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© 2019 Five9, Inc. All rights Reserved. Proprietary and Confidential to Five9 Inc.
Moving CX to the Cloud
Why Industries are Moving Customer Care to the Cloud in a Reliable and Secure Manner
Safe Harbor
2
This presentation is proprietary and is intended solely for the information of the persons to whom it is presented. It may not be retained,
reproduced or distributed, in whole or in part, by any means (including electronic) without the prior written consent of Five9, Inc.
This presentation includes forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section
21E of the Securities Exchange Act of 1934, as amended, concerning events and trends that may affect our industry or the Company, including
potential growth drivers, projections and guidance concerning our future results of operations including our intermediate and long-term models,
our market opportunity and our intermediate and long-term growth prospects. Our actual results may be materially different from what we
discuss here and you should not unduly rely on such forward looking statements. Please refer to our most recent Form 10-Q under the caption
"Risk Factors" and elsewhere in such reports, for detailed information about factors that could cause our results to differ from those set forth in
such forward-looking statements. We undertake no obligation to update any such forward-looking information.
In addition to U.S. GAAP financials, this presentation includes certain non-GAAP financial measures. These non-GAAP financial measures are in
addition to, and not a substitute for or superior to, measures of financial performance prepared in accordance with U.S. GAAP and may differ
from non-GAAP measures used by other companies in our industry. The Company considers these non-GAAP financial measures to be important
because they provide useful measures of the operating performance of the Company, exclusive of unusual events, as well as factors that do not
directly affect what we consider to be our core operating performance. The non-GAAP financial measures should not be considered a substitute
for financial information presented in accordance with GAAP. Please see the reconciliation of non-GAAP financial measures to the most directly
comparable GAAP measure set forth in the Appendix to this presentation.
This presentation contains statistical data that we obtained from industry publications and reports generated by third parties. Although we
believe that the publications and reports are reliable, we have not independently verified this statistical data.
3
Today’s Agenda
Introduction Q&AWhy Cloud?
• On-Prem Vs. Cloud
• Easy Reasons for Cloud
• Surprising Reasons for Cloud
• CX + AX = HX
• ATC Introduction
• Today’s CX
• Is Cloud Trending?
• 5 Mins of Questions
• Gift Card & Raffle
Which Cloud?
• Not All Clouds Created
Equal
• Five9 Difference
4
Welcome
ATC Introduction
COVID-19 > Accelerate Transformation
Voice | Data | Cloud | Security
40,000+ UCaaS and CCaaS Seats in Play Today
Solution Agnostic | 250+ Technology Providers
Gift Card and Raffle
Louie Hollmeyer
louie@4atc.com
All About the CX
Customer Experience in the Switching Economy
6
Why Customer Response is Critical
“Of online customer said
they expected help within
five minutes.”
75%
Source: McKinsey & Company , Customer Experience: New capabilities, new audiences, new opportunities, June 2017
Great Customer Service Factors
0% 10% 20% 30% 40% 50% 60%
They anticipate why I am contacting them so they are ready to help
The company knows who I am when I deal with them
Not being transferred from person to person
Getting a quick response
Speaking with a person and not a machine
Solving my problem or issue the first time
Source: Five9 Customer Service Index 2019
8
Of end customers say being treated
like a person, not a number, is very
important to winning their business
84%
Humanize Customer Service Experiences
• Difficulty speaking to an agent
• Depersonalized and disconnected
experiences
• Labyrinthian IVR trees
• Long wait times
Source: State of Marketing, Salesforce Research, Dec 2018
The Benefit of Cloud
5 Typical and 5 Surprising Reasons to Move to the Cloud
10
Evolution or Revolution
“The contact center will change more
in the next five years than in the last
25 years combined.”
- Rowan Trollope, CEO
On-Premises is
Yesterday:
The Cloud is
Tomorrow
Morgan Stanley reported in 2019 that 88% of their
Alphawise survey respondents said they were “very or
somewhat” interested in cloud for their next upgrade.
