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Dallas User Group Meeting - Pervasive Datasolutions Presentation July 2009

Dallas User Group Meeting - Pervasive Datasolutions Presentation July 2009






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    Dallas User Group Meeting - Pervasive Datasolutions Presentation July 2009 Dallas User Group Meeting - Pervasive Datasolutions Presentation July 2009 Presentation Transcript

    • Optimizing Salesforce for your business: Integrating, Cleansing, & Analyzing your data July 22, 2009 Dallas Salesforce User Group Meeting Amanda Lea
      • Founded in 1994 with 250+ employees
      • NASDAQ: PVSW , $43M in 2008 revenue
      • 10,000+ Worldwide Integration Customers
        • Over 5 Million Data Base servers deployed
      • Distribute products in more than 150 countries
      • Pervasive Strategic Technology Partners
        • Salesforce Partner since 2001 (v1 of API)
        • Intuit: Quick Books Gold Developer
        • Microsoft Gold Partner
        • Oracle, SAP, Sage, etc……
      • 600+ SFDC customers have purchased Pervasive’s products for integration
      GartnerGroup Data Integration Magic Quadrant
    • Pervasive's Integration Platform for design and deploying robust Integration solutions Data Quality/ Validation / Assessment / Audit Prepackaged Custom integration Solutions ( Software-Services-Support) “ Out of the Box” turn key solutions Integration as a Service Platform for deploying On-demand integration solutions
    • “ Sales productivity can only be positively affected by providing sales representatives with a 360-degree view of current and prospective customers .” – Aberdeen Group
    • “ Gartner estimates that corporate programmers spend about 65% of their time building custom-made “bridges” between applications to enable them to communicate” -FT.com “ Integration is the number one concern for SaaS implementation in the enterprise.” -Forrester “ Integration costs account for up to 30% of a typical enterprise IT budget.” -Gartner
      • Offers packaged connections that link data between the most popular business and consumer applications, for example:
        • Salesforce <-> Quickbooks
        • Salesforce <-> Netsuite
        • Salesforce -> ODBC Database
        • Salesforce -> Intuit Payments Services (credit card)
      • Unlike integration tools, our products come “as-is” out of the box and are designed to be extremely easy to use
      • Introducing a new line of data profiling & cleansing products
      • 180+ Salesforce.com clients!
    • Current products New products: Sleuth TweetCruncher
    • Challenge
      • Processing over 1000 invoices/month required a full-time staff member
      • Custom-code QuickBooks to Salesforce integration difficult to maintain with product and API changes
      • Sought flexible, scalable integration – researched options on AppExchange
      Solution Results
      • Pervasive DataSynch™ provides pre-configured Salesforce to QuickBooks integration; easily extended to meet unique Falcon Storage needs
      • Bi-directional automated synchronization of account names to customers, opportunities to invoices
      • Extend with unidirectional synchronization of Salesforce Products to QuickBooks
      • Installed in 1-Hour
      • Automated invoicing speeds time to revenue from days to hours
      • End-to-end visibility into customers, prospects and suppliers
      • Elimination of manual entry and shared accountability for data quality
      • Reduced errors and streamlined business processes
      • Quickly add new products, viewable by staff across the organization
      “ The streamlining of critical business processes and automation of tasks such as data entry greatly speeds cash flow from days to hours.”
    • Automated Invoice Generation from Salesforce ‘ Closed Won’ opportunity in Salesforce Pervasive DataSynch™ automatically generates invoice in QuickBooks
    • Validation: Prevention of errors before they occur Detection: Notify of possible errors as they occur Automation: Repair errors after they occur Batch Review: What got past us? Trend Analysis: Are we getting better? Process Review: Fix what is broken Hint: It’s not your data….
    • Introduction to some free stuff to help: Cloud based viewing and linking tool, powered by Pervasive DataProfiler engine. Currently in Beta form, available free to select customers: That’s You! [email_address] Your Name and Organization Pervasive Sleuth (Freeware) Simple APEX code module that looks for exact matches when accounts are entered: Prevents Jacaruso Enterprises and Jacaruso Enterprises, not Jacaruso Enterprises Inc. Can be modified, we will supply source code free.