce, i.e. SAS 70 TypeII, etc. Conversely, salesforce.com NATIVE application means: You have the highest level of integration with salesforce.com available it sits inside your instance of Salesforce, never leaving the environment There is no data movement; your data stays inside salesforce.com You can use the salesforce.com UI for the entire CPQ process You can use the salesforce.com UI for administration You can use the salesforce.com security profiles You can use the salesforce.com approval process Any customizations are configured, not coded, and therefore maintained as any other Force.com application. Approvals are synchronized because they use the same approval engine. Use a NATIVE first if you have These solutions are the same as if Salesforce had written them. Same instance, same database and same everything. No risk APTTUS 7

8 It is worth paying a premium for CPQ software It is not most products have the functionality you need Surprisingly, there is a wide disparity between the pricing of solutions and yet most functionality is the same. Architectures will vary widely but functionality is parity. Price is based on two variables: the providers cost structure and competition. So why is there such a disparity between costs of solutions? Because of application architectures and delivery cost structures. The largest variables are the infrastructure needed to run the applications and the implementation (people time) to configure or code the system. Solutions that are multi-tenant are lower cost because the hardware and software required to support each instance (production/test/development) are used by multiple tenants, just like salesforce.com. This results in a much lower total computing cost and therefore a lower price to the customer. Solutions that are high priced have single ten- ant, high priced infrastructure. Solutions that don t have simple point-and-click administration tools like Salesforce are far more expensive to implement and maintain. Hard coding solutions are both time consuming and prone to error, which causes rework. Many solutions need code to be written in order to be implemented. Solutions that are not native salesforce.com require integration to salesforce.com. The vendor and/or customer have to maintain the integration, which increases the cost. solutions will Since you are already paying salesforce.com for hosting infrastructure, don t pay someone else for another computing infrastructure if you don t have to. Ask if Code is sary for Specifically to set-up templates from scratch, to set-up workflows or to set-up anything APTTUS 8

9 Make sure pre-built grations for Any integration to salesforce.com or other systems may not work for your specific scenario. The vendor may tell you that it will work for you, but you won t know until the implementation has begun. Best advice is to test the integration to make sure it works for your use case. Be careful a cheap mentation - can have change along the Some vendors provide implementation quotes that are far less than what is actually required. You should perform an apples-to-apples comparison in the work to be performed for multiple solutions. Go fixed bid if you can. Make sure can be sufficient Without simple-to-use administrative tools, you will be reliant on the vendor for ongoing changes. This adds significantly to costs over time. Avoid this scenario by thoroughly investigating the administrative tools and asking if support is included with the application. Implementations are rapid and time-to-value is fast Most implementations take months to years, and significantly overrun original budgets Most CPQ implementations take many months, if not years, and significantly overrun original budgets. Unfortunately, the CPQ space is very much a victim of the big system paradigm. Many CPQ providers promise rapid implementations and time to value. Unfortunately, this is far from the truth. Again, poor architectures result in complex system set-up and deficiencies in products result in custom code, and therefore implementations are costly and take a long time. Complex application administration that requires coding instead of point-and-click will increase implementation cycles. Systems also require integration to common systems like Single Signon, ERP, Document Management or legacy systems. Native salesforce.com applications may not require these integrations because they are typically in place already for salesforce.com CRM APTTUS 9

10 Check reference There are many independent sources for backdoor references like the AppExchange, blogs and salesforce.com users groups that will enable you to find more reliable references. Ask for a session in a This will expose many administrative items that can be covered up during administration demos, like coding for templates, approvals, etc. Ask to see how integrations are performed Most CPQ vendors don t have adaptors for major systems like salesforce.com. Integrations are typically one-offs because the vendor will likely charge for code that has been developed and used for other customers. Go Fixed Bid If a supplier is not prepared to offer a fixed bid, then they are not standing by their implementation numbers. The Devil is in the details Make sure you compare the line item deliverables from each vendor. Highlight the differences and ask why you are being charged more for each line item. Offline quoting is very important We live in a connected world and the incremental expense and complexity of offline quoting is most often not worth it. Some vendors will try to make this a killer feature, even though the feature is not practical for several reasons: We live in a connected society 2013 APTTUS 10

11 How does a user ensure they are using the latest pricing data? Maintaining a desktop strategy is costly and complex This feature is not relevant primarily because we live in a connected society. Users can even connect to the internet on planes. The reality is that very few companies are using this feature in any capacity today. Enabling this feature increases costs substantially by having to maintain a product and price catalog on the quoting device. Do you employ a push or pull strategy? How do you keep data synchronized? This would blow-up most cloud computing strategies. Weigh pros cons of offline really make sure is Survey your users. Weigh the trade-offs and benefits. Is it worth the cost? Is it practical? As long as you can edit the quote document offline, you should be good. Maintaining an entire product data set on each laptop often just does not make sense. Ask for three ences using Since this feature is not practical, you will find that most companies are not using it. For those companies that are using the feature, ask about the problems and costs to maintain. About Apttus Apttus, the category-defining Quote-to-Cash software company, drives the vital business process between the buyer s interest in a purchase and the realization of revenue. Apttus is delivered on the Salesforce1 Platform, the world s most trusted and comprehensive cloud delivery infrastructure. Applications include Configure- Price-Quote (CPQ), Renewals, Contract Management and Revenue Management. Additionally, Apttus patent pending X-Author technology enables Microsoft Office to be a user-interface with full interaction and control between Salesforce and Microsoft Office. Apttus is based in San Mateo, California, with additional offices in London, UK, Bozeman, Montana and Ahmedabad, India. For more information visit: apttus.com APTTUS 11

