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Mansa Systems Blog Posts by Twain Taylor

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Mansa Systems Blog Posts by Twain Taylor

  1. 1. Technology blog for Sales, Marketing, Support and IT How lifestyle resort clubs use MassMailer to increase sales productivity – The Bay Club Success Story Being in a business that depends on long term relationships with customers, email marketing is a key component of a lifestyle resort’s sales e orts. Resort clubs typically have a list of thousands of customers who’ve stayed at their properties. An important part of growing their business is to nurture these customers via email campaigns. A resort club that stays on top of its customers’ minds is more likely to have repeat visits from their customers. A lifestyle resort club may use Salesforce as its CRM platform to maintain one-to- one communication with their customers on a daily basis. While Salesforce is designed to support one-to- one conversations over email, it needs some upgrades to enable marketing operations like mass email marketing. For example, Salesforce has a restriction that limits users to sending 1,000 emails per day. This poses a problem for a mass email campaign that typically touches thousands of customers with a single email blast. This is why a resort club that uses Salesforce would also look for a solution to send mass email campaigns. Let’s look at one such resort club – The Bay Club. The Bay Club is a luxury lifestyle club in the California region with 23 modern country clubs across 10 campuses. Having started in the Bay Area, they have recently expanded to include Los Angeles too. They believe that happiness in life does not comes from material things, but from memorable experiences. Their campuses and hospitality services are designed to follow this ideal. The Bay Club uses Salesforce to keep track of their customers. However, when they needed to send email blasts to their entire customer base they ran into Salesforce’s restriction of not sending more than 1,000 emails per day. They needed a solution for their mass emailing needs. They evaluated various options, and nally chose MassMailer, the mass email marketing app for Salesforce developed by Mansa Systems. After using MassMailer, Mark Street, IT Manager at The Bay Club was all praise for the outstanding support, the attention to detail, and how everything in the app just works. He 2 11
  2. 2. ← What you need to know when integrating Salesforce and NetSuite – Part 2 EDI implementation using Informatica – A Success Story → praise for the outstanding support, the attention to detail, and how everything in the app just works. He particularly liked the exibility to use the pre-built templates within MassMailer or to use custom templates that his team built. This can be a big time saver. He also liked the ability to send an email blast immediately or schedule it for a later time. This is a great way to build email campaigns that are automated. It doesn’t require you to be at the system to hit the ‘Send’ button. Watch this quick one-minute video to hear Mark Street talk about his experience with MassMailer: For an industry that strives to create exquisite experiences, MassMailer lives up to expectations and delivered happiness to Sales & IT teams of lifestyle resort clubs. If you’re a luxury resort club that relies on mass emails, and are frustrated with Salesforce’s email limits, check out the MassMailer app for yourself. Try the MassMailer App for FREE > This entry was posted in App, Business Blog, IT and taggedemail blast, Mass email, mass email app, MassMailer, salesforce, the bay club on June 8, 2015 by Twain Taylor. Junxure vs Salesforce, the battle for the Financial Services market continues 1 comment • 2 years ago kak6154 — We moved from Junxure to Salesforce. Big mistake. Given my choice, I would have gone with Tamarac. Far superior … Why you should integrate Oracle EBS and Salesforce 1 comment • 2 years ago Daniel Sisson — If you have any other interesting examples of why to integrate, feel free to put them here, I'm quite curious of all … ALSO ON MANSA SYSTEMS 0 Comments Mansa Systems Login1 Share⤤ Sort by Best Start the discussion… Recommend 1
