informatica cloud mdm for salesforce and veeva: single customer view for pharmaceuticals
TRANSCRIPT
Cloud MDM for SalesforceDarren Cunningham, VP Cloud MarketingJosh Minton, Informatica Cloud MDM SpecialistRavi Shankar, VP Informatica MDM Marketing
Poll Question: How Many SaaS Apps are you Running?
None…yet!
1-3 4-10 11+
Today’s Agenda
• Introduction to Informatica Cloud MDM• Demonstration• Universal MDM from Informatica• Next Steps
Primary Cloud Data Management Challenges
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No Single Customer View
Inefficient Processes
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3
7
5
82
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DisconnectedSaaS Silos
Business Value of Single View of a Customer
Increase Revenue• Increase Upsell/Cross-Sell• Plan/Execute M&A• Improve Marketing Campaigns & Conversion Rates
Improve Customer Success
• Higher customer retention• Targeted product development• Identify your most valuable customers
Risk Reduction• Credible forecasts• Trusted Reporting • Increased adoption of Salesforce
Primary Barriers to a Single Customer View
Data Quality• Incomplete
Data• Inaccurate
Data• De-Duplicate
Data• Validate Data
Consolidation of Data• Disjointed
Systems• Fragmented
Data• Multiple Orgs
Hierarchy Management• Create more
robust Customer Relationships
• Multi-Dimensional
Informatica Cloudwww.InformaticaCloud.com
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Cloud IntegrationConnecting your cloud apps
Cloud Data Quality and MDMDelivering the “Single Customer View” within Salesforce
Cloud Process AutomationGuiding Salesforce users to work efficiently with the data
Informatica Cloud MDM• Dedupes HCP data within Veeva
and Salesforce
• Prevents duplicates at the point of entry
• Creates single view of HCP/ HCO across Veeva and Salesforce
• Keeps data in sync across Veeva and Salesforce – same HCP/ HCO data across both systems
• Consistent affiliations across both systems
• Integrates iMS, AMA data
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Informatica Cloud MDM for Life SciencesBuilt to run natively on the Force.com Platform
CRM Call Center
CLOUD MDM
www.InformaticaCloud.com/MDM
Informatica Cloud MDM Use Cases
Regional MDM
Deploy locally, Consolidate GloballyBuild regional hubs for countries outside of US
Affiliations
Track HCO/HCP relationships across
all systemsElicit feedback &
Engage field
Data Quality
Point-of Entry Management for all users across all devicesImprove Reporting & Decision Management
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Cleanse
Integrate
Enrich
Consolidate
Relate
Extend
Typical Cloud MDM for Salesforce Implementation
Cleanse: Seal off Entry Points, Validate Addresses
• Complete – Leverage data assets to fill in incomplete data
• Consistent – All data formats are standardized
• Duplicate Free
Batch & Real-Time
De-Duplication
NewLeads
LeadsAccountsContacts
Enhanced Lead Conversion
• Connect Both On-Premise or Cloud Apps
• Enables Integrated Business Processes, e.g. Order-to-Cash
Integrate: Data Transformation / Movement
Enrich: Single View of the Customer
DataLoader
McDonaldsUS
Contact: Ronald McDonald
Oppty: Monopoly Convention
McDonalds US McDonalds US McDonalds US
• Contact: Ronald McDonald
• Oppty: Monopoly Convention
• Lead: Grimace
• Account: Hamburglar
• Product: Happy Meal
• Product: Shamrock Shake
McDonalds WW
DataLoader
McDonaldsUS
Product: Shamrock Shake
Product: Happy Meal
• Customer-Centric View
• Golden Version of Customer Data
• Enable White-spacing andTrend Analysis
DataLoader
McDonaldsUS
Account: Hamburglar
Lead: Grimace
Enrich: 3rd-Party Data Enrichment
DataLoader
• Moody’s Credit Rating• Retail Analytics for
Eastern Europe
McDonalds WW
Global DUNS McDonalds US McDonalds EMEA McDonalds LATAM
