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BroadSoft, Inc. Proprietary & Confidential, Do Not Copy, Duplicate or Distribute.
BroadSoft Acquires Transera
Analytics-driven Cloud Contact Center
1
February 7, 2016
Customer Presentation
BroadSoft, Inc. Proprietary & Confidential, Do Not Copy, Duplicate or Distribute.
BroadSoft Acquires Cloud Contact
Center Leader Transera
Executive Summary
•  Targets large and rapidly growing multi-billion dollar cloud contact center
market ripe for cloud disruption
•  Proven enterprise-ready native cloud solution that supports small-medium
businesses (SMB) to large global enterprises
•  Omni-channel contact center with unique predictive analytics-routing, native
Salesforce.com integration and hybrid cloud routing and migration solution
•  End-to-end solution provides hosted PBX, UCC, contact center and network
transport
•  Enables service providers to enter high value and rapidly growing CCaaS
market with limited start-up investment
2
BroadSoft, Inc. Proprietary & Confidential, Do Not Copy, Duplicate or Distribute.
BroadSoft Overview
Global Leader in Cloud Unified Communications Software and Services
3
•  ~ $270M revenue1
(2015 projection)
•  27% annualized end-user
adaption growth through
Q3 ‘15
•  25% CAGR since ‘09
•  90+ Countries
•  700 Service Providers
-  26 of top 30 Service
Providers by revenue2
•  41% market share3 in the
global hosted IP telephony
and UCC services market
1. BroadSoft guidance 11/4/15 - revenue midpoint
2. Global 100 totaltelecom
3. Frost and Sullivan - Future-proof Communication Investments
BroadSoft, Inc. Proprietary & Confidential, Do Not Copy, Duplicate or Distribute.
BroadSoft Cloud Communication Portfolio
Transforms business communication, workflow and customer engagement
Cloud
Communication
Transformation
•  Network
Transformation
•  SDN/NFV
•  SIP trunking
•  Hosted PBX
•  BroadWorks
•  BroadCloud
•  UC-One
•  UC-One Hub
•  Project Tempo
•  App integrations
•  Vertical solutions
Workforce
Productivity
Acceleration
Go-to-Market
Amplification
•  Professional
Services
•  E-commerce
•  Xcelerate
•  BroadSoft Design
•  BroadSoft Labs
Customer
Engagement
Optimization
•  BroadWorks
Call Center
•  BroadCloud
Contact Center
-  Express Edition
-  Salesforce Edition
-  Business Edition
-  Cloud Routing Edition
Mobile
Secure
Open
4
BroadSoft, Inc. Proprietary & Confidential, Do Not Copy, Duplicate or Distribute.
Transera Overview
Analytics-driven customer engagement
•  Provides native cloud contact center
services for small, medium and large
enterprises
•  Proven in large and global
enterprise-class cloud contact
centers
•  Offers omni-channel customer
engagement with unique predictive
analytics-driven routing
•  Embeds contact center platform in
Salesforce Service and Sales
Clouds
5
[i] Source: Gartner, Inc., Magic Quadrant for Contact Center as a Service, North America, Drew Kraus, Steve Blood, Daniel O’Connell, 15 October 2015.
mailto:https://www.gartner.com/doc/3151326/magic-quadrant-contact-center-service
Gartner placed Transera as a “Visionary” in the 2015
Magic Quadrant for Contact Center as a Service, North America[i]
BroadSoft, Inc. Proprietary & Confidential, Do Not Copy, Duplicate or Distribute.
Key Customer Contact Center Pain Points
BroadCloud Contact Center solutions solve key business problems
SMB and Enterprise
•  Complex and expensive
premise-based technology
•  Sub-optimal operational efficiency
and customer engagement quality
•  Fixed site-level capacity makes
peak call management difficult
•  Inability to leverage distributed
agents and sites
•  Poor real-time data analytics
•  Over provisioning network services
Service Providers
•  Declining legacy business revenues
•  Slowing mobile and data revenue
growth
•  Challenges from new OTT services
•  Customer loyalty and churn
•  Maximizing capital investments
•  Complex multi-vendor PBX, UC and
CC portfolios and integrations
•  Long time-to-market cycles
6
BroadSoft, Inc. Proprietary & Confidential, Do Not Copy, Duplicate or Distribute.