62.4% see cloud contact center as a competitive
differentiator
Gartner thinks by 2022 CCaaS will be the preferred
architectural model for half of contact centers over 750
agents
Digital Transformation is driving cloud adoption
Gartner ceases magic quadrant for premises-based
contact center believing "premises-based options have
reach full maturity"
5 Typical Reason
to move to the
Cloud
OPEX Vs. CAPEX
Scalability & Seasonality
Simplicity
Speed to Deployment
Innovation, Integration &
Customization
5 Surprising
Reason to move
to the Cloud
Cloud is More Reliable
Security
Global Voice
Cross Tenant Ai Training
Comparative Analytics
Delivering Empathy
During a Crisis
How to Empower a Remote Agent Workforce
with Cloud-Based Solutions
EQ in the Contact Center
15
A Great Customer Experience Plus a Great Agent Experience Equals a Great Human Experience
Converting a Call Center to a CX Center
Assist Agents to
deliver more
human
experiences
Empower
Supervisors in real-
time to coach,
intervene as needed
Provide insight to
Analysts about
the content of
interactions
Drive contact centers
cost down, improve
service quality &
choice of tools
Agents
Supervisors
Analysts
Business
Five9 Story
Not the Bits/Bytes/Speeds/Feeds, But the Stuff You Need to Know
18
Five9 History – Born in the Cloud
19
YRS
2500
CUSTOMERS
5B
TRANSACTIONS
2001 2009 2016
First Release
2003
First VCC
Joins Five9
2008
Mike Burkland
brings advanced
social and mobile
customer care
2013
SoCoCare
Agent Desktop
Plus user interface
2015
Simply Smart
Initial Public
Offering
2014
NASDAQ Leader in
CCaaS Magic Quadrant
Gartner MQ
2017 2018 2019+
Freedom
Microservices
Architecture
2015, 2016, 2017, 2018, 2019
Genius
Joins Five9
2018
Rowan Trollope
65%
CHANNEL
REVENUE
© 2019 Five9, Inc. All rights Reserved. Proprietary and Confidential to Five9 Inc.
20
Great Product
Whendu
iPaaS platform to Accelerate Enterprise Adoption
of Cloud Contact Centers
21
Two Recent Strategic Acquisitions
Connect
Connect to other systems and
aggregate data in real time
Visualize
Visualize information across
Five9 and other systems
React
React to events with
intelligent workflows
Virtual Observer
Enabling Superior Customer Experience and
Transform Contact Center Efficiency
• 100% Cloud
• 24X7 NOC availability
• Redundant Global Data Centers
• Carrier Redundancy
• Non-Disruptive real-time upgrades
• Global voice Multi-tenant
• Elastics scalability & Flexibility
• Highly Secure
• HIPAA
• GDPR
• PCI
22
Great Uptime Reliable/Secure
Reliability
99.992%Last 12 trailing months
Unparalleled Professional Service Support
23
PM’s and Engineers
Resources in
60+ locations globally
CC Industry Avg
Tenure
Optimization Team
1.6M Rev (FY18)
500+ Custom
Integrations
15 PMP Certified
PM’s
84 NPS
Five9 Platform
Avg Tenure
180+ 7+ 4+
Automation in the
Contact CenterEnabling a Remote
Team in the Cloud
1. Work Flexibility
2. Easy-to-use desktop and interface
3. Agent facing metrics
4. Gamification
5. Workforce Optimization (WFO)
25
5 Ways to Empower
Remote Agents
Five9’s FastTrack Program
Program to Accelerate Remote Agent Deployment During an Emergency
26
Five9 FastTrack
27
Accelerate remote agent deployment in emergency situations
• Move to CCaaS in days not weeks or months
• Basic Inbound/Outbound Voice Agents
• Chat/Email
• Remote Deployment
• Five9 Professional Services team NOT 3rd Party Outsourced
• Standard CRM integration & Screen Pop (SFDC, ServiceNow, MS Dynamics, etc.)
• Flexible Contracts
Anatomy of a Win – By Industry
28
• Well known Convenient Store chain
• On-prem Avaya
• How to get CS & Ops to Work at
Home
• High Uptime
• Secure/Compliant
• Needed to move IT & Student
Services to Work at Home
• Speed to deploy
• Slack & ServiceNow Integration
• High Uptime
• Outbound
• Existing Pharmaceutical customer
• Needed to answer escalated Covid
questions
• Customer Service
• High Uptime
• CRM Integration
© 2019 Five9, Inc. All rights Reserved. Proprietary and Confidential to Five9 Inc.