• S&P Rating for Brazil• D&B Data Elements
• Augment Your Existing Customer Data
• Identify & Culture Relationship • Account
Hierarchies• Global
Segmentation/Reporting
Consolidate: Multiple Orgs
DataLoader
McDonaldsUS
Contact: Ronald McDonald
Oppty: Monopoly Convention
DataLoader
McDonalds EMEA
Product: Happy Meal
Oppty: Milkshake Conference
DataLoader
McDonalds LATAM
Oppty: Brazil Hamburger Fan Club
Lead: Grimace
McDonalds US McDonalds EMEA McDonalds LATAM
• Contact: Ronald McDonald
• Oppty: Monopoly Convention
• Product: Happy Meal
• Oppty: Milkshake Conference
• Oppty: Brazil Hamburger Fan Club
• Lead: Grimace
McDonalds WW
• Single View of Customer Across Salesforce Orgs
• Allow GlobalAccount Team
Collaboration
• Enable White-spacing andTrend Analysis
Relate: Advanced Account Hierarchies
• Model more robust relationship
Expanded Relationships
• Import Relationships
• Automate Updates
Automation• Embed
various hierarchy types
Multi-Dimensional
Relate: Tie it Back to CRM Dashboards
• Engage Dashboards at any level of hierarchy
• Improve Collaboration/Coordination• Drive best practices/innovation across
geographies and brands
Extend: Force.com and Social/Mobile Apps
• Leverage your VisualForce or APEX coding skills
• Build Social/Mobile Apps Faster with clean data
Demonstration: Josh Minton
Hierarchy ManagementAutomatically Find Ultimate Parent or Fuzzy Search
• Multi-dimensional hierarchies: e.g Salesforce, D&B or Franchise, etc.
• Relate Global Accounts with their subsidiaries rolled up to Ultimate Parent
• Easily visualize, navigate and manage the different hierarchy types
Today’s Agenda
• Introduction to Informatica Cloud MDM• Demonstration• Universal MDM from Informatica• Next Steps
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Cloud MDM and Multidomain MDM
• Flexible multidomain data model• Enterprise use – Operational & Analytical• On-premise/ hosted deployment
Multidomain MDM
Generic MDM with flexible data model to reconcile multidomain master data across all systems
MULTIDOMAIN MDM
•Resides within Salesforce (cloud)•Multitenant architecture (Force.com)•Consolidates data within Salesforce
Cloud MDM
Cloud-based multitenant SaaS MDM application optimized specifically for Salesforce
CLOUD MDM
Sample Customers
Universal MDM Benefits
• Consistent HCP/ HCO and affiliations data across Salesforce, Veeva, and Enterprise
• Faster data synch from Cloud MDM to Multidomain MDM• Standardized HCP/ HCO data from
Cloud MDM fed into Multidomain MDM
• Fewer duplicates passed on to Multidomain MDM
• View product hierarchies, sales territory hierarchies, sphere-of-influence relationships from Multidomain MDM within Salesforce, Veeva (data controls)
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Informatica Cloud MDM to Universal MDM
Cloud MDMMULTIDOMAIN
MDM
ApplicationsThird Party
Data
BusinessIntelligence
Multidomain
HCP/ HCO
Employee
Product
Location
Item
Informatica Universal MDMArchitecture
Vibe™ Virtual Data Machine
UniversalGovernance
Data Governance
Monitoring
Workflow
Data Stewardship
Data Components
Scorecard
Reporting
Hierarchies Relationships
Composite Apps
Search
UniversalSolutions
Life Sciences
BankingInsurance Healthcare Partner
Solutions
UniversalDomains
Model / Metadata
History /Lineage
SurvivorshipRules
MatchRules Security
UniversalServices
ValidationRules
Retail Manufacturing
Product CustomerSupplier LocationAsset Employee
BatchMetadata
Cleansing
FederationData Exchange
Business Glossary
ProfilingMessaging Address StandardizationReal-time
Synchronization
Next Steps
• Help us understand your use case: • Regional MDM: Deploy locally, Consolidate Globally• Affiliation: Track HCO/HCP relationships across all systems• Data Quality: Point-of Entry Management across all
devices• Find out more about our Salesforce solutions:
Thank You!