The document discusses the implementation of a new CRM system at Bticino. It describes how Bticino underwent a merger which required redefining its sales structure and processes. There were multiple areas of intervention including sales force effectiveness, price positioning, and integrating customer information. Salesforce was selected as the CRM platform due to its functionality in areas like sales force automation, analytics, and customization. The implementation involved four simultaneous streams of activity over several phases from April 2008 to June 2009. The new system aimed to standardize processes, integrate data sources, and optimize sales activities.
28. 1
La fusione e i principali ambiti di intervento per la
ridefinizione dei processi di vendita
2
I requisiti richiesti e la scelta dell’applicativo
3
L’implementazione e i principali risultati
4 I punti di forza e di attenzione
Page 2
29. 1
Contesto Obiettivi
FUSIONE TRA DIVERSI RIDEFINIZIONE
MARCHI STRUTTURA E PROCESSI
FORZA VENDITA
Page 3
30. 1 Ambiti di intervento
PROCESS SALES DIRECTOR
ORGANIZATION
KEY ACCOUNT & OPERATIVE MKTG
PROJECT
CUSTOMER CONSORTIUM &
SERVICE GROUPS
DIY VANTAGE SALES
REGIONAL
MANAGER
SALES REPS COORD. SALES REPS
• Alignment of the organization
• TO BE requirements • New roles & responsibilities
• BPR – TO BE Design • Sponsorship
• Business Case 4 SIMULTANEOUS • Competencies analysis
STREAMS OF
• Custom System feasibility
• Salesforce.com feasibility ACTIVITY • Addressing the organization as a
whole
(applications, architecture,
infrastructure) • Reducing impact on productivity
• Functional requirements (SFA, Off the shelf Customized Custom • Speeding up acceptance timing
INNOVATION
SPONSORSHIP
Call Center, Web portals, etc.) SFA • Fostering participation and user
• Integration feasibility REFUNDS
STAKEHOLDER ACCEPTANCE
adoption of new model and tools
CUSTOMER DB MGMT
CHANGE
B.I. MGMT
GEOGRAPHY CULTURE
LINK W/ WHOLESALERS
CHANGE
SYSTEM TRAINING
BEHAVIOUR MANAGEMENT
EXHISTING BTICINO SYSTEMS
Page 4
31. 1 Principali aree di intervento
Multi-brand
BIC focus
Different commercial
refund processes
Company
Sales force Wholesalers
effectiveness
Installers
End Customers
Price positioning
Competition &
overlap on clients
Boost/ Lack
of information
Page 5
32. 1
Situazione iniziale
16 MODALITÀ DI NEGOZIAZIONE BUROCRAZIA 3 DB CLIENTI SEPARATI
6 DIVERSI SISTEMI A SUPPORTO SISTEMI NON ADEGUATI CONOSCENZA CLIENTI POCO EFFICACE
SCARSA CONOSCENZA DEI CLIENTI PERDITA DI INFORMAZIONI
DIVERSI PROCESSI PER DIVERSI BRANDS
NON VISITATI
SPESA COMMERCIALE 10% FATTURATO
RIDUZIONE E OTTIMIZZAZIONE
Principali interventi
INTEGTRAZIONE
SEMPLIFICAZIONE ATTIVITÀ DI BACK INFORMAZIONI SUI
MODALITÀ DI OFFICE E ATTIVAZIONE CLIENTI E SVILUPPPO
NEGOZIAZIONE NUOVI STRUMENTI NUOVE OPPORTUNITÀ
Page 6
33. 1 Esempio processo di negoziazione
Main Phases
1. Negotiation 2. Data input 3. Authorization 4. Refund
Key Actors
2.
Sales person fills forms/
Sales person inputs data into system to
1. set the negotiation forth
The sales person sets a
final price of purchase with
the Installer, including a 4.B
End Customer discount on goods Installer performs purchase
at negotiated prices at the
(Installer) wholesaler’s
4.A Information sent to 5.
wholesaler in order to
grant the discount to Wholesalers indicates sell-
Wholesaler Installer when purchase out data by Installer
occurs
3.
