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CONFIDENTIAL | © 2013-2014 Scribe Software Corporation. All rights reserved. Integration, Migration, and Replication 1 The Power of Data Integration Evan Paris – Regional Sales Manager Nate Keefe – Sales Engineer

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Page 1: Integration, Migration, and Replication - Ledgeview Partners · Scribe Online Replication Service - Dynamics CRM 2013 to SQL Server -Used for reporting, business intelligence, data

CONFIDENTIAL | © 2013-2014 Scribe Software Corporation. All rights reserved.

Integration, Migration, and Replication

1

The Power of Data Integration

Evan Paris – Regional Sales Manager Nate Keefe – Sales Engineer

Page 2: Integration, Migration, and Replication - Ledgeview Partners · Scribe Online Replication Service - Dynamics CRM 2013 to SQL Server -Used for reporting, business intelligence, data

CONFIDENTIAL | © 2013-2014 Scribe Software Corporation. All rights reserved.

You say Integration, I say Integration…

• Integration is a broad term; it can mean something different to different people.

• Is it safe to assume that your customer or stakeholders understand what data integration means?

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Page 3: Integration, Migration, and Replication - Ledgeview Partners · Scribe Online Replication Service - Dynamics CRM 2013 to SQL Server -Used for reporting, business intelligence, data

CONFIDENTIAL | © 2013-2014 Scribe Software Corporation. All rights reserved. 3

Page 4: Integration, Migration, and Replication - Ledgeview Partners · Scribe Online Replication Service - Dynamics CRM 2013 to SQL Server -Used for reporting, business intelligence, data

CONFIDENTIAL | © 2013-2014 Scribe Software Corporation. All rights reserved.

The Data Challenge

Page 5: Integration, Migration, and Replication - Ledgeview Partners · Scribe Online Replication Service - Dynamics CRM 2013 to SQL Server -Used for reporting, business intelligence, data

CONFIDENTIAL | © 2013-2014 Scribe Software Corporation. All rights reserved.

80%

8% Of customers would agree*

Of CEOs would define their customers’

experiences as excellent or good*

*The Experts Bench

Perception vs. Reality in Customer Experience

Page 6: Integration, Migration, and Replication - Ledgeview Partners · Scribe Online Replication Service - Dynamics CRM 2013 to SQL Server -Used for reporting, business intelligence, data

CONFIDENTIAL | © 2013-2014 Scribe Software Corporation. All rights reserved.

Customer Experience is Paramount

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Presenter
Presentation Notes
Dave Carroll - Broken Guitar – Youtube Video “united breaks guitars” -14.2M Views – 110M loss in revenue
Page 7: Integration, Migration, and Replication - Ledgeview Partners · Scribe Online Replication Service - Dynamics CRM 2013 to SQL Server -Used for reporting, business intelligence, data

CONFIDENTIAL | © 2013-2014 Scribe Software Corporation. All rights reserved.

• CRM is often an island within the business

• Users work with

incomplete pictures of the customer

• Inconsistent results

adversely effect business decisions

Why is there a gap?

Page 8: Integration, Migration, and Replication - Ledgeview Partners · Scribe Online Replication Service - Dynamics CRM 2013 to SQL Server -Used for reporting, business intelligence, data

CONFIDENTIAL | © 2013-2014 Scribe Software Corporation. All rights reserved.

Close the Gap!

Page 9: Integration, Migration, and Replication - Ledgeview Partners · Scribe Online Replication Service - Dynamics CRM 2013 to SQL Server -Used for reporting, business intelligence, data

CONFIDENTIAL | © 2013-2014 Scribe Software Corporation. All rights reserved.

The Data Hub Scribe brings your customer data together anywhere it’s needed so your applications can create business value faster.

The Value of Integrated Data

• Integrated Business Systems improve user adoption

• Integrated Business Systems improve efficiencies

• Integrated Business Systems provide valuable customer Insight

• Integrated Business Systems provide a superior Customer Experience

• Integrated Business Systems accelerate the pace of business

Presenter
Presentation Notes
Integrated CRM Benefits Increased conversion rates Improved customer service Increased contract renewal rates Increased revenue through better targeting Faster quote to cash process Higher employee productivity rates Integrated CRM Opportunities Share forecast information between Sales and Finance Convert opportunities won to orders and invoices Synchronize product catalog with financial applications Connect lead database to marketing and sales campaigns Make payment history accessible to Sales Provide Sales and Support with timely renewal data
Page 11: Integration, Migration, and Replication - Ledgeview Partners · Scribe Online Replication Service - Dynamics CRM 2013 to SQL Server -Used for reporting, business intelligence, data

CONFIDENTIAL | © 2013-2014 Scribe Software Corporation. All rights reserved.

