Efficient Salesforce.com Reporting and Compliance With Informatica Cloud
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Efficient Salesforce.com Reporting and Compliance With Informatica Cloud

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Your Salesforce instance holds valuable information on all your leads, opportunities, customers, and sales revenues, but your analytic and reporting tools reside outside of Salesforce. ...

Your Salesforce instance holds valuable information on all your leads, opportunities, customers, and sales revenues, but your analytic and reporting tools reside outside of Salesforce.

In this presentation you will learn how to use Informatica Cloud’s Data Replication application to:
• Achieve a consistent picture of your customers and prospects with accurate reports, forecasts, and scorecards
• Automatically make critical CRM data available for analysis and reporting
• Ensure adherence to regulatory compliance with scheduled ‘hands free’ backup and archiving

For more information, visit
http://www.informaticacloud.com

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Efficient Salesforce.com Reporting and Compliance With Informatica Cloud Presentation Transcript

  • 1. Efficient Salesforce Reporting & Compliance Allan Schwab, Informatica Cloud Presales Ashwin Viswanath, Informatica Cloud Marketing Twitter: @infacloud
  • 2. Agenda • • • • • • • • • Main Challenges with CRM Why Reporting within Salesforce Isn’t Enough Main Challenges with CRM Reporting Challenges Specific to Salesforce Why Compliance is Important Consequences of Violating Regulatory Compliance Demo: Data Replication for Salesforce Customers Using Data Replication Q&A 2
  • 3. CRM Challenges: Data still #1 problem 3
  • 4. Why Reporting Within Salesforce Isn’t Enough SCENE Ad-hoc Reporting Historical Data & Trending Fast Access to Dashboards Multiple Data Sources
  • 5. Main Challenges with CRM Reporting Source: Dimensional Research 5
  • 6. Challenges Specific to Salesforce Source: Bluewolf 6
  • 7. Why Compliance? Penalties Up to $1.5 million + prison time $5 million and up to 20 years in prison $100,000/violation + prison time Up to $500,000 Up to $1 million Stakeholders Individuals responsible for violation CFO & CEO have joint responsibility for financial data Company officers & Directors Company’s public reputation at stake Company’s public reputation at stake Sources: AMA, Genentech, Business Records Management, Acunetix, Sarbanes-Oxley 101
  • 8. Consequences of Violating Regulatory Compliance 8
  • 9. Customers Using Data Replication and many more… 9
  • 10. Data Replication Demo Allan Schwab, Informatica Cloud Presales Twitter: @infacloud
  • 11. Q&A Allan Schwab, Informatica Cloud Presales Ashwin Viswanath, Informatica Cloud Marketing Twitter: @infacloud
  • 12. Next Steps • Sign up for free 30-Day Trial: www.informaticacloud.com • View ‘Getting Started’ video • Select ‘Data Replication’ under ‘Applications’