Extending the Value of Salesforce with Quote-to-Cash Apps

Extending the Value of Salesforce with Quote-to-Cash Apps Extending the Value of Salesforce with Quote-to-Cash Apps Given the huge gap between CRM and ERP processes, capturing and transferring details on what products customers bought at what price and for what

More information

Walk Then Run: 10 Essential Steps to Securing the Cloud

Walk Then Run: 10 Essential Steps to Securing the Cloud Walk Then Run: 10 Essential Steps to Securing the Cloud Security and Platform Insights from 15 CIOs Every Organization Needs a Security Plan Every business needs a strategic security plan that takes into

More information

Contract Management Software

Contract Management Software White Paper Contract Management Software Buyers Tips, hints and invaluable guidance An invaluable guide for buyers of Contract Management Software. Covering the entire procurement cycle, this guide highlights

More information

Overview. Datasheet: Centerprise Connector for Salesforce. Key Features. Overview

Overview. Datasheet: Centerprise Connector for Salesforce. Key Features. Overview Datasheet: Centerprise Connector for Salesforce Overview Key Features Overview Powerful data mapping capabilities Fast upload of data to Salesforce Change data capture features transfer only the changes

More information

Successful Platform-as-a-Service Requires a Supporting Ecosystem for HR Applications

Successful Platform-as-a-Service Requires a Supporting Ecosystem for HR Applications Successful Platform-as-a-Service Requires a Supporting Ecosystem for HR Applications Platform-as-a-Service is the computing term used to describe a hosted web-based computing environment and the associated

More information

5 Sales Blind Spots That Are Costing You Millions

5 Sales Blind Spots That Are Costing You Millions 5 Sales Blind Spots That Are Costing You Millions Key Results from the Apttus and Adobe 2014 Sales Survey When it comes to closing deals, is your sales process an asset or a liability? Recently, Apttus

More information

Datasheet: Centerprise Connector for Salesforce Key Features

Datasheet: Centerprise Connector for Salesforce Key Features Datasheet: Centerprise Connector for Salesforce Key Features Overview Astera s Centerprise Data Integrator provides an enter- prise-level data integration solution that quickly and easily migrates, transforms,

More information

Contract Management Flaws that are Submarining your Business

Contract Management Flaws that are Submarining your Business Contract Management Flaws that are Submarining your Business Key Results from the 2014 Contract Management Survey, powered by Apttus More often than not, sales figures are the metric used to measure a

More information

The Fastest Path to the Cloud Building Your SaaS Company on Force.com

The Fastest Path to the Cloud Building Your SaaS Company on Force.com The Fastest Path to the Cloud Building Your SaaS Company on Force.com Kai Mäkelä salesforce.com kmakela@salesforce.com Safe Harbor Safe harbor statement under the Private Securities Litigation Reform Act

More information

I want customers to selfservice. place orders online

I want customers to selfservice. place orders online I need to support the products and services we sell I need quoting for subscription, recurring charges and bundles I want customers to selfservice problems and place orders online I want effective product

More information

Modernizing and Optimizing the Data Center

Modernizing and Optimizing the Data Center DATA CENTER SOLUTIONS For More Information: (866) 787-3271 Sales@PTSdcs.com Modernizing and Optimizing the Data Center A Hyperconverged Infrastructure Brief for Business Decision Makers By Scott D. Lowe

More information

5 Reasons CIOs are Adopting Cloud Computing in 2010 Application Development that s 5 Times Faster at 1/2 the Cost

5 Reasons CIOs are Adopting Cloud Computing in 2010 Application Development that s 5 Times Faster at 1/2 the Cost 5 Reasons CIOs are Adopting Cloud Computing in 2010 Application Development that s 5 Times Faster at 1/2 the Cost WHITE PAPER Contents Introduction... 2 Why choose cloud computing?... 2 1. Delivers faster

More information

Turbo-Charge Salesforce CRM with Dell Integration Services

Turbo-Charge Salesforce CRM with Dell Integration Services Introduction Turbo-Charge Salesforce CRM with Dell Integration Services By Chandar Pattabhiram January 2010 Fueled by today s fiercely competitive business environment, IT managers must deliver rapid,

More information

Jitterbit Technical Overview : Salesforce

Jitterbit Technical Overview : Salesforce Jitterbit allows you to easily integrate Salesforce with any cloud, mobile or on premise application. Jitterbit s intuitive Studio delivers the easiest way of designing and running modern integrations