How is Your CX?

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CCaaS Takes Center Stage

  • 1. © 2019 Five9, Inc. All rights Reserved. Proprietary and Confidential to Five9 Inc. Moving CX to the Cloud Why Industries are Moving Customer Care to the Cloud in a Reliable and Secure Manner
  • 2. Safe Harbor 2 This presentation is proprietary and is intended solely for the information of the persons to whom it is presented. It may not be retained, reproduced or distributed, in whole or in part, by any means (including electronic) without the prior written consent of Five9, Inc. This presentation includes forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, concerning events and trends that may affect our industry or the Company, including potential growth drivers, projections and guidance concerning our future results of operations including our intermediate and long-term models, our market opportunity and our intermediate and long-term growth prospects. Our actual results may be materially different from what we discuss here and you should not unduly rely on such forward looking statements. Please refer to our most recent Form 10-Q under the caption "Risk Factors" and elsewhere in such reports, for detailed information about factors that could cause our results to differ from those set forth in such forward-looking statements. We undertake no obligation to update any such forward-looking information. In addition to U.S. GAAP financials, this presentation includes certain non-GAAP financial measures. These non-GAAP financial measures are in addition to, and not a substitute for or superior to, measures of financial performance prepared in accordance with U.S. GAAP and may differ from non-GAAP measures used by other companies in our industry. The Company considers these non-GAAP financial measures to be important because they provide useful measures of the operating performance of the Company, exclusive of unusual events, as well as factors that do not directly affect what we consider to be our core operating performance. The non-GAAP financial measures should not be considered a substitute for financial information presented in accordance with GAAP. Please see the reconciliation of non-GAAP financial measures to the most directly comparable GAAP measure set forth in the Appendix to this presentation. This presentation contains statistical data that we obtained from industry publications and reports generated by third parties. Although we believe that the publications and reports are reliable, we have not independently verified this statistical data.
  • 3. 3 Today’s Agenda Introduction Q&AWhy Cloud? • On-Prem Vs. Cloud • Easy Reasons for Cloud • Surprising Reasons for Cloud • CX + AX = HX • ATC Introduction • Today’s CX • Is Cloud Trending? • 5 Mins of Questions • Gift Card & Raffle Which Cloud? • Not All Clouds Created Equal • Five9 Difference
  • 4. 4 Welcome ATC Introduction COVID-19 > Accelerate Transformation Voice | Data | Cloud | Security 40,000+ UCaaS and CCaaS Seats in Play Today Solution Agnostic | 250+ Technology Providers Gift Card and Raffle Louie Hollmeyer louie@4atc.com
  • 5. All About the CX Customer Experience in the Switching Economy
  • 6. 6 Why Customer Response is Critical “Of online customer said they expected help within five minutes.” 75% Source: McKinsey & Company , Customer Experience: New capabilities, new audiences, new opportunities, June 2017
  • 7. Great Customer Service Factors 0% 10% 20% 30% 40% 50% 60% They anticipate why I am contacting them so they are ready to help The company knows who I am when I deal with them Not being transferred from person to person Getting a quick response Speaking with a person and not a machine Solving my problem or issue the first time Source: Five9 Customer Service Index 2019
  • 8. 8 Of end customers say being treated like a person, not a number, is very important to winning their business 84% Humanize Customer Service Experiences • Difficulty speaking to an agent • Depersonalized and disconnected experiences • Labyrinthian IVR trees • Long wait times Source: State of Marketing, Salesforce Research, Dec 2018
  • 9. The Benefit of Cloud 5 Typical and 5 Surprising Reasons to Move to the Cloud
  • 10. 10 Evolution or Revolution “The contact center will change more in the next five years than in the last 25 years combined.” - Rowan Trollope, CEO
