[webinar] what sales professionals need to succeed in the digital age

What Sales Professionals Need to Succeed in the Digital Age

Tuesday, July 25th 2017

WEBINAR: SIMPLIFY SALES & OPERATIONS PLANNING

Simplify Planning, Reporting & Analytics

Simplify Planning, Reporting & Analytics 2

Jedox Company Snapshot

ExcelPLUS: Choice of desktop, web & mobile apps

Leader in CPM & BI software

Founded 2002 in Germany

8 Offices in Germany, France, United States, Australia & Singapore

2,000+ customers around the globe

Global partner network with

180+ business partners


Jedox is used in all Industries, all Sizes, all Departments

More Details: www.jedox.com/en/customers

4Simplify Planning, Reporting & Analytics

Agenda

• #1: Why Sales & Operations Planning can be a tough nut to crack

• #2: Live Demo: Simplify Sales Planning with Jedox - in Excel, the Web and on your Smartphone

• #3: Leveraging Salesforce for smart Sales Planning with Jedox incl. Live Demo •

#4: Q&A



Questions:

• How much can we sell?

• How big is our market next year?

Challenges:

• Demand Planning

• Collecting Sales and Market Data

• Agile & Up-to-date: Rolling Forecasts

• Communicating and Measuring the Plan

• Aligning Supply, Demand and Financial Plans

Sales & Operations Planning: The Challenges

Source: Gartner “Conquering the Seven Deadly Challenges of Sales & Operations Planning”


72 %difficulty in

getting to the right data in a timely fashion

50%lack of skilled

resources

50%lack of

understanding from the

executive team

53 % S&OP process

is not balanced

4multiple planning

processes on average – lack of a

unified process

Sales & Operations Planning: A Tough Nut to Crack!

Source: Supply Chain Insights


Traditional Spreadsheet-Based Sales Planning Process

1.Finance Creates

Templates2.

LoadPrevious Year

4.Forward to Sales Reps

3.Distribute to

SalesManagers

5.Consolidation

by Sales Managers6.

MonitorProgress

7.Validate

Submission

8.Finance

ConsolidatesResults

9.Analysis

10.Adjust/

Scenarios

11.Finalize &

Track

Simplify Planning, Reporting & Analytics 8Simplify Planning, Reporting & Analytics 8

Before: Spreadsheet hell

After:Enterprise-class solution

Jedox Converts Excel to an Enterprise-Class Planning Solution


Excel In-Memory Database Security&

Workflows

Planning, Analytics & Reporting

Integration

ExcelPLUS: Don’t Replace, but Embrace Excel


Analysis Planning Reporting

Integrated Enterprise Planning

No more silos… One unified solution

Analysis Planning

Reporting

Bottom-up Planning

Top-down Planning

Driver-based Planning

ForecastingFinanical, Sales & Management Dashboards

KPI Reporting

Ad-hoc

Predictive

Scenarios


Fiat FCA Motor Village Germany – Customer Success

SolutionUnified planning & reporting solution with P&L, KPIs, budgeting, forecast, local planning across dealerships

System environmentFreicon FILACS.PLUS DealerManagement System, Sage 200 FiBu,Excel, Oracle Hyperion

IndustryAutomotive, Retail & DistributionDepartmentFinance, Sales, ManagementRegion

Fiat forecasting 10x faster with unified Jedox solution

“The efficiency increase in planning alone is very impressive! What took several hours before we now achieve within seconds.” Richard S., Head of Controlling, FCA Motor Village Germany

FIAT Customer Story: Increase Speed and Quality of Sales Forecasting

Central Managersenter plan data

through the Web

FinancialControlling

FI AT Dealership

Quarterly sales forecastfor HQ Management

FIAT HQTurin


Seamless Enterprise Planning Solution


Jedox DemoSimplify Sales Planning with Jedox –in Excel, in the Web and on your Smartphone

