Proposal and Quotation Summary

for<insert company name>

April 8, 2023

Proposal Quotation and Summary

EXECUTIVE SUMMARY

At Cast Iron we believe that “customer success = Cast Iron success”. We strive to act with urgency, build strong relationships, and ensure that we are responsive to the needs of every customer. The objective of this proposal and quotation summary is to illustrate how we can solve <insert company name>’s needs and add value to your business. Cast Iron application integration solutions are built from the ground up to dramatically simplify the integration experience and will allow you to complete your integration project in days and for less than 20% of the cost of traditional software-based alternatives.

Proposal and Quotation Summary:

Cast Iron Overview

Our Understanding of Your Needs

o Business problem: Migrating from home-grown CRM to Salesforce.com

o Integration need: Customer master migration

o Problems with incumbent solution: Custom code not scalable

Solution and Business Value

o Solution: Complete migration from home-grown CRM to Salesforce.com

o Business value: Superior customer support experience

Project Timeline

o <insert # of days> days

Pricing Quotation

o <insert price>

Contacts

Copyright ©2008 Cast Iron Systems, Inc. All rights reserved. 2

Proposal Quotation and Summary

CAST IRON OVERVIEW

Founded in 2001, Cast Iron Systems is the #1 SaaS integration vendor. Cast Iron has hundreds of customers across all industries and around the world, including Allianz, British American Tobacco (BAT), AmerisourceBergen, Emerson, IBA Molecular, Krueger International, Peet's Coffee & Tea, PGP Corporation, Salesforce.com, The Sports Authority, and Tesla Motors, among many others. Backed by Sequoia Capital, Norwest Venture Partners, and Lehman Brothers, Cast Iron is privately held and led by experienced technology executives from Informatica, PeopleSoft, Siebel, Oracle, Vitria, and webMethods.

Cast Iron integration appliances eliminate the cost and complexity associated with traditional software-based integration tools. Our appliances are built from the ground up to dramatically simplify the integration experience for our customers. This built-in simplicity enables both large and midsize companies to realize the following benefits:

Integrate in days —achieve rapid implementations due to the plug-and-play nature of the appliance and the configurable integration capability

Save 80% or more — since the appliance contains everything needed to complete integrations, there is no need to install and maintain multiple components (servers, software, adapters, database, etc.)

Free-up scarce resources — the visual UI and the "configuration, not coding" approach eliminate the need to use middleware experts for application integration, and allow companies to use their experts on more strategic projects

Simple, yet comprehensive, solution — while these appliances complete application integrations using just 3 steps: plug-in the appliance, configure the integration, and run it; these appliances are also scalable across multiple integration areas for connecting packaged apps to legacy apps and other endpoints (like flat files, databases, etc.)

Easy changes — as business needs change, the graphical UI and “configuration, not coding” approach of the appliance allows companies to implement changes very easily

Copyright ©2008 Cast Iron Systems, Inc. All rights reserved. 3

Proposal Quotation and Summary

OUR UNDERSTANDING OF YOUR NEEDS

Cast Iron’s recognizes that <insert company name>’s needs are unique and must be fully understood prior to solution development and proposal. Therefore Cast Iron requests that you review for accuracy the following table which constitutes our understanding of your needs:

Your Needs Description

Business problem Migrating from home-grown CRM to Salesforce.com.

Integration need Customer master migration

Product master extracts from Oracle ERP

Real-time interaction with Avtex IP Telephony

Custom CRM Application on DB2 on AS400

Problems with incumbent solution

Custom code doesn’t scale to meet diverse formats

BizTalk programming too complex

Decision deadline May 31, 2008

Decision makers Business: <insert name and title>

Financial: <insert name and title>

Technical: <insert name and title>

Copyright ©2008 Cast Iron Systems, Inc. All rights reserved. 4

Proposal Quotation and Summary

SOLUTION AND BUSINESS VALUE

To address <insert company name>’s needs outlined in the preceding section, Cast Iron proposes the following customized solution:

Solution

Cast Iron enables Salesforce.com integration in real-time:

Caller info to SupportForce in seconds

Product master sync with ERP

Customer master sync

Single Console to track transactions

Business Value

Complete entire project in xx days

No coding

Enable a superior customer support experience

Copyright ©2008 Cast Iron Systems, Inc. All rights reserved. 5

<insert endpoint name> <insert endpoint name>

Proposal Quotation and Summary

PROJECT TIMELINE

Cast Iron’s Project Delivery Methodology has delivered proven success to clients in various industries. Our experience in building application integration on the Cast Iron platform is a key element in the delivery of customer satisfaction with Cast Iron solutions.

Based upon Cast Iron’s evaluation of <insert customer name>’s environment, the time to complete your project is approximately <insert number of days> days:

Copyright ©2008 Cast Iron Systems, Inc. All rights reserved. 6

Overall Project Timeline = 15 daysOverall Project Timeline = 15 days

Pre-Project

Phase

Pre-Project

Phase

2 days

AnalyzeAnalyze

1 day

Architect

Solution

Architect

Solution

1 day 1 day

Configure/

Unit Test

Configure/

Unit Test

7 days

System

Test

System

Test

1 day

DeployDeploy

1 day

Operate

and

Maintain

Operate

and

Maintain

1 day/

month

Design Orchestrations

Design Orchestrations

Project Management and Documentation (3 days)Project Management and Documentation (3 days)

Proposal Quotation and Summary

PRICING QUOTATION

Copyright ©2008 Cast Iron Systems, Inc. All rights reserved. 7

Proposal Quotation and Summary

CONTACTS

Name Title Company Office phoneMobile phone

Email address

© 2008 Cast Iron Systems, Inc. All right reserved.

This document is provided for information purposes only and the contents are subject to change without notice. This document is not warranted to be error-free, nor subject to any other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose. We specifically disclaim any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document. Cast Iron Systems™, Cast Iron™, and Application Router™ are registered trademarks of Cast Iron Systems. Other names may be trademarks of their respective owners.

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