  3. 3. Technology blog for Sales, Marketing, Support and IT Salesforce Lightning – A new and better way to build Salesforce apps One of biggest complaints of Salesforce users has been that the UI is clunky. As the web moved to responsive design, the Salesforce UI did not evolve as fast as it should have. This has pushed Salesforce to rethink the way their platform is designed, and the way apps are built on it. This move has led to the launch of Lightning, a new platform that Salesforce calls ‘The future of CRM”. Lightning is a completely new implementation of Salesforce that’s designed to bring additional analytics and in-line intelligence to drive more sales. Salesforce does this by putting the focus on the application logic, and democratizing app creation on the platform. Here are the major changes with the Lightning platform: 1. A new information architecture With Lightning, relevant information is surfaced for each screen, streamlining processes and work ows. For example, the ‘Activity Feed’ surfaces the latest updates from all accounts assigned to a Sales Rep. With ‘Contextual Hovers’ you can see everything going on with a customer without going to di erent pages in the application. Similarly, the ‘Opportunity Board’ gives you the complete picture across all of your deals. And nally, customizable dashboards let you pick and choose what data you’d like to have at your ngertips even if it’s not available by default. Lightning puts more power in the hands of end-users, and this will only translate into a more satisfying experience for the Sales team. 2. A new design language With all the new features available within the UI, it’s important that all features work the same irrespective of which device they’re viewed on. This requires a new design language, which Lightning delivers. It promises a ‘consumer-like experience’ across every device, browser and OS. This greatly simpli es development, and customization, and makes Salesforce a responsive platform. 3. A new way to build apps With Lightning, Salesforce is looking to boost the number of custom apps developed on its platform. To do this, Salesforce has greatly democratized the app development process, making it possible for even non- developer users to create applications. Any user can start to build apps using the drag-and-drop visual interface of Lightning Components. What’s more, Lightning apps can be built as standalone apps or on top of existing Salesforce applications or Salesforce1 mobile applications. This brings great exibility into how your system is designed, makes previously complex work ows now a breeze. Lightning can make a big di erence to your Sales operations. While it’s very easy to do simple 5 21 5
  4. 4. ← SteelBrick – The native quote-to-cash solution for Salesforce [Part 2] Marketing automation for Salesforce using Pardot → Lightning can make a big di erence to your Sales operations. While it’s very easy to do simple customizations, and build basic applications, as a business, you often need complex applications with intricate application logic, and you may not have the talent or bandwidth internally to develop these apps on your own. If done wrong, you could end up with applications that don’t work with each other, and end up costing your business dearly. Because of this, it makes sense for you to work with a consultant to do your Salesforce Lightning development. Mansa is a Salesforce consultancy with over a decade of experience implementing and integrating Salesforce for companies from every industry. You can count on our ability to build custom applications for you on the Lightning platform, or handle custom development for you. Get in touch with us today to discuss what you’d like to get out of the Lightning platform, and how we can help you achieve your goals. Talk to us This entry was posted in Sales, Tech Blog and taggedcustom app development, salesforce, salesforce customization, salesforce lightning on December 19, 2015 by Twain Taylor. Why universities need a Salesforce community 5 comments • 3 years ago Azad Brijesh — Great post and i agree with the need of Salesforce need. But very few universities would agree that they actually … Why you should integrate Oracle EBS and Salesforce 1 comment • 2 years ago Daniel Sisson — If you have any other interesting examples of why to integrate, feel free to put them here, I'm quite curious of all … MassMailer – The Perfect Salesforce Mass Email App for Real Estate Companies 2 comments • a year ago Wes Baker — Currently we don't support file attachments but you can always embed a file link in the email template provided the file is … 5 common mistakes made with Salesforce implementation 6 comments • 3 years ago Samantha Lee — I agree to all of these! UGH! ALSO ON MANSA SYSTEMS 0 Comments Mansa Systems Login1 Share⤤ Sort by Best Start the discussion… Subscribe✉ Add Disqus to your sited Privacy� Recommend Search Search Subscribe to the Blog
