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Using IBM's Cast Iron with SugarCRM to Integrate Customer Data an Company
 
Sales and Marketing Coming Together <ul><li>Sales Automation/CRM Implementation </li></ul><ul><li>eCommerce Platform Imple...
Customers we’ve had the pleasure to work with
Place Picture of Micro Site www.MFGCRM.com
3 Things to remember about Cast Iron <ul><li>Rapidly integrate on-premise and SaaS / Cloud applications </li></ul><ul><li>...
Cast Iron — Company Overview Buzz Recent Awards <ul><li>Founded in 2001 by integration industry experts </li></ul><ul><li>...
Cloud Application Use is Exploding Global Public Cloud Market: $55.5B in 2014 27% CAGR Source: IDC
And It’s Created a Hybrid World Private Clouds Public Clouds Companies have both Cloud and On Premise Applications Home-gr...
Which Demands Integration Private Clouds Public Clouds Integration is Critical in a Hybrid World Packaged Applications Hom...
Needs Getting More and More Complex Integration Maximizes Value of  Cloud Investments Home-grown Applications Packaged App...
Existing Solutions are Incomplete Integration Maximizes Value of  Cloud Investments People intensive On-Demand Rudimentary...
Which has lead to dissatisfaction
And Companies Re-evaluating the Cloud
Why Integrate the Sales Cloud? Sales Marketing Shipping Finance What are my hottest leads? ? Where are my orders? ? Has th...
Integration = Single View of Customers Hottest Leads Sales Invoices Orders Marketing Shipping Finance
Why Integrate the Customer Service in the Cloud? Service Finance Shipping RMA Is her warranty valid? ? ? When is her servi...
Integration = Single View of Customers Service Warranty Invoices Orders Shipping Finance RMA
Complete Template Integration Processes Complete Flexibility Cast Iron Cloud2™ Virtual Appliances Physical Appliances Tota...
Proven
Case Study: Sales Order and Invoice Visibility <ul><li>Business Problems </li></ul><ul><li>SAP is worldwide back-office st...
Case Study: Sales Order and Invoice Visibility <ul><li>Solution </li></ul><ul><li>Cast Iron Integration Appliance used rea...
Proven Results
Homework Assignment <ul><li>See if you can map out your process from Lead Generation to contract closure to post support  ...
In Summary…. <ul><li>Rapidly integrate on-premise and SaaS / Cloud applications </li></ul><ul><li>Use a  Configuration, No...
<ul><li>Scott Taback </li></ul><ul><li>[email_address] </li></ul><ul><li>@TshapeScott </li></ul><ul><li>773-398-3823 </li>...
SugarCRM and Cast Iron
Before
After
Data Migration Before
Data Migration After
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Using IBM's Cast Iron with SugarCRM to Integrate Customer Data | SugarCon 2011

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Given the global alliance announcements between IBM and SugarCRM, we will discuss the possibilities of how supply chain based companies can utilize IBM's Cast Iron and SugarCRM to effectively integrate customer data with other ERP and Supply Chain systems.

Presented by Scott Tabak, Highland Solutions, at SugarCon 2011

Published in: Technology
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Using IBM's Cast Iron with SugarCRM to Integrate Customer Data | SugarCon 2011

