5 Ways to Make Waves with Informatica and Salesforce Analytics

Editor's Notes

• #4: The Great Wave of Kanagawa also known as The Great Wave or simply The Wave
• #5: Many companies are investing in top customer programs to accelerate revenue and growth rates, by shifting their approach to their top 20, 30, or 50 customers—from a transactional sales relationship to that of strategic partners with shared success. Such a strategic approach to the customer, however, requires a complete view of the relationship, and for complex enterprises, sophisticated operating models and technology infrastructures mean that getting a comprehensive single view of the relationship with each of their top customers is difficult. Informatica enables Salesforce Wave Anlaytics to deliver the powerful insights from clean, connected and secured data.
• #7: For IT Integrating complex on-premise apps, and databases For Salesforce Admins & Business Analysts Easier data loading, and creating a 360 customer view from multiple sources For Business Users Formatting and preparing data before analysis
• #8: Salesforce Wave provides business analysts with self-service data discovery, exploration, and visualization. While analysts typically need only a subset of data for their analysis, getting the data from warehouses, such as Teradata, Netezza and Oracle, can be difficult and time-consuming with traditional, centralized business intelligence (BI) environments. With Informatica Cloud’s broad connectivity to relational databases such as IBM DB2, MicrosoftSQL Server and Oracle, companies can easily bring their required data from any data warehouse into the Salesforce Analytics Cloud for rapid customer insights.
• #9: The Salesforce Analytics Cloud gives businesses an unprecedented level of insight into their customers’ preferences and patterns. But unlocking that potential requires an ability to access and manage data from multiple cloud and on-premises sources only possible from the Informatica Cloud portfolio of products.
• #10: To truly gain customer insights using the Salesforce Analytics Cloud, youneed to bring in customer-related data from external systems such as SAP, Oracle E-Business, PeopleSoft, NetSuite and Workday. This data could include purchase history, demographics, relationships and preferences. The Informatica Cloud portfolio for Salesforce Wave, including integration,data quality and master data management services, enables business users, IT and anyone else to connect, relate and aggregate data from any source and achieve in-depth customer insights.
• #11: This is a Phase To Prototype Dashboards & Uncover Issues with the data. Extract a sample of data to analyze Uncover issues such as inconsistencies and duplicates Prepare the data to fit into the right format for the dashboards Track these changes to be shared for the next steps This phase takes 2- 4 weeks
• #12: Integration of the data from multiple systems into Analytics Cloud Extracting product and revenue data from ERP systems Associating this data with accounts Ensuring that a timeline of revenue sold into each account is visible This phase takes 60 – 90 days
• #13: Data Quality: Profiling, Cleansing, Enrichment and De-duplication Data Profiling helps determine the quality of the data in the source systems. At this stage, inconsistencies, fragmentation, and any issues with standardization can be highlighted. Cleansing helps to rectify issues that profiling has uncovered. Cleansing includes the validation of address and contact details as well as the opportunity to use purchased data lists to enrich the data. De-duplication involves identifying potential duplicate Accounts, Contacts, or Leads and then automating merging them or facilitating a safe and wizard-based manual merge. DQ – through CC 360 and MDM – long term
• #14: Each Salesforce org will have its own business processes and details. Coordinating these environments ensures that the right details are making up the master record as well as ensuring there is clarity on which BU/Org is the source of which Account/Contact/Lead record. CC360 related
• #15: Once the data has been cleansed and de-duplicated, the next stage is mastering the record to create a Golden Record in the Cloud Analytics org. This also includes highlighting necessary connections between subsidiary accounts that relate to your company and/or Contacts.
• #16: Details: Business Issue: Optimizing Customer “Journey” Enabling mobile apps for customers/dealers Creating closed-loop feedback for distributors Challenges on the Journey Deliver quick wins in big transformation project (e.g. clean 500k customer records in SFDC by end of Q3) Accountable to CMO for results Keep core on-premises apps (order mgmt, leasing, usage) in sync with SFDC Total Deal Size was $1.15M ($508K MDE) Cloud ACV - $376K License – $642K Perpetual Informatica MDM (Customer, Product Domains, limited records) Informatica Data Quality for MDM Subscription Informatica Cloud MDM Informatica Cloud Services (Cloud DI) Unlimited End-Points (e.g., Eloqua, SF, Oracle EBS, etc) Informatica Contact Validation Services (AddressDoctor) 1M transactions per year
• #20: industry’s best iPaaS platform with new capabilities that offer tremendous benefits for our customers - It covers all integration patterns from App Integration, Data Integration, Data Management and Hybrid IT. This iPaaS is for all across all types of user personals from Citizen Integrator to LOB Developer, to Integration Experts and Application Developers Informatica iPaaS provides near universal connectivity with native solutions for all major cloud vendors (Microsoft, Salesforce, AWS etc.) We process billions of records a day across all verticals and geographies
• #21: The Differentiated Value of our Salesforce Optimization Solution Products – Market leading. Any user, any data, all Salesforce Clouds Services – Fantastic customer success, support and education Our Ecosystem Partners – Used by more Salesforce partners Informatica, the Company – We know data from 20+ years experience Expertise – Rated #1 in Gartner iPaaS for 2 consecutive years Track Record – Over 300bn transactions per month
• #27: Ensure the validity and integrity of your customer records with integrated data quality Address Validation Email Validation Contact Validation Do Not Call Lists