Zift - Partner Overview - 2018 - Global

Zift Overview
Restricted © Siemens AG 2017 Realize innovation.

Agenda
• Overview
• Functionality
• Support
• Partner Costs
• Access, Training, Support, and Integrations
• FAQs
Restricted © Siemens AG 2017

Page 2 2017.MM.DD Siemens PLM Software
Overview
Marketing Execution Platform – Goals
Marketing Execution Platform combines campaign

content and convenient means of executing both
inbound and outbound marketing campaigns for channel
partners. Our goals in embracing this technology
include:
1. Minimize efforts required by established partners to

execute campaigns to enable additional campaign
execution
2. Unlock outreach to previously unaddressed

prospects for partners with limited marketing
capabilities
3. Provide partners with the ability to execute multi-

channel campaigns, matching ideal Siemens PLM
campaign design
4. Centrally maintain available marketing assets,

dynamically updating materials
Marketing Execution Platform – Zift Solutions
 Zift enables semi-automated marketing

through:
 Email marketing
 Social posting
 Web syndication
 Analytics
 UI, Email and Web Templates, and Support
offered in 7 languages (English, Chinese,
German, French, Italian, Portuguese –
Brazil, Spanish – LATAM & EU)
 Siemens PLM is investing in our partners
access to Zift, assuming usage
commitments and other requirements
www.ziftsolutions.com
Zift Solutions – Track Record of Success
%
65 of the companies are current Zift
customers

68 of the “Chiefs” are current Zift
customers

Zift Solutions – Large and Diverse Channel Customer Base
MANUFACTURING BRANDS AND SERVICES

TECHNOLOGY MANUFACTURING TELECOMMUNICATIONS
TECHNOLOGY

Functionality
Zift – Capabilities
Email campaigns

Zift – Capabilities – Email Campaign
Customize Siemens Schedule your email

1 PLM email campaign *
2
delivery times
Partner logo Load your contacts.

3
Select directly from
Salesforce, Microsoft
Dynamics, and others.
Siemens PLM
campaign content
4 Go!
Partner value
statement
Partner footer
Partner
emblem * Or write your own email(s).

Email campaigns
Social media

Zift – Capabilities – Social Media
3
2 4

Email campaigns
Social media
Web syndication

Zift – Capabilities – Web Syndication
Embed Siemens Configure Siemens

1 Solution Center into
2
Solution Center to
your website display only the pages
you desire
Simple
navigation
Siemens branding
Siemens content
3 updates automatically
Siemens PLM
Overview,
Product, and
Industry content

Zift – Capabilities – Web Syndication
Push email or social Optionally capture

4 as well as inbound
5
contact information
traffic to hosted and generate inquiries
assets or recorded directly
webinars
Form capture
Campaign related
content example

Email campaigns
Social media
Web syndication
Manage leads

Zift – Capabilities – Manage leads
Recognize Lead Scores for Register leads when

1 select activities
2
Lead Score for
contact is exceeds
threshold

Zift – Capabilities – Manage leads
Assign leads to Sales Reps or Update leads in your

3 import leads into your own
4
own CRM. Upload
CRM per your process. MQLs or resulting
Opportunities in
Siemens PLM SFDC,
per zone-wise practice

Email campaigns
Social media
Web syndication
Manage leads
Track results
Zift – Capabilities – Track Results
 Zift tracks engagement across all

mediums:
 Email marketing
 Social posting
 Web syndication
 Track best performing campaigns
 Set up automated email reports to
Marketing and Sales

Zift – Capabilities – Flexible Implementation
 Integrated multi-channel approach is best for

maximum effectiveness and tracking
 Options for implementation are available if

alternatives are necessary:
 Mediums: Email, Social, and/or Web
Syndication
 Email creation: Siemens PLM campaign or
create your own with existing template
 Push traffic to: Siemens Solution Center,
existing landing page, or Siemens PLM page
with tracking strings

Available Content
Zift Solutions – Campaigns
33 Campaigns, 334 Emails, 628 Social Posts, 6 Languages
Teamcenter Rapid Start Solid Edge ST10 Launch Mold, Tool, and Die FloEFD

