www.saasfocus.com

Taking Business to the Cloud

6+ yrs In SaaS Consulting, Process Automation & Analytics

250+ Headcount, with 60+ Certifications

Platinum Only one in India, Amongst 3 in ANZ, Amongst 37 in the World

300/400+ Customers / Cloud Implementation, with CSAT > 9

Industries Healthcare/Life Sciences, Automotive, Real Estate, Education, Services, Retail & Distribution, Financial Services

How are we positioned ?

Global Presence Delhi NCR (Delivery Center), Mumbai, Boise (Idaho), Sacramento, Sydney, Melbourne

300 + Enterprises… …have turned to SaaSfocus… ...to build solutions on cloud platform…

…& transform their businesses

We are a technology consulting & services firm focused on helping Organizationsachieve their “Digital Vision”. Our partnerships with leaders in their respectivedomains namely Salesforce.com (Sales, Service, Marketing), Amazon Webservices(Infrastructure) and QlikTech (Analytics) has enabled us to execute and sustainCustomer Success across multiple verticals and Geos

1

Strategic Partnerships

2009 2013 2015

Awards & Recognition

Full Cycle ServicesStrategy to Managed Services

Successfully adoptdigitaltechnologies & integrate

with existing systems

Migration &

Integration

Build a business-case

driven roadmap Build flexible business apps

Sustain & Enchnace

ManagementDigital

StrategyApp

Development

Sales – Service – Marketing – Communities – Platform

Process & System Integration: Our solutions are designed & developed within the context of the clients’ business broader IT systems & data ecosystem – driving greater adoption, effective utilization, & scale. Extensive experience integrating & utilizing 3rd party app exchange products.

SFDC Technical Acumen & Capacity: Talented business analyst team & deep technical bench. enables us to quickly size up customer pain points & devise the required innovations & solution, including rapid prototyping

User Experience: We enable compelling user experiences & meaningful utilization. We have an innovative in house design & talented user interface team that designs & develops compelling, intuitive, & contextual user experiences.

Our Strengths

Project Management MethodologyYour ObjectivesOut of box implementation Industry Best Practices Product led change

Our Approach Framework based solution Rapid Design Visualisation Agile methodology Implement Change Management PlanManage Risk, Communication, Schedule, Budget

• Establish Steering Committee

• Define Key Stakeholders

• Define Customer & Consultant Project Team

• Create Project Charter & Project Plan

1Step Plan 2Step Analyse

• Business Value Executive Workshop

• Requirements Workshop

• BRD Preparation

Requirements Sign Off

3Step Design & Build

• Application Design

• Technical Architecture

• Build Solution

• Manage Data

• Iterative Reviews

Design Sign Off

Project Management Methodology

• Unit & Integration Testing

• Resolve bugs & new change requests

• Production Deployment

• Data Migration

4Step Validate & Deploy

Design Sign Off

UAT Sign Off

• End User & Admin Training

• Collect learning's & feedback

• Transition to Support Team

5Step Go Live

Project Sign Off

• Align FTEs for ongoing support

• Define SLAs for support

• Follow change management policies

6Step Support

Project Sign Off

Vertical Expertise

Real Estate

Telecom

Healthcare & Life Sciences

Finance

Sales & Distribution

E Commerce

Automotive

Manufacturing

IT Services/ITES

Travel & Hospitality

Retail

Education

Vertical Expertise

ERPs

CTIAPI Based Integration, Salesforce CTI Toolkit

Database ODBC Connector

BI Appexchange Connector

Active Directory

Identity Connect

Integration Capabilities

AppExchange

www.saasfocus.com

SaaSfocus Consulting Professional Services

Cloud Case Studies

Key Implementations

Permanent Journey Plans for Sales

Reps

Capturing Retail Outlet Stocks &

Claims via Salesforce1

Custom Built Approval Process for

Claim Clearance (Cuts across 7

departments & 30 parameters)

SAP Integration using Jitterbit

(Customer & Stock Master, Credit

Notes)

Zylem Integration via APIs

License: Sales Cloud Users: 250Timelines: 4 Months

Key Implementations

UI/UX Designs done In House

Seller Registration & Approval

Processes

Seller Learning Center &

Collaboration

Single Sign On with other Seller Apps

Capital Assist Program: Seller Loan

Processing (Integration with 3 NBFCs

backend)

License: CommunitiesTimelines: 6 Weeks

Tracking Visitor & Prospect activities

on multiple websites

Automation rules & Workflows for

Drip Programs

Social Media Posting & Monitoring

by tracking user activity

Sync with Salesforce.com for Leads

& Contacts

Key Implementations

License: Pardot Pro EditionTimelines: 3 Weeks

Migrating all existing customer/

prospect data for marketing initiatives

Key Implementations

Sales Order Processing with Price

Books & Discounting

Material Procurement & PO

Processing

Managing Warehouse Inventory-

Aisle & Bin wise, Stock Reorder

Levels

Dispatch & Shipping – Checklists,

Pick/Pack Lists, Label Generation

Integration with Tally via APIs

Maintain Customer Ledgers, Credit

Limits & Dues

License: PlatformTimelines: 8 Weeks

Key Implementations

License: PlatformTimelines: Phase Wise

Personnel/Troop Management –

Onboarding, Transfers,

Promotions/Demotions

Project Management – Budgeting,

Milestone Tracking, Roster Creation &

Scheduling

Time Keeping – Timesheet Entry &

Approval

Personnel/Troop Skill evaluation &

development

Enable users on Salesforce1 for

managing Project Updates &

Timesheet entry

Key Implementations

Subscription Based Billing Process

Integration with Payment Gateway for

automatic/manual payments

Handling Refunds & Credits

Integration with FedEx API for

managing logistics update

Bar Code label generation & printing

Customer Communities for Self

Service, Referrals, Cross Selling License: Sales Cloud, Communities Users: 140Timelines: Phase wise