Cloud Contact Center Benefits
Optimizes resource utilization, service quality and business results
7
•  Eliminates expensive, complex and
hard-to-manage site-based ACD
equipment
•  Software solution always up-to-date
•  On-demand scalability for peak
periods
•  Advanced features and capabilities
available to small and mid-market
•  Superior distributed system and
agent support - global queues,
routing and reporting
•  Supports hybrid approaches
•  Eliminates expensive network
service over-provisioning
Hybrid solution support
BroadSoft, Inc. Proprietary & Confidential, Do Not Copy, Duplicate or Distribute.
Salesforce Edition
Operate/manage CC
in Salesforce
Business Edition - Premium
Omni-channel/
advanced analytics
Mid-market
(100 - 400)
N.A. ~ 3.3M agents
New
8 Market Segments
Small
(< 100)
N.A. ~ 5.8M agents
Enterprise
(400+)
N.A. ~ 4.9M agents
Capabilities
Cloud Voice ACD
and reporting
Intelligent Routing/
hybrid CPE CC support
Workforce
Management
Quality
Management
Predictive
Dialing
Agent
Scripting
Open
APIs
Add-on Apps
BroadSoft legacyTransera legacyLegend
Express Edition
Contact Center Portfolio
Full market coverage from SMBs to large global enterprises
Business Edition - StandardVoice only channel/
standard analytics
vCloud Routing Edition
BroadSoft, Inc. Proprietary & Confidential, Do Not Copy, Duplicate or Distribute.
Transera Solution Highlights
Drives contact center operational efficiency and business results
•  Proven native cloud architecture that scales from
SMB to large global enterprises
-  Omni-channel contact center – voice, chat, email, social
-  Comprehensive feature set with on-demand flexibility
•  Predictive big data analytics and routing in real-
time
-  Predictive analytics-driven routing and agent
matching decisions based on historical data
-  Ingests and analyzes agent, customer, performance,
business rules and other data sources
-  Real-time and historical analytics
•  Salesforce Edition is deeply integrated into Sales
and Service Clouds
•  Cloud routing, management and hybrid support
-  Optimizes service levels across distributed locations
-  Supports hybrid deployments and overlays in-place
contact center platforms
-  Patented VPOP architecture segregates logic and
media
9
BroadSoft, Inc. Proprietary & Confidential, Do Not Copy, Duplicate or Distribute.
Real-time operations Monitoring
From a single application, a comprehensive view of your contact center
10
•  Across agents, teams, sites
and outsourcers
•  Monitor operational KPIs and
service level KPIs in real time
•  Concurrent interactions
across channels: chat, voice,
email, etc.
•  Agents logged in at each site
and outsourcer
•  Conversion and first call
resolution rates
•  Calls in queue
•  Agent, team and site
performance
•  Topics, issues and
resolutions of all interactions
BroadSoft, Inc. Proprietary & Confidential, Do Not Copy, Duplicate or Distribute.
Salesforce Edition
Build and administer your call center operations within Salesforce
11
•  Salesforce Edition
gives you more
control and visibility
over operations with
your call center data
and reporting
integrated with the
Salesforce database
•  With a few simple
clicks, you can control
operations such as
change IVR behavior,
alter call routing
priorities, or reroute
traffic to respond to
changing conditions
quickly for a more
agile call center
BroadSoft, Inc. Proprietary & Confidential, Do Not Copy, Duplicate or Distribute.
Fully Integrated End-to-End Solution
Superior capability and flexibility with reduced complexity and expense
12
Service provider benefits
•  Service Provider branded
•  Addresses all market segments
•  Leverages BroadSoft investments
•  Logic and media segregation –
enables QoS management
Enterprise benefits
•  One vendor and bill
•  Integrated solution with hybrid
support
•  On-demand scalability
•  Carrier-class reliability and
security
Workforce
Productivity
Acceleration
Customer
Engagement
Optimization
Cloud
Communication
Transformation
Network
Transport
Bundling
Project Tempo
BroadCloud Contact Center
Network Services
Complete Enterprise Solution
BroadSoft, Inc. Proprietary & Confidential, Do Not Copy, Duplicate or Distribute.