• Pacesetting Capabilities - We bring customer data anywhere it’s needed - Leadership in major customer applications markets - Partner-centric, Integration Platform as a Service - Extensive ISV network – HubSpot, Epicor, NetSuite, On24, SilverPop

• Successes - 15,000+ Customers

- 1,200+ Partners

• Key Offerings - Scribe Insight – On-Premise software

- Scribe Online– Integration Platform as a Service - Replication, Migration, and Integration Services

• Established Global Company - Headquarters: Manchester, NH, USA - EMEA office: Den Haag, Netherlands

Scribe Software

Page 12: Integration, Migration, and Replication - Ledgeview Partners · Scribe Online Replication Service - Dynamics CRM 2013 to SQL Server -Used for reporting, business intelligence, data

CONFIDENTIAL | © 2013-2014 Scribe Software Corporation. All rights reserved.

THE POWER OF INTEGRATION

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Page 13: Integration, Migration, and Replication - Ledgeview Partners · Scribe Online Replication Service - Dynamics CRM 2013 to SQL Server -Used for reporting, business intelligence, data

CONFIDENTIAL | © 2013-2014 Scribe Software Corporation. All rights reserved.

Product Demonstration

• Scribe Online Replication Service - Dynamics CRM 2013 to SQL Server

- Used for reporting, business intelligence, data warehousing

• Scribe Online Integration Service - Dynamics CRM 2013 to Dynamics GP 2013 StarterPak

- Used for business-driven integrations and synchronization - Sales Order Process

• Scribe Online Integration Service

- Request Response & Event Based Processing - Used for inventory, up to date financials, lead management

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Page 14: Integration, Migration, and Replication - Ledgeview Partners · Scribe Online Replication Service - Dynamics CRM 2013 to SQL Server -Used for reporting, business intelligence, data

CONFIDENTIAL | © 2013-2014 Scribe Software Corporation. All rights reserved.

Connector Ecosystem

Page 15: Integration, Migration, and Replication - Ledgeview Partners · Scribe Online Replication Service - Dynamics CRM 2013 to SQL Server -Used for reporting, business intelligence, data

CONFIDENTIAL | © 2013-2014 Scribe Software Corporation. All rights reserved.

See more at: www.scribesoft.com/connectivity

Intacct On24 Personify SharePoint Silverpop SmartFocus

Advantage Big Machines Connexio E-conomic Epicor 9 Exact Globe & Exact Synergy

MySQL Database JSON Messages OData Web Services ODBC OLE DB Oracle Database Scribe Insight SQL Server SQL Azure Flat Files XML (coming soon) Scribe CDK

Dynamics CRM (2011, 2013, Online) Salesforce.com & Force.com Apps Dynamics GP 2013 ExactTarget GoTo Webinar Eloqua HubSpot Marketo Netsuite (Marketing) SAP (Business Suite) Melissa Data InsideView QlikView

Applications Technologies 3rd Party & ISVs

Page 16: Integration, Migration, and Replication - Ledgeview Partners · Scribe Online Replication Service - Dynamics CRM 2013 to SQL Server -Used for reporting, business intelligence, data

CONFIDENTIAL | © 2013-2014 Scribe Software Corporation. All rights reserved.

Scribe Online Cloud Browser Client

On-Premise Apps & Databases

Integration Platform Architecture

On-Premise Agent

Cloud Agent

Data Transfer

Commands

online.scribesoft.com

Page 17: Integration, Migration, and Replication - Ledgeview Partners · Scribe Online Replication Service - Dynamics CRM 2013 to SQL Server -Used for reporting, business intelligence, data

CONFIDENTIAL | © 2013-2014 Scribe Software Corporation. All rights reserved.

WHAT YOU NEED TO BE SUCCESSFUL

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Page 18: Integration, Migration, and Replication - Ledgeview Partners · Scribe Online Replication Service - Dynamics CRM 2013 to SQL Server -Used for reporting, business intelligence, data

CONFIDENTIAL | © 2013-2014 Scribe Software Corporation. All rights reserved.