Access, Training,
Support and
Integrations
Zift – Partner Access
 Access to Zift 123 platform spans from signup

until Dec 31st 2018
 2500 email sends per month to start, 5000 emails
per month once validated, opportunity for more
once activity levels are maintained
 Partners can purchase 240,000 additional
sends for $700 from Zift directly, to be used at
any time.
 UI, Email and Web Templates, and Support
elements offered in one of 7 languages (English,
Chinese, German, French, Italian, Portuguese –
Brazil, Spanish – LATAM & EU)
 Premium Support
 Zift 123 Academy
Zift – Training – Academy
 How To Guides
 Campaigns
 Web Plugins
 Social Media
 Contacts
 Leads
 CRM Integrations
 SEO
 Features
 FAQ
 Videos
 Marketing Education
https://zift123.zendesk.com/hc/en-us

Zift – Global Footprint and Support
Supporting
customers in
+140 countries
UI and Support in 7
languages, Online
chat, help, and on-
demand video
Designated
engagement
manager for all
partners

Zift – Premium Support
 Knowledge base, offering guidance, integrated into

application
 Online chat and support request ticketing
 Helpdesk support in supported languages
 Designated Zift rep per partner with contact info in

the Partner's Zift123 interface
 Outreach to partner to schedule on-boarding session
 Working session 1-2 weeks after the initial

on-boarding to get the partner started
 Quarterly partner outreach
https://zift123.zendesk.com/hc/en-us/articles/213532027-How-to-Get-Help

Zift – CRM Integrations
Popular platforms:
 Salesforce
 Microsoft Dynamics
 Sage
 Zoho
 Saleslink
 SAP CRM
 Popular functionality available for most platforms:

 Send leads to CRM
 Update leads
 Pull leads from CRM
 Pull contact lists from CRM
 Push contacts to CRM
 Siemens PLM does not offer technical support for

any integrations
https://zift123.zendesk.com/hc/en-
us/sections/202854468-CRM-Integrations
Partner Costs and
Requirements
Zift – 2018 Funding Model
 Siemens will pay 100% for Zift from MDF in 2018 to any partner who:
 Executes 1 email campaign per quarter
…and one of the following activities…
 Sets up a social feed and maintains a schedule of Siemens posts with
Zift all year
 Sets up the web showcase on their website
 Siemens will pay 100% for Zift from MDF in 2018 to any partner who
completes the Smart Expert recognition process and completes any one of
the following actions:
 Executes 1 email campaign per quarter
 Sets up a social feed and maintains a schedule of Siemens posts with
Zift all year
 Sets up the web showcase on their website
 For other partners, Siemens will split cost 50/50 using MDF. Current
estimates for this license are in the range of $1750, before MDF co-funding.
We are currently in the process of finalizing our licensing requirements with
Zift.
Zift – 2018 Funding Model
 Partners can purchase 240,000 additional sends for $700 from Zift directly,
to be used at any time. Additional emails credits can be funded via MDF at
50/50 matching – if approved through standard process and used for
Siemens GSI/Campaign content
 Signups for Zift must be completed during month of January.
 Failure to actively engage in the program, per the above guidelines, may
result in those partners losing the ability to utilize the Zift 123 platform

Getting Started
Zift – Getting Started
1. Siemens will send “Invitation Letter” to partners
2. Partner agrees to participate with simple email reply
3. Siemens will provide partner with registration link
4. Partner will register online
5. Zift will contact partner within 48 hours to schedule

first training
6. Partner to attend Zift onboarding training
7. Partner, Siemens, and Zift to conceive of and follow

through on execution plan

FAQ
FAQ
 Q: Who is responsible for administrating users on the Zift 123 platform?

 A: Partners are wholly responsible for managing access to users, adding and deleting as necessary,
and applying the same level of diligence regarding access as they would any other 3rd party IT
application they may employ.
 Q: Will the use of Zift 123 share a partner’s contacts with Siemens PLM?
 A: No. Contact information is not shared with Siemens PLM as a function of using the Zift platform.
 Q: What is Zift’s privacy policy?

 A: Zift Solutions’ Safe Harbor and Privacy Statements can be seen below:
 Safe Harbor information: http://ziftsolutions.com/legal/safe-harbor-notice/
 Privacy Policy: http://ziftsolutions.com/legal/privacy-policy/

FAQ
 Q: Are partners required to install the Siemens Solution Center (aka “Web Showcase”) on their website
to participate?
 A: Partners are highly encouraged to incorporate the web syndication element into their website.
This functionality not only enables partners to keep their websites populated with up to date
information and draws inbound partners, but also ensures in many cases that provided email and
social campaigns link properly to desired calls to action by default, adding to closed-loop reporting.
 Q: What content will be available in Zift at launch?