  5. 5. Technology blog for Sales, Marketing, Support and IT MassMailer vs iContact vs Vertical Response vs MailChimp – The best mass email app for Salesforce As a Salesforce user, or someone who manages a team of Salesforce users, you believe that Salesforce is the lifeline of your business. You have all your prospects and leads in various Lists in Salesforce, and some of them can be as large as many thousands, or even hundreds of thousands. You’re able to be in touch with prospects on-to- one using Salesforce. But to make a dent in your quarterly goals, sometimes it takes more than one-to-one emailing. You also want to send out mass emails to entire lists for a bigger response. These mass emails could contain promotions, drip marketing campaigns, or company announcements. However, there is one problem. If you’ve ever tried to send out mass emails from Salesforce before, you would have probably come across Salesforce’s mass email limit of 1k emails per day, or 250 emails per batch. In an e ort to meet this goal, you consider all options, and you’d nd that there are two possible solutions. You could make a copy of your entire contacts lists, and use an email marketing tool like MailChimp to send out mass emails, and continue using Salesforce for one-to-one emails. This way you’d need to maintain two separate databases, which means your list quality would be compromised. Also, your work ow becomes more complex, as you’d need to learn a whole new tool, and may have to hop between the two tools often. This is solution just about works, but is far from ideal. Another option is to use a mass email solution that works from inside Salesforce itself. This could be a Salesforce plugin that uses an external email app to send out email, but keeps all functionality within Salesforce. This way you’d have a single database, and won’t need to worry about the quality of your lists. Additionally, being native to Salesforce, you wouldn’t have to learn how to use a new email marketing tool, all the functionality is available to you within Salesforce. This is the ideal solution. The next step is to nd the best tool that meets this need. To help with this step, we’ve compiled a comparison of the top mass email solutions for Salesforce, comparing them on the most important features 1 20 1
  6. 6. ← Keep your Salesforce Lists up-to-date with MassMailer’s unlimited Stay-in-Touch emails 3 ways to make your Salesforce mass email campaigns more e ective → comparison of the top mass email solutions for Salesforce, comparing them on the most important features that a Salesforce user would need. Criteria MassMailer iContact Vertical Response MailChimp Supported Salesforce Edition Enterprise, Unlimited, Developer, Performance Professional, Enterprise, Unlimited, Developer, Performance Professional, Enterprise, Unlimited or Group account Group, Professional, Enterprise, Unlimited, Force.com, Developer, Performance Campaign Support Yes Yes Yes Yes Mass Email Wizard Yes (User,lead contact) No Mailing list for lead and contact No Schedule One-o Single Emails Yes (account,lead contact) No No No Mass Stay in Touch Yes No No No Sender Option Write your own, Record Owner, Loggedin User, Global Sender no information available Write Your Own Write Your Own Reason for every event of email E.g, bounced Yes No No No Dashboard and reports Both Dashboard only Dashboard only Dashboard only Compare With other Mass Emails Sent Yes No Yes No Merge Fields E.g, {contact. rstname} Yes Yes No No Templates and Images for creating emails Yes, leverages Salesforce templates No Yes Yes Social Share Buttons No No Yes No As seen from the comparison, MassMailer, the mass email app from Mansa Systems, comes out on top. It has a rich feature set like mass email wizard, scheduling one-o emails, mass stay in touch emails, ability to merge elds, and advanced reporting. It enables any individual, not just marketers, to send out mass emails from within Salesforce. Learn more about MassMailer, and signup for a free 15 day trial. Try the MassMailer App for FREE > This entry was posted in App and taggedicontact, mailchimp, MassMailer, Salesforce mass email, vertical response on April 10, 2015 by Twain Taylor. 0 Comments Mansa Systems Login1
  7. 7. Technology blog for Sales, Marketing, Support and IT MassMailer vs AWeber vs Constant Contact vs dotmailer – The best mass email app for Salesforce In a previous post, we compared MassMailer with iContact, Vertical Response, and MailChimp to see how they stack up against each other as a mass email solution for Salesforce. In this post, we compare MassMailer with three more options and see if it still has an edge when it comes to mass emailing with Salesforce. Here’s a detailed comparison of the four mass email tools: Features MassMailer Aweber Constant Contact dotmailer Supported Salesforce Editions Enterprise, Unlimited, Developer, Performance Enterprise or Unlimited Group, Professional, Enterprise, Unlimited, Developer, Performance Professional, Enterprise, Unlimited, Developer, Performance Campaign Support Yes No Yes No Mass Stay-in-touch Yes No No No Mass Email Wizard (Mass Emails) Yes (User,lead contact) no ( Supports Leads and contacts) No Yes (Supports contact) Schedule One-o (Single Email) Yes (account,lead contact) No No No Sender option Write your own, Record Owner, Loggedin User, Global Sender NA Write Your Own Yes Reason for email events e.g, bounced Yes No No No Statistics (Tracking clicks , responses from users) Yes Yes Yes Yes 6 15 1
