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Oracle and Cast Iron Systems: Delivering an Integrated CRM Experience

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Oracle and Cast Iron Systems: Delivering an Integrated CRM Experience

  1. 1. Oracle and Cast Iron Systems: Delivering an Integrated CRM Experience
  2. 2. Agenda • Welcome and Introductions • Oracle: The Benefits of an Integrated Business • Xchange Technology Group: Customer Case Study • Cast Iron Systems: Overview and Demo • Summary • Q&A
  3. 3. Speakers • Kevin Guthrie, VP, NA Sales, CRM On Demand, Oracle • Perry Armstrong, Director of Finance and IT, Xchange Technology Group • Sean O’Connell, Product Marketing, Cast Iron Systems
  4. 4. The SaaS Market is Exploding $12B Market by ‘11
  5. 5. Integration: The Achilles Heel of SaaS Satisfaction / Experience 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% User community or network Integration capabilities Customization capabilities Workflow capabilities Personalization capabilities Data access and analysis capabilities Security and privacy Responsiveness to support requests Accountability for quality of service Backup and recovery capability Pricing terms and conditions Availability or uptime System response time Solution functionality
  6. 6. Life Without Integration Sales Customer Service CustomersCustomers FinanceFinance Shipping What’s the status of my order What’s the status of my order What do I ship and where What do I ship and where Have my orders been invoiced Have my orders been invoiced
  7. 7. The Benefits of An Integrated Business Sales Customer Service CustomersCustomers FinanceFinance Shipping Orders Invoice Status Order Status IntegrationIntegration
  8. 8. What Does Integration Look Like? See Order History in Account Detail Info from ERP systemInfo from ERP system
  9. 9. Integration Options Complexity/Value of Integration Time/Cost Cast Iron Oracle Fusion Target: Midmarket Custom Code • Use where time and cost are top priorities
  10. 10. Xchange Technology Group Perry Armstrong Director of Finance and IT
  11. 11. Agenda • About Xchange Technology Group (XTG) • Our Applications • Business Problem • Solutions Considered • Solution Selected • Why We Selected Cast Iron • Future Plans • Summary
  12. 12. About XTG • Global business – Over 200 employees – Operating in seven countries • Three business units – I.T. Xchange • International distributor of secondary market personal computer and server technology – BlueRange Technology (formerly ITX Solutions) • Delivers technology solutions to solve business challenges in mid-market organizations – Vernon Computer Source • Focuses on the rental, lease, and lifecycle management of equipment and parts from technology manufacturers
  13. 13. Our Applications • CRM – From: Epicor, Q360, OPUS and SAM – To: Oracle CRM On Demand • ERP – From: Epicor – To: Oracle EBS
  14. 14. Business Problem • Needed to improve sales productivity to continue business growth – Silos of customer information stored in CRM (Oracle CRM On Demand) and ERP (Epicor) – Inaccurate, manual update process between applications Picture here Oracle CRM On Demand  Epicor Custom CodeCustom CodeCustom CodeCustom CodeCustom Code
  15. 15. Solutions Considered • Manual update – Not viable • Custom Code – Not scalable – Too resource intensive • Cast Iron Integration • Oracle Fusion Picture here Oracle CRM On Demand  Epicor Custom CodeCustom CodeCustom CodeCustom CodeCustom Code
  16. 16. Solution Selected • Cast Iron – Real-time, bi-directional integration between CRM and ERP • Intellinex – Integration partner Oracle CRM On Demand  Epicor
  17. 17. Why We Selected Cast Iron • 50% cost savings compared to custom code • Automated, synchronized 360o view of customer information • Ability to connect multiple databases • Increased sales productivity • Ease of use • Platform for future growth Oracle CRM On Demand  Epicor
  18. 18. Future Plans • Cisco Unified Communications • Track call volumes by sales person – Proactive, regular customer contact – Increase effectiveness of sales calls – Ability for management to re-assign accounts Oracle CRM On Demand  Cisco
  19. 19. Future Plans • Eloqua – Field sales can automatically push marketing to customers – Put marketing capabilities into sales function Oracle CRM On Demand  Eloqua
  20. 20. Future Plans • Oracle Advanced Pricing – Send quote and pricing info to customers Oracle CRM On Demand  Pricing
  21. 21. Future Plans • Oracle EBS – Replaces Epicor • Other existing databases Oracle CRM On Demand  EBS
  22. 22. Lessons Learned • Plan ahead • Evaluate top priorities • Select experienced partners • Deploy in phases • Reap the rewards
  23. 23. ©2009 Cast Iron Systems, Inc. • Confidential <Insert Picture Here> Sean O’Connell Product Marketing
  24. 24. ©2009 Cast Iron Systems, Inc. • Confidential Today’s Agenda • Cast Iron Solution Overview • Live 10 Min Demonstration • Summary
  25. 25. ©2009 Cast Iron Systems, Inc. • Confidential Thousands of Customer Integrations Application integration in days
  26. 26. ©2009 Cast Iron Systems, Inc. • Confidential The Cast Iron Approach ConfigurationConfiguration Not CodingNot Coding
  27. 27. ©2009 Cast Iron Systems, Inc. • Confidential Integration in Days On Premise Apps SaaS / Web Apps SaaS / Web Apps Physical Appliances Integration On Premise Virtual Appliances Integration On Premise Cast Iron Cloud™ Integration as a Service
  28. 28. ©2009 Cast Iron Systems, Inc. • Confidential WhatWhat Customer Master to Accounts Oracle EBS HowHow 1) Configure 2) Run 3) Manage 10 Minute Demo
  29. 29. ©2009 Cast Iron Systems, Inc. • Confidential Summary: Cast Iron Benefits • Rapid –Integration in Days • Flexible –Integration as a Service or On Premise • Proven –Thousands of customer integrations connecting SaaS and the enterprise Low cost, subscription-based pricing www.castiron.com
  30. 30. $100 Gift Card – Act Now! 1. Call (650) 506-3505 to schedule an appointment 2. Meet with us 3. Receive $100 American Express gift card

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