15Simplify Planning, Reporting & Analytics 15

How Jedox Works

16Simplify Planning, Reporting & Analytics 16

Leveraging Salesforce for Smart Sales Planning with Jedox


Example: Salesforce

Great at day-to-day CRM tasks Embedded Salesforce Analytics “Einstein Analytics“

BUT• Difficult to add external data sources• Limited strategic sales planning and forecasting functionality

Result: Export to Excel from Salesforce

Innovative Cloud CRM with Limits


Smart Sales Planning with CRM & ERP Analytics

1. Merge multiple CRM & ERP data sources e.g. Salesforce, SAP ERP, Hubspot, Microsoft Dynamics NAV, Netsuite, Oracle JD Edwards, Sage & many more

2. Embedded in your familiar application

See in-depth analytics and reports right in your preferred front-end

3. Benefit from the flexibility of ExcelFor maximum flexibility in planning, analytics, and reporting Jedox users cananalyze and enter planning figures directly in native Excel

4. Make Planning Smarter

Use real-time CRM data in your Jedox Sales budgeting, planning, forecasting

Benefits of integrating Jedox with your CRM & ERP solutions


Zimmer Germany – Customer Success

SolutionSales performance, managementdashboardsNumber of usersApproximately 2,500System environmentSalesforce.com, SAP

IndustryHealthcare, manufacturing(orthopedic technologies)DepartmentSales, ITRegionEurope, Asia, USA

Jedox and Salesforce deliver joint sales success for Zimmer

“With Jedox, we always know the status of our sales projects and can respond with targeted, timely actions.”

Thomas Kremer, Head of SalesControlling,Zimmer Germany GmbH


Zimmer Customer Story: Smart Opportunity Management Using Salesforce & SAP Data

• Personalized sales analysis by products, business units, regions, account managers, and more

• Smart OpportunityManagement data feeds sales forecast

• Detailed account sales performance

• Current status and progression of stages in the sales process

• Timely, targeted marketing and sales activities

2,500 Salesforce users access daily:

Jedox Finance & Sales Business Users:


Jedox DemoSmart Sales Planning with Jedox –CRM & ERP Integration


Flexible Deployment Options

€ 85pro Nutzerpro Monat*

Jedox Cloud

includes: Software, Maintenance/Support,

Hardware

Software as a Service(Rent)

Jedox Subscription

includes:Software, Maintenance/Support

Own hardware(Rent)

privatepublic

privatpublic

Jedox License

includes: Software(excl. Maintenance/Support)

Own hardware(Purchase)

Your Next Steps with Jedox…

1 3Free Jedox Software Trial

Start your free of chargeJedox cloud trial.

Or download your free 30-days Jedox trialversion.

Arrange for an individual workshop withone of our solution architects to see thepower of Jedox based on your own data.

Jedox Cloud

On-premises

Bring Your OwnData Workshop

jedox.com/en/software/free-software-trial

2

Get a personal live demo from one of our Customer Success Managers.

Personal Live Demo

Email: [email protected] Email: [email protected]


DiscussionQuestions & Answers

Jedox AG Freiburg (Headquarters)Bismarckallee 7a, D-79098 Freiburg im Breisgau

Jedox AG Frankfurt am MainTHE SQUAIRE 12, D-60549 Frankfurt am Main

Jedox AG DüsseldorfPeter-Müller-Straße 16a, D-40468 Düsseldorf

Jedox France SAS Paris11 Bis rue du Colisée, 75008 Paris

Jedox Inc. Boston50 Milk St, 16th Floor, Boston, MA 02109

Jedox Pty. Ltd MelbourneLevel 10, 492 St Kilda Road, Melbourne 3004 VIC

Jedox Pty. Ltd SydneyLevel 32, BT Tower, 1 Market Street, Sydney 2000 NSW

Jedox Pty. Ltd SingaporeLevel 04-05, 51 Changi Business Park Central, 2 Singapore 486066Locations

[webinar] what sales professionals need to succeed in the digital age

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