More information

Integration Maturity Model Capability #5: Infrastructure and Operations

Integration Maturity Model Capability #5: Infrastructure and Operations Integration Maturity Model Capability #5: Infrastructure and Operations How improving integration supplies greater agility, cost savings, and revenue opportunity TAKE THE INTEGRATION MATURITY SELFASSESSMENT

More information

ExpertusONE v4.4 Salesforce.com Connector

ExpertusONE v4.4 Salesforce.com Connector ExpertusONE v4.4 Salesforce.com Connector 01 Contents Overview 2 Three Areas of Value 3 Unique Multi-tenancy Design 4 Technology 4 Sales Enablement Use Cases 6 Data Level & Workflow Automation Integration

More information

ISVforce Guide. Version 35.0, Winter 16. @salesforcedocs

ISVforce Guide. Version 35.0, Winter 16. @salesforcedocs ISVforce Guide Version 35.0, Winter 16 @salesforcedocs Last updated: vember 12, 2015 Copyright 2000 2015 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark of salesforce.com,

More information

IT & Small Businesses. It can help grow your small business and cut cost where you never thought possible.

IT & Small Businesses. It can help grow your small business and cut cost where you never thought possible. It can help grow your small business and cut cost where you never thought possible. Contents Introduction Cutting Cost Saving Time Creating a Competitive Advantages Conclusion 3 4 9 12 13 2 Title of the

More information

Welcome to the Force.com Developer Day

Welcome to the Force.com Developer Day Welcome to the Force.com Developer Day Sign up for a Developer Edition account at: http://developer.force.com/join Nicola Lalla nlalla@saleforce.com n_lalla nlalla26 Safe Harbor Safe harbor statement under

More information

LET K2 SHOW YOU WHAT MICROSOFT SHAREPOINT CAN REALLY DO

LET K2 SHOW YOU WHAT MICROSOFT SHAREPOINT CAN REALLY DO LET K2 SHOW YOU WHAT MICROSOFT SHAREPOINT CAN REALLY DO WHY K2 APPIT FOR SHAREPOINT OUTPERFORMS OTHER SOLUTIONS WHAT S MISSING FROM SHAREPOINT? Microsoft SharePoint 2013 has a lot of great new features,

More information

5 Reasons CIOs are Adopting Cloud Computing in 2009 Application Development that s 5 Times Faster at 1/2 the Cost

5 Reasons CIOs are Adopting Cloud Computing in 2009 Application Development that s 5 Times Faster at 1/2 the Cost 5 Reasons CIOs are Adopting Cloud Computing in 2009 Application Development that s 5 Times Faster at 1/2 the Cost Contents Introduction... 2 Why Choose Cloud Computing?... 2 1. Delivers Faster Time to

More information

ITSM Software: Is SaaS the Model for You?

ITSM Software: Is SaaS the Model for You? ITSM Software: Is SaaS the Model for You? By Kai Holthaus, ITIL v3 Expert and Director for Third Sky, Inc. Software as a Service (SaaS) has gotten a lot of attention recently. Many companies and IT organizations

More information

SOLUTION WHITE PAPER. Remedyforce Powerful Platform

SOLUTION WHITE PAPER. Remedyforce Powerful Platform SOLUTION WHITE PAPER Remedyforce Powerful Platform INTRODUCTION Any type of service desk needs a powerful technology platform to support their customers. However, several challenges arise when attempting

More information

Jitterbit Technical Overview : Microsoft Dynamics CRM

Jitterbit Technical Overview : Microsoft Dynamics CRM Jitterbit allows you to easily integrate Microsoft Dynamics CRM with any cloud, mobile or on premise application. Jitterbit s intuitive Studio delivers the easiest way of designing and running modern integrations

More information

The Ultimate Guide to Buying Business Analytics

The Ultimate Guide to Buying Business Analytics The Ultimate Guide to Buying Business Analytics How to Evaluate a BI Solution for Your Small or Medium Sized Business: What Questions to Ask and What to Look For Copyright 2012 Pentaho Corporation. Redistribution

More information

Grow Your Business with Confidence

Grow Your Business with Confidence Grow Your Business with Confidence Keep Your Business Going and Growing Whether you make widgets, sell services, or move merchandise, you depend on your people, and your people depend on the tools you

More information

Is a Cloud ERP Solution Right for You?

Is a Cloud ERP Solution Right for You? Is a Cloud ERP Solution Right for You? By Spencer Arnesen, CPA There s been a lot of hype recently about how cloud software solutions are the wave of the future. In the consumer environment, you can use

More information

Cisco Enterprise Mobility Services Platform

Cisco Enterprise Mobility Services Platform Data Sheet Cisco Enterprise Mobility Services Platform Reduce development time and simplify deployment of context-aware mobile experiences. Product Overview The Cisco Enterprise Mobility Services Platform

More information

HOW THE WEB IS CHANGING EVERYTHING IN THE SIGN INDUSTRY

HOW THE WEB IS CHANGING EVERYTHING IN THE SIGN INDUSTRY HOW THE WEB IS CHANGING EVERYTHING WHITE PAPER HOW THE WEB IS CHANGING EVERYTHING IN THE SIGN INDUSTRY And what you need to know to take advantage Topics included in this paper Introduction SaaS and Cloud-based

More information

7 Deadly Sins of the DIY Cloud

7 Deadly Sins of the DIY Cloud 7 Deadly Sins of the DIY Cloud Uncovering the Hidden Impact of Custom App Development in the Cloud The Do-It-Yourself Cloud Revolution Cloud computing has brought a revolution to application development.