Proven Track Record
•  10% sales increase
•  40-60% abandon
decrease
•  $1M annual savings
•  Global visibility and
control across sites
•  Analytics-driven
performance routing
•  52% decrease in ASA
•  59% abandon decrease
•  $3M annual savings
•  Performance visibility
across vendors
•  Seamless multi-vendor
management
Over 3,000 agents
34 sites,
4 continents
20M+ contacts/year
3,000 dedicated,
3,000 shared agents
15 outsourcers
18M contacts/year
“By implementing Transera’s
Call Center App for Salesforce,
we’re now able to prioritize
routing strategies to
automatically connect
customers with the best
available agent.”
—Nancy Lecroy, Chief Marketing
Officer at NTSP
A division of IAC and leader in
PC optimization solutions,
recently deployed Transera’s
Call Center App for Salesforce
and Customer Engagement
Analyzer
BroadSoft, Inc. Proprietary & Confidential, Do Not Copy, Duplicate or Distribute.
For more information
Website
•  http://www.broadsoft.com
General Inquiries
•  info@broadsoft.com
Press and Analyst Relations
•  pr@broadsoft.com
Partnership Opportunities
•  partners@broadsoft.com
Corporate Headquarters
9737 Washingtonian Blvd
Suite 350
Gaithersburg , MD 20878
Telephone
Tel: +1-301-977-9440
14
BroadSoft, Inc. Proprietary & Confidential, Do Not Copy, Duplicate or Distribute.
Gartner Magic Quadrant
15
[i] Source: Gartner, Inc., Magic Quadrant for Contact Center as a Service, North America, Drew Kraus, Steve Blood, Daniel O’Connell, 15 October 2015.
Gartner placed Transera as a “Visionary” in the 2015
Magic Quadrant for Contact Center as a Service, North America[i]
Disclaimer:
Gartner does not endorse any vendor, product or service depicted in its research
publications, and does not advise technology users to select only those vendors with the
highest ratings or other designation. Gartner research publications consist of the opinions
of Gartner's research organization and should not be construed as statements of fact.
Gartner disclaims all warranties, expressed or implied, with respect to this research,
including any warranties of merchantability or fitness for a particular purpose.
https://www.gartner.com/doc/3151326/magic-quadrant-contact-center-service

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BroadSoft Acquires Transera: What This Means for Your Enterprise?

  • 1. BroadSoft, Inc. Proprietary & Confidential, Do Not Copy, Duplicate or Distribute. BroadSoft Acquires Transera Analytics-driven Cloud Contact Center 1 February 7, 2016 Customer Presentation
  • 2. BroadSoft, Inc. Proprietary & Confidential, Do Not Copy, Duplicate or Distribute. BroadSoft Acquires Cloud Contact Center Leader Transera Executive Summary •  Targets large and rapidly growing multi-billion dollar cloud contact center market ripe for cloud disruption •  Proven enterprise-ready native cloud solution that supports small-medium businesses (SMB) to large global enterprises •  Omni-channel contact center with unique predictive analytics-routing, native Salesforce.com integration and hybrid cloud routing and migration solution •  End-to-end solution provides hosted PBX, UCC, contact center and network transport •  Enables service providers to enter high value and rapidly growing CCaaS market with limited start-up investment 2
  • 3. BroadSoft, Inc. Proprietary & Confidential, Do Not Copy, Duplicate or Distribute. BroadSoft Overview Global Leader in Cloud Unified Communications Software and Services 3 •  ~ $270M revenue1 (2015 projection) •  27% annualized end-user adaption growth through Q3 ‘15 •  25% CAGR since ‘09 •  90+ Countries •  700 Service Providers -  26 of top 30 Service Providers by revenue2 •  41% market share3 in the global hosted IP telephony and UCC services market 1. BroadSoft guidance 11/4/15 - revenue midpoint 2. Global 100 totaltelecom 3. Frost and Sullivan - Future-proof Communication Investments
