“ But we’ve already invested hundreds of thousands in our corporate standard integration solution?”
The Corporate Standard Myth
“ Nothing up our Sleeve…”
Sales Updates Opportunity Stage
Finance Approves and Edits Account
Sales checks account status
Now that Technology is out of the way, can we talk about Integration?
Evolution Toward Integration Efficiency Client Server years $,$$$+ days IaaS Integration as a Service $ weeks Enhanced Tools $$ months Introduction of SaaS API’s $$$ Faster . . . Better . . . Less $$$
Integration as a Service - IaaS
$$'s down.... Accountability up
Renewable low cost subscriptions
End User and Business Process Focus up
Expert consultants who understand your business process
Professional Adoption teams supporting end users
Technical Account Managers….not bug trackers…
IT burden down, Business Enablement up
UI built directly into SFDC
Open-Source Integration Procedures
Corporate Standard Web Standards
Sounds great…. You go First!
Relax…You’re not Alone
Business Services Financial Manufacturing Media/Internet Technology Telecom Healthcare/Pharma Retail/Services Non-Profit
Don’t take our word for it…..
David Hong Director, Sales Operations R2 Technologies Bill Doane Manager, Print Advertising Systems Jonathan Miller VP Sales & Marketing Systems Jeff Kaplan Managing Director Moderated By: Dow Jones / Wall Street Journal Standard & Poor’s Larry King Sales Director, New Markets LivePerson
Founder of the Software-as-a-Service (SaaS) Showplace, www.saas-showplace.com
Former VP of Marketing and Business Development for several technology firms.
Former analyst at,
Leading CAD solution in the early detection of breast cancer and lung disease
32 sales reps in 3 countries
Recently acquired by Hologic
Connecting ERP to CRM
Flexible to time sensitivity through the day
Bluewolf ESI tool
Customized data integration and frequency of processing of orders
Seamless integration between old ERP and new CRM
Ability to process orders and ship products on time
INDUSTRY: Medical Devices EMPLOYEES: 150 GEOGRAPHY: Global INTEGRATION – BUSINESS PROCESS: Opportunity to Order, Account Master Sync, ERP >> CRM, etc.. # USERS: 86 INTEGRATION – Technology: Database with Proprietary Application, Application Integration, Custom Code NAME: David Hong Role/Title: Director of Sales Operations
Anchored by the world's leading business publication, The Wall Street Journal — and its international and online editions, — the Consumer Media Group also includes Barron's , Far Eastern Economic Review , MarketWatch from Dow Jones and The Wall Street Journal Radio Network .
Keep synched with Corporate Data Warehouse supplied by 3 Advertising systems
Maintain Agency/Advertiser relationships across multiple products
AJAX Forecasting App (sControl)
Self Implemented with some SME consulting
INDUSTRY: Media EMPLOYEES: 7500 GEOGRAPHY: Global INTEGRATION – BUSINESS PROCESS: Account Master Sync, Forecasting Actuals, Agency # USERS: 1000+ INTEGRATION – Oracle Data warehouse, custom AJAX forecasting application (sContol) NAME: Bill Doane Role/Title: Manager of Print Advertising Systems
Global leader in financial market intelligence, providing data and information, ratings and research, quantitative analytics, insight and benchmarks – serving investors, issuers and intermediaries.
A division of The McGraw-Hill Companies
Matching and Parenting of Accounts
Keeping account data clean
Data Exchange Hub
Combination of Informatica, Tibco, Trillium, Oracle, and custom java code
Data is constantly cleaned
Sales system rolled out this year
Will be using ESI to hit current deadline
Will consider ESI to replace homegrown code
INDUSTRY: Financial services EMPLOYEES: 7500 GEOGRAPHY: Global INTEGRATION – BUSINESS PROCESS: Populate SFDC with internal sources of data; feed other systems downstream from CRM # USERS: 450 – Today 750 – Yr End INTEGRATION – Technology: Oracle, Tibco, Informatica, Trillium, custom java code NAME: Jonathan Miller Role/Title: VP, Sales & Marketing Systems
Leading provider of online communication solutions, including Chat, Click-to-talk, Email and FAQ/Knowledgebase
5,000 Customers Worldwide, NASDAQ,(LPSN)
Limited development resources internally
Needed a solution that was easy for customers to deploy and configure
Leverage ESI to provide the integration layer between our two systems.
Customer Lead and Service information captured via a chat is passed automatically into each customers SFDC Org.
Solution currently available on AppExchange
Currently using it to support our own internal business
20% increase in agent productivity
INDUSTRY: Technology EMPLOYEES: 180 GEOGRAPHY: Global INTEGRATION – BUSINESS PROCESS: Pass vital chat information from our system into SF.com, to support sales and service interactions # USERS: 140 INTEGRATION – Technology: Leveraging ESI to fully integrate LivePerson’s Chat technology with SF.com for both service and sales NAME: Larry King Role/Title: Sr. Dir, New Markets
(absolutely) 1.....2.......3.......4........5(what do users have to do with integration?)
Are you an On-Demand Company?
Bluewolf - booth 1010
Come Learn about Bluewolf’s IaaS offerings Booth 1010 and Relaxation Oasis www.bluewolfgroup.com 1.866.455.WOLF Text “bluewolf” to 66937 Right Now! ESI (Enterprise Salesforce Integration) DRE (Data Replication Engine)
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