Simple Salesforce Data Migration

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You have lots of customer data and you need to ensure that it’s readily available to all of those who need it to drive business results across sales, service and customer engagement.

This presentation discusses how easy it is to migrate your critical data into Salesforce and how it will immediately benefit the different areas of your business. Our speakers will demonstrate how simple and seamless it is for you to transfer your customer data into Salesforce from different external sources such as; text files, another CRM, or homegrown systems.

What you will learn:

-How to migrate data to salesforce from a variety of endpoints to create a complete customer view
-How a single integration solution can bring together multiple data sources to provide rapid time to value

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Simple Salesforce Data Migration

  1. 1. © 2014 Scribe Software Corporation. All rights reserved. @scribesoft #SFMigration Accelerate Access to Critical Customer Data with Simple Salesforce Migration
  2. 2. © 2014 Scribe Software Corporation. All rights reserved. @scribesoft #SFMigration Speakers Nicole Tilton Director, Salesforce Sales Channel, Scribe Email: nicole.tilton@scribesoft.com Twitter: @TiltonNicole LinkedIn: nicoletilton Pierre Hulsebus Senior Sales Engineer, Scribe Email: pierre.hulsebus@scribesoft.com Skype Twitter: @infuseme LinkedIn: phulsebus
  3. 3. © 2014 Scribe Software Corporation. All rights reserved. @scribesoft #SFMigration Agenda • Scribe Overview • Customer Experience • Challenges • Scribe Online Architecture • Demonstration • Business Value - Recap • Next Steps
  4. 4. © 2014 Scribe Software Corporation. All rights reserved. @scribesoft #SFMigration Scribe • Customer data integration solutions since 1995 • Established global company • Cloud, premise, hybrid • Award-winning solutions • Scribe Online • Scribe Insight • 12,000 customers and 1,200 partners
  5. 5. © 2014 Scribe Software Corporation. All rights reserved. @scribesoft #SFMigration Customer Experience
  6. 6. © 2014 Scribe Software Corporation. All rights reserved. @scribesoft #SFMigration Customer Experience
  7. 7. © 2014 Scribe Software Corporation. All rights reserved. @scribesoft #SFMigration Challenges
  8. 8. © 2014 Scribe Software Corporation. All rights reserved. @scribesoft #SFMigration Challenges User Adoption User Need Data Staging Data Issues
  9. 9. © 2014 Scribe Software Corporation. All rights reserved. @scribesoft #SFMigration User Adoption Adoptability Adoption • Data Migration delivers immediate tangible benefits. • By migrating data from other business systems users will have a single view into the data they need to do their jobs everyday. • Load the right data for the right user
  10. 10. © 2014 Scribe Software Corporation. All rights reserved. @scribesoft #SFMigration User Needs Needs of End Users • Record Ownership • Activity Dates • Customer Centricity User Persona • Marketing • Sales • Finance • Support
  11. 11. © 2014 Scribe Software Corporation. All rights reserved. @scribesoft #SFMigration Staging Data Moving data from multiple external sources • Text files • Other SFDC instances • Other CRM systems Establishing Cross Reference Tables • External ID’s to SFDC ID’s Use Flexible Staging Platform • SQL – Scribe Replication Services • CSV – Data Loader Types of information that is important for different users • Attachments • Documents • Activity • Service calls Date’s and Ownership • Record Owners • Create On Dates
  12. 12. © 2014 Scribe Software Corporation. All rights reserved. @scribesoft #SFMigration Data Issues Parent Child Relationships • Account / Contact • Billing / Shipping • Account / Opportunity Activity Migration • Ownership • Activity Dates • Status Open/Closed Attachments • Size • Locations • Reconsider long term model
  13. 13. © 2014 Scribe Software Corporation. All rights reserved. @scribesoft #SFMigration Scribe Online Architecture
  14. 14. © 2014 Scribe Software Corporation. All rights reserved. @scribesoft #SFMigration Demonstration
  15. 15. © 2014 Scribe Software Corporation. All rights reserved. @scribesoft #SFMigration Business Value
  16. 16. © 2014 Scribe Software Corporation. All rights reserved. @scribesoft #SFMigration Business Value User Adoption Improved Holistic view of customer data One view of BI across all business units Enhance the user experience Transition to new system easier Lower TCO Reduce Deployment Time Fits with Salesforce Cloud (SaaS)
  17. 17. © 2014 Scribe Software Corporation. All rights reserved. @scribesoft #SFMigration Use Scribe for Salesforce Migration & Integration Migrations and integrations takes days/weeks not months; Connect key business applications to Salesforce One solution for all migration and integration needs; intuitive, visual interface with wizard Predictable, monthly cost, no hidden fees 12,000 customers, 1,200 partners worldwide; 2012 Codie winner, 2013 Codie finalist, AlwaysOn250 winner, Red Herring finalist Proven Success Predictability Simplicity Rapid time to value Flexibility Add new applications and data sources easily with clicks, not code
  18. 18. © 2014 Scribe Software Corporation. All rights reserved. @scribesoft #SFMigration Scribe Online Connectors Applications Salesforce.com and Force.com apps Dynamics CRM 2011 and Online Dynamics GP 2013 ExactTarget GoToWebinar Hubspot Marketo Netsuite Marketing Netsuite ERP (coming soon) QuickBooks Desktop Technologies MySQL ODBC OLE DB Oracle Scribe Insight SQL Server Text (as source and target) Web Services or Custom Connectors via CDK 3rd Party Advantage Big Machines Connexio E-conomic Epicor 9 Exact Globe & Synergy FinancialForce Intacct On24 Personify Silverpop SmartFocus Znode
  19. 19. © 2014 Scribe Software Corporation. All rights reserved. @scribesoft #SFMigration Any Questions?
  20. 20. © 2014 Scribe Software Corporation. All rights reserved. @scribesoft #SFMigration Thank You • Learn more about how Scribe can help your integration needs: - www.scribesoft.com/salesforce • Sign up for a free trial: - www.scribesoft.com/online-trial - Free Trial Assistance • Contact Us: - sales@scribesoft.com • Take our Survey - Interested in a Deeper Dive?

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