Sugar crm and ibm cast ironwebinar 1-1

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Using IBM Cast Iron for integration with SugarCRM

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  • 06/14/11 Copyright©2008 SugarCRM, Inc. All rights reserved.
  • 06/14/11 Copyright©2008 SugarCRM, Inc. All rights reserved.
  • 06/14/11 Copyright©2008 SugarCRM, Inc. All rights reserved.
  • To set the stage, many organizations like yourselves are either considering or have adopted a Cloud application, such as Salesforce.com due to many benefits and considerations, such as ease of deployment, reduced maintenance costs and overall cost effectiveness. In fact, with a compound annual growth rate of 27% it is the fastest growing sector in the software industry today.
  • Amazon Azure Cisco Webex Success Factors Increase Concur size Paypal OneSource Rainmaker
  • Amazon Azure Cisco Webex Success Factors Increase Concur size Paypal OneSource Rainmaker
  • ***For Mark : reuse bottom Enterprise Gif to replace current (with as many Enterprise Apps as will fit)*** OmniCloud logo: that’s why we created it! Speak back to previous “problems” with competitors Amazon Azure Cisco Webex Success Factors Increase Concur size Paypal OneSource Rainmaker
  • ***For Mark : reuse bottom Enterprise Gif to replace current (with as many Enterprise Apps as will fit)*** OmniCloud logo: that’s why we created it! Speak back to previous “problems” with competitors Amazon Azure Cisco Webex Success Factors Increase Concur size Paypal OneSource Rainmaker
  • The next advantage of WebSphere Cast Iron Cloud integration is that it is flexible, meaning it was architected with the Cloud in mind, so that it can map completely to your organization’s Cloud strategy. The product provides total connectivity. This means not just native connectivity to industry leading SaaS and enterprise applications, but every type of database, custom applications, web services and connectivity protocol. It is the only platform available that provides a complete flexibility in deployment options. In other words, you can build, run and manage an integration between applications such as SFDC and SAP and deploy it using a physical on-premise appliance, a virtual appliance, or completely in our multi-tenant cloud service. It is the only solution that allows for this choice of deployment using the same product and code-base interchangeably. Because of this, it is futureproof, meaning you can start off with one form-factor today, and easily move to another one over-time to scale to your IT strategies. Another important feature is reusability. WebSphere Cast Iron Cloud integration provides a user-friendly template-based approach via the Template Integration Process or TIP. These are templates of common integration scenarios which can be used as a starting-point for your integration projects. You are not alone in your integration needs and should not have to reinvent the wheel. Cast Iron gives you the benefit of previous success and best-practices available through our community of customers which equates to repeatable success for your organization’s integration needs. Finally, this is one platform for all types of integration projects. You can use WebSphere Cast Iron Cloud integration for data migration, process integration or even for UI mashups for taking relevant data from a backoffice application, such as SAP and displaying it within a commonly used front-office application such as SFDC.
  • The third factor that sets the Cast Iron Integration platform apart from competing solutions is that it is proven with thousands of customer integrations and a wide portfolio of customer success cases. So, we can prove by previous success how we can solve your particular integration scenario.
  • And as we can see, once they were able to successfully integrate the initial systems for their project, they were able to leverage the Cast Iron Integration platform for future integrations. So, while they may have started off using the Cast Iron Integration platform for point-to-point integration, they were able to subsequently use it as a platform for additional projects, given the reusability and template-based architecture we spoke about.
  • Business Problem: Needed real-time, bi-directional integration between CRM (salesforce.com) and ERP (Oracle EBS )Needed to increase SFDC sales adoption with order and case information Needed to integrate customer and product information Other integration needs included pricing/discounts and forecasting info
  • Project delivered in days Not coding
  • Migrating from home-grown CRM to salesforce.comMultiple integration needs: Customer master migration Product master extracts from Oracle ERP Real-time interaction with Avtex IP Telephony
  • Cast Iron enables salesforce.com integration in real time: Caller info to Service & Support in seconds Product master sync with ERP Customer master sync Single console to track transactions Results Entire project completed in 12 days No single line of code written to complete entire project Superior customer support experience
  • Let me take a moment to highlight this specific example with Siemens, as it is relevant to the current challenges you are facing. Simens Power Transmission and Distribution is a division of their global manufacturing organization. SAP was their ERP system in place, but the sales team was using SFDC, which meant key business information was being isolated in two disparate systems. In other words, the sales team did not have access to invoices, orders and other line-items as the information was not being updated into SFDC on a daily basis. As a result, in their own words, the business processes involving their CRM and ERP were not harmonized. So, they needed their sales team to have access and visibility into key information to aid them in their sales cycle. The challenge was identified, and next they needed to evaluate a solution. They looked at custom coding a connection between SFDC and SAP. But it was quickly assessed that any solution involving custom code would need to involve an unreasonable amount of maintenance and resources given the complexity of their organization. Their IT decided they would much rather designate their resources to more strategic projects than simple maintenance and support of a home-grown solution.
