Extending Qvidian through Salesforce Integration Achieve even greater

Extending Qvidian through Salesforce Integration Achieve even greater levels of operational consistency, efficiency, and quality

About Me + Leah Hooper, lhooper@uplandsoftware. com + Curriculum Developer + 7 years with Qvidian + Other experience: + + 2 Company Confidential Project Management Business Operations Teaching Mathematics © 2018 Upland Software, Inc.

45 minutes from now, you will know… + What is possible with Salesforce. com integration + What Salesforce. com integration looks like + The next steps for getting Salesforce. com integration set up for your team 3 Company Confidential © 2018 Upland Software, Inc.

Why integrate Qvidian with Salesforce. com? + User efficiency + Drive adoption + Business intelligence 4 Company Confidential © 2018 Upland Software, Inc.

What is possible with SFDC plug in? + Pull company and contact info from Salesforce into Qvidian data entry screen + No installation or configuration in Salesforce 5 Company Confidential © 2018 Upland Software, Inc.

What is possible with SFDC integration? + Launch Qvidian from Salesforce + Map data from Salesforce to automate completion of tasks in Qvidian + Data visible in Qvidian and Salesforce + Access Qvidian project from Salesforce 6 Company Confidential © 2018 Upland Software, Inc.

What is possible with SFDC integration? + Launch Qvidian from Salesforce + Map data from Salesforce to automate completion of tasks in Qvidian + Data visible in Qvidian and Salesforce + Access Qvidian project from Salesforce 7 Company Confidential © 2018 Upland Software, Inc.

What is possible with SFDC integration? + Launch Qvidian from Salesforce + Map data from Salesforce to automate completion of tasks in Qvidian + Data visible in Qvidian and Salesforce + Access Qvidian project from Salesforce 8 Company Confidential © 2018 Upland Software, Inc.

Demonstration

How to make integration happen + Get everyone on board + Decide on plug in vs. integration + Get Qvidian package from Salesforce App. Exchange + Contact Customer Success Manager 10 Company Confidential © 2018 Upland Software, Inc.

What integration looks like, features and benefits FEATURE BENEFIT Access Qvidian projects linked to an account, opportunity or contact directly from within Salesforce Synchronization of data between Salesforce and Qvidian projects - access some of this in analytics Create new streams of valuable business intelligence: sales pushing data vs. you pulling data Control the Qvidian document types, populate merge codes, preselect items in selection lists Use Salesforce data points (and sales team hygiene) to drive Qvidian content decisions Quick and simple App. Exchange installation to create the Qvidian-related lists and buttons Easy for your IT and Salesforce admin to action, with no recurring fees to sustain integration Eliminates the task of users re-keying any data that is already stored in Salesforce Available for both Salesforce Classic and Salesforce Lightning Experience 11 Company Confidential Drive operational efficiency while supporting governance, compliance and audit requirements Increase efficiency and effectiveness with fewer key strokes, less scope for error Start today with classic Salesforce and be ready for the next level in CRM © 2018 Upland Software, Inc.

Extending Qvidian through Salesforce Integration Achieve even greater levels of operational consistency, efficiency, and quality