  8. 8. from users) Comparison With other mass emails sent Yes No No No Merge Fields support e.g, {contact. rstname} Yes NA No Yes Email templates & images Relies on Salesforce templates created by the user Yes Yes Yes Social Sharing No No No No Viewed on Social Media No No No No Mass Email – Send Now Yes Yes Yes Yes Mass Email – Schedule Yes Yes Yes Yes Smart Rich Text Editor for Email Body Rich Text Editor provided by Salesforce NA Smart Rich Text Editor Smart rich text editor Log email activity history Yes No No No Use standard Salesforce template Yes NA No No Dashboard and reports Both Dashboard Dashboard Dashboard Real-time update of stats in Salesforce Yes No Yes Yes From the table, you’ll notice that the most important features are placed right at the top. And this is where it becomes apparent how each tool compares with the other. First, looking at which edition of Salesforce is supported by each tool, AWeber comes short of the others by supporting only two editions. Next, Salesforce Campaign support is available only in MassMailer and Constant Contact. And if you need to send mass stay-in-touch emails, an important feature if you want to maintain the quality of your email lists, MassMailer trumps the competition. [Read more about
  9. 9. ← Ride the ServiceNow wave by joining Mansa’s online training Is ServiceNow an odd replacement for IBM Lotus Notes? We disagree → mass stay-in-touch] From these few key features, it seems like MassMailer has an edge over the other tools. This becomes clear when you explore the entire list of features. MassMailer is the easiest to use with a mass email wizard. It’s the most customizable with multiple Sender options, and the ability to merge elds. And nally, it gives users the most insight into their campaigns by showing a reason for email events like bounces, allowing users to create custom reports, view logs of their email activity, and it even view real-time email stats on their mass email campaigns. As a Salesforce user, you want your mass email app to be powerful with a long list of features, at the same time, you want it to seamlessly integrate with Salesforce. This comparison shows that MassMailer is the tool that comes closest to delivering this Salesforce-like experience, and is the most comprehensive Salesforce mass email solution out there. If you’d like to see for yourself what it’s capable of, visit the MassMailer page on AppExchange to get started with a free trial account today. Try MassMailer for Free This entry was posted in App, Business Blog, Marketing, Sales, Tech Blog and taggedaweber, constant contact, dotmailer, Mass email, MassMailer, Salesforce mass email on February 10, 2016 by Twain Taylor. Nine Reasons to Outsource Your Salesforce Admin and Support Work 6 comments • 6 years ago Cloudstaff — A very helpful read on why business processes such as sales force and admin should be outsourced. Those who are … Find GoToMeeting and Salesforce Integration Tools 1 comment • 2 years ago Guest — Find GoToMeeting and Salesforce Integration Tools Why universities need a Salesforce community 5 comments • 6 years ago Azad Brijesh — Great post and i agree with the need of Salesforce need. But very few universities would agree that they actually … What You Need to Know About Salesforce Mass Email – Limits and Options 10 comments • 6 years ago Daniel Sisson — Which website? ALSO ON MANSA SYSTEMS 0 Comments Mansa Systems Login1 Share⤤ Sort by Best Start the discussion… Subscribe✉ Add Disqus to your sited Privacy� Recommend Search Search
  10. 10. Technology blog for Sales, Marketing, Support and IT SteelBrick – The native quote-to-cash solution for Salesforce [Part 1] One of the most critical parts of the sales process is making a quote. Too high, and you could lose a deal, too low, and you leave money on the table. Sales teams focus a lot on getting the quote right. Traditionally, Sales reps would make a ‘guesstimate’ about how much a customer would be willing to pay, and quote that much. However, in today’s data-driven world of business, most Sales teams are looking for systematic and predictable ways to handle the con gure, price, and quote (CPQ) section of the sales cycle. Getting this right would result in more happy customers, and more revenue for the organization. The new way of handling CPQ is to use a quote-to-cash (Q2C) tool. Once the customer is willing to buy, a quote-to- cash tool helps a Sales rep to con gure the products & services, apply discounts, get manager approvals where needed, send over a quote, and ensure invoicing and billing happens as expected. Research by PricewaterhouseCoopers shows that companies that have adopted quote-to-cash solutions have seen substantial increases in revenue. According to PWC, “Companies