  • 11. On-Premises is Yesterday: The Cloud is Tomorrow Morgan Stanley reported in 2019 that 88% of their Alphawise survey respondents said they were “very or somewhat” interested in cloud for their next upgrade. 62.4% see cloud contact center as a competitive differentiator Gartner thinks by 2022 CCaaS will be the preferred architectural model for half of contact centers over 750 agents Digital Transformation is driving cloud adoption Gartner ceases magic quadrant for premises-based contact center believing "premises-based options have reach full maturity"
  • 12. 5 Typical Reason to move to the Cloud OPEX Vs. CAPEX Scalability & Seasonality Simplicity Speed to Deployment Innovation, Integration & Customization
  • 13. 5 Surprising Reason to move to the Cloud Cloud is More Reliable Security Global Voice Cross Tenant Ai Training Comparative Analytics
  • 14. Delivering Empathy During a Crisis How to Empower a Remote Agent Workforce with Cloud-Based Solutions
  • 15. EQ in the Contact Center 15 A Great Customer Experience Plus a Great Agent Experience Equals a Great Human Experience
  • 16. Converting a Call Center to a CX Center Assist Agents to deliver more human experiences Empower Supervisors in real- time to coach, intervene as needed Provide insight to Analysts about the content of interactions Drive contact centers cost down, improve service quality & choice of tools Agents Supervisors Analysts Business
  • 17. Five9 Story Not the Bits/Bytes/Speeds/Feeds, But the Stuff You Need to Know
  • 18. 18 Five9 History – Born in the Cloud 19 YRS 2500 CUSTOMERS 5B TRANSACTIONS 2001 2009 2016 First Release 2003 First VCC Joins Five9 2008 Mike Burkland brings advanced social and mobile customer care 2013 SoCoCare Agent Desktop Plus user interface 2015 Simply Smart Initial Public Offering 2014 NASDAQ Leader in CCaaS Magic Quadrant Gartner MQ 2017 2018 2019+ Freedom Microservices Architecture 2015, 2016, 2017, 2018, 2019 Genius Joins Five9 2018 Rowan Trollope 65% CHANNEL REVENUE
  • 19. © 2019 Five9, Inc. All rights Reserved. Proprietary and Confidential to Five9 Inc.
  • 21. Whendu iPaaS platform to Accelerate Enterprise Adoption of Cloud Contact Centers 21 Two Recent Strategic Acquisitions Connect Connect to other systems and aggregate data in real time Visualize Visualize information across Five9 and other systems React React to events with intelligent workflows Virtual Observer Enabling Superior Customer Experience and Transform Contact Center Efficiency
  • 22. • 100% Cloud • 24X7 NOC availability • Redundant Global Data Centers • Carrier Redundancy • Non-Disruptive real-time upgrades • Global voice Multi-tenant • Elastics scalability & Flexibility • Highly Secure • HIPAA • GDPR • PCI 22 Great Uptime Reliable/Secure Reliability 99.992%Last 12 trailing months
  • 23. Unparalleled Professional Service Support 23 PM’s and Engineers Resources in 60+ locations globally CC Industry Avg Tenure Optimization Team 1.6M Rev (FY18) 500+ Custom Integrations 15 PMP Certified PM’s 84 NPS Five9 Platform Avg Tenure 180+ 7+ 4+
  • 24. Automation in the Contact CenterEnabling a Remote Team in the Cloud
  • 25. 1. Work Flexibility 2. Easy-to-use desktop and interface 3. Agent facing metrics 4. Gamification 5. Workforce Optimization (WFO) 25 5 Ways to Empower Remote Agents
  • 26. Five9’s FastTrack Program Program to Accelerate Remote Agent Deployment During an Emergency 26
  • 27. Five9 FastTrack 27 Accelerate remote agent deployment in emergency situations • Move to CCaaS in days not weeks or months • Basic Inbound/Outbound Voice Agents • Chat/Email • Remote Deployment • Five9 Professional Services team NOT 3rd Party Outsourced • Standard CRM integration & Screen Pop (SFDC, ServiceNow, MS Dynamics, etc.) • Flexible Contracts
  • 28. Anatomy of a Win – By Industry 28 • Well known Convenient Store chain • On-prem Avaya • How to get CS & Ops to Work at Home • High Uptime • Secure/Compliant • Needed to move IT & Student Services to Work at Home • Speed to deploy • Slack & ServiceNow Integration • High Uptime • Outbound • Existing Pharmaceutical customer • Needed to answer escalated Covid questions • Customer Service • High Uptime • CRM Integration
  • 29. © 2019 Five9, Inc. All rights Reserved. Proprietary and Confidential to Five9 Inc. How is Your CX?