Key Implementations

UI/UX Designs done In House

Device Responsive

Integration with Jumio for online ID

verification of the customer

Integration with Bankstatement.com.au

for bank account verification

Google calendar integration for

meetings with brokers

Conga Composer for Contract

Generation

License: Customer CommunitiesTimelines: Phase Wise

Hospital & Doctor Profiling

Monthly Journey Plans for Sales

Reps – Tracking Coverage by Doctor

Profile

Order Capture & Processing –

Web2Case

Integration with In House ERP -

Push/Pull Order Data with My SQL

Database

Key Implementations

License: Sales Cloud Users: 65Timelines: 3 Months

Key Implementations

Service Cloud Console for managing

bulks leads coming in

Call scripting – Agents can have more

productive calls & close faster

Macros for running repetitive action

quickly

Integration with backend for listed

products

VF based multi criteria search page

for agents

Increased turnaround time for sales

by 50%

License: Service Cloud Users: 50Timelines: 8 Weeks

Key Implementations

Case Management Process with

defined SLA structures

Knowledge Base Setup for quick case

resolution

Self Service Community for Customers

Intelligence Centre for Platinum

customers with access to premium

product documentation

Cross Sell services to customers

Integration with Litmos – Learning

Management App

License: Service Cloud, Customer & Partner CommunitiesUsers: 500Timelines: Phase Wise

Key Implementations

Lead Capture from multiple sources

Lead Assignment criteria based on

multiple background logics

CTI Leads to travel agents

Lead Duplicity Check

Lead follow up process based on

organizational parameters

CTI Integration via APIs (Teckinfo)

License: PE + APIsUsers: 100 (including LPTIs)Timelines: 4 Months

Key Implementations

Lead Assignment criteria based on

Zones (East/West/North/South)

Lead Rating/Scoring based on

(Nature of Event, No. of Attendees,

etc.)

Validations provided for Reservation

confirmation

Customized Quotations inclusive of

Dynamic content

Sales agent Travel Reimbursement

management using Google Map

integration

License: PE Users: 15Timelines: 2 Months

www.saasfocus.com

Products & Industry Framework

Automotive Industry Solution

AutoFocus

Lead & Pipeline Management• Automated Lead capture & assignment

• Track Lead Life movement across sales cycle

• Track Sales pipeline Forecast/Future Closures

Campaign & Marketing Mgmt.• Create & run marketing campaigns

• Track marketing campaign ROI & other

metrics

• Track campaign cost per lead

Booking & Retail Sales Management• Generate & Send bookings/sales contract forms

• Allocation from Inventory at the Booking Stage

• Quick bookings approval & Gate Pass creation

Test Drive Management• Schedule Test Drives & optimize utilization

• Real Time updates on Test Drive Car

availability

• Get Test Drive feedbacks

After Sales Service• Send automated service reminders

• Log service requests from the portal

• Build case escalation processes & service

level agreements

Used Car Sales• Purchase and Valuation of Vehicles

• Sale & Purchase Agreement

Automation

• Generate, Send & Sign docs. digitally

Customer Portal• Dealer Locator & Access to Accessory

catalogue

• Loyalty Management & Service history alerts

• Manage events & promotions info

Analytics• Predictive analysis & monitoring Key Metrics

• Monitor performance data for support operations

• Interactive Report & Dashboard for Auto Industry

Real Estate Industry Solution

RealtyFocus

Sales• Capture Lead info from different sources

• Get a holistic view of Buyer & Property

• Capture Bookings & Account receipts under

customer account

Property Management• Manage Residential & Commercial

project details

• Capture Inventory information :

Unit Type, Area, etc.

Commission Management• Map complex commissions to Sales reps &

Referrers

• Track commission payout expenses

• Generate & Transmit Invoices

Bookings• Manage & Track property bookings

against customers

• Search & Shortlist from available units

• Generate Customer Payment Plan

Payment Management• Create Payment Plans against each project

• Link Payment Plans with customers during booking

• Generate & Email customer Payment Plans

• Capture Receipt/Payment against customers

Ledger Management• View all Dues & Receipts against a

customer

• Charge wise dues & Receipts view

• Track Payment breakup by each

expense head

Booking Cancelled/ Refund Management• Auto change in status of booking on cancellation

• Generate Cancel Receipt

• Manage Cheque Bounce/ Cancellation Adjustments

• Manage Reversal of Service Tax

Property Rate List• Define Rate List for diff. project charges

• Define a different rate List for Unsold

units

Financial Services Industry Solution

FinFocus

Customer Onboarding & Profiling• Capture Client’s Income, Assets, Liabilities &

Goals

• Self Service Customer Onboarding

• Unified view of Customer Profile

Financial Document Mgmt.• Generate & Mail Credit Proposal, PAR Form,

SOA, etc.