 A: Over 33 popular email and social campaigns are currently available, spanning 6 languages. Over
the course of FY18, Siemens PLM will continue to build a content library within Zift relative to the
demand for specific campaigns as expressed by our partners. Additionally, we are actively working
on a new version of the Siemens Solution Center (aka “Web Showcase”) covering featured products
and industries. The new Siemens Solution Center will automatically replace the previous version that
is installed on partner websites once released, highlighting the seamlessness of web syndication.

FAQ
 Q: How long will the Zift 123 platform be provided at reduced cost? What happens after that?
 A: Siemens PLM Software is investing in the Zift 123 platform in order to provide our partners with
various levels of reduced cost access until December 31st, 2018. Annual licenses are an estimated
$1750 value. We fully anticipate to maintain and expand the program given it’s potential to enhance
the marketing capabilities of our partner community in subsequent years, and will reassess the
program annually.
 Q: How do we get started?

 A: Partners may get started provided that they make a earnest commitment with their Siemens
channel manager or channel marketing manager to meet the program expectations previously
discussed. Subsequently, the Siemens team will work with Zift Solutions to enable you access to the
system and orchestrate training suggestions and an introduction to the Zift support team per the
process detailed in the Getting Started section of this presentation.

Summary
Summary
 Zift platform will be available by exclusive

invitation to select partners
 Zift enables semi-automated marketing
through:
 Email marketing
 Social posting
 Web syndication
 Analytics
 Siemens PLM is investing in our partners
access to Zift, assuming usage
commitments and other requirements
 Let’s get started together
www.ziftsolutions.com
Q&A
 Any questions?

Contact
Chris Weitzel
Senior Channel Marketing Manager
Phone: +1 (586) 322-6136
E-mail: christopher.weitzel@siemens.com


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Zift Overview

Restricted © Siemens AG 2017 Realize innovation.

Restricted © Siemens AG 2017

Marketing Execution Platform combines campaign

1. Minimize efforts required by established partners to

2. Unlock outreach to previously unaddressed

3. Provide partners with the ability to execute multi-

4. Centrally maintain available marketing assets,

 Zift enables semi-automated marketing

Restricted © Siemens AG 2017

Page 6 2017.MM.DD Siemens PLM Software

MANUFACTURING BRANDS AND SERVICES

Restricted © Siemens AG 2017

Restricted © Siemens AG 2017

Customize Siemens Schedule your email

Partner logo Load your contacts.

Restricted © Siemens AG 2017

Restricted © Siemens AG 2017

Restricted © Siemens AG 2017

Restricted © Siemens AG 2017

Embed Siemens Configure Siemens

Restricted © Siemens AG 2017

Push email or social Optionally capture

Restricted © Siemens AG 2017

Restricted © Siemens AG 2017

Recognize Lead Scores for Register leads when

Restricted © Siemens AG 2017

Assign leads to Sales Reps or Update leads in your

Restricted © Siemens AG 2017

 Zift tracks engagement across all

Restricted © Siemens AG 2017

 Integrated multi-channel approach is best for

 Options for implementation are available if

Restricted © Siemens AG 2017

Restricted © Siemens AG 2017

 Access to Zift 123 platform spans from signup

Restricted © Siemens AG 2017

Restricted © Siemens AG 2017

 Knowledge base, offering guidance, integrated into

 Online chat and support request ticketing

 Helpdesk support in supported languages

 Designated Zift rep per partner with contact info in

 Outreach to partner to schedule on-boarding session

 Working session 1-2 weeks after the initial

 Quarterly partner outreach

Restricted © Siemens AG 2017

 Popular functionality available for most platforms:

 Siemens PLM does not offer technical support for

 Signups for Zift must be completed during month of January.

Restricted © Siemens AG 2017

1. Siemens will send “Invitation Letter” to partners

2. Partner agrees to participate with simple email reply

3. Siemens will provide partner with registration link

4. Partner will register online

5. Zift will contact partner within 48 hours to schedule

6. Partner to attend Zift onboarding training

7. Partner, Siemens, and Zift to conceive of and follow

Restricted © Siemens AG 2017

 Q: Who is responsible for administrating users on the Zift 123 platform?

 Q: What is Zift’s privacy policy?

Restricted © Siemens AG 2017

 Q: What content will be available in Zift at launch?

Restricted © Siemens AG 2017

 Q: How do we get started?