More information

The Ultimate Guide to Buying Business Analytics

The Ultimate Guide to Buying Business Analytics The Ultimate Guide to Buying Business Analytics How to Evaluate a BI Solution for Your Small or Medium Sized Business: What Questions to Ask and What to Look For Copyright 2012 Pentaho Corporation. Redistribution

More information

Advancement in Salesforce using CPQ (Configure Price Quote) Technological Catalyst

Advancement in Salesforce using CPQ (Configure Price Quote) Technological Catalyst Advancement in Salesforce using CPQ (Configure Price Quote) Technological Catalyst Shiv Kumar Goyal 1, Nupoor Narendra Nimbalkar 2 Deputy Head of the Department, Master of Computer Application, Vivekanand

More information

glovia OM Cloud - based Enterprise Resource Planning A Presentation for Prospective Clients February 2014

glovia OM Cloud - based Enterprise Resource Planning A Presentation for Prospective Clients February 2014 glovia OM Cloud - based Enterprise Resource Planning A Presentation for Prospective Clients February 2014 Content Introduction to Canon Information and Imaging Solutions and Glovia The unique value to

More information

Experience Business Success Invest in Microsoft CRM Today

Experience Business Success Invest in Microsoft CRM Today Experience Business Success Invest in Microsoft CRM Today Published: August 2005 The information contained in this document represents the current view of Microsoft Corporation on the issues discussed

More information

Successful CRM. Delivered. Prepare for CRM Success. Our How to start right and stay right!

Successful CRM. Delivered. Prepare for CRM Success. Our How to start right and stay right! Successful CRM. Delivered. Prepare for CRM Success Our How to start right and stay right! ConsultCRM: Prepare for CRM Success Introduction ConsultCRM has years of experience in the area of Customer Relationship

More information

SaaS & Cloud Application Development & Delivery

SaaS & Cloud Application Development & Delivery SaaS & Cloud Application Development & Delivery A Whitepaper by Ekartha, Inc. by Gurpreet Singh, Ekartha Inc. Raj Sethi, Ekartha Inc. Ekartha, Inc. 63 Cutter Mill Road Great Neck, N.Y. 11021 Tel.: (516)

More information

Availability and Disaster Recovery: Basic Principles

Availability and Disaster Recovery: Basic Principles Availability and Disaster Recovery: Basic Principles by Chuck Petch, WVS Senior Technical Writer At first glance availability and recovery may seem like opposites. Availability involves designing computer

More information

Hitting Your Numbers. Creating Sales Excellence with Commercial Open Source CRM BREAK AWAY

Hitting Your Numbers. Creating Sales Excellence with Commercial Open Source CRM BREAK AWAY Hitting Your Numbers Creating Sales Excellence with Commercial Open Source CRM BREAK AWAY It is already a given that a CRM system can help drive sales performance. So the decision to be made now is which

More information

Vlocity Insurance White Paper 3 Key Questions to Ask Your Insurance CRM Provider

Vlocity Insurance White Paper 3 Key Questions to Ask Your Insurance CRM Provider Vlocity Insurance White Paper 3 Key Questions to Ask Your Insurance CRM Provider 1 Executive Summary The search for a new insurance CRM system can seem like a daunting task. From brand-name companies to

More information

Cloud Enterprise Content Management

Cloud Enterprise Content Management Table of contents Overview...1 Content-Centric Applications: The Potential and the Challenge...2 Business Process Improvement...2 Cloud: A New Way Forward for ECM...4 The Inevitable Evolution to Cloud

More information

SaaS A Product Perspective

SaaS A Product Perspective SaaS A Product Perspective Software-as-a-Service (SaaS) is quickly gaining credibility and market share against traditional packaged software. This presents new opportunities for product groups and also

More information

{The High Cost} of Legacy ERP Systems. plantemoran.com

{The High Cost} of Legacy ERP Systems. plantemoran.com {The High Cost} of Legacy ERP Systems plantemoran.com Many organizations have come to realize that while ERP software doesn t appear to generate direct revenue, it can significantly impact financial performance.