6.
Negotiated discount is Verification of data and
approved at Regional/ calculation of refund
Central level payable to wholesaler
BTicino
Head Quarter
7.
Refund
Page 7
34. 2
Funzionalità richieste Soluzioni disponibili Soluzione scelta
Commercial Planning and
Performance
Management
Sales Force
Management
Opportunity
Management
Sales and Negotiation
Management
Page 8
35. 2 Salesforce.com functionalities
• Lead Management
• Opportuniy Management
• Account and Contact Management
Sales Performance • Activity Management
• Approvals and Workflows
• Territory Management
• Partner Management
• Sales Reports and Dashboard
SALES FORCE AUTOMATION Analytics and Forecasting • Customizable Sales Forecasts
• Data Quality Management
AUTOMAZIONE MARKETING • Product Catalog
• Document Management
Sales Information • Contract Management
PARTNER MANAGEMENT • Email Templates
• Asset Management
CUSTOMER SERVICE • Mobile CRM Solutions
& SUPPORT Desktop and Mobile • Microsoft Outlook CRM Integration
• Microsoft Word and Excel Integration
CONTENT MANAGEMENT
• Customization
• Web Services Integration
Customization and Integration
ANALYTICS • Salesforce to Salesforce
• Channels Sales (PRM)
• Compensation Management
APPEXCHANGE • Data Cleansing
AppExchange • Quoting and Orders
CUSTOMIZED APPLICATIONS • Sales Intelligence
AND INTEGRATIONS • Sales Methodologies
• Sales Operations
Page 9
36. 3 Aprile 08 Luglio 08 Dicembre 08 Giugno 09
PROCESSES
SYSTEMS Fase 1 Fase 2 Fase 3
ORGANIZATION ANALISI DISEGNO NUOVO IMPLEMENTAZIONE
CHANGE MGNT AS IS MODELLO NUOVO MODELLO
PM
2 MESI 5 MESI 6 MESI
budget e
300 venditori DB unico reporting commerciale
agenda
6 marchi integrata unico strumento,
integrato con ERP
-60% numerosità -0,5 gg attività
modalità di back office FV gestione integrata
negoziazione
customer progetti
cross selling insights
Page 10
37. 4 Voci del Business Case
• Reduction of Back-Office activities required to Sales Force
INCREASED
REVENUES • Increased time spent on Field activities
• Increase market covering (more clients visited)
• Reduction of IT maintenance & complexity
QUANTITATIVE CEASING
BENEFITS COSTS • Reduction of manual operations on data alignment
• Reduction of commercial and administrative costs of monitoring
ADDITIONAL
CEASING • Organization and integration with other department
COSTS
Page 11
38. 4 FATTORI VINCENTI / CRITICITA’
• forte sponsor AD e Direzione Commerciale
Punti di forza
• coinvolgimento fin da subito della forza vendita
(workshops)
• Business Advisory Partner
• accettazione del cambiamento
Punti di attenzione
• pratiche commerciali più guidate
• rischio customizzazione
Page 12
39. 4 Coinvolgimento delle persone
• Sales Dept (22)
• Finance & Admin Dept. (3)
• IT Dept (3)
Interviews
• Regional Managers (11)
• Local Coordinators (20)
• Sales Force Reps (6) OVER 70 PEOPLE INVOLVED
TO ENSURE REAL
Interactive Workshops BUSINESS REQUIREMENTS GATHERING
• Interviews to representative
subset of wholesalers
Field Activities
Page 13
40. GRAZIE
Diego Gianetti, Bticino Area Manager
Torino, 12/04/2012
Page 14
41. WELCOME TO THE
SOCIAL ENTERPRISE
Giovanni Cipriani
Salesforce.com
gcipriani@salesforce.com
43. Ten Year Computing Cycles
10X more users with each cycle
2010’s
Social
Revolution
2000’s
1990’s Mobile
1980’s Desktop Cloud
Client/Server Cloud Computing
1970’s Mini Computing Computing
1960’s Computing
Mainframe
Computing
