Using IBM's Cast Iron with SugarCRM to Integrate Customer Data an Company
 
Sales and Marketing Coming Together <ul><li>Sales Automation/CRM Implementation </li></ul><ul><li>eCommerce Platform Imple...
Customers we’ve had the pleasure to work with
Place Picture of Micro Site www.MFGCRM.com
3 Things to remember about Cast Iron <ul><li>Rapidly integrate on-premise and SaaS / Cloud applications </li></ul><ul><li>...
Cast Iron — Company Overview Buzz Recent Awards <ul><li>Founded in 2001 by integration industry experts </li></ul><ul><li>...
Cloud Application Use is Exploding Global Public Cloud Market: $55.5B in 2014 27% CAGR Source: IDC
And It’s Created a Hybrid World Private Clouds Public Clouds Companies have both Cloud and On Premise Applications Home-gr...
Which Demands Integration Private Clouds Public Clouds Integration is Critical in a Hybrid World Packaged Applications Hom...
Needs Getting More and More Complex Integration Maximizes Value of  Cloud Investments Home-grown Applications Packaged App...
Existing Solutions are Incomplete Integration Maximizes Value of  Cloud Investments People intensive On-Demand Rudimentary...
Which has lead to dissatisfaction
And Companies Re-evaluating the Cloud
Why Integrate the Sales Cloud? Sales Marketing Shipping Finance What are my hottest leads? ? Where are my orders? ? Has th...
Integration = Single View of Customers Hottest Leads Sales Invoices Orders Marketing Shipping Finance
Why Integrate the Customer Service in the Cloud? Service Finance Shipping RMA Is her warranty valid? ? ? When is her servi...
Integration = Single View of Customers Service Warranty Invoices Orders Shipping Finance RMA
Complete Template Integration Processes Complete Flexibility Cast Iron Cloud2™ Virtual Appliances Physical Appliances Tota...
Proven
Case Study: Sales Order and Invoice Visibility <ul><li>Business Problems </li></ul><ul><li>SAP is worldwide back-office st...
Case Study: Sales Order and Invoice Visibility <ul><li>Solution </li></ul><ul><li>Cast Iron Integration Appliance used rea...
Proven Results
Homework Assignment <ul><li>See if you can map out your process from Lead Generation to contract closure to post support  ...
In Summary…. <ul><li>Rapidly integrate on-premise and SaaS / Cloud applications </li></ul><ul><li>Use a  Configuration, No...
<ul><li>Scott Taback </li></ul><ul><li>[email_address] </li></ul><ul><li>@TshapeScott </li></ul><ul><li>773-398-3823 </li>...
SugarCRM and Cast Iron
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Data Migration Before
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Using IBM's Cast Iron with SugarCRM to Integrate Customer Data | SugarCon 2011

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Given the global alliance announcements between IBM and SugarCRM, we will discuss the possibilities of how supply chain based companies can utilize IBM's Cast Iron and SugarCRM to effectively integrate customer data with other ERP and Supply Chain systems.

Presented by Scott Tabak, Highland Solutions, at SugarCon 2011

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  • 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 first and arguably most important point is the the Cast Iron Integration platform provides complete functionality to connect all applications in your enterprise. 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. The second advantage the Cast Iron Integration platform offers is total connectivity. This means not just industry leading SaaS and enterprise applications-over 150 to date, but every type of database, custom applications, web services and connectivity protocol. Another important feature is reusability. the Cast Iron Integration platform 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. the Cast Iron Integration platform gives you the benefit of previous success and best-practices available through our community of customers. Finally, this is one platform for all types of integration projects. You can use the Cast Iron Integration platform for data migration, process integration or even for UI mashups for taking relevant data from a backoffice application, such as SAP and displaying it witrhin a commonly used front-office application such as SFDC. Notes: swap with CIIP brand
  • 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.
  • 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.
  • 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 &amp; 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
  • Using IBM's Cast Iron with SugarCRM to Integrate Customer Data | SugarCon 2011

    1. 1. Using IBM's Cast Iron with SugarCRM to Integrate Customer Data an Company
    2. 3. Sales and Marketing Coming Together <ul><li>Sales Automation/CRM Implementation </li></ul><ul><li>eCommerce Platform Implementation </li></ul><ul><li>Collaboration Platform Implementation </li></ul><ul><li>Multi-Channel Process Evaluation & Strategy </li></ul><ul><li>Hosting Services </li></ul><ul><li>Digital Marketing Strategy </li></ul><ul><li>Copywriting & Content Strategy </li></ul><ul><li>Campaign Development & Execution </li></ul><ul><li>Sales 2.0 </li></ul><ul><li>IBM Solutions </li></ul>
    3. 4. Customers we’ve had the pleasure to work with
    4. 5. Place Picture of Micro Site www.MFGCRM.com
    5. 6. 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 enables organizations to rapidly Connect , Integrate and Synchronize their on-premise and SaaS / Cloud applications, in real-time or batch.
    6. 7. 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. 8. Cloud Application Use is Exploding Global Public Cloud Market: $55.5B in 2014 27% CAGR Source: IDC
    8. 9. And It’s Created a Hybrid World Private Clouds Public Clouds Companies have both Cloud and On Premise Applications Home-grown Applications Packaged Applications
    9. 10. Which Demands Integration Private Clouds Public Clouds Integration is Critical in a Hybrid World Packaged Applications Home-grown Applications
    10. 11. Needs Getting More and More Complex Integration Maximizes Value of Cloud Investments Home-grown Applications Packaged Applications
    11. 12. Existing Solutions are Incomplete Integration Maximizes Value of Cloud Investments People intensive On-Demand Rudimentary Capabilities Cloud is an Afterthought
    12. 13. Which has lead to dissatisfaction
    13. 14. And Companies Re-evaluating the Cloud
    14. 15. Why Integrate the Sales Cloud? 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? ?
    15. 16. Integration = Single View of Customers Hottest Leads Sales Invoices Orders Marketing Shipping Finance
    16. 17. 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? ?
    17. 18. Integration = Single View of Customers Service Warranty Invoices Orders Shipping Finance RMA
    18. 19. Complete Template Integration Processes Complete Flexibility Cast Iron Cloud2™ Virtual Appliances Physical Appliances Total Connectivity Complete Reusability TIP Exchange TIP Development Kit TIP Community For All Types of Projects UI Mashups Process Integration Data Migration
    19. 20. Proven
    20. 21. 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
    21. 22. 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
    22. 23. Proven Results
    23. 24. Homework Assignment <ul><li>See if you can map out your process from Lead Generation to contract closure to post support </li></ul><ul><li>Lay the technology pieces on top of that process </li></ul><ul><li>Count how many times your company has to enter the same data during this process </li></ul><ul><li>Locate other data sources (excel spreadsheets etc.) that exist that you don’t even know about </li></ul><ul><li>With CRM poll your customer services, sales and marketing on what types of data would make their interaction with their customers better and faster? </li></ul><ul><li>Map this all out and attach business benefits and the metrics your company uses </li></ul>
    24. 25. 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 enables organizations to rapidly Connect , Integrate and Synchronize their on-premise and SaaS / Cloud applications, in real-time or batch.
    25. 26. <ul><li>Scott Taback </li></ul><ul><li>[email_address] </li></ul><ul><li>@TshapeScott </li></ul><ul><li>773-398-3823 </li></ul><ul><li>www.highlandsolutions.com </li></ul>Connect with me on:
    26. 27. SugarCRM and Cast Iron
    27. 28. Before
    28. 29. After
    29. 30. Data Migration Before
    30. 31. Data Migration After

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