More information

Making Every Project Business a Best-Run Business

Making Every Project Business a Best-Run Business SAP Functions in Detail SAP Business Suite SAP Commercial Project Management Making Every Project Business a Best-Run Business Table of Contents 3 Quick Facts 4 Facilitating Optimal Project Delivery for

More information

Choosing the Right CRM Why We Recommend Salesforce

Choosing the Right CRM Why We Recommend Salesforce Choosing the Right CRM Why We Recommend Salesforce A CRM system is a significant long-term investment that your organization should take very seriously. The right CRM can help push your sales figures to

More information

SaaS. A Cost Reduction Strategy or a Source of Strategic Advantage? Paul Selway Solution Architect

SaaS. A Cost Reduction Strategy or a Source of Strategic Advantage? Paul Selway Solution Architect SaaS A Cost Reduction Strategy or a Source of Strategic Advantage? Paul Selway Solution Architect The Architect The Architects Role I doubt we will ever all agree what an architect is! Sometimes we are

More information

Pervasive Software + NetSuite = Seamless Cloud Business Processes

Pervasive Software + NetSuite = Seamless Cloud Business Processes Pervasive Software + NetSuite = Seamless Cloud Business Processes Successful integration solution between cloudbased ERP and on-premise applications leveraging Pervasive integration software. Prepared

More information

Things you should be doing with Salesforce

Things you should be doing with Salesforce Things you should be doing with Salesforce Postcode Anywhere has teamed up with Salesforce experts, Westbrook, to put together top tips on how you can use Salesforce to its full potential. Introduction

More information

THE MOBlLE APP. REVOLUTlON. 8 STEPS TO BUlLDING MOBlLE APPS FAST ln THE CLOUD

THE MOBlLE APP. REVOLUTlON. 8 STEPS TO BUlLDING MOBlLE APPS FAST ln THE CLOUD THE MOBlLE APP REVOLUTlON 8 STEPS TO BUlLDING MOBlLE APPS FAST ln THE CLOUD People use hand-held devices for everything from communicating and playing games to shopping and surfing the Internet. In fact,

More information

Key Benefits of Microsoft Visual Studio Team System

Key Benefits of Microsoft Visual Studio Team System of Microsoft Visual Studio Team System White Paper November 2007 For the latest information, please see www.microsoft.com/vstudio The information contained in this document represents the current view

More information

SaaS-Based Budget Planning

SaaS-Based Budget Planning SaaS-Based Budget Planning Advantages over Traditional Models Author: Tom Olson Tom Olson is President and CEO of MyBudgetFile Inc. and former Associate Superintendent of Business and Finance for the Parkland

More information

Automating User Management and Single Sign-on for Salesforce.com OKTA WHITE PAPER. Okta Inc. 400 2nd Street Suite 350 San Francisco CA, 94107

Automating User Management and Single Sign-on for Salesforce.com OKTA WHITE PAPER. Okta Inc. 400 2nd Street Suite 350 San Francisco CA, 94107 OKTA WHITE PAPER Automating User Management and Single Sign-on for Salesforce.com Okta Inc. 400 2nd Street Suite 350 San Francisco CA, 94107 info@okta.com 1-888-722-7871 Table of Contents 1 The Growth

More information

Integrating and Customizing. Salesforce.com. The Essential Guide

Integrating and Customizing. Salesforce.com. The Essential Guide Integrating and Customizing Salesforce.com The Essential Guide 1 INTRODUCTION What s in this Guide? Ease of Use and System Design: How easy is the system to use for your company s users? What are the best

More information

Making HR Simpler. A Guide to HR Software in the Cloud

Making HR Simpler. A Guide to HR Software in the Cloud Making HR Simpler A Guide to HR Software in the Cloud Index Introduction 3 Everyone Wins 4 What is the Cloud and where does SaaS fit in? 4 What are the benefits? 5 Food For Thought 7 Questions to Ask 8

More information

Ten Critical Questions to Ask a Manufacturing ERP Vendor

Ten Critical Questions to Ask a Manufacturing ERP Vendor Ten Critical Questions to Ask a Manufacturing ERP Vendor Plex Online White Paper At a Glance: The ERP industry has earned such a poor reputation for delivery in the last 20 years that users have learned

More information

MICROSOFT DYNAMICS CRM. Comparing the xrm Application Framework and Force.com: A Guide for Technical Decision Makers

MICROSOFT DYNAMICS CRM. Comparing the xrm Application Framework and Force.com: A Guide for Technical Decision Makers MICROSOFT DYNAMICS CRM Comparing the xrm Application Framework and Force.com: A Guide for Technical Decision Makers January 2011 CONTENTS Foundations for Business Applications: xrm and Force.com... 3 Why

More information

elivering CRM Success in the Cloud

elivering CRM Success in the Cloud Salesforce.com Services As a Cloud System Integrator Agama Solutions partners with you through the complete lifespam of your cloud journey while amplifying your returns from the cloud and minimizing the

More information

Interoperate in Cloud with Federation

Interoperate in Cloud with Federation Interoperate in Cloud with Federation - Leveraging federation standards can accelerate Cloud computing adoption by resolving vendor lock-in issues and facilitate On Demand business requirements Neha Mehrotra

More information

Cloud Computing Safe Harbor or Wild West?

