Optimizing Salesforce for your business: Integrating, Cleansing, & Analyzing your data July 22, 2009 Dallas Salesforce Use...
<ul><li>Founded in 1994 with 250+ employees </li></ul><ul><li>NASDAQ: PVSW , $43M in 2008 revenue </li></ul><ul><li>10,000...
Pervasive's Integration Platform for design and deploying robust Integration solutions Data Quality/ Validation / Assessme...
 
“ Sales productivity can only be positively affected by providing sales representatives with a 360-degree view of current ...
“ Gartner estimates that corporate programmers spend about 65% of their time building custom-made “bridges” between applic...
<ul><li>Offers packaged connections that link data between the most popular business and consumer applications, for exampl...
Current products New products: Sleuth TweetCruncher
Challenge <ul><li>Processing over 1000 invoices/month required a full-time staff member </li></ul><ul><li>Custom-code Quic...
Automated Invoice Generation from Salesforce ‘ Closed Won’ opportunity in Salesforce  Pervasive DataSynch™  automatically ...
Validation:  Prevention of errors before they occur Detection:  Notify of possible errors as they occur Automation:  Repai...
Introduction to some free stuff to help: Cloud based viewing and linking tool, powered by Pervasive DataProfiler engine.  ...
 
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Dallas User Group Meeting - Pervasive Datasolutions Presentation July 2009

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Dallas User Group Meeting - Pervasive Datasolutions Presentation July 2009

  1. 1. Optimizing Salesforce for your business: Integrating, Cleansing, & Analyzing your data July 22, 2009 Dallas Salesforce User Group Meeting Amanda Lea
  2. 2. <ul><li>Founded in 1994 with 250+ employees </li></ul><ul><li>NASDAQ: PVSW , $43M in 2008 revenue </li></ul><ul><li>10,000+ Worldwide Integration Customers </li></ul><ul><ul><li>Over 5 Million Data Base servers deployed </li></ul></ul><ul><li>Distribute products in more than 150 countries </li></ul><ul><li>Pervasive Strategic Technology Partners </li></ul><ul><ul><li>Salesforce Partner since 2001 (v1 of API) </li></ul></ul><ul><ul><li>Intuit: Quick Books Gold Developer </li></ul></ul><ul><ul><li>Microsoft Gold Partner </li></ul></ul><ul><ul><li>Oracle, SAP, Sage, etc…… </li></ul></ul><ul><li>600+ SFDC customers have purchased Pervasive’s products for integration </li></ul>GartnerGroup Data Integration Magic Quadrant
  3. 3. 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
  4. 5. “ Sales productivity can only be positively affected by providing sales representatives with a 360-degree view of current and prospective customers .” – Aberdeen Group
  5. 6. “ 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
  6. 7. <ul><li>Offers packaged connections that link data between the most popular business and consumer applications, for example: </li></ul><ul><ul><li>Salesforce <-> Quickbooks </li></ul></ul><ul><ul><li>Salesforce <-> Netsuite </li></ul></ul><ul><ul><li>Salesforce -> ODBC Database </li></ul></ul><ul><ul><li>Salesforce -> Intuit Payments Services (credit card) </li></ul></ul><ul><li>Unlike integration tools, our products come “as-is” out of the box and are designed to be extremely easy to use </li></ul><ul><li>Introducing a new line of data profiling & cleansing products </li></ul><ul><li>180+ Salesforce.com clients! </li></ul>
  7. 8. Current products New products: Sleuth TweetCruncher
  8. 9. Challenge <ul><li>Processing over 1000 invoices/month required a full-time staff member </li></ul><ul><li>Custom-code QuickBooks to Salesforce integration difficult to maintain with product and API changes </li></ul><ul><li>Sought flexible, scalable integration – researched options on AppExchange </li></ul>Solution Results <ul><li>Pervasive DataSynch™ provides pre-configured Salesforce to QuickBooks integration; easily extended to meet unique Falcon Storage needs </li></ul><ul><li>Bi-directional automated synchronization of account names to customers, opportunities to invoices </li></ul><ul><li>Extend with unidirectional synchronization of Salesforce Products to QuickBooks </li></ul><ul><li>Installed in 1-Hour </li></ul><ul><li>Automated invoicing speeds time to revenue from days to hours </li></ul><ul><li>End-to-end visibility into customers, prospects and suppliers </li></ul><ul><li>Elimination of manual entry and shared accountability for data quality </li></ul><ul><li>Reduced errors and streamlined business processes </li></ul><ul><li>Quickly add new products, viewable by staff across the organization </li></ul>“ The streamlining of critical business processes and automation of tasks such as data entry greatly speeds cash flow from days to hours.”
  9. 10. Automated Invoice Generation from Salesforce ‘ Closed Won’ opportunity in Salesforce Pervasive DataSynch™ automatically generates invoice in QuickBooks
  10. 11. 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….
  11. 12. 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.

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