that have transformed Q2C operations realised signi cant agility and e ciencies, while reporting signi cant improvements on critical metrics across the transaction lifecycle.” Businesses are increasingly seeing Q2C tools as critical to the success of their Sales teams. This is evident from the fact that two major players in the CPQ industry were funded. Apttus raised 108 million in September this year, and SteelBrick just raised $48 million last month. According to Ron Miller, of Techcrunch, SteelBrick’s uniqueness lies in its ability to “get a customer live in 5-10 weeks”. If you’ve been considering a Q2C solution for your sales teams, we would recommend SteelBrick for its quick setup, and deep integration with Salesforce. Further, Mansa has partnered with SteelBrick to implement their solution for Salesforce customers. This would include implementation, con guring the tool for your Sales work ow, and optionally, training on how to use the tool. If you’d like to adopt SteelBrick for your Sales 2 42 2
  11. 11. Subscribe ← Payment gateways were not built for subscription billing, you need ChargeBee SteelBrick – The native quote-to-cash solution for Salesforce [Part 2] → Sales work ow, and optionally, training on how to use the tool. If you’d like to adopt SteelBrick for your Sales team, get in touch with us today. Implement SteelBrick for Salesforce This entry was posted in Sales, Tech Blog and taggedcon gure price quote, cpq, q2c, quote-to-cash, salesforce, Salesforce Integration, steelbrick on November 25, 2015 by Twain Taylor. Why you should integrate Oracle EBS and Salesforce 1 comment • 2 years ago Daniel Sisson — If you have any other interesting examples of why to integrate, feel free to put them here, I'm quite curious of all … Reasons Why Salesforce and the Solar Industry are a Perfect Match 1 comment • 3 years ago mansasys — What other ways might Salesforce be great for the Solar industry? MassMailer – The Perfect Salesforce Mass Email App for Real Estate Companies 2 comments • a year ago Wes Baker — Currently we don't support file attachments but you can always embed a file link in the email template provided the file is … How to apply Six Sigma principles to marketing automation 1 comment • 3 years ago Aron — Interesting blog, Six Sigma is a systematic approach that uses statistical methods to improve product quality by … ALSO ON MANSA SYSTEMS 0 Comments Mansa Systems Login1 Share⤤ Sort by Best Start the discussion… Subscribe✉ Add Disqus to your sited Privacy� Recommend Search Search Subscribe to the Blog Subscribe via RSS Categories App
  12. 12. Technology blog for Sales, Marketing, Support and IT SteelBrick – The native quote-to-cash solution for Salesforce [Part 2] Sales teams spend a lot of time calculating pricing for their products, often on an Excel sheet. Even when done, there’s all likelihood that there are errors because it’s a manual process. This can take a lot of time during which opportunities may be lost, or margins lowered. To resolve these di culties, quote-to-cash (Q2C) tools like SteelBrick take a di erent approach – they greatly simplify the process, and do this from within Salesforce. In this post, we’ll look at how SteelBrick simpli es the con gure price quote (CPQ) process, and how you can get started with SteelBrick. A Q2C tool is used by Sales teams, and most Sales teams today are highly dependent on Salesforce, the leading CRM solution. Organizations have invested capital and resources in their Salesforce implementations, and are likely to stay the route for a long time. Hence, for users to get the most out of a Q2C tool, it needs to be native to Salesforce. This facilitates the maintenance of the tool using Salesforce skills, and is a highly valued bene t. SteelBrick is one such tool that is built on the Salesforce platform, which means it promises the same interface, reliability, scalability, and security as the Salesforce platform. SteelBrick lets you greatly streamline and speed up the CPQ process as the following video demonstrates: Here are the major bene ts of SteelBrick as seen in the video: Con gure: 6 40 1
  13. 13. ← SteelBrick – The native quote-to-cash solution for Salesforce [Part 1] Salesforce Lightning – A new and better way to build Salesforce apps → SteelBrick allows you to con gure product bundles that can be easily customized to meet di erent customer needs. After selecting product licences, for example, you can then select the appropriate add-ons, and services including the quantity for each item. Rather than using cryptic formulas to get this done in Excel, you can do all of this with a few clicks, and in much less time. Price: Once the products are con gured, SteelBrick is exible enough for Sales Reps to alter pricing and apply any needed discounts. Reps can apply discounts by percentage or by value. Sales Managers can rest at