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Best Practices for Salesforce Process Automation

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This presentation introduces Informatica Cloud Extend for Salesforce. Find out:

- Why process automation is essential to delivering the true value of your Salesforce platform.
- Why process automation is the perfect complement to Informatica Cloud Master Data Management and Informatica Cloud Integration.
- How to effectively enable your mobile Salesforce users through smart phones, tablets and laptops.
- How process automation improves the accuracy of data entry of your Salesforce users.

For more information visit: http://www.informaticacloud.com/cloudextend

Published in: Technology
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Best Practices for Salesforce Process Automation

  1. 1. How Corvisa Services Guides Users to Work Efficientlywith Salesforce DataClive BearmanDirector Product Marketing, Informatica CloudErik EklundSalesforce Administrator, Corvisa Services
  2. 2. 22Agenda Process Automation Overview Informatica Cloud Extend inPractice Questions & Answers Next Steps
  3. 3. 33The Informatica Cloud FamilyFrom Integration to Quality to ProcessCloud IntegrationConnecting cloud and on-premise appsCloud Data Quality & Master Data ManagementDelivering the “Single Customer View”Cloud Process AutomationGuiding users to work efficiently with data
  4. 4. 44The Vision of Life With Salesforce• Sales reps will be more informed• Increase sales effectiveness• Provide more value to their clients• Increase sales productivity ($$$/rep)• Sales managers get more deal info• Accurate forecasts• More effective coaching• Marketing results will be measureable• More effective use of marketing spend• Customer experience will be enhanced• Faster service response• Better engagements with sales/service
  5. 5. 55What Happens With Salesforce Instead• Sales managers do not see howSalesforce helps their reps sell• Sales reps just enter the minimuminformation required and do not useSalesforce as a resource• Marketing can’t get meaningful metricsbecause of inconsistent data• Customer support hasn’t improvedbecause the customer has to repeat thesame information over and overSalesforce is viewed as“another corporate overhead we have to deal with.”
  6. 6. 66What Happens With Salesforce Instead
  7. 7. 77What Happened?• Salesforce not mapped to daily business use• Contact and Activity tracking – sure• Watch out for required field/custom field overload!• Other activities for Salesforce users get ignored• Effective lead/opportunity qualification?• Identifying cross sell/upsell candidates?• Meeting preparation?• Quotes to order?• Customer service case setup and resolution?• Custom applications create dependency on IT• Volume of business processes instantly creates ITproject backlog• Process improvement requires changes, adding to thebacklog• Mobile users not effectively enabled• Salesforce not effective when users are not at a desk
  8. 8. 88Add Process for ProductivityCurrent Implementation• Users struggle to remember bestpractices or training• Inconsistent process; limited access toother relevant data; low user adoption• Requires IT or consulting and customcode
  9. 9. 99Add Process for ProductivityCurrent Implementation• Users struggle to remember bestpractices or training• Inconsistent process; limited access toother relevant data; low user adoption• Requires IT or consulting and customcode1133775588224466
  10. 10. 1010Add Process for ProductivityCurrent Implementation• Users struggle to remember bestpractices or training• Inconsistent process; limited access toother relevant data; low user adoption• Requires IT or consulting and customcode1133775588224466
  11. 11. 1111Add Process for ProductivityCurrent Implementation• Users struggle to remember bestpractices or training• Inconsistent process; limited access toother relevant data; low user adoption• Requires IT or consulting and customcodeProcess-Centric Implementation• Users guided through questions, actionsand automated work• Universal access to data on premise andin the cloud• DIY; hand-coding not required113377558822446633 7755 6622 448811
  12. 12. 1212Add Process for ProductivityCurrent Implementation• Users struggle to remember bestpractices or training• Inconsistent process; limited access toother relevant data; low user adoption• Requires IT or consulting and customcodeProcess-Centric Implementation• Users guided through questions, actionsand automated work• Universal access to data on premise andin the cloud• DIY; hand-coding not required113377558822446633 7755 6622 448811
  13. 13. 1313Introducing Informatica Cloud Extend• Process Automation for Salesforce Users• Do it yourself; no coding required• Create mobile or desktop wizards• Works with standard and custom Salesforce objects• Who is it for?• Sales operations• Customer service or support operations• Marketing departments• Salesforce administrators• Why?• Improves end user efficiency and productivity• Ensures users don’t undo clean data• Produces consistent and repeatable processes• Delivers accurate data for downstream systems• How?• Powerful tools to quickly model Salesforce processes• Guides users simply through a flow of questions, actionsand automated work
  14. 14. 1414Your Business Experts Design the Process…
  15. 15. 1515Your Users Follow Embedded Guides
  16. 16. 1616And Mobile Users Get Wizards Too!• Update an opportunity with meeting notes• Prepare for a forecast review• Add urgent travel request• Start a rapid response to a complaint• Record notes from a meeting
  17. 17. 1717Informatica Cloud ExtendEasy to DeployEasy to Deploy- One Click Publish- One Click Publish22Publish“Guiding Salesforce Users to Work More Efficiently”11 Easy to DesignEasy to Design- No APEX Coding- No APEX CodingEasy to UseEasy to Use- Mobile, Tablet, or PC- Mobile, Tablet, or PC33
  18. 18. ERIK EKLUNDCorvisa Services
  19. 19. A Brief History• 2009 – Founded in Milwaukee• 2010 – Acquired by StreetLinks Lender Solutions• 2012 – Repositioned as Shared Services Division ofNovation Companies.• Software Development, Marketing, SalesforceAdministration• 2013 – CorvisaCloud became a SalesforceImplementation Partner
  20. 20. The Problem• Two sister companies launching simultaneousinitiatives.• Temporary staff with no knowledge of Salesforce orindustry.• Scripted calls.• Minimal time for training.
  21. 21. Why Not Flow?• Valuable tool.• Difficult to achieve basic functionality.• Time-consuming to learn and build.• Modifications must be done by Admin/Developer.
  22. 22. Enter Cloud Extend• Met team at CloudForce 2012 in Chicago.• Demo the following week.• Purchased for sister company teams.
  23. 23. Why Cloud Extend?• Simplicity – No code!• Time Savings• Friendly, WYSIWYG Interface• Easily Modified by Non-Admin/Developer• Fantastic User Support!
  24. 24. DEMONSTRATIONCorvisa Services
  25. 25. 2626Innovative Process AutomationGuiding Salesforce Users to Work EfficientlyCustomers Include:Weve seen a 20%increase in agentproductivity, reducedour customer call waitingtimes to virtually zero andreduced the time ittakes to create newaccounts by 85%.
  26. 26. 2727Cloud Extend UsesSales and Sales OperationsSalesforce AdministrationCustomer Support andService OperationsMarketing• Meeting planning• Post meeting follow up• Account review• Opportunity to order• Case creation• Account updates• Troubleshooting• Customer provisioning• User provisioning• Task assignment• Lead capture• Lead nurturing• Event creation• Campaign management
  27. 27. 2828Incredible App Exchange ReviewsCLOUD EXTEND
  28. 28. 2929Next StepsLearn Morewww.InformaticaCloud.com/cloudextendFollow UsOn Twitter - @CloudExtendSee Us in Personwww.informaticacloud.com/cctTry Uswww.appexchange.com – “Cloud Extend”
  29. 29. 3030www.InformaticaWorld.com
  30. 30. 3131

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