Cloud Computing Safe Harbor or Wild West? IT Best Practices Series Cloud Computing Safe Harbor or Wild West? With IT expenditures coming under increasing scrutiny, the cloud is being sold as an oasis of practical solutions. It s true that many

More information

Benefits of an ITIL Help Desk in the Cloud

Benefits of an ITIL Help Desk in the Cloud SOLUTION WHITE PAPER Benefits of an ITIL Help Desk in the Cloud A New ITIL Solution for Small-to-Medium Businesses Contents Introduction 1 Help Desk Needs in Smaller Environments 1 Power in the Cloud 3

More information

Three Ways to Integrate Active Directory with Your SaaS Applications OKTA WHITE PAPER. Okta Inc. 301 Brannan Street, Suite 300 San Francisco CA, 94107

Three Ways to Integrate Active Directory with Your SaaS Applications OKTA WHITE PAPER. Okta Inc. 301 Brannan Street, Suite 300 San Francisco CA, 94107 OKTA WHITE PAPER Three Ways to Integrate Active Directory with Your SaaS Applications Okta Inc. 301 Brannan Street, Suite 300 San Francisco CA, 94107 info@okta.com 1-888-722-7871 wp-3waysad-113012 Table

More information

Customizing and Integrating

Customizing and Integrating Customizing and Integrating Microsoft Dynamics CRM The Essential Guide 1 INTRODUCTION What s in this Guide Ease of Use and System Design: How easy is the system to use for your company s users? What are

More information

Best Practices: ERP Vendor Reference-Checking WHITE PAPER. Expandable Software, Inc.

Best Practices: ERP Vendor Reference-Checking WHITE PAPER. Expandable Software, Inc. WHITE PAPER Best Practices: ERP Vendor Reference-Checking Expandable Software, Inc. 900 Lafayette St., Suite 400 Santa Clara, CA 95050-5481 P: 408.261.7880 F: 408.247.2160 www..com WHITE PAPER Page 2 Table

More information

B2C Marketing Automation Action Plan. 10 Steps to Help You Make the Move from Outdated Email Marketing to Advanced Marketing Automation

B2C Marketing Automation Action Plan. 10 Steps to Help You Make the Move from Outdated Email Marketing to Advanced Marketing Automation B2C Marketing Automation Action Plan 10 Steps to Help You Make the Move from Outdated Email Marketing to Advanced Marketing Automation Introduction B2C marketing executives are increasingly becoming more

More information

CRM SOFTWARE EVALUATION TEMPLATE

CRM SOFTWARE EVALUATION TEMPLATE 10X more productive series CRM SOFTWARE EVALUATION TEMPLATE Find your CRM match with this easy-to-use template. PRESENTED BY How To Use This Template Investing in the right CRM solution will help increase

More information

RESEARCH NOTE FORCE.COM DRIVES FASTER DEVELOPMENT

RESEARCH NOTE FORCE.COM DRIVES FASTER DEVELOPMENT Document J29 RESEARCH NOTE FORCE.COM DRIVES FASTER DEVELOPMENT THE BOTTOM LINE Nucleus analyzed existing Force.com application deployments and found an average of 4.9 times faster development. End customers,

More information

The Essential Guide for Protecting Your Legal Practice From IT Downtime

The Essential Guide for Protecting Your Legal Practice From IT Downtime The Essential Guide for Protecting Your Legal Practice From IT Downtime www.axcient.com Introduction: Technology in the Legal Practice In the professional services industry, the key deliverable of a project

More information

PARTNER PROGRAM GUIDE

PARTNER PROGRAM GUIDE PARTNER PROGRAM GUIDE Version 1.0 April, 2015 The Partner Program Guide is meant as a reference document only; it contains no binding obligations to either Apttus nor any prospective partner. All such

More information

4 ways to grow your small business with Salesforce CRM

4 ways to grow your small business with Salesforce CRM 4 ways to grow your small business with Salesforce CRM Contents Executive Summary... 2 Make everyone more productive... 2 Customize: Make Salesforce CRM work the way you do... 2 Organize: Centralize your

More information

Jitterbit Technical Overview : Microsoft Dynamics AX

Jitterbit Technical Overview : Microsoft Dynamics AX Jitterbit allows you to easily integrate Microsoft Dynamics AX with any cloud, mobile or on premise application. Jitterbit s intuitive Studio delivers the easiest way of designing and running modern integrations

More information

CREATE EXACTLY THE MOBILE CRM YOU WANT

CREATE EXACTLY THE MOBILE CRM YOU WANT CREATE EXACTLY THE MOBILE CRM YOU WANT CWR Mobility gives you the mobile CRM you want. With our SDK, anything is possible. Advantages: Intuitive Tailor-made Can be set up per user Re-use your existing

More information

Second CRM CRM Solution for Mid size Companies

Second CRM CRM Solution for Mid size Companies Second CRM CRM Solution for Mid size Companies Technologize Your Business TM Introductory Presentation June 2010 Agenda Second CRM On Demand CRM Solution Introduction Second CRM Features Pricing, Implementation

More information

Open Source Multi-Cloud, Multi- Tenant Automation in the cloud with SlipStream PaaS

Open Source Multi-Cloud, Multi- Tenant Automation in the cloud with SlipStream PaaS Open Source Multi-Cloud, Multi- Tenant Automation in the cloud with SlipStream PaaS A professional open source solution Robert Branchat, SixSq 5 July 2014 Lyon, France Based in Geneva, Switzerland Founded

More information

7 steps to choosing the right IT support company.

