Get a complete view of your customers by moving to Salesforce

CRM

Cardinal's Success Story

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Agenda

Introductions

Cardinal's story of their move to Salesforce by

Emily Burt

Salesforce Implementation, Integration, and the

Best Practices from Mansa Systems Senior

Consultant

Informatica Cloud Integration Tool

Q & A

Please feel free to type questions into the chat box on the side of

your screen. We will answer as many as we can during the Q & A

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HeadquartersOne Market St, San Francisco

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Founded in 2006

50 employees

Financial Services focused

Salesforce Implementation, Integration & Best Practices

300+ projects

120+ happy customers

Quick Summary Global Locations

Offshore Center Delhi, India

Selected Financial Services Customers

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Cardinal Capital Management

Investment counsel and portfolio management

Recent Salesforce Implementation and Integration

with Advent APX

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Emily Burt, MBAVice President of Marketing and Communications

Head of Business Development

Driver for Salesforce at Cardinal

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Cardinal's Pain Points

Growth in the sales team

New sub-office

New sales channels

Lack of visibility for management

No reporting capabilities, pipeline or activity

Sales team lacking remote or mobile access to customer data or CRM

Calling the office for information while on the road

Lacking a 360 degree view of clients

Sales data, portfolio data, communication history, and referral sources

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Increased visibility for Management

Accountability for sales people

Link pipeline with more accurate forecasting

Improving accuracy of budgeting process

Improve remote efficiency for sales team

Having a solution for our road warriors

Improve sales productivity overall

Better customer experience

Cardinal’s Goals & Objectives

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Cardinal's New Benefits

Time Savings

Activity reporting no longer a manual process

Reduction in days to new account openings

Instant and accurate information for sales people

More productivity

Increased sales

Decrease in sales being dropped due to lack of follow-up

Increased accountability and drive to expand pipelines

Visibility Mobility 360° View

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Travis Grimm

Senior Consultant

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Implementation

Requirements Gathering

Data and Data Structure, Reporting, Security and Users, UI Design,

Customer/Partner Portals, Business Processes, Project Scope

Requirements Documentation and Sign Off

Final specifications delivered and approved for development

Configuration and Development

Salesforce environment built to requirement specification

Testing

Internal Unit and QA Testing, Client UAT

Final Sign Off

Deployment, Data Initialization, and Go Live297

Integration

Data Decisions

What key data needs to move in which direction, where will data

originate, when should data move between systems

Data Mapping and Transformations

What data goes where, what changes need to be made to data as

it moves

Interface Build Out

Interface tasks and processes built to requirements specifications

Testing

Internal unit and QA testing, client UAT

Final Sign Off

Deployment and Go Live297

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Best Practices

Implementation

Assign knowledgeable, key personnel for requirements gathering,

testing, and deployment

Make sure assigned staff have the time needed to contribute

meaningfully to the project

Clear understanding of current business processes that will be

touched by implementation

Make sure impacted business units have a voice in the

implementation process

Be willing to limit scope and use a phased approach

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Integration

Key data required for each system involved

Don't overload the data on either side

Use Integration to gain efficiency and scale

Assign personnel that know the data and the processes

Best Practices

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Deployment and Adoption

Management buy in to Salesforce's value to the enterprise

Adequate support and training for all personnel

Mandatory usage and follow up and coaching for stragglers

Assign a product champion and give them autonomy

Best Practices

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Darren Cunningham

Vice President of Marketing

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Informatica Cloud for Financial Services

Financial Services Customers Include:

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Q&A

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Offer

Mansa Systems - Free Consultation with

assessment and approach document

Informatica Cloud - 10% discount before end

of April 2013

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Thank you very much for attending

Contact us at

info@mansasys.com

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www.InformaticaCloud.com