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Social Enterprise Comes to Life with Integration
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Social Enterprise Comes to Life with Integration


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  • Getting a single view is the number one problem because every single business unit spends way too many cycles getting clean data instead of actually working on the data
  • Tablet-based
  • Tablet-based
  • Consolidated Salon Development Processes across multiple teams and regionsAutomated Sales and Support process and improved Sales effectivenessStreamlined New Business process and implemented best practice lead managementIntegrated order history and streamlined Implemented process to effectively manage and receive visibility into Product Launch ROIImplemented Education Information management on one platform
  • Talk about Informatica and open, flexible nature of SFDC platform
  • Once the Agent is in place you create, configure, manage, and administer integration tasks from any web browser. A secure connection is established directly between the source and the target and the processing occurs in your environment.Take a minute to highlight the lines and emphasize that data is not staged.
  • Transcript

    • 1. Social Enterprise for Distribution Brought to Life with Integration FEATURING: Neill Corporation Jody Hamlett, Configero Darren Cunningham, Informatica Cloud Twitter: @infacloud
    • 2. Today’s Presenters Edwin Neill, III Louie Lago Chief Executive Vice President of Officer Business Development 2
    • 3. Today’s Sponsors Jody Hamlett Darren Cunningham Managing Director VP Marketing 3
    • 4. Today’s Agenda• Need for Cloud Integration in Distribution• Neill Corporation Case Study• and Informatica Cloud Demo• Configero Distribution Best Practices• Discussion and Next Steps 4
    • 5. Benefits of Cloud Integration Include…. Customer Service Marketing Sales QuoteFulfill Orders correct prices in real timeAccelerate Maximize cash flows Get a single Operations Finance Revenue view Mainframe 5
    • 6. Informatica Cloud Simplicity Rapid Deployment Unified Platform “ Informatica Cloud is helping our customers realize success by bringing the right information to the right users at the right time and ensuring high adoption and long-term ROI. ” - Mike Rosenbaum, SVP AppExchange 6
    • 7. Primary Salesforce Integration 7
    • 8. Distribution Challenges• Master files• Globalization • Currency • Language• Multiple ERPs • Department based • Regional based• Legacy infrastructure via acquisitions• Customer facing / high volume interface (portal) 8
    • 9. Today’s Agenda• Need for Cloud Integration in Distribution• Neill Corporation Case Study• and Informatica Cloud Demo• Configero Distribution Best Practices• Discussion and Next Steps 9
    • 10. Background – Neill Corporation• Major AVEDA distributor• Offers full suite of salon technology, education, and retail services• Industry leader in innovation for salons and spas with cloud and mobile solution offerings 10
    • 11. Need for Innovation Internally…• Disconnected data across sales teams, salon sites and very little knowledge sharing across roles and departments• Lack of productivity due to manual access and entry of data required to sell effectively• Poor data quality and limited visibility into salon-specific information (i.e. order history, # of chairs, stylists)• Inefficient product launch making it difficult to manage and track product launch metrics and ROI• Poor visibility into issues, challenges and performance across salon sites• Time gaps between field rep activity/updates and executive insight 11
    • 12. Why Ineffective proprietary, non cloud-based in-house CRM Cloud-based approach and Salesforce industry leadership status was key in decision Solution was best aligned with how our team works Provided most flexibility with supporting existing systems Easy-to-use and addressed previously cumbersome sales and reporting tasks Impressive network of expert partners like Configero with deep domain and business transformation expertise 12
    • 13. Seamless Deployment• Huge focus on data quality process and strategies• Initially deployed for lead management but quickly saw need to expand and connect more areas of the business• Partner expertise critical• Process-driven focus• Armed us with strategies and a roadmap that took us far beyond implementation 13
    • 14. Assembling Cross-Functional Team Neill Executive Team Project Lead Project Lead Business Development Super Users Analyst Team 14
    • 15. CLOUD SuccessENTERPRISE-WIDE Education Technology DistributionConsolidate process for 20 locations under new AVEDA Institutes South Mobile deployment to salonExploring Community site for student development partner team (Field Service Cloud for support reps database Sales) via iPads
    • 16. Order Integration Streamlines Processes Rich Order Details with 1 Click 16
    • 17. Sales Cloud Powers Modern Sales Force• Salon development partners now connected in the cloud• Instantly update salon orders on- the-go• Inside and field reps collaborate on leads, opportunities via Chatter• Field reps create and follow “Game Plans” leveraging best practices 17
    • 18. Top-Down Visibility • Performance trending across salons • Powerful, real-time sales intelligence • Product launch analytics for improved campaigns • Top-down insight and knowledge sharing across organization 18
    • 19. Creating a Social Enterprise at Neill • Facilitate information- sharing between Inside Reps and Field Teams • Access to sales activity, revenue forecasts, cases • Centralized knowledgebase for entire organization 19
    • 20. “Game Plans” for Sales Success • Desired outcome of activities • How to accomplish recommendations • Tools needed for comprehensive sales cycle support 20
    • 21. Informatica Cloud: True SaaS IntegrationMultitenant Cloud-based Service… Your Company 2 1 Secure Agent 3 21
    • 22. Real Business Impact • Dramatically improved sales productivity • An average of one hour per day per rep saved • More motivated, results-driven sales team • Unparalleled decision-making intelligenceNext Steps to Continue Innovation at Neill… Marketing Automation Integration with SalonBiz Technology Pay-Per-Click Advertising Optimization Education Event Booking Student Community Site 22
    • 23. Today’s Agenda• Need for Cloud Integration in Distribution• Neill Corporation Case Study• and Informatica Cloud Demo• Configero Distribution Best Practices• Discussion and Next Steps 23
    • 24. Best PracticesProcess Adoption Encourage business ownership across the organization Establish an on-going communication plan: Top-Down Approach Leverage existing business process experts Make data quality a business priority, not just an IT taskBest-in-Class Technology / Services Engage with expert partners early and often for advice and direction Leverage the power of the platform to support ease-of-use Take advantage of ease-to-deploy cloud integration solutions 24
    • 25. Special Offer Contact Us before September 25th, 2012 and receive a free 2-hour integration assessment for Salesforce from Configero 25
    • 26. Thank you! Q & A• Darren Cunningham, Informatica Cloud •• Jody Hamlett, Configero • 26