  • Given the complexity of their challenge, the size of their organization, and the need to scale for future growth, they decided on the Cast Iron Integration Platform. The first project involved bi-directional connectivity between SAP data, such as invoices and order information, and provided real-time visibility to it from the salesforce.com interface. This same project was used as a template for their subsequent projects, involving the synchronization of Customer and Project master data to SFDC. The same platform was used for future projects, as well as other divisions within Siemens, such as Siemens Communications, due to its ease of use and reusable templates. The key value statement hear being that subsequent projects can be rolled-out as quickly and easily as the first, which was completed in just 2 weeks. On the business side, the sales team was able to increase productivity, shorten sales-cycles and gain customer credibility by being able to act upon real-time customer information from within their enhanced SFDC user-interface.
  • Sugar crm and ibm cast ironwebinar 1-1

    1. 1. IBM’s Cast Iron-The Value of Connecting Outside Data Sources to SugarCRM Mike Alley IBM Cast Iron Scott Taback Highland Solutions
    2. 2. Company Facts <ul><li>100% successful CRM implementation rate </li></ul><ul><li>Business Process Integration Experts </li></ul><ul><li>90% of our clients engage us in multiple projects </li></ul><ul><li>SugarCRM Gold Partner </li></ul><ul><li>IBM Business Parter </li></ul><ul><li>Broad expertise in business-specific web applications: CRM, E-Commerce, Custom </li></ul><ul><li>Founded in 1998 </li></ul>Buzz Highland Solutions– Company Overview We regularly bring “impossible” requirements to Highland and they deliver . The Highland team is excellent. They are producing fundamental shifts in our business . --Director of Marketing, North America & Europe --President & CEO
    3. 3. 3 Things to Remember about Cast Iron <ul><li>Rapidly integrate on-premise and SaaS/Cloud applications </li></ul><ul><li>Use a Configuration, Not Coding approach to integration </li></ul><ul><li>Choose from flexible deployment options </li></ul>Cast Iron solutions enable organizations to rapidly Connect , Integrate and Synchronize their on-premise and SaaS/Cloud applications in real-time or batch.
    4. 4. SugarCRM – Company Overview <ul><li>Founded in 2004 by CRM industry experts </li></ul><ul><li>Over 8,000 customers in 40 countries </li></ul><ul><li>3 rd largest CRM user base worldwide </li></ul><ul><li>Unique focus on flexibility, openness and customer control </li></ul><ul><li>Best-of-breed, award-winning technology </li></ul>Corporate Facts Recent Awards
    5. 5. SugarCRM – Product Capabilities Platform Access Control, Field & Layout Editor, Workflow Automation, Web Services, Deep Customization, Customer Control Sales Account Management Contact Management Quotes & Contracts Forecasting Activity Tracking Support Case Management Knowledge Base Customer Portal Marketing Email Marketing Lead Management Website Integration Collaboration Mobile Activity Feeds Email Email Integration Offline Client Reporting Dashboards Report Builder Activity Reports Customer Profiles Revenue & Utilization
    6. 6. Cast Iron — Company Overview Buzz Recent Awards <ul><li>Founded in 2001 by integration industry experts </li></ul><ul><li>Acquired by IBM May 2010 </li></ul><ul><li>Pioneered SaaS/Cloud integration </li></ul><ul><li>Unique focus on speed & simplicity — “Integration in Days” </li></ul><ul><li>Thousands of customer integrations </li></ul><ul><li>96% customer retention </li></ul><ul><li>Patented, best-of-breed, award-winning technology </li></ul>Corporate Facts With Cast Iron, IBM gets a proven Cloud integration-as-a-service solution . IBM and Cast Iron…this pair could be match made in enterprise heaven .