  • 4. BroadSoft, Inc. Proprietary & Confidential, Do Not Copy, Duplicate or Distribute. BroadSoft Cloud Communication Portfolio Transforms business communication, workflow and customer engagement Cloud Communication Transformation •  Network Transformation •  SDN/NFV •  SIP trunking •  Hosted PBX •  BroadWorks •  BroadCloud •  UC-One •  UC-One Hub •  Project Tempo •  App integrations •  Vertical solutions Workforce Productivity Acceleration Go-to-Market Amplification •  Professional Services •  E-commerce •  Xcelerate •  BroadSoft Design •  BroadSoft Labs Customer Engagement Optimization •  BroadWorks Call Center •  BroadCloud Contact Center -  Express Edition -  Salesforce Edition -  Business Edition -  Cloud Routing Edition Mobile Secure Open 4
  • 5. BroadSoft, Inc. Proprietary & Confidential, Do Not Copy, Duplicate or Distribute. Transera Overview Analytics-driven customer engagement •  Provides native cloud contact center services for small, medium and large enterprises •  Proven in large and global enterprise-class cloud contact centers •  Offers omni-channel customer engagement with unique predictive analytics-driven routing •  Embeds contact center platform in Salesforce Service and Sales Clouds 5 [i] Source: Gartner, Inc., Magic Quadrant for Contact Center as a Service, North America, Drew Kraus, Steve Blood, Daniel O’Connell, 15 October 2015. mailto:https://www.gartner.com/doc/3151326/magic-quadrant-contact-center-service Gartner placed Transera as a “Visionary” in the 2015 Magic Quadrant for Contact Center as a Service, North America[i]
  • 6. BroadSoft, Inc. Proprietary & Confidential, Do Not Copy, Duplicate or Distribute. Key Customer Contact Center Pain Points BroadCloud Contact Center solutions solve key business problems SMB and Enterprise •  Complex and expensive premise-based technology •  Sub-optimal operational efficiency and customer engagement quality •  Fixed site-level capacity makes peak call management difficult •  Inability to leverage distributed agents and sites •  Poor real-time data analytics •  Over provisioning network services Service Providers •  Declining legacy business revenues •  Slowing mobile and data revenue growth •  Challenges from new OTT services •  Customer loyalty and churn •  Maximizing capital investments •  Complex multi-vendor PBX, UC and CC portfolios and integrations •  Long time-to-market cycles 6
  • 7. BroadSoft, Inc. Proprietary & Confidential, Do Not Copy, Duplicate or Distribute. Cloud Contact Center Benefits Optimizes resource utilization, service quality and business results 7 •  Eliminates expensive, complex and hard-to-manage site-based ACD equipment •  Software solution always up-to-date •  On-demand scalability for peak periods •  Advanced features and capabilities available to small and mid-market •  Superior distributed system and agent support - global queues, routing and reporting •  Supports hybrid approaches •  Eliminates expensive network service over-provisioning Hybrid solution support
  • 8. BroadSoft, Inc. Proprietary & Confidential, Do Not Copy, Duplicate or Distribute. Salesforce Edition Operate/manage CC in Salesforce Business Edition - Premium Omni-channel/ advanced analytics Mid-market (100 - 400) N.A. ~ 3.3M agents New 8 Market Segments Small (< 100) N.A. ~ 5.8M agents Enterprise (400+) N.A. ~ 4.9M agents Capabilities Cloud Voice ACD and reporting Intelligent Routing/ hybrid CPE CC support Workforce Management Quality Management Predictive Dialing Agent Scripting Open APIs Add-on Apps BroadSoft legacyTransera legacyLegend Express Edition Contact Center Portfolio Full market coverage from SMBs to large global enterprises Business Edition - StandardVoice only channel/ standard analytics vCloud Routing Edition
  • 9. BroadSoft, Inc. Proprietary & Confidential, Do Not Copy, Duplicate or Distribute. Transera Solution Highlights Drives contact center operational efficiency and business results •  Proven native cloud architecture that scales from SMB to large global enterprises -  Omni-channel contact center – voice, chat, email, social -  Comprehensive feature set with on-demand flexibility •  Predictive big data analytics and routing in real- time -  Predictive analytics-driven routing and agent matching decisions based on historical data -  Ingests and analyzes agent, customer, performance, business rules and other data sources -  Real-time and historical analytics •  Salesforce Edition is deeply integrated into Sales and Service Clouds •  Cloud routing, management and hybrid support -  Optimizes service levels across distributed locations -  Supports hybrid deployments and overlays in-place contact center platforms -  Patented VPOP architecture segregates logic and media 9
