Accelerate #Salesforce Integration with Informatica Cloud and Mansa Systems

Accelerate Salesforce Integration with Informatica Cloud and Mansa Systems

Twitter: @infacloud

2

How Many Systems Are You Integrating Today?

Nothing Yet… 1-3 Databases 1 ERP Multiple Systems/MDM

www.InformaticaCloud.com

3

Goals of Today’s Presentation

• Gain insight into the benefits of data integration to Salesforce success

• Learn from a cloud integration case study

• Get an overview of Informatica Cloud

• Get started with a Quick Start Package

4

Fact: The need to integrate on and off premise will continue to increase

“By 2016, half of all CIO’s expect to operate the majority of their applications and infrastructure

through cloud technologies”

Jeff Shulman — Group VP and Team Manager, GartnerSource: Gartner Looks to the Cloud with Application Architecture Summit, Nov. 2011

5

Fact: Decision makers see integration as a key challenge with Cloud

6

Four Primary Cloud Integration Use Cases

Data MigrationApp

Synchronization

Data Validation

Data Replication

• Load data into cloud applications.

• Migrate off of a legacy application to a cloud application

• Ensure data in cloud apps is in sync with the rest of the enterprise.

• Front-office (CRM) to back-office (ERP) sync (customer, product master data between 2 systems).

• Ensure data in cloud apps is of high quality.

• Validate and cleanse address, email and phone information.

• Move cloud application data to a local database for reporting and compliance purposes.

…without data integration, cloud-based systems won’t provide the value you’re seeking, indeed they may not be cost effective at all.

7

SimplicityPurpose-built integration appsSelf-service user interfaceCloud and on-prem connectivity

Rapid DeploymentTrue multitenant SaaS solutionImplement quicklyAutomatic upgrades

Unified PlatformMarket-leading PlatformPerformance & scalabilityInteroperability for Hybrid IT

Informatica Cloud is an integration as a service that delivers:SimplicityRapid DeploymentUnified Platform

Informatica Cloud


8

Continuing to Innovate in the Cloud

Industry’s first true cloud-based integration service

Industry’s first usage-based integration service

Industry’s first mobile cloud integration service


9

Mansa Systems Overview

Madison CloutierMansa Systems Sr Sales & Biz Dev


10

Mansa Systems Introduction

10

Who We Are? Certified Salesforce.com Consulting Partner and AppExchange PartnerFounded 2006 - 40+ Employees Globally, 12 Salesforce Certifications HQ in San Francisco & Development centers in India, China, Costa Rica & Columbia

What We Do? Services - Salesforce Implementation ( Sales & Service Cloud ), Customization, Integration, Specialized Development for Force.com, Portals & AppExchange Apps, Training, Consulting AppExchange Apps

How We Deliver? Delivery Models – Project Based, On-Demand (T&M) and Staffing ServicesGlobal Delivery using Agile methodology with combination of On-shore, Near-shore and Off-shore teams

www.mansasys.com

11

Mansa Systems Customers

11

Financial ServicesHealth CareHigh TechManufacturing Energy & SolarEntertainmentEducationNon-Profits… others…

12

Salesforce CRM and Force.com Services

12

Implementation

Custom Development

Integration

Best Practices

User & Admin Training

Complete Salesforce.com Implementation in 1-2 weeksApplication Setup to support your critical business processesData Migration from Legacy Systems

Fast Track Implementation

On Demand requests for administration tasks, maintenance, mini-projects, training & best practices24 hr response time – premier pkgs availableOn-shore, off-shore, global support teams

Remote Admin & Support Services

Salesforce Staffing Augmentation Services – Contract & Permanent Placement

13

Complete View of Customers and ProspectsIncrease Salesforce User AdoptionRapid Integration Cloud Based Integration Service Easy to use Visual Modeling & MappingIntegration Flexibility

Key Benefits Salesforce Integration

14

Customer Success Story

Travis GrimmMansa Systems Sr Consultant


15

Salesforce & Advent Integration using Informatica Cloud

Challenge Solution Benefits?Firm was adding and

updating thousands of client entries manually to Advent APX.

Needed a secure interface between any systems and Advent APX.

Without centralized automated processing, data maintenance and data quality between Salesforce and Advent APX was a pain.

All Incoming and outgoing data about clients, accounts, and positions was synchronized, with the help of Informatica Cloud Sync service

An interface was created in Salesforce which does automated export of client and account data and import of account, position, and security data from Advent APX.

SFTP server was also setup for secure data exchange

Company: a Silicon Valley Wealth Management CompanyOpportunity: Salesforce IntegrationVertical: Wealth Management

Firm had its entire process automated ,without any manual effort involved in sharing, hence saving man hours

Now firm can easily manage the investments & relationships with the help of Salesforce

Firm can now countercheck and store client portfolios easily

.

16

?.

Advent & Salesforce Data Flow Diagram

17

Benefits

17

• Replaced manual data entry and data import with automated data synchronization, saving hundreds of man-hours per year.

• Synchronized view of clients across enterprise applications, so everyone is looking at the same data, no matter what application they use.

• Able to focus on client-centric service and sales activities rather than data maintenance.

18

Lessons Learned & Considerations

18

• Do make sure there is an integration super-user assigned within the organization that will be involved in the project and can take the reins once the project is completed.

• Do take the time to think about the best place for data to originate and what is critical data to synchronize across applications.

• Do involve all stakeholders in the organization that have data needs across all the applications that will share/synchronize data.

• Don't try to fully replicate data from all systems across the organization - try to think critically about what data needs to be used in multiple places and is most meaningful for the users on each application.

Informatica Cloud Demonstration

Mark MurrayInformatica Cloud Specialist


20

True SaaS IntegrationMultitenant Cloud-based Service…

Your Company

2 1

21

21

Your Company

3

SecureAgent

True SaaS IntegrationMultitenant Cloud-based Service…

22

Designed for Small and Medium size projectsRemoves the complexity involved in integrating Salesforce and other applicationsDeliver Integration solutions in 8-10 daysIncludes 3 to 4 Integration processes

Application Synchronization of key data – accounts, contacts, products, pricing, etc

Complete view of CustomerSales & FulfillmentCustomer Service…and more…

Business Problems Solved Business Processes Supported

Fast Track Integration Package

23

http://www.mansasys.com/salesforce-integration

Get On the Integration Fast Track!

24

Don’t Wait to Integrate! www.InformaticaCloud.com

25

Contacts

• Darren Cunningham, Informatica Cloud• [email protected]

• Madison Cloutier, Mansa Systems• [email protected]

• Travis Grimm, Mansa Systems• [email protected]

• Mark Murray, Informatica Cloud• [email protected]

Twitter: @infacloud


Accelerate #Salesforce Integration with Informatica Cloud and Mansa Systems

Technology

Transcript of Accelerate #Salesforce Integration with Informatica Cloud and Mansa Systems