WEBINAR: How Successful Salesforce AppExchange Partners Can Drive Higher Customer Success with DataConnectiva

L
I
V
E
W
E
B
I
N
A
R
How Successful Salesforce AppExchange
Partners Can Drive Higher Customer Success
with DataConnectiva
An Enterprise Data Archive Application for Salesforce using External Platforms
Libin Jose
Partner Alliance
Manager
Rakesh Rao
Associate Vice President,
Product Sales
Copyright © 2022 CEPTES Software Pvt. Ltd. All Rights Reserved

Learning Objectives
01
02
03
04
05
DataConnectiva for Salesforce Customers
DataConnectiva for Salesforce Customers + AppExchange (OEM)
DataConnectiva for Salesforce AppExchange Partners
DataConnectiva for Salesforce Consulting Partners
Data Growth Challenges in Salesforce

Data in Salesforce
Storage Limits & High Additional Cost
Poor Salesforce App Performance
Long-term Retention to Meet
Compliance Needs
Challenges

Data Archive in Salesforce
No More Storage Limits or Additional
Costs
Enhanced Salesforce Application
Performance
Easy Long-term Retention to Meet
Compliance Needs
Archive Historical Data
from Salesforce Data
Storage to any External
Database

DataConnectiva : The #1 Salesforce Data Archive Platform
Archive View Access
Restore Reporting
Search
An Enterprise Data Archive
Solution for Salesforce using
External Cloud/On-premise
Platform
10X+ ROI

Who Can Use DataConnectiva?
Businesses using one or more
Salesforce Products
Any Salesforce customer with
a 3-4 year old highly active
Org
Salesforce customers with
one or more 3rd-party
applications
Salesforce customers with
one or more AppExchange
solutions
AppExchange Partners
(ISV & OEM)
Salesforce Consulting
Partners

DataConnectiva : A Solution for Everyone
Salesforce
Customers
Salesforce Consulting
Partners
Salesforce
AppExchange Partners
Salesforce Customers +
AppExchange (OEM)

C
u
s
t
o
m
e
r
3
6
0
Industry
Cloud Pardot
Sales
Cloud
S
e
r
v
i
c
e
C
l
o
u
d
A
n
a
l
y
t
i
c
a
l
T
o
o
l
s
AppExchange
Apps
Internal
Apps
SAP
E
R
P
Products Used Integrations
3-4 Years = 50 GB Approx
1-2 years
3-4 years

WHY HOW DataConnectiva
● Customer 360
● Better Data Control
● Storage Management
● Performance Management
● Long-term Retention
● Data Management Plan for
Next 5 years
● Review Current Data State
● Predict Future Data Growth
● Setup Data Strategy
● Help you Build Long-term Data
Strategy
● As Data Grows, Setup Data
Archiving Policies
● 85%+ Storage Cost Savings
● Performance Enhancement
● Compliance Management

Top
AppExchange
Apps
Top
OEM
Solutions

● Higher ROI for Customer
● Better Experience to Customer
● Data Grows Faster
● Centralized Data System
● Impact on Performance
● API Integration
● Data Management Solution
● Review Objects
● Archival Setup Strategy
● Feasibility & Scalability
● Easy Integration with Any
AppExchange App
● Works Better with OEM Solutions
● Build a Centralized Data System
● Customer 360
● Storage & Performance
Optimization
● Proven Implementations (Case
Studies)

Customer Challenges
DataConnectiva for AppExchange Partners
S
a
l
e
s
A
p
p
s
Docum
ent
Generation
Financial
Solutions
eSign
Q
u
o
t
e
M
a
n
a
g
e
m
e
n
t
Focused Solutions
AppExchange
App
Customizations
● Rapid Data Growth
● Storage Limits
● Performance Issues
● Increasing Costs
● Diminishing Data Control

PRODUCT PARTNERSHIP
Customized
Engagement
Model
Open for
White Label
Co-Marketing
&
Co-Branding
Access to
Full
Resource
Centre

DataConnectiva for AppExchange Partners
● Higher ROI for Customer
● Better Experience to Customer
● Keep Focus on Your Solution
● Address Customer Challenges
● Find Solution/Partner ISV
● Integration (Own App+Partner
App)
● Long-term Collaboration
● Complementary Solution with
the AppExchange App
● Value Addition
● Help AppExchange App in
Customer Retention