7 steps to choosing the right IT support company. 7 steps to choosing the right IT support company. If you want to ensure the process is hassle free and meets the requirements of your business this guide will take you through the correct process step

More information

Northwestern University Dell Kace Patch Management

Northwestern University Dell Kace Patch Management Northwestern University Dell Kace Patch Management Desktop Patch Management Best Practices Table of Contents: 1. Audience 2. Definition 3. Patch Approaches 4. Guidelines for Review, Test, and Deploy 5.

More information

White Paper. Are SaaS and Cloud Computing Your Best Bets?

White Paper. Are SaaS and Cloud Computing Your Best Bets? White Paper Are SaaS and Cloud Computing Your Best Bets? Understanding SaaS and Cloud Computing and Service Delivery Options for Real Estate Technology Solutions Joseph Valeri, MBA, MS President, Lucernex

More information

10 top tips to reviewing recruitment software hello@itris.co.uk www.itris.co.uk +44 (0) 1892 825 820

10 top tips to reviewing recruitment software hello@itris.co.uk www.itris.co.uk +44 (0) 1892 825 820 1 2 Contents Introduction 3 About Itris 3 1. Why are you reviewing? 4 2. What do you want the new system to do? 4 3. Choosing your new system 6 4. Company structure and change buy-in 8 5. Web based or

More information

Network Configuration Management

Network Configuration Management Network Configuration Management Contents Abstract Best Practices for Configuration Management What is Configuration Management? FCAPS Configuration Management Operational Issues IT Infrastructure Library

More information

DreamFactory Security Whitepaper Customer Information about Privacy and Security

DreamFactory Security Whitepaper Customer Information about Privacy and Security DreamFactory Security Whitepaper Customer Information about Privacy and Security DreamFactory Software publishes rich applications for salesforce.com. All of our products for salesforce use the DreamFactory

More information

Running Your Business at the Speed of On-Demand. Running Your Business at the Speed of On-Demand. Serving You Today:

Running Your Business at the Speed of On-Demand. Running Your Business at the Speed of On-Demand. Serving You Today: Running Your Business at Software as a Service Goes Mainstream Serving You Today: Zach Nelson President & CEO NetSuite Bruce Richardson Chief Research Officer AMR Research Delwin Brockett COO UCG Ltd.

More information

BUILDING SAAS APPLICATIONS ON WINDOWS AZURE

BUILDING SAAS APPLICATIONS ON WINDOWS AZURE David Chappell BUILDING SAAS APPLICATIONS ON WINDOWS AZURE THINGS TO THINK ABOUT BEFORE YOU START Sponsored by Microsoft Corporation Copyright 2012 Chappell & Associates Contents Illustrating SaaP and

More information

Building a Lead-to-Cash Solution

Building a Lead-to-Cash Solution Building a Lead-to-Cash Solution With customer experience management in focus, leadto-cash offers an integrated, technology solution that automates all aspects of the sales cycle into a seamless workflow.

More information

ATS. The. The Staffing Agency s Guide to Buying an Applicant Tracking System

ATS. The. The Staffing Agency s Guide to Buying an Applicant Tracking System ATS The Advantage: The Staffing Agency s Guide to Buying an Applicant Tracking System 87 % of North American recruiting professionals agree that using ATS/CRM technology is important to the success of

More information

Storing Merge Templates

Storing Merge Templates Storing Merge Templates Release 8 This template guide is an overview of how to use Conga Workflow to automate Conga Composer solutions. Contact Support: support@congamerge.com Americas EMEA APAC (866)

More information

MOBILE SOLUTIONS USER FRIENDLY SOLUTIONS BUILT FOR PURPOSE. Simplify. Automate. Integrate.

MOBILE SOLUTIONS USER FRIENDLY SOLUTIONS BUILT FOR PURPOSE. Simplify. Automate. Integrate. MOBILE SOLUTIONS USER FRIENDLY SOLUTIONS BUILT FOR PURPOSE As an official partner with IFS, you can be sure about the quality of all Addovation solutions. With our vast experience and knowledge, Addovation

More information

March 6, 2013 Muscat, Oman

March 6, 2013 Muscat, Oman March 6, 2013 Muscat, Oman Business Agility with Cloud Solutions Deniz Kilyar Director, SAP Line of Business & Mobility Solutions 11 Lines of Business The SAP product strategy embraces the Cloud Cloud

More information

An Advanced Performance Architecture for Salesforce Native Applications

An Advanced Performance Architecture for Salesforce Native Applications An Advanced Performance Architecture for Salesforce Native Applications TABLE OF CONTENTS Introduction............................................... 3 Salesforce in the Digital Transformation Landscape...............

