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Summer School Lesson 3
 

Summer School Lesson 3

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In this webinar we talked about working from the beach. Being able to mobilize Salesforce processes for the smart phone generation. The topics we covered include: ...

In this webinar we talked about working from the beach. Being able to mobilize Salesforce processes for the smart phone generation. The topics we covered include:

- The essential guide for connecting to Salesforce
- Using Cloud Master Data Management to deliver a single view of your customer information
- Mobilizing processes for the smart phone generation

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  • Process Automation for Salesforce UsersDo it yourself; no coding requiredCreate mobile or desktop wizardsWorks with standard and custom Salesforce objectsWho is it for?Sales operations Customer service or support operationsMarketing departmentsSalesforce administratorsWhy?Ensures users don’t undo clean dataImproves end user efficiency and productivityProduces consistent and repeatable processDelivers accurate data for downstream systemsHow?Powerful tools to quickly model Salesforce processesGuides users simply through a “workflow” of questions, actions and automated work

Summer School Lesson 3 Summer School Lesson 3 Presentation Transcript

  • Cloud Integration and Data Management Summer School Lesson 3: Working from the Beach Mobilizing Salesforce Processes for the Smart Phone Generation Clive Bearman, Director of Marketing, Informatica Cloud Dr. Michael Rowley, Technical Evangelist, Informatica Cloud Daegan Gray, President and CEO, INSynergy LLC.
  • Summer School Overview • Curriculum • Good News - No test! • Complete all 3 lessons receive gift card for a summer treat Lesson Title Date 1 Don’t Get Cast Away on a Data Island The Essential Guide for Connecting to Salesforce Tues 6/18 10:00 am PST 2 Customer Relationships Don’t End In September Using Cloud Master Data Management to Deliver a Single View of Your Customer Thurs 7/18 10:00 am PST 3 Working from the Beach Mobilizing Processes for the Smart Phone Generation Thurs 8/15 10:00 am PST
  • 3 Why are there 3 lessons?
  • 4 There are 3 BIG challenges.
  • 5 1 Salesforce Becomes Another Data Silo 2 Salesforce Data Becomes Inconsistent 3 Salesforce Users Corrupt The Data
  • Today’s Lesson • Goal • Understand how “Process Automation” benefits Salesforce users • Faculty • Clive Bearman, Director of Marketing, Informatica Cloud • Dr. Michael Rowley, Technical Evangelist, Informatica Cloud • Daegan Gray, President & CEO, INSynergy LLC • Lesson Plan • Salesforce user problems • Adding process for productivity • Demonstration • Process automation in action • Q&A • Homework assignment 6
  • 7 How do Salesforce users corrupt data?
  • 8 Look what happens with Salesforce
  • • Data entry is time consuming and error prone • Users forget their training and key data • Forces redundant and repetitive tasks • Lack of best practices lowers user adoption • Requires developers and custom code • Guide users through step-by-step processes that speed up data entry and reduce errors • Easy to follow questions, actions and automated work • Best practices on any device • Hand-coding not required Add Process to Keep Data Clean and Users Efficient The Hard Way The Easy Way 3 75 62 4 81 1 3 7 5 8 2 4 6 9
  • Informatica Cloud Extend A simple approach to user efficiency Business people design the process1 End users follow embedded guides2 10
  • Demonstration Dr. Michael Rowley Technology Evangelist, Informatica Cloud
  • Please Face Forward for the Demonstration 12
  • Process Automation Benefits “We've seen a 20% increase in agent productivity, reduced our customer call waiting times to virtually zero and reduced the time it takes to create new accounts by 85%.” Other Customers Include: 13
  • Process Automation in Action Daegan Gray President and CEO, INSynergy LLC
  • The Problem Is Structural And Systemic:  The Insurance Transaction  Data Intense  Inherently Collaborative  Members Building Solutions To Meet ONLY Their Needs  Zero Integration = Increased Complexity  Exponentially Inefficient Process  The Big Question Is…HOW?  How Do We Influence Change  How Do We Introduce Collaboration  How Do We Eliminate Redundancy  How Do We Get This Industry IN-Synergy! Insurance…Outside The Box & Into The Cloud
  • The Data Must Live One Life! Members Plug-in • Integrate With Current Information Systems • Add And Remove Value • Without Any Duplication Of Effort Insurance…Outside The Box & Into The Cloud Insured Agent Aggregator Wholesaler MGA Carrier Reinsurer The How : Create an Intelligently Integrated Transaction Platform
  • Insurance…Outside The Box & Into The Cloud
  • EFFICIENT EXECUTION – DATA LIVES ON LIFE BENEFITS • Never An Incomplete Submission • Ensure Accurate Reportable Data • Gather Critical Analytics For Better Decisions • Eliminates Back & Forth On Incomplete Data • Exponentially Increases Capacity • Maximizes Underwriting Resource • Improved Customer Service • Significantly Improves Margin • Makes Agency More Efficient • Maximizes Opportunity Count • Efficient & Effective • Ease of Doing Business! Digital Discipline Rules Engine Real-Time Quote / Bind / Issue FEATURES • Wizard Workflows • Required Fields • Drop Downs & Lookups • Class & Product Aware Questions • Bi-Directionally Integrated with AMS • Automates Simple Decisions • Intelligently Presents Decision Data • Transparent Decision Making Model • Enforces Underwriting Parameters • Automates Quote • Automates Proposal • Automates Policy Issuance • Automates Digital Signature / Billing Insurance…Outside The Box & Into The Cloud
  • Questions and Answers
  • Homework Assignment 20 1 2 3 Register for FREE One-day Training Class http://inter.viewcentral.com/events/cust/search_results.aspx?cat3_id=31&cid=informa tica_global&pid=1&lid=1 Get social and tell a friend Follow @CloudExtend on Twitter Contact Us http://www.informaticacloud.com/contact-us.html4 Check out AppExchange Reviews https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003JgFnEAK
  • Appendix
  • Runtime Architecture (Desktop/Tablet Browser) Execute Process Wizards Real-time data access (Meta-data synchronization) force.com Authenticate with Salesforce credentials Cloud Extend 22
  • Runtime Architecture (Mobile) Authenticate with Salesforce credentials Real-time data access Execute Process Wizards (Meta-data synchronization) force.com Cloud Extend 23
  • Designer Architecture (Desktop/Tablet Browser) Authenticate with Salesforce credentials (Meta-data synchronization) force.com Cloud Extend 24
  • Alternative Process Automation Options 25 1 2 3 Workflow & Approvals Limited functionality and uses Apex Coding Need developer skills or consultants Visual Flow Too complicated - Not for business users http://videos.informaticacloud.com/n2RRJ/informatica-cloud-extend-vs-salesforce-visual-flow
  • • Add “stack” diagram to appendix • Promo for new mobile app • App store listing 26