Salesforce.com – Saksoft Offerings

Agenda

• Saksoft Introduction• Cloud Computing

– Industry Trends– Cloud Survey Results– Salesforce.com overview

• Saksoft Solutions on the salesforce.com platform– Commercial SaaS product in the Insurance domain– Integration services– Support services– Testing services

INTRODUCTION TO SAKSOFT

Saksoft is a global IT services company with recognized leadership in Information Management solutions, Application Development and Testing services• Founded: 2000• Sales Offices:

• London, Manchester, Frankfurt • Singapore , Delhi and Chennai• New York

• Resource Centers: • 250 people facility in Chennai (India). • 750 people facility in NOIDA, Delhi (India). • 100 people facility in Manchester (UK)

• Quality: CMMI Level 5 certified by KPMG• Listed in India – BSE and NSE• Expansion through acquisition in Europe

OverviewWho we are

Solutions & ServicesWhat We Do

• Our services and solutions focus on three main areas:

CustomersWho we have worked with

• ABN Amro Bank (Asia)• Alliance & Leicester (UK)• Bank Mandiri (Indonesia)• Bank of Communications (China)• Barclays Bank (UK, ME, Asia)• Citi Financials (US, India)• Citigroup (US, Europe, Asia)• Compucredit (US)• DBS Bank (Asia)• Deutsche Bank (Europe, US)• GE Money (US, Europe, LATAM, Asia)• HBOS (UK)

• HDFC Bank (India)• ICICI Bank (India)• ICICI Prudential Insurance (India)• JP Morgan (Asia)• Kotak Life Insurance (India)• Marks & Spencer Money (UK)• Morgan Stanley (UK, US)• National City (UK)• Standard Chartered Bank (Asia)• Reuters (Asia)• TransUnion (US)• United Overseas Bank (Asia)

Some of the largest financial services organisations in the world have chosen Saksoft.

“Saksoft has been working with us for the past 3 years … They have certainly made a difference for the business with their domain knowledge and expertise”

“A Team of highly skilled and motivated professionals delivering quality software to meet customer’s needs of both development and testing activities ”

“A tried and tested partner”“Changing our business culture”“Tremendous value”“Key to unlocking cost savings”

INDUSTRY TRENDSCLOUD COMPUTING AND SaaS

Applications Moving to The Cloud

1960’sMainframe

1980’sClient/server Today

Software as a Service

Gartner Inc estimates that the global market for cloud-based business software, computing services and storage will total about $10 billion this year.

*Source: Salesforce.com PRM collateral

Alsbridge Cloud Survey Results 2009

Software as a Service- Which core Business Processes are involved?

Benefits of Cloud Computing

• Ease of Use– Deploy infrastructure with a mouse or API– No cabling, screwdrivers, racking, unboxing, buying

• Scalability– Control your infrastructure with your app

• Minimal risk– Nothing to buy– Rebuild it instantly after testing

• Reliability– Based on enterprise grade hardware– Design for failures

• Automatically spin up replacements• Use multiple clouds

• Provides Cost Advantage• Fosters Innovation

Salesforce.com Overview

• Salesforce.com is a world leader in On-demand CRM services and Cloud computing, with 52,000 + customers

• CRM solution for Sales, Marketing, service and call centre operations that streamlines Customer Relationship Management

• The flagship SFA offers features like lead and pipeline management, activity management, analytics and deployment for offline and online use

• Some of the awards received by Salesforce.com:– Technology of the Year (InfoWorld, 2004, 2005, 2006)– Editors' Choice Award (PC Magazine, 2002, 2003, 2004)– Visionary Award (SD Forum, 2004)– Best of the Web (Forbes, 2003)– CRM Excellence Award (Customer Inter@ction Solutions 2003, 2004, 2005, 2006) – Top 100 Innovators Award (Business Week, 2006)– Innovation Award (AMR Research, 2005)

Force.com AppExchange

• Force.com Platform– Force.com is the fastest platform for building and deploying enterprise applications. What

used to take months can now be done in days or weeks. – Unlike a stack of separately designed hardware and software products, Force.com speeds

innovation through a powerful yet easy-to-use development model.

AppExchange

• App Exchange– Touted as the iTunes of Business Software, AppExchange is an online marketplace for business software

for Salesforce.com customers and partners.

• Integrate applications from AppExchange with the core Salesforce CRM application

SAKSOFT SOLUTION OFFERING

Saksoft Solution Offering

• Key messages• No upfront investment on infrastructure• Ability to provide domain insights on CRM processes• Extendable development framework, custom objects can be deployed at minimal

expenses• Multi-channel support model, onsite and offshore options, end to end

partnership including testing

Integration and Support Testing Process Consulting Product offering

Custom Object Development Data migration testing Providing best fit CRM solutions on SFDC platform

Insurance sales automation and commission management

Integration Interfaces testing

Support SFDC functionality

Integration and Support Services

• SFDC offers support services depending on the number of user licenses

• Smaller customers with “ Basic” support options do not get Admin and Developer support options and have to make do with a TAT of 2 days for every issue

• Saksoft Benefits– Competitive pricing– Multi-channel support– Onsite and Offshore model– Dedicated teams– Domain knowledge

Support Services: Activities

Commercial SaaS productInsurance Sales Tracking and Commission Management

• Insurance Sales Tracking and Commission Management product that offers the following features:

– Integrated with the existing workflow of salesforce.com CRM for leads capture and closure

– Customer Financial Needs Analysis• Customer and Survivor Current net worth, retirement requirements and income

provisioning , survivor income provisioning, education planning and provisioning– Product identification and offer to customers

• Based on three types of sales intermediary: Individual Agents offering multiple products from one insurer exclusively; Direct Sales from the insurer ;Corporate Agents offering multiple products from various insurers

– Commission Rules Definition• Definition of the commission hierarchy, transfer and closure of policies

– Commission Calculation based on closed sales, and regular premium payments– Reports and Dashboards

Questions?

Contact:Vishnu CSBusiness Development ManagerCell : +1 917 319 0193Email: vishnucs@saksoft.com