ease knowing the discounts their Reps o er have restrictions built into the system. Reps can further request exceptions for discounts that go beyond the approved limit. This way of streamlining discounts greatly increase margins, and enables more control over pricing. Quote: Once the products and pricing is nalized, SteelBrick puts it all together in a single document that includes all the details selected by the Rep, and the standard terms & conditions. The quote can be sent to client from within SteelBrick, and the activity recorded. SteelBrick empowers Reps to get a quote out the door and not have to worry about inaccuracies anymore. Reporting: Once the quote is sent out, it gets updated in Salesforce. The Sales Manager can be noti ed of the quote, and keep track of it. Because SteelBrick is native to Salesforce, it is easy to stay within a centralized system and optimize reporting. And nally, SteelBrick even keeps track of payments, ensuring your organization gets paid in time. If you think this modern approach to CPQ would make a di erence to your organization, we’d like to help you get started with it. Mansa has partnered with SteelBrick to implement their CPQ solution for Salesforce. With our vast experience implementing and integrating Salesforce for thousands of organizations, you can rest assured that you’ll have a hassle-free experience implementing SteelBrick. Our experts can even help you get up and running with on-demand training, and further integrations to get the most out of your SteelBrick implementation. Talk to us today to nd out how SteelBrick can transform your CPQ process. Implement SteelBrick for Salesforce This entry was posted in Sales, Tech Blog and taggedcon gure price quote, cpq, q2c, quote-to-cash, salesforce, Salesforce Integration, steelbrick on November 26, 2015 by Twain Taylor. 0 Comments Mansa Systems Login1 Share⤤ Sort by Best Start the discussion… Recommend
  14. 14. Technology blog for Sales, Marketing, Support and IT Still signing and faxing documents? Take your enterprise paperless with EDI Paper documents are a huge time suck from the core activities of your business. Paper depends on machines that malfunction to print, fax, scan, and shred documents. They rely on human intervention to manually enter information, sign scores of documents, and handle the transfer of documents. The costs to maintain all these machines, people, and services add up, making the whole exercise very expensive. To top it all, your information stored on paper is susceptible to natural disasters, and can be destroyed at any time without retrieval. Small businesses nd it easy to go paperless because of the small volume of documents they handle, and the simplicity of the documents. For enterprises however, it’s a di erent story. Every business day could see hundreds, if not thousands of documents being created, signed, stored, and accessed. These documents can be as simple as a few line items, or as complex as many pages of unique data. While small organizations can get away with simple online document editing tools, enterprises need a more robust solution to handle the heavy tra c of documents passing through their systems every day. Enter EDI – Electronic Data Interchange – a tried and tested solution for enterprises that want to go paperless. EDI is useful when two organizations do business frequently, and have a high volume of documents like purchase orders, invoices, and advance ship notices to be processed. The two organizations involved agree to create these documents based on one of the many standards for EDI such as ANSI, or EDIFACT. Both organizations should adhere to the standard rmly. The standards are updated multiple times each year, and both companies should agree on which version of the standard they should adopt. ANSI is commonly used in the US, and EDIFACT is popular outside the US. Here is an illustration that compares the original process involving paper and fax machines, and the EDI process: 16 22 2
  15. 15. ← Knowledge from Knowledge15 – ServiceNow Express (Part 2 of 2) Top 3 factors to consider when implementing an EDI system → Image source: SoftMap.com There are many bene ts to adopting EDI – documentation becomes much faster because it’s automated, you and your partners are happier because of being able to work faster. Errors because of manual intervention are reduced to almost zero. Your data is stored safely in on-premise servers, or the cloud with backups for safety. Your teams can focus their e orts on higher value activities, and leave the manual data entry to machines. And, everyone works with a single version of a document which they can access from anywhere, anytime. All this makes to be EDI a giant leap from paper-based transactions, and the inevitable way forward for enterprises that want to go paperless. In EDI, a document is broken down