More information

Integrating Siebel CRM 8 with Oracle Applications

Integrating Siebel CRM 8 with Oracle Applications Integrating Siebel CRM 8 with Oracle Applications Agenda Corporate Overview Siebel 8.0 New Features Siebel Integration Approaches Integration with Oracle Applications Option 1 Option 2 Pros and Cons Evaluation

More information

ZCorum s Ask a Broadband Expert Series:

ZCorum s Ask a Broadband Expert Series: s Ask a Broadband Expert Series: The Advantages of Network Virtualization An Interview with Peter Olivia, Director of Systems Engineering ZCorum 1.800.909.9441 4501 North Point Parkway, Suite 125 Alpharetta,

More information

Competitive Edge Technology White Paper. Platform-as-a-Service the New Horizon for HR

Competitive Edge Technology White Paper. Platform-as-a-Service the New Horizon for HR Competitive Edge Technology White Paper Platform-as-a-Service the New Horizon for HR Contents INTRODUCTION... 3 THE PLATFORM-AS-A-SERVICE MODEL AND NEW OPPORTUNITIES... 3 THE CURRENT SYSTEM REPLACEMENT

More information

THE HIDDEN COSTS OF QUICKBOOKS: Why now s the time to graduate to professional financial management software

THE HIDDEN COSTS OF QUICKBOOKS: Why now s the time to graduate to professional financial management software THE HIDDEN COSTS OF QUICKBOOKS: Why now s the time to graduate to professional financial management software Summary Most small businesses begin their financial lives using Intuit s QuickBooks, which with

More information

Reasons Dynamics GP Users Switch to NetSuite

Reasons Dynamics GP Users Switch to NetSuite The Top 1 0 Reasons Dynamics GP Users Switch to If you are looking at Microsoft s Dynamics GP solutions (previously called Great Plains) as well as, here are some important points raised by customers just

More information

a guide to the cloud Understanding the cloud and recreation management understanding the cloud and recreation management a guide to the cloud 683_14

a guide to the cloud Understanding the cloud and recreation management understanding the cloud and recreation management a guide to the cloud 683_14 understanding the cloud and recreation management a guide to the cloud Understanding the cloud and recreation management 672_14 Introduction 1n 1969, Joni Mitchell sang I ve looked at Clouds from both

More information

JRM. Jenzabar Recruitment Manager

JRM. Jenzabar Recruitment Manager JRM Jenzabar Recruitment Manager 1 Why CRM for Higher Education Most institutions have invested significant money in data systems and have many databases. They often find, though, that accessing, analyzing,

More information

FROM DEPARTMENTAL RESOURCE PLANNING TO SOCIAL SUPPLY CHAIN COLLABORATION IN THE CLOUD

FROM DEPARTMENTAL RESOURCE PLANNING TO SOCIAL SUPPLY CHAIN COLLABORATION IN THE CLOUD FROM DEPARTMENTAL RESOURCE PLANNING TO SOCIAL SUPPLY CHAIN COLLABORATION IN THE CLOUD 20+ years of innovation, a story told by the Research & Development team It was during the time Jan Baan was half way

More information

MOVING BEYOND QUICKBOOKS: Why now s the time to graduate to professional financial management software

MOVING BEYOND QUICKBOOKS: Why now s the time to graduate to professional financial management software MOVING BEYOND QUICKBOOKS: Why now s the time to graduate to professional financial management software Summary Most small businesses begin their financial lives using Intuit s QuickBooks, which with an

More information

The five questions you need to ask before selecting a Business Intelligence Vendor

The five questions you need to ask before selecting a Business Intelligence Vendor The five questions you need to ask before selecting a Business Intelligence Vendor Overview Over the last decade, Business Intelligence (BI) has been at or near the top of the list of many executive and

More information

Oracle s BigMachines Solutions. Cloud-Based Configuration, Pricing, and Quoting Solutions for Enterprises and Fast-Growing Midsize Companies

Oracle s BigMachines Solutions. Cloud-Based Configuration, Pricing, and Quoting Solutions for Enterprises and Fast-Growing Midsize Companies Oracle s BigMachines Solutions Cloud-Based Configuration, Pricing, and Quoting Solutions for Enterprises and Fast-Growing Midsize Companies Oracle s BigMachines cloud-based solutions enable both enterprise

More information

Kenandy TM Cloud ERP White Paper. Kenandy Cloud ERP Overview

Kenandy TM Cloud ERP White Paper. Kenandy Cloud ERP Overview White Paper Kenandy Cloud ERP Overview Kenandy TM Cloud ERP Key Benefits Easy to use Global Social Mobile Real-time visibility Fast deployment Users can tailor Add fields Change workflows Create reports

More information

Maximize the Value of your Custom Business Applications with Microsoft Dynamics CRM

Maximize the Value of your Custom Business Applications with Microsoft Dynamics CRM Microsoft Dynamics CRM Maximize the Value of your Custom Business Applications with Microsoft Dynamics CRM White Paper Date: April, 2010 http://crm.dynamics.com Maximize the Value of your Custom Business

More information

Statement of Direction

Statement of Direction Mobile First: Taking Mobile CRM to the Next Level 1 January 2013 Mobile First: Taking Mobile CRM to the Next Level Whitepaper Mobile First: Taking Mobile CRM to the Next Level 2 Table of Contents Notes...

More information