Webinar: Moving to Salesforce? See Cardinal Capital Managment's success in moving to Salesforce. Plus best practices in implementing and integrating Salesforce with other back office systems. Webinar recording: http://youtu.be/YkyLu0uB-Xo?t=5s

1. Get a complete view of your
customers by moving to Salesforce
CRM
Cardinal's Success Story
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2. Agenda
 Introductions
 Cardinal's story of their move to Salesforce by
Emily Burt
 Salesforce Implementation, Integration, and the
Best Practices from Mansa Systems Senior
Consultant
 Informatica Cloud Integration Tool
 Q&A
Please feel free to type questions into the chat box on the side of
your screen. We will answer as many as we can during the Q & A
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3. Quick Summary Global Locations
 Founded in 2006
Headquarters
 50 employees One Market St,
San Francisco
 Financial Services
focused
 Salesforce Implementation,
Integration & Best Practices
Offshore Center
 300+ projects Delhi, India
 120+ happy customers
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4. Selected Financial
Services Customers
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5. Cardinal Capital Management
Investment counsel and portfolio management
Recent Salesforce Implementation and Integration
with Advent APX
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6. Emily Burt, MBA
Vice President of Marketing and Communications
Head of Business Development
Driver for Salesforce at Cardinal
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7. Cardinal's Pain Points
Growth in the sales team
 New sub-office
 New sales channels
Lack of visibility for management
 No reporting capabilities, pipeline or activity
Sales team lacking remote or mobile access to customer
data or CRM
 Calling the office for information while on the road
Lacking a 360 degree view of clients
 Sales data, portfolio data, communication history, and referral
sources
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8. Cardinal’s Goals & Objectives
Increased visibility for Management
 Accountability for sales people
Link pipeline with more accurate forecasting
 Improving accuracy of budgeting process
Improve remote efficiency for sales team
 Having a solution for our road warriors
Improve sales productivity overall
Better customer experience
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9. Cardinal's New Benefits
Visibility Mobility 360° View
Time Savings
 Activity reporting no longer a manual process
 Reduction in days to new account openings
 Instant and accurate information for sales people
More productivity
 Increased sales
 Decrease in sales being dropped due to lack of follow-up
 Increased accountability and drive to expand pipelines
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10. Travis Grimm
Senior Consultant
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11. Implementation
Requirements Gathering
 Data and Data Structure, Reporting, Security and Users, UI Design,
Customer/Partner Portals, Business Processes, Project Scope
Requirements Documentation and Sign Off
 Final specifications delivered and approved for development
Configuration and Development
 Salesforce environment built to requirement specification
Testing
 Internal Unit and QA Testing, Client UAT
Final Sign Off
Deployment, Data Initialization, and Go Live
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12. Integration
Data Decisions
 What key data needs to move in which direction, where will data
originate, when should data move between systems
Data Mapping and Transformations
 What data goes where, what changes need to be made to data as
it moves
Interface Build Out
 Interface tasks and processes built to requirements specifications
Testing
 Internal unit and QA testing, client UAT
Final Sign Off
Deployment and Go Live
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13. 297

14. 297

15. Best Practices
Implementation
 Assign knowledgeable, key personnel for requirements gathering,
testing, and deployment
 Make sure assigned staff have the time needed to contribute
meaningfully to the project
 Clear understanding of current business processes that will be
touched by implementation
 Make sure impacted business units have a voice in the
implementation process
 Be willing to limit scope and use a phased approach
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16. Best Practices
Integration
 Key data required for each system involved
 Don't overload the data on either side
 Use Integration to gain efficiency and scale
 Assign personnel that know the data and the processes
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17. Best Practices
Deployment and Adoption
 Management buy in to Salesforce's value to the enterprise
 Adequate support and training for all personnel
 Mandatory usage and follow up and coaching for stragglers
 Assign a product champion and give them autonomy
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18. Darren Cunningham
Vice President of Marketing
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20. Informatica Cloud for Financial Services
Financial Services Customers Include:
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21. Q&A
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22. Offer
Mansa Systems - Free Consultation with
assessment and approach document
Informatica Cloud - 10% discount before end
of April 2013
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23. Thank you very much for attending
Contact us at
info@mansasys.com
www.InformaticaCloud.com
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