• Create & Send Price Quotations to Client &

Introducer

Contract Generation• Deal Settlement & Finalization

• Generate Contract & other relevant

documents

Application Tracking• Track Application Status with Providers/Banks

• Generate Tasks for Document Verification &

Follow-up

Commission Management• Capture Commission Slab for each FI/Bank

• Define Commission Structure for Agents

• Track Commission earned based on defined

slabs

Bank Management• Manage & Track Bank Wise Customers

• Track & Capture Commissions from

Bank

Manage Invoice & Payments• Capture Customer Payments

• Generate Invoices based on Billing

Frequency

Integration with Accounting Systems• Integration with XERO,MYOB & Tally for

Accounts Receivable/Payable Data

Pharma & Medical Devices Industry Solution

MediFocus

Hospital Account Management• Setup Account hierarchy & map subsidiaries

• Priority based segmentation of accounts by each

business unit

• Track High Value products sold & Consignment Stock

• Capture Multiple Departments

Sales Planning• Setup Company objectives

• Create Monthly Plan based on objectives

• Create Activity Plan based on Monthly Plan

• Complete Activities & Log Results

Sales Pipeline Management• Measure Sales performance v/s Targets

• Track product SKUs sold on Opportunity

• Track Sales Pipeline

Territory Management• Create & Manage Sales Territories based

on region & product portfolio

• Assign Medical reps. to territories

Asset Management• Track Loan equipment agreements & Asset

number

• Track equipment's sold on each Accounts &

their Warranty Status

Distributor Management• Managing Secondary Sales vi a Distributor

• Track Distributor Sales v/s Target

• Segment of Distributors based on business

volume

Physician/ Distributor Contact Mgmt.• Capture Customer, Distributor & Vendor contacts

• Classify Physicians based on Clinical Area, Specialty

• Capture customer segmentation attributes

• Buying Pattern analysis of customers

Contract Management• Manage customer contracts with product

qty., agreed price, payment terms, etc.

• Track Contract Renewals

Supply Chain Management Solution

xSCM

Sales Order Management• Generate Sales orders, Quotations & Convert deals

• Automated Invoices & Shipping details

• Handling of Orders from Channels

• Manage Price Books & Discounting

• Instant order fulfillment

Production Management• Manage Bills of Material, Work Orders &

Work Order costing

• Inventory & Shop Floor Management

Warehouse Management• Automatic stock issue with manual overrides

• Stock tracking & GRN generation

• Location reservation & redefinition

• Picking & Packing with picking based on Barcode

• Picklist Processing & Printing

Procurement Management• Manage Cost, Quality & Delivery time of

procurement & suppliers

• Just-in-time & Consigned inventory

• Financial impact analysis of purchase

orders

Integration with Accounting• Integration with Financial Applications

(FINANCIAL FORCE, SaaSu, Tally)

• Handling of various Invoicing types:

Account/Order/Consignee

Dispatch & Shipping Management• Billing, Shipping & Mailing function

• Managing & Tracking shipments from stores,

warehouses & 3rd party locations

• Packing slips on demand

• Printing & Mailing of Freight Invoices

Inventory Management• Handling various stock rotation like FIFO, LIFO

• Inventory tracking of product throughout Warehouse

• Low Stock Alerts & Stock Adjustments

• Cycle count by Date/Product/Bin/Location

• Replenishment requests based on actual orders

Analytics• Highly interactive customized reports &

Dashboards reflecting Vendor Management,

Stock Management, etc.

Education Industry Solution

EduFocus

Admission Process Management• Lead generation & conversion tracking

• Manage Quota v/s Actuals for various Qualitative &

Quantitative elements

• Manage weekly plan/forecast, KPIs for the field staff

• Monitor performance of field staff

Student Loan Management• Manage multiple agencies (Govt./Pvt./Individuals)

• Track Loan applications & disbursements

• Score & rate loan agencies

Fee Management• Create & Manage Fee heads

• Manage receipt & student ledger

• Automate fee payments reminders & follow-ups

• Generate Reports : Daily/Weekly/Monthly Fee

Collections, Student outstanding amounts

Course & Batch Management• Create & Manage multiple courses

• Enroll students in courses

• Grading & Performance reporting system

Project Management• Managing project details

• Invoice capturing. Tracking milestones

• Time based follow-ups & reminders

Student Management• Capturing complete student Life-cycle :

Enrollment to Course Completion, Placement

• Capture student profile & skill matrix

• Capture contextual student details, batch,

sabbatical, etc.

Partnership/Alliance Management• Manage employer database

• Track potential partners & partner on-boarding

process

• Manage feedback from employers/partners

• Create & maintain database of Alumni

Content Management• Central repository for all content

• Manage content wise cost

• Content dissemination

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Thank You