sugar crm and ibm cast ironwebinar 1-1
DESCRIPTION
Using IBM Cast Iron for integration with SugarCRMTRANSCRIPT
IBM’s Cast Iron-The Value of Connecting Outside Data Sources to SugarCRM
Mike AlleyIBM Cast Iron
Scott TabackHighland Solutions
Company Facts
100% successful CRM implementation rate
Business Process Integration Experts
90% of our clients engage us in multiple projects
SugarCRM Gold Partner
IBM Business Parter
Broad expertise in business-specific web applications: CRM, E-Commerce, Custom
Founded in 1998
Buzz
Highland Solutions– Company Overview
We regularly bring “impossible” requirements to Highland and they deliver.
The Highland team is excellent. They are producing fundamental shifts in our business.
--Director of Marketing, North America & Europe
--President & CEO
3 Things to Remember about Cast Iron
Rapidly integrate on-premise and SaaS/Cloud applications
Use a Configuration, Not Coding approach to integration
Choose from flexible deployment options
Cast Iron solutions enable organizations to rapidly Connect, Integrate and Synchronize their on-premise and SaaS/Cloud applications in real-time or batch.
SugarCRM – Company Overview
Founded in 2004 by CRM industry experts
Over 8,000 customers in 40 countries
3rd largest CRM user base worldwide
Unique focus on flexibility, openness and customer control
Best-of-breed, award-winning technology
Corporate Facts
Recent Awards
SugarCRM – Product Capabilities
PlatformAccess Control, Field & Layout Editor, Workflow Automation, Web Services,
Deep Customization, Customer Control
SalesAccount ManagementContact ManagementQuotes & ContractsForecastingActivity Tracking
SupportCase ManagementKnowledge BaseCustomer Portal
MarketingEmail MarketingLead ManagementWebsite Integration
CollaborationMobileActivity FeedsEmailEmail IntegrationOffline Client
ReportingDashboardsReport BuilderActivity ReportsCustomer ProfilesRevenue & Utilization
Cast Iron — Company Overview
Buzz
Recent Awards
Founded in 2001 by integration industry experts
Acquired by IBM May 2010
Pioneered SaaS/Cloud integration
Unique focus on speed &simplicity — “Integration in Days”
Thousands of customer integrations
96% customer retention
Patented, best-of-breed, award-winning technology
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.
Signs That Your Company May Need Integration
7
Low utilization of CRM & other applications
Numerous spreadsheets
Manual data entry to multiple systems: Count them!
Inaccurate information
Why Integrate CRM?
Marketing Shipping
Finance
What are myhottest leads?
?
Where aremy orders?
?
Has this customer paid?
?
I need to do a credit check
?
Where aremy invoices?
?
Sales
Integration = Single View of Customers
Hottest Leads
Sales
Marketing Shipping
Finance
Invoices
Orders
Why Integrate the Customer Service in the Cloud?
Finance
ShippingRMA
Service
Is her warranty valid?
?
?When is her
service appointment?
Is he a paying customer?
?
?
Is that part available?
Was hereally billed twice?
?
Service
Shipping
Finance
RMA
Warranty
Invoices
Orders
Integration = Single View of Customers
Understanding That Cloud Adoption and Usage Is Exploding
12
27% CAGR
Source: IDC
Global Public Cloud Market: $55.5B in 2014
Which Has Created a Hybrid World
13
Private Clouds
Home-grownApplications
PackagedApplications
Public Clouds
Companies have both Cloud and On-Premise Applications
Which Demands Integration
14
Private Clouds
PackagedApplications
Public Clouds
Integration is Critical in a Hybrid World
Home-grownApplications
Needs Getting More and More Complex
15
Home-grownApplications
PackagedApplications
Integration Maximizes Value of Cloud Investments
Existing Solutions are Incomplete
16
Integration Maximizes Value of Cloud Investments
People intensive
On-Demand
Rudimentary Capabilities Cloud is an Afterthought
Flexible: Completely Maps to Your Cloud Strategy
Repeatable Success
TIP Exchange
TIP Development Kit
TIP Community
For All Types of Projects
UI Mashups
Process Integration
Data Migration
Total Connectivity Deployment Flexibility
IBM Cast Iron Cloud
Virtual Appliances
Physical Appliances
Proven
18
Proven Results
19
In Summary….
Rapidly integrate on-premise and SaaS/Cloud applications
Use a Configuration, Not Coding approach to integration
Choose from flexible deployment options
Cast Iron solutions enable organizations to rapidly Connect, Integrate and Synchronize their on-premise and SaaS/Cloud applications in real-time or batch.
Which Has Lead to Dissatisfaction
SugarCRM and Cast Iron
23
And Companies Re-evaluating the Cloud
Before
After
Data Migration Before
Data Migration After
Case Study: Sales Order and Invoice Visibility
Business Problems
SAP is worldwide back-office standard for order mgmt & financials
550 seats of Salesforce.com for CRM
ERP to CRM business processes not harmonized
Need visibility of orders, shipments and invoices within SFDC
Competing Technologies Custom code not scalable
– “We needed integration without code development”
29
SAP – salesforce.com
Siemens Power Transmission and Distribution:Division of One of The World’s Largest Manufacturing Companies
Case Study: Sales Order and Invoice Visibility
30
Solution
Cast Iron Integration Appliance used real-time, bidirectional integration
Phased approach to success:– Extract invoice, order status from SAP
to SFDC– Cust. and product master sync– Opportunity to order sync (Phase II)
Results
Phase I completed in two weeks
Greater visibility in SFDC = more rapid adoption by sales community
Success led to adoption by other groups – Siemens Communications
SAP – salesforce.com
Siemens Integration Completed in 2 Weeks