  • 10. BroadSoft, Inc. Proprietary & Confidential, Do Not Copy, Duplicate or Distribute. Real-time operations Monitoring From a single application, a comprehensive view of your contact center 10 •  Across agents, teams, sites and outsourcers •  Monitor operational KPIs and service level KPIs in real time •  Concurrent interactions across channels: chat, voice, email, etc. •  Agents logged in at each site and outsourcer •  Conversion and first call resolution rates •  Calls in queue •  Agent, team and site performance •  Topics, issues and resolutions of all interactions
  • 11. BroadSoft, Inc. Proprietary & Confidential, Do Not Copy, Duplicate or Distribute. Salesforce Edition Build and administer your call center operations within Salesforce 11 •  Salesforce Edition gives you more control and visibility over operations with your call center data and reporting integrated with the Salesforce database •  With a few simple clicks, you can control operations such as change IVR behavior, alter call routing priorities, or reroute traffic to respond to changing conditions quickly for a more agile call center
  • 12. BroadSoft, Inc. Proprietary & Confidential, Do Not Copy, Duplicate or Distribute. Fully Integrated End-to-End Solution Superior capability and flexibility with reduced complexity and expense 12 Service provider benefits •  Service Provider branded •  Addresses all market segments •  Leverages BroadSoft investments •  Logic and media segregation – enables QoS management Enterprise benefits •  One vendor and bill •  Integrated solution with hybrid support •  On-demand scalability •  Carrier-class reliability and security Workforce Productivity Acceleration Customer Engagement Optimization Cloud Communication Transformation Network Transport Bundling Project Tempo BroadCloud Contact Center Network Services Complete Enterprise Solution
  • 13. BroadSoft, Inc. Proprietary & Confidential, Do Not Copy, Duplicate or Distribute. Proven Track Record •  10% sales increase •  40-60% abandon decrease •  $1M annual savings •  Global visibility and control across sites •  Analytics-driven performance routing •  52% decrease in ASA •  59% abandon decrease •  $3M annual savings •  Performance visibility across vendors •  Seamless multi-vendor management Over 3,000 agents 34 sites, 4 continents 20M+ contacts/year 3,000 dedicated, 3,000 shared agents 15 outsourcers 18M contacts/year “By implementing Transera’s Call Center App for Salesforce, we’re now able to prioritize routing strategies to automatically connect customers with the best available agent.” —Nancy Lecroy, Chief Marketing Officer at NTSP A division of IAC and leader in PC optimization solutions, recently deployed Transera’s Call Center App for Salesforce and Customer Engagement Analyzer
  • 14. BroadSoft, Inc. Proprietary & Confidential, Do Not Copy, Duplicate or Distribute. For more information Website •  http://www.broadsoft.com General Inquiries •  info@broadsoft.com Press and Analyst Relations •  pr@broadsoft.com Partnership Opportunities •  partners@broadsoft.com Corporate Headquarters 9737 Washingtonian Blvd Suite 350 Gaithersburg , MD 20878 Telephone Tel: +1-301-977-9440 14
  • 15. BroadSoft, Inc. Proprietary & Confidential, Do Not Copy, Duplicate or Distribute. Gartner Magic Quadrant 15 [i] Source: Gartner, Inc., Magic Quadrant for Contact Center as a Service, North America, Drew Kraus, Steve Blood, Daniel O’Connell, 15 October 2015. Gartner placed Transera as a “Visionary” in the 2015 Magic Quadrant for Contact Center as a Service, North America[i] Disclaimer: Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner's research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose. https://www.gartner.com/doc/3151326/magic-quadrant-contact-center-service