Informatica Cloud Account Synchronization


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Webinar in March 2010. This presentation provides an overview of the Account Synchronization challenge and how the Informatica Cloud can be used to deliver data integration as a service for Salesforce CRM and other systems.

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Informatica Cloud Account Synchronization

  1. 1. Account Synchronization Darren Cunningham, Informatica Cloud Marketing Ron Lunasin, Informatica Cloud Product Management
  2. 2. Today’s Agenda <ul><li>The Account Synch Challenge </li></ul><ul><li>Informatica Cloud Overview </li></ul><ul><li>Informatica Cloud Account Synch Demonstration </li></ul><ul><li>Customer Success and Best Practices </li></ul><ul><li>Discussion </li></ul>
  3. 3. Clouds in the Forecast… “ #1 strategic technology area in 2010 for IT” “ Cloud computing will expand and mature in 2010”
  4. 4. The Integration Challenge: Scattered Clouds 65 percent of IT managers recognize integration issues as the top barrier for SaaS/Cloud adoption . “ ” Your Company
  5. 5. Integration Drives Cloud Application Success Greater Adoption Stronger Connection More Business Value Having Salesforce without integration is like having a house on a beautiful island, with no way to get there. 5-Star Review for Informatica Cloud Services “ ”
  6. 6. Primary Cloud Integration Use Cases: <ul><li>To make into a whole by bringing all parts together; unify </li></ul><ul><li>To join with something else; unite </li></ul>Synchronize Load / Migrate Monitor Report / Backup
  7. 7. Today’s Focus: Account Synchronization Primarily Cloud to On-Premise 2 Accounts and Contacts By synchronizing our back-office apps with, we knew that Bay & Bay sales teams would have all the timely, relevant, and trustworthy information they needed to drive sales revenues. Rob Adams, Bay and Bay Transportation “ ” 1 Load Data Synchronize Data
  8. 8. Loading Accounts: Translation is the Key Common Scenarios: <ul><li>Address Fields </li></ul>Customer Type <ul><ul><li>01 </li></ul></ul><ul><ul><li>02 </li></ul></ul><ul><ul><li>03 </li></ul></ul><ul><ul><li>New Customer </li></ul></ul><ul><ul><li>New Partner </li></ul></ul><ul><ul><li>Prospect </li></ul></ul>
  9. 9. Loading Contacts, Maintaining Relationships Common Scenarios <ul><li>Associate Contacts with Accounts </li></ul>V-Look-Ups (does this look familiar?)
  10. 10. Bi-Directional Application Synchronization Common Scenarios: <ul><li>Process Integration (Opportunity  Order) </li></ul>Customer, Product, etc. Master
  11. 11. Cloud Integration Options Outsource Cloud Services On-Premise Tools for IT 4 5 3 Hand Code You need to consider integration for what it is: the mother of all single points of failure . “ ” David Linthicum Author, Cloud Computing and SOA Convergence in Your Enterprise Free Tools 2 1
  12. 12. Informatica Cloud Services True SaaS Integration Proven Customer Success Kendall Collins, CMO “ Informatica’s focus on customer success and innovative technology has earned them the top spot for data integration on the AppExchange . ” Designed for Line of Business Users
  13. 13. Informatica Cloud Demonstration Your Company DB/File Interfaces RDS Loading Accounts Loading Contacts and Maintaining Relationships Accounts and Contacts Synchronization Secure Agent 1 3 2
  14. 14. Account Synchronization Success Stories Reduced time to information for sales team from weeks to seconds LOB accomplished 75% of what they needed in a day Increased sales in target accounts 270% Increased cross-sell/up-sell revenue 12% overall $50,000/year in IT savings through reduced application maintenance Eliminated the need for duplicate entry into multiple applications Keeping reps in one system means greater productivity and adoption Consolidated SmithBarney and Morgan Stanley data on day one of merger: no disruption Managers didn’t lose momentum in ongoing recruiting efforts Synchronizing Salesforce CRM with Oracle ERP and other business apps 1.5M rows of data synchronized daily 360-degree shared views of assets, brokerage data, and customer information Anticipated to deliver 900% ROI
  15. 15. 360º Customer View <ul><li>Benefits: </li></ul><ul><ul><li>Improves user experience, improves productivity </li></ul></ul><ul><ul><li>Prevents users from viewing data they don’t own </li></ul></ul><ul><ul><li>Increases exposure to custom objects, reports </li></ul></ul><ul><ul><li>Allows IT resources to focus on more complex projects </li></ul></ul>
  16. 16. Account Synchronization Best Practices <ul><li>Don’t underestimate data loading </li></ul><ul><ul><li>“ This is a field mapping exercise.” </li></ul></ul><ul><ul><li>Take time to understand your data </li></ul></ul><ul><li>Don’t underestimate your data volumes </li></ul><ul><ul><li>Ensure your data integration solution can scale </li></ul></ul><ul><li>Leverage external IDs to simplify integration </li></ul><ul><ul><li>Bring over key IDs from on-premise objects </li></ul></ul><ul><li>Expect the unexpected </li></ul><ul><ul><li>SaaS app schema change is frequent </li></ul></ul><ul><ul><li>Incremental changes are inevitable </li></ul></ul>
  17. 17. View the Recording: <ul><ul><li> </li></ul></ul>