  1. 1. Using IBM's Cast Iron with SugarCRM to Integrate Customer Data an Company
  2. 3. Sales and Marketing Coming Together <ul><li>Sales Automation/CRM Implementation </li></ul><ul><li>eCommerce Platform Implementation </li></ul><ul><li>Collaboration Platform Implementation </li></ul><ul><li>Multi-Channel Process Evaluation & Strategy </li></ul><ul><li>Hosting Services </li></ul><ul><li>Digital Marketing Strategy </li></ul><ul><li>Copywriting & Content Strategy </li></ul><ul><li>Campaign Development & Execution </li></ul><ul><li>Sales 2.0 </li></ul><ul><li>IBM Solutions </li></ul>
  3. 4. Customers we’ve had the pleasure to work with
  4. 5. Place Picture of Micro Site www.MFGCRM.com
  5. 6. 3 Things to remember about Cast Iron <ul><li>Rapidly integrate on-premise and SaaS / Cloud applications </li></ul><ul><li>Use a Configuration, Not Coding approach to integration </li></ul><ul><li>Choose from flexible deployment options </li></ul>Cast Iron solutions enables organizations to rapidly Connect , Integrate and Synchronize their on-premise and SaaS / Cloud applications, in real-time or batch.
  6. 7. Cast Iron — Company Overview Buzz Recent Awards <ul><li>Founded in 2001 by integration industry experts </li></ul><ul><li>Acquired by IBM May 2010 </li></ul><ul><li>Pioneered SaaS / cloud integration </li></ul><ul><li>Unique focus on speed & simplicity — “Integration in Days” </li></ul><ul><li>Thousands of customer integrations </li></ul><ul><li>96% customer retention </li></ul><ul><li>Patented, Best-Of-Breed, Award-Winning technology </li></ul>Corporate Facts With Cast Iron, IBM gets a proven Cloud integration-as-a-service solution . IBM and Cast Iron…this pair could be match made in enterprise heaven .
  7. 8. Cloud Application Use is Exploding Global Public Cloud Market: $55.5B in 2014 27% CAGR Source: IDC
  8. 9. And It’s Created a Hybrid World Private Clouds Public Clouds Companies have both Cloud and On Premise Applications Home-grown Applications Packaged Applications
  9. 10. Which Demands Integration Private Clouds Public Clouds Integration is Critical in a Hybrid World Packaged Applications Home-grown Applications
  10. 11. Needs Getting More and More Complex Integration Maximizes Value of Cloud Investments Home-grown Applications Packaged Applications
  11. 12. Existing Solutions are Incomplete Integration Maximizes Value of Cloud Investments People intensive On-Demand Rudimentary Capabilities Cloud is an Afterthought
  12. 13. Which has lead to dissatisfaction
  13. 14. And Companies Re-evaluating the Cloud
  14. 15. Why Integrate the Sales Cloud? Sales Marketing Shipping Finance What are my hottest leads? ? Where are my orders? ? Has this customer paid? ? I need to do a credit check ? Where are my invoices? ?
  15. 16. Integration = Single View of Customers Hottest Leads Sales Invoices Orders Marketing Shipping Finance
  16. 17. Why Integrate the Customer Service in the Cloud? Service Finance Shipping RMA Is her warranty valid? ? ? When is her service appointment? Is he a paying customer? ? ? Is that part available? Was he really billed twice? ?
  17. 18. Integration = Single View of Customers Service Warranty Invoices Orders Shipping Finance RMA
  18. 19. Complete Template Integration Processes Complete Flexibility Cast Iron Cloud2™ Virtual Appliances Physical Appliances Total Connectivity Complete Reusability TIP Exchange TIP Development Kit TIP Community For All Types of Projects UI Mashups Process Integration Data Migration
  19. 20. Proven
  20. 21. Case Study: Sales Order and Invoice Visibility <ul><li>Business Problems </li></ul><ul><li>SAP is worldwide back-office standard for order mgmt & financials </li></ul><ul><li>550 seats of Salesforce.com for CRM </li></ul><ul><li>ERP to CRM business processes not harmonized </li></ul><ul><li>Need visibility of orders, shipments and invoices within SFDC </li></ul><ul><li>Competing Technologies </li></ul><ul><li>Custom code not scalable </li></ul><ul><ul><li>“ We needed integration without code development” </li></ul></ul>SAP – salesforce.com Siemens Power Transmission and Distribution: Division of One of The World’s Largest Manufacturing Companies
  21. 22. Case Study: Sales Order and Invoice Visibility <ul><li>Solution </li></ul><ul><li>Cast Iron Integration Appliance used real-time, bidirectional integration </li></ul><ul><li>Phased approach to success: </li></ul><ul><ul><li>Extract invoice, order status from SAP to SFDC </li></ul></ul><ul><ul><li>Cust. and product master sync </li></ul></ul><ul><ul><li>Opportunity to order sync (Phase II) </li></ul></ul><ul><li>Results </li></ul><ul><li>Phase I completed in two weeks </li></ul><ul><li>Greater visibility in SFDC = more rapid adoption by sales community </li></ul><ul><li>Success led to adoption by other groups – Siemens Communications </li></ul>SAP – salesforce.com Siemens Integration Completed in 2 Weeks
  22. 23. Proven Results
  23. 24. Homework Assignment <ul><li>See if you can map out your process from Lead Generation to contract closure to post support </li></ul><ul><li>Lay the technology pieces on top of that process </li></ul><ul><li>Count how many times your company has to enter the same data during this process </li></ul><ul><li>Locate other data sources (excel spreadsheets etc.) that exist that you don’t even know about </li></ul><ul><li>With CRM poll your customer services, sales and marketing on what types of data would make their interaction with their customers better and faster? </li></ul><ul><li>Map this all out and attach business benefits and the metrics your company uses </li></ul>
  24. 25. In Summary…. <ul><li>Rapidly integrate on-premise and SaaS / Cloud applications </li></ul><ul><li>Use a Configuration, Not Coding approach to integration </li></ul><ul><li>Choose from flexible deployment options </li></ul>Cast Iron solutions enables organizations to rapidly Connect , Integrate and Synchronize their on-premise and SaaS / Cloud applications, in real-time or batch.
  25. 26. <ul><li>Scott Taback </li></ul><ul><li>[email_address] </li></ul><ul><li>@TshapeScott </li></ul><ul><li>773-398-3823 </li></ul><ul><li>www.highlandsolutions.com </li></ul>Connect with me on:
  26. 27. SugarCRM and Cast Iron
  27. 28. Before
  28. 29. After
  29. 30. Data Migration Before
  30. 31. Data Migration After

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