Data Business Process Web Mobile Social
Management Logic Apps Automation Apps Apps Apps
Apps Apps
44. First Cloud Company to Reach $3B Annual Run Rate in FY13
$3 Billion 45 Billion #1
Expected Annual Transactions World’s Most
Revenue Run per Quarter Innovative
Rate for FY13 Companies
#27
World’s
Best Places
to Work
8,000+
Employees
46. Social Revolution: Social Networking Surpasses Email
Social Users
Email Users 1.9 billion
social users
2007 2008 2009 2010 2011
Source: Comscore, June 2011
47. Social Revolution: Next Generation Devices Changing How We
Access the Web
Tablets
Smartphones
1.8
Laptops
Desktop
billion
mobile devices
by 2014
2006
2007
2008
2009
2010
2011
2012E
2013E
2014E
Source: Gartner Research, Smartphone, Tablet, and PC Forecast, December 2011
48. Social Revolution: High Return for Social Enterprise
Social
Enterprise
Benefits
Source: McKinsey & Company, “The rise of the networked enterprise, Web 2.0 finds its payday.” December 2010
49. Social Revolution: Products Now Connected to Social Networks
1.8 Billion 3.5 Billion
Networked Products
Networked Computers
Total of 5.3 Billion Connected Devices
2014
Source: IDC Predictions: 2012 competing for 2020. December 2011
50. Delight Your Customers in a Whole New Way
Employee Social Public Social
Network Network
Social Profile
Collaborate Product
SOCIAL
Work ENTERPRISE Engage
Extend Listen
Sell Market
Service
Customer Social Network
53. Burberry Uses Chatter for its Employee Social Network
Leader in Enterprise Collaboration
Secure, private collaboration
150,000 active Chatter networks
30% reduction in customer email
2011 Apple App Store App of the Year
Collaborate
54. Burberry Collaborates with Chatter
US$2 billion revenue
7,500 employees
473 stores
Social Enterprise transformation:
End-to-end digital experience
Collaborate
56. Kimberly-Clark Closes Deals Faster with Sales Cloud
World’s #1 Sales Application
Connect and sell in a social world
Mobile: Access from any device
Market Leader: Gartner and Forrester
33% higher productivity for customers
Sell
57. Kimberly-Clark Builds Social Front Office with Force.com
#1 Cloud platform for employee
social apps (IDC)
Automate and extend your business
Proven with 100,000+ customers
400% productivity improvement
108% ROI
Extend
59. Activision Delivers Amazing Customer Service
#1 video game publisher
Call of Duty, Guitar Hero, Skylanders
$4.8B in revenue
8,000 employees
Social Enterprise:
Single social profile
24/7 social service
Service
60. Public Social
Network
Product
SOCIAL
ENTERPRISE Engage
Listen
Market
Customer Social Network
Market Listen Engage Product
61. HP Reaches Customers with the Salesforce Marketing
Cloud
Market on all social channels
Site.com: Social websites
Radian6: Social monitoring
Heroku: Customer social apps
Products: Product social network
Market Listen Engage Product
62. HP Listens to Customers on Social Media Channels with Radian6
#1 Social media monitoring platform
Listen, monitor, and engage
50% of Fortune 100 use Radian6
59% increase marketing
effectiveness
Listen
63. HP Indigo Connects Machine Data to a Product Social Network
Maintenance
Engineers
Customer
Service
R&D
Service
Technicians
Customers
Product
65. Become a Social Enterprise Today
Employee Social Public Social
Network Network
Social Profile
Collaborate Product
SOCIAL
Work ENTERPRISE Engage
Extend Listen
Sell Market
Service
Customer Social Network