Tag Archives: salesforce integration
A friend of mine recently reached out to me about some advice on CRM solutions in the market. Though I have not worked for a CRM vendor, I’ve had both direct experience working for companies that implemented such solutions to my current role interacting with large and small organizations regarding their data requirements to support ongoing application investments across industries. As we spoke, memories started to surface when he and I had worked on implementing Salesforce.com (SFDC) many years ago. Memories that we wanted to forget but important to call out given his new situation.
We worked together for a large mortgage lending software vendor selling loan origination solutions to brokers and small lenders mainly through email and snail mail based marketing. He was responsible for Marketing Operations, and I ran Product Marketing. The company looked at Salesforce.com to help streamline our sales operations and improve how we marketed and serviced our customers. The existing CRM system was from the early 90’s and though it did what the company needed it to do, it was heavily customized, costly to operate, and served its life. It was time to upgrade, to help grow the business, improve business productivity, and enhance customer relationships.
After 90 days of rolling out SFDC, we ran into some old familiar problems across the business. Sales reps continued to struggle in knowing who was a current customer using our software, marketing managers could not create quality mailing lists for prospecting purposes, and call center reps were not able to tell if the person on the other end was a customer or prospect. Everyone wondered why this was happening given we adopted the best CRM solution in the market. You can imagine the heartburn and ulcers we all had after making such a huge investment in our new CRM solution. C-Level executives were questioning our decisions and blaming the applications. The truth was, the issues were not related to SFDC but the data that we had migrated into the system and the lack proper governance and a capable information architecture to support the required data management integration between systems that caused these significant headaches.
During the implementation phase, IT imported our entire customer database of 200K+ unique customer entities from the old system to SFDC. Unfortunately, the mortgage industry was very transient and on average there were roughly 55K licenses mortgage brokers and lenders in the market and because no one ever validated the accuracy of who was really a customer vs. someone who had ever bought out product, we had a serious data quality issues including:
- Trial users who purchased evaluation copies of our products that expired were tagged as current customers
- Duplicate records caused by manual data entry errors consisting of companies with similar but entered slightly differently with the same business address were tagged as unique customers
- Subsidiaries of parent companies in different parts of the country that were tagged again as a unique customer.
- Lastly, we imported the marketing contact database of prospects which were incorrectly accounted for as a customer in the new system
We also failed to integrate real-time purchasing data and information from our procurement systems for sales and support to handle customer requests. Instead of integrating that data in real-time with proper technology, IT had manually loaded these records at the end of the week via FTP resulting in incorrect billing information, statement processing, and a ton of complaints from customers through our call center. The price we paid for not paying attention to our data quality and integration requirements before we rolled out Salesforce.com was significant for a company of our size. For example:
- Marketing got hit pretty hard. Each quarter we mailed evaluation copies of new products to our customer database of 200K, each costing the company $12 per to produce and mail. Total cost = $2.4M annually. Because we had such bad data, we would get 60% of our mailings returned because of invalid addresses or wrong contact information. The cost of bad data to marketing = $1.44M annually.
- Next, Sales struggled miserably when trying to upgrade a customer by running cold call campaigns using the names in the database. As a result, sales productivity dropped by 40% and experienced over 35% sales turnover that year. Within a year of using SFDC, our head of sales got let go. Not good!
- Customer support used SFDC to service customers, our average all times were 40 min per service ticket. We had believed that was “business as usual” until we surveyed what reps were spending their time each day and over 50% said it was dealing with billing issues caused by bad contact information in the CRM system.
At the end of our conversation, this was my advice to my friend:
- Conduct a data quality audit of the systems that would interact with the CRM system. Audit how complete your critical master and reference data is including names, addresses, customer ID, etc.
- Do this before you invest in a new CRM system. You may find that much of the challenges faced with your existing applications may be caused by the data gaps vs. the legacy application.
- If they had a data governance program, involve them in the CRM initiative to ensure they understand what your requirements are and see how they can help.
- However, if you do decide to modernize, collaborate and involve your IT teams, especially between your Application Development teams and your Enterprise Architects to ensure all of the best options are considered to handle your data sharing and migration needs.
- Lastly, consult with your technology partners including your new CRM vendor, they may be working with solution providers to help address these data issues as you are probably not the only one in this situation.
CRM systems have come a long way in today’s Big Data and Cloud Era. Many firms are adopting more flexible solutions offered through the Cloud like Salesforce.com, Microsoft Dynamics, and others. Regardless of how old or new, on premise or in the cloud, companies invest in CRM not to just serve their sales teams or increase marketing conversion rates, but to improve your business relationship with your customers. Period! It’s about ensuring you have data in these systems that is trustworthy, complete, up to date, and actionable to improve customer service and help drive sales of new products and services to increase wallet share. So how to do you maximize your business potential from these critical business applications?
Whether you are adopting your first CRM solution or upgrading an existing one, keep in mind that Customer Relationship Management is a business strategy, not just a software purchase. It’s also about having a sound and capable data management and governance strategy supported by people, processes, and technology to ensure you can:
- Access and migrate data from old to new avoiding develop cost overruns and project delays.
- Identify, detect, and distribute transactional and reference data from existing systems into your front line business application in real-time!
- Manage data quality errors including duplicate records, invalid names and contact information due to proper data governance and proactive data quality monitoring and measurement during and after deployment
- Govern and share authoritative master records of customer, contact, product, and other master data between systems in a trusted manner.
Will your data be ready for your new CRM investments? To learn more:
- Download Salesforce Integration for Dummies
- Download a new Whitepaper on how to Maximize Integration ROI with a Hybrid Approach
- Consolidating Multiple Salesforce Orgs: A Best Practice Guide
- Sign up for a 30 Day Trial of Informatica Cloud Integration
Follow me on Twitter @DataisGR8
In the journey from a single-purpose cloud CRM app to the behemoth that it is today, Salesforce has made many smart acquisitions. However, the recent purchase of RelateIQ may have just been its most ingenious. Although a relatively small startup, RelateIQ has gained a big reputation for its innovative use of data science and predictive analytics, which would be highly beneficial to Salesforce customers.
As relevant from the acquisition, there is little doubt that the cloud application world is making a tectonic shift to data science and the appetite for Big Data to be pieced together to fuel the highly desired 360-degree view is only growing stronger.
But while looking ahead is certainly important, those of us who live in the present have much work yet still to accomplish in the here and now. For many, that means figuring out the best way to leverage data integration strategies and the Salesforce platform to gain actionable intelligence for our sales, marketing and CRM projects – today. Up until recently, this has involved manual, IT-heavy processes.
We need look no further than three common use cases where typical data integration strategies and technologies fail today’s business users:
Automated Metadata Discovery
The first, and perhaps most frustrating, has to do with discovering related objects. For example, objects, such as Accounts, don’t exist in a vacuum. They have related objects such as Contacts that can provide the business user – be it a salesperson or customer service manager, with context of the customer.
