simple salesforce data migration
DESCRIPTION
You have lots of customer data and you need to ensure that it’s readily available to all of those who need it to drive business results across sales, service and customer engagement. This presentation discusses how easy it is to migrate your critical data into Salesforce and how it will immediately benefit the different areas of your business. Our speakers will demonstrate how simple and seamless it is for you to transfer your customer data into Salesforce from different external sources such as; text files, another CRM, or homegrown systems. What you will learn: -How to migrate data to salesforce from a variety of endpoints to create a complete customer view -How a single integration solution can bring together multiple data sources to provide rapid time to valueTRANSCRIPT
© 2014 Scribe Software Corporation. All rights reserved.
@scribesoft #SFMigration
Accelerate Access to Critical Customer Data with Simple Salesforce Migration
© 2014 Scribe Software Corporation. All rights reserved.
@scribesoft #SFMigration
Speakers
Nicole Tilton
Director, Salesforce Sales Channel, Scribe
Email: [email protected]
Twitter: @TiltonNicole
LinkedIn: nicoletilton
Pierre Hulsebus
Senior Sales Engineer, Scribe
Email: [email protected]
Skype
Twitter: @infuseme
LinkedIn: phulsebus
© 2014 Scribe Software Corporation. All rights reserved.
@scribesoft #SFMigrationAgenda
• Scribe Overview
• Customer Experience
• Challenges
• Scribe Online Architecture
• Demonstration
• Business Value - Recap
• Next Steps
© 2014 Scribe Software Corporation. All rights reserved.
@scribesoft #SFMigration
Scribe
• Customer data integration solutions since 1995
• Established global company
• Cloud, premise, hybrid
• Award-winning solutions• Scribe Online
• Scribe Insight
• 12,000 customers and 1,200 partners
© 2014 Scribe Software Corporation. All rights reserved.
@scribesoft #SFMigration
Customer Experience
© 2014 Scribe Software Corporation. All rights reserved.
@scribesoft #SFMigration
Customer Experience
© 2014 Scribe Software Corporation. All rights reserved.
@scribesoft #SFMigration
Challenges
© 2014 Scribe Software Corporation. All rights reserved.
@scribesoft #SFMigration
Challenges
User Adoption User Need Data Staging Data Issues
© 2014 Scribe Software Corporation. All rights reserved.
@scribesoft #SFMigration
User AdoptionAd
opta
bilit
y Adoption• Data Migration delivers immediate tangible
benefits.• By migrating data from other business
systems users will have a single view into the data they need to do their jobs everyday.
• Load the right data for the right user
© 2014 Scribe Software Corporation. All rights reserved.
@scribesoft #SFMigration
User Needs
Needs of End Users• Record Ownership• Activity Dates • Customer Centricity
User Persona• Marketing• Sales• Finance • Support
© 2014 Scribe Software Corporation. All rights reserved.
@scribesoft #SFMigration
Staging Data
Moving data from multiple external sources • Text files • Other SFDC instances• Other CRM systems
Establishing Cross Reference Tables• External ID’s to SFDC ID’s
Use Flexible Staging Platform• SQL – Scribe Replication
Services• CSV – Data Loader
Types of information that is important for different users• Attachments • Documents• Activity• Service calls
Date’s and Ownership• Record Owners• Create On Dates
© 2014 Scribe Software Corporation. All rights reserved.
@scribesoft #SFMigration
Data Issues
Parent Child Relationships• Account / Contact• Billing / Shipping• Account / Opportunity
Activity Migration• Ownership• Activity Dates• Status Open/Closed
Attachments• Size• Locations• Reconsider long term model
© 2014 Scribe Software Corporation. All rights reserved.
@scribesoft #SFMigration
Scribe Online Architecture
© 2014 Scribe Software Corporation. All rights reserved.
@scribesoft #SFMigration
Demonstration
© 2014 Scribe Software Corporation. All rights reserved.
@scribesoft #SFMigration
Business Value
© 2014 Scribe Software Corporation. All rights reserved.
@scribesoft #SFMigration
Business Value
User Adoption Improved
Holistic view of
customer data
One view of BI across all
business units
Enhance the user
experience
Transition to new system
easier
Lower TCO
Reduce Deployment
Time
Fits with Salesforce
Cloud (SaaS)
© 2014 Scribe Software Corporation. All rights reserved.
@scribesoft #SFMigration
Use Scribe for Salesforce Migration & Integration
Migrations and integrations takes days/weeks not months; Connect key business applications to Salesforce
One solution for all migration and integration needs; intuitive, visual interface with wizard
Predictable, monthly cost, no hidden fees
12,000 customers, 1,200 partners worldwide; 2012 Codie winner, 2013 Codie finalist, AlwaysOn250 winner, Red Herring finalist
Proven Success
Predictability
Simplicity
Rapid time to value
Flexibility Add new applications and data sources easily with clicks, not code
© 2014 Scribe Software Corporation. All rights reserved.
@scribesoft #SFMigration
Scribe Online Connectors
Applications
Salesforce.com and Force.com apps
Dynamics CRM 2011 and Online
Dynamics GP 2013
ExactTarget
GoToWebinar
Hubspot
Marketo
Netsuite Marketing
Netsuite ERP (coming soon)
QuickBooks Desktop
Technologies
MySQL
ODBC
OLE DB
Oracle
Scribe Insight
SQL Server
Text (as source and target)
Web Services or Custom Connectors via CDK
3rd Party
Advantage
Big Machines
Connexio
E-conomic
Epicor 9
Exact Globe & Synergy
FinancialForce
Intacct
On24
Personify
Silverpop
SmartFocus
Znode
© 2014 Scribe Software Corporation. All rights reserved.
@scribesoft #SFMigration
Any Questions?
© 2014 Scribe Software Corporation. All rights reserved.
@scribesoft #SFMigration
Thank You
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