SALESFORCE FOR AEROSPACEPresented by CloudOne+ CRM Consultants

SAMPLES OF CLIENTS AND SOLUTIONS Aircraft OEMs – Full Lifecycle Success Aircraft Brokers and Consultants – Prospect/Client

Management and Agreement Processing Air Ambulance Providers – Quotation Calculator and Flight

Itinerary Generation

AIRCRAFT OEMSDepartments Served Marketing Sales Sales Engineering Proposals Contracts Customer Support/Services Service Centers Flight Operations

Solutions Developed Integrated Email Marketing with Website Compensation Management Sales Process with integrated databases

(JetNet/AMSTAT/Airports) Contract Lifecycle Management

Available Aircraft (White-tails) Rapid Proposal Generation

Configuration Options Contract Generation

Clause Library Partner/Client Portals Customer Support Case Management

Knowledge Base/Articles SLAs Milestones Contract Line Items

Automated Client Surveys

SIMPLICITY IN A COMPLEX CYCLE The Aircraft OEM Sales Cycle is a multi-faceted process which

requires constant collaboration and teamwork across many departments in order to make a single sale.

With each department serving critical roles, it is absolutely necessary to streamline all functions and ensure proper support in the opportunity maturation and deals

How do we achieve this? Eliminate departmental and regional silos Centralize efforts/data management into one single source CRM Diversify and maximize system solutions/intelligence to harness,

process and hand off quality data for all critical process milestones

Utilize proven solutions as integrated tools

Silo Form -Aircraft Sales

Flow/Ecosystem

Sales/Business

Development

Marketing

Customer Support

Sales Engineering

Fllight Operations

Proposals

Contracts

Delivery

Service Center

Network

Field ServiceTeam

Legal

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OEM SILO FORM RESULTS Lack of communication between departments Duplicated efforts Uninformed decision making/actions Low process efficiency Lack of data integrity Loss of valuable insight Revenue loss Poor analytics Increased operating costs Key process delays Longer deal maturation

Marketing

Sales Engineering

Fllight Operations

Sales/Business Development Proposals Contracts Delivery Customer

Support

Service Center

Network

Field ServiceTeam

Ideal Form - Aircraft Sales

Flow/Ecosystem

Legal

Valuable Insight from CSS back to Sales/Contracts/Engineering

OEM IDEAL FORM RESULTS Real time collaboration between departments Continuous nurturing and expansion of key data Abundance of insight at every stage of the cycle Rapid transition and opportunity retention Maximizing account intelligence Better customer care/retention Closed loop communication for increased repeat business Harnessing accurate business intelligence for real time

answers and ROI Minimizing operating costs

AIRCRAFT BROKERS/CONSULTANTSDepartments Served Marketing Sales Accounting Contracts

Solutions Developed Commission Management Integrated databases

(JetNet/AMSTAT/Airports) 18 Unique Sales

Processes/Flows One-click Agreement

Management/Delivery Rapid Proposal

Generation Project Management Tool

SCREENSHOT – ONE CLICK AGREEMENT GENERATION

SCREENSHOT – JETNET CONNECTIVITY

SCREENSHOT – OEM PARTNER COMMUNITY AND SALES ENGINEER REQUEST

AIR AMBULANCE PROVIDERSDepartments Served Marketing Sales Accounting Contracts Flight Operations

Solutions Developed Flight Cost Estimator

Eliminated 30+ minute process down to 5 minutes

Integrated databases (Fuel Costs/Airports)

One-click Document Management/Delivery

Proposals/Quotes Dispatch/FAA Required

Documents Flight Itinerary Generator

One-click generation Email/SMS Delivery to Patients and

Teams (Medical and Pilots) Client Surveys

Customer Experience Surveys

SCREENSHOT – AIR AMBULANCE COST CALCULATOR/QUOTE GENERATOR

SCREENSHOT – FLIGHT ITINERARY

SCREENSHOT – AUTOMATED CLIENT SURVEYING

SOLUTIONS REFERENCED: Executive Aircraft/Prospect Database Migration/Importation Marketing Automation/Prospecting Tool Sales Engineering Request System Flight Demo Request System Flight Cost Calculator Flight Itinerary Generator Contract Lifecycle Management Sales Compensation Management 360° Customer Support Service Cloud Surveying Automation Tool Global Airport Database Migration/Importation