• Department heads will have knowledge of processes you need to understand to integrate with these applications.

• Understanding their priorities will also help increase your company’s ROI.

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Know the systems you are integrating

Page 19: Integration, Migration, and Replication - Ledgeview Partners · Scribe Online Replication Service - Dynamics CRM 2013 to SQL Server -Used for reporting, business intelligence, data

CONFIDENTIAL | © 2013-2014 Scribe Software Corporation. All rights reserved.

Have a plan with a measurable outcome

• Make sure it is measurable.

• Be specific.

• Don’t Boil Ocean.

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Page 20: Integration, Migration, and Replication - Ledgeview Partners · Scribe Online Replication Service - Dynamics CRM 2013 to SQL Server -Used for reporting, business intelligence, data

CONFIDENTIAL | © 2013-2014 Scribe Software Corporation. All rights reserved.

Set Realistic Deadlines and Milestones

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Page 21: Integration, Migration, and Replication - Ledgeview Partners · Scribe Online Replication Service - Dynamics CRM 2013 to SQL Server -Used for reporting, business intelligence, data

CONFIDENTIAL | © 2013-2014 Scribe Software Corporation. All rights reserved.

Dynamics CRM & Dynamics GP StarterPak

• Get a jump-start to your integration!

• Pre-built for maps for: - Dynamics GP 2013 - Dynamics CRM

2011/2013/Online

• Open-source and fully customizable.

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Page 22: Integration, Migration, and Replication - Ledgeview Partners · Scribe Online Replication Service - Dynamics CRM 2013 to SQL Server -Used for reporting, business intelligence, data

CONFIDENTIAL | © 2013-2014 Scribe Software Corporation. All rights reserved.

Use cases with Scribe Online

• Data Migrations - Legacy CRM application Salesforce or Dynamics CRM - CRM On-Premise Online - CRM 4.0 2013/2015 - CRM Training/Test instance

• Integrating best of breed products

- Dynamics ERP integration: Front Office & Back Office - Marketing Automation apps and CRM systems

• Replicating CRM Online data locally

- Used for Reporting, BI, or Data Warehousing

• Standardizing franchise integrations

Page 23: Integration, Migration, and Replication - Ledgeview Partners · Scribe Online Replication Service - Dynamics CRM 2013 to SQL Server -Used for reporting, business intelligence, data

CONFIDENTIAL | © 2013-2014 Scribe Software Corporation. All rights reserved.

Technical Resources

• ScribeNerd: Technical Blog (http://blog.scribesoft.com/scribenerd/)

• Latest Tips & Tricks • New Connectors • Performance best practices

• Scribe Podcasts (http://blog.scribesoft.com/scribesoft_podcast/)

• Scribe Online • New features

• YouTube (https://www.youtube.com/scribesoft)

• Latest webinars, demos, and customer videos • Partner channels, playlists, and podcasts

• Live & Recorded Monthly Training Sessions (http://scribesoft.com/training-webinars)

• Scribe Insight Orientation • Scribe Online Orientation

• Scribe Online Support (http://www.scribesoft.com/online-support)

• Free Chat, Phone, and Remote support • Installation, Break/fix, and hotfixes

• Scribe Online Forum (https://openmind.scribesoftware.com/forums)

• Search through other integration scenarios

Page 24: Integration, Migration, and Replication - Ledgeview Partners · Scribe Online Replication Service - Dynamics CRM 2013 to SQL Server -Used for reporting, business intelligence, data

CONFIDENTIAL | © 2013-2014 Scribe Software Corporation. All rights reserved.

Contact us

• Sign up for a 15 day free trial: www.scribesoft.com/tryscribeonline

• Karen Slater – Account Executive - (603)-488-6513 - [email protected]

• Evan Paris – Regional Sales Manager – Central - (603)-488-6593 - [email protected]

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Page 25: Integration, Migration, and Replication - Ledgeview Partners · Scribe Online Replication Service - Dynamics CRM 2013 to SQL Server -Used for reporting, business intelligence, data

CONFIDENTIAL | © 2013-2014 Scribe Software Corporation. All rights reserved.

Questions?

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Page 26: Integration, Migration, and Replication - Ledgeview Partners · Scribe Online Replication Service - Dynamics CRM 2013 to SQL Server -Used for reporting, business intelligence, data

CONFIDENTIAL | © 2013-2014 Scribe Software Corporation. All rights reserved.

Thank you for joining us today!

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