to small pieces of information, and each piece is called an Element. These Elements are separated by Delimiters which help organize even the most complex documents. A string of Elements is called a Segment, and one or more Segments make up a Transaction Set, which can be the equivalent of a single document. Sometimes, multiple Transaction Sets make up a document. Here is a sample image that shows what a purchase order looks like in document format, and its equivalend in EDI format: Image credit: EDIBasics.com This is the rst part of our discussion on EDI. Stay tuned next week as we take a look at what EDI implementation involves. If you’re interested in implementing an EDI solution for your enterprise, we’d like to chat with you. Contact us for EDI implementation > This entry was posted in Business Blog and taggeddocuments, edi, electronic data interchange, paperless on May 8, 2015 by Twain Taylor. 0 Comments Mansa Systems Login1 Share⤤ Sort by BestRecommend
  16. 16. Technology blog for Sales, Marketing, Support and IT EDI implementation using Informatica – A Success Story The Problem: A leading provider of ash storage solutions in the San Francisco Bay Area relies on its partners to resell its products. Avnet is a partner of this company, and does frequent business that involves creating many nancial documents like purchase orders, and invoices. These documents were being created manually, which involved lots of back and forth communication, errors and inconsistencies, and lots of time that could have been used for higher value activities. The Need: Both Avnet and the storage company agreed to go paperless and automate these business transactions to facilitate a smoother working relationship, and to enable their team to focus on winning and closing new business than spending time on paperwork. Beyond paperless, the process would also need to be completely automated. They needed an Electronic Data Interchange (EDI) implementation. To make this transition from paper documents to EDI would require a cloud integration platform, and a consultant to spearhead implementation end-to-end. The Solution: Avnet and the storage provider took the rst step of choosing a consultant for the project. This, as it turned out, was Mansa Systems. Mansa began by documenting their existing process, which took multiple revisions to get down to the most minute details.   17 2
  17. 17. ← How lifestyle resort clubs use MassMailer to increase sales productivity – The Bay Club Success Story Integrate Celery and Salesforce for Better Ecommerce Order Management – A Smart Lock Startup Company’s Success Story → With a clear understanding of the process, Mansa was now ready to move this process from paper to EDI. Keeping the clients’ needs in mind, Mansa did an extensive comparison of existing cloud integration platforms, and identi ed Informatica as the perfect t for this project because of its ability to integrate with many di erent platforms, and because of it being cost e ective. The clients agreed, and the project was ready to move to the next step – Implementation. Mansa now created the EDI architecture that was to be implemented. This was more detailed than the process ow diagram above. The architecture considered all parts of the system including the Salesforce, and Microsoft Navision platforms where the business transactions were created and stored, and all the servers that facilitated the transfer of documents between the two organizations. With everything in place, Mansa went ahead with implementation, and brought the project to completion. The Results: Since taking the EDI system live, Avnet and the ash storage provider have seen a huge gain in e ciency. The storage provider has the bene t of moving its rst partner to a self-serve model, with many other partners waiting to make the switch too. For Avnet, the ease of automatically creating POs and invoices means that billing happens faster, and they can focus on selling than bookkeeping. Reducing the time spent in manual documentation, and using it for higher value activities has added to the value of the relationship between these two organizations. All this shows that EDI can be a powerful change agent between partner organizations, and that choosing a consultant wisely is the rst step to get started with EDI. If you’d like to talk to us about your EDI needs get in touch today! Click here for a Free EDI Integration Consultation > This entry was posted in IT, Tech Blog and taggedavnet, edi, edi implementation, edi integration, electronic data interchange, Informatica Cloud, Informatica EDI Integration, Microsoft Navison EDI Integration, paperless, salesforce EDI integration, success story on June 15, 2015 by Twain Taylor. 0 Comments Mansa Systems Login1 Share⤤ Sort by Best Start the discussion… Recommend

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