Focused Services
Implementation Custom Solutions
CPQ Services Consulting
Support
Long-term
Engagement
Goals
Helping Customer
to Get More ROI
from Salesforce
Planning New
Customizations
Long-term Cost
Savings for
Customer
Addressing
Customer’s
Data/File
Management
Challenges
Process
Enhancements
Building Future
Solutions/Systems

● Data Usage will up in 2-3 Years
● Integrations, Customizations
will increase Data Growth
● Data Archive Service to Offer
● Find Solution/Partner ISV
● Identify Objects that Generate
More Data
● Long-term Collaboration
● Customer Retention
● Earn License Commission
● Additional Revenue :
Implementation & Support
● Reaching out to New Potential
Customers

SAIL ALONG PROGRAM
Channel/Sales Partnership
Join Our
Partner
Community
TERRAIN
MOUNTAIN
ZENITH

CHANNEL/SALES PARTNERSHIP
FEATURES TERRAIN MOUNTAIN ZENITH
Lead Partner Partner Partner
Sales Activity CEPTES Partner Partner
Sales Support NA CEPTES CEPTES
Implementation CEPTES CEPTES Partner
Implementation Support NA NA CEPTES
Support CEPTES CEPTES CEPTES
Amenities Revenue Sharing Revenue Sharing
Product Demo
Free Demo License
Implementation Training
Revenue Sharing
Product Demo
Free Demo License
Implementation Training
Consulting Revenue
Implementation Revenue
Customization Revenue
SPOC
Webinar Contribution
Product Certification

Case Study - 1
● Fortune 500
● Pharma Leader
● 8000+ Products
● Veeva CRM
● 3 Orgs
● Complex Object Model (Junction
Object, Self Lookups)
● Data Growth - Parent Objects (Call,
Sample Limit, Survey, Medical
Event, MC Cycle, etc.)
Archival Criterias
● Records whose status are unlocked
to be archived
● Bypass archive action on a few
specific child objects
● Azure platform & MS SQL database
● Storage Cost Savings - 90%+
● Implemented across 3 Orgs
● Implementation - > 12 weeks
● From Requirement Gathering from 20 Stakeholders to GO LIVE
OEM App

Case Study - 2
● Fortune 500
● Medical Equipment
Manufacturing
● 3rd-party
AppExchange App
● 80K+ Million Records
● Using Salesforce app 'OneEMX' for
case management
● Huge data growth from the app
(Case Object)
● Upgraded to ServiceMax for new
case management
● Old cases were in OneEMX
● Forced to maintain both the apps
● Degraded system performance
● Need for long-term data retention for
compliance
● Rapidly increasing storage costs
● Archived last 10 years' data (30000 cases per day, total of 200M records)
● Archived cases from OneEMX as well as ServiceMax
● The entire hierarchy of about 30-35 objects was configured under the Case
(Parent) Objects of both OneEMX & ServiceMax
● Used Redshift as the external database by leveraging their AWS platform
3rd-party AppExchange Partner

Case Study - 3
● 115+ Years Old
Business
● 2M+ Community
Members
● Mobility, Home,
Leisure, Financial &
Insurance industries
ORG Complexities
● 13 hierarchies
● 120+ objects
● Complex Junction Object Models
● Complex Parent-child
relationships (Many-to-many)
80+ Archivable Objects
● Product Configuration, Line item,
Quote, Opportunity, Lead, Order,
Agreement, Email Cases, Action,
Product Attribute Value, Orchestration,
Proposal Adjustment Line Item,
Communication Line Item, Log records,
etc.
Archiving Goals
● Archive using Heroku platform to
Postgres database
● Storage optimization & cost savings
● Archive data search functionality
● Integrated report generation
● 100% data accessibility
Approaches
● Flag-based mechanism
● API based archiving
● Heroku Connect
Salesforce Consulting Partner

An Enterprise Data Management Suite for Salesforce
Data Management
File & Document
Management
OEM Solution Integration Tool
The ONLY Native Data Archive
Application for Salesforce
An External Data Archive
An Enterprise Data Backup &
Recovery Application for
Salesforce
An Advanced File Management
& External Storage Application
A Native Document Generation
A Native Real-estate
Automation Application
A Native Integration Platform for
Salesforce

Q&A

To know more about DataConnectiva & it’s
capabilities, please get in touch with us
sales@dataconnectiva.com

WEBINAR: How Successful Salesforce AppExchange Partners Can Drive Higher Customer Success with DataConnectiva

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