    7. 7. Signs That Your Company May Need Integration <ul><li>Low utilization of CRM & other applications </li></ul><ul><li>Numerous spreadsheets </li></ul><ul><li>Manual data entry to multiple systems: Count them! </li></ul><ul><li>Inaccurate information </li></ul>
    8. 8. Why Integrate CRM? Sales Marketing Shipping Finance What are my hottest leads? ? Where are my orders? ? Has this customer paid? ? I need to do a credit check ? Where are my invoices? ?
    9. 9. Integration = Single View of Customers Hottest Leads Sales Invoices Orders Marketing Shipping Finance
    10. 10. Why Integrate the Customer Service in the Cloud? Service Finance Shipping RMA Is her warranty valid? ? ? When is her service appointment? Is he a paying customer? ? ? Is that part available? Was he really billed twice? ?
    11. 11. Integration = Single View of Customers Service Warranty Invoices Orders Shipping Finance RMA
    12. 12. Understanding That Cloud Adoption and Usage Is Exploding 27% CAGR Source: IDC Global Public Cloud Market: $55.5B in 2014
    13. 13. Which Has Created a Hybrid World Private Clouds Public Clouds Companies have both Cloud and On-Premise Applications Home-grown Applications Packaged Applications
    14. 14. Which Demands Integration Private Clouds Public Clouds Integration is Critical in a Hybrid World Packaged Applications Home-grown Applications
    15. 15. Needs Getting More and More Complex Integration Maximizes Value of Cloud Investments Home-grown Applications Packaged Applications
    16. 16. Existing Solutions are Incomplete Integration Maximizes Value of Cloud Investments People intensive On-Demand Rudimentary Capabilities Cloud is an Afterthought
    17. 17. Flexible: Completely Maps to Your Cloud Strategy Repeatable Success TIP Exchange TIP Development Kit TIP Community For All Types of Projects UI Mashups Process Integration Data Migration Total Connectivity Deployment Flexibility IBM Cast Iron Cloud Virtual Appliances Physical Appliances
    18. 18. Proven
    19. 19. Proven Results
    20. 20. In Summary…. <ul><li>Rapidly integrate on-premise and SaaS/Cloud applications </li></ul><ul><li>Use a Configuration, Not Coding approach to integration </li></ul><ul><li>Choose from flexible deployment options </li></ul>Cast Iron solutions enable organizations to rapidly Connect , Integrate and Synchronize their on-premise and SaaS/Cloud applications in real-time or batch.
    21. 21. <ul><li>Scott Taback </li></ul><ul><li>[email_address] </li></ul><ul><li>312 863 7500 </li></ul><ul><li>www.highlandsolutions.com </li></ul>Connect with me on:
    22. 22. Which Has Lead to Dissatisfaction
    23. 23. SugarCRM and Cast Iron
    24. 24. And Companies Re-evaluating the Cloud
    25. 25. Before
    26. 26. After
    27. 27. Data Migration Before
    28. 28. Data Migration After
    29. 29. Case Study: Sales Order and Invoice Visibility <ul><li>Business Problems </li></ul><ul><li>SAP is worldwide back-office standard for order mgmt & financials </li></ul><ul><li>550 seats of Salesforce.com for CRM </li></ul><ul><li>ERP to CRM business processes not harmonized </li></ul><ul><li>Need visibility of orders, shipments and invoices within SFDC </li></ul><ul><li>Competing Technologies </li></ul><ul><li>Custom code not scalable </li></ul><ul><ul><li>“ We needed integration without code development” </li></ul></ul>SAP – salesforce.com Siemens Power Transmission and Distribution: Division of One of The World’s Largest Manufacturing Companies
    30. 30. Case Study: Sales Order and Invoice Visibility <ul><li>Solution </li></ul><ul><li>Cast Iron Integration Appliance used real-time, bidirectional integration </li></ul><ul><li>Phased approach to success: </li></ul><ul><ul><li>Extract invoice, order status from SAP to SFDC </li></ul></ul><ul><ul><li>Cust. and product master sync </li></ul></ul><ul><ul><li>Opportunity to order sync (Phase II) </li></ul></ul><ul><li>Results </li></ul><ul><li>Phase I completed in two weeks </li></ul><ul><li>Greater visibility in SFDC = more rapid adoption by sales community </li></ul><ul><li>Success led to adoption by other groups – Siemens Communications </li></ul>SAP – salesforce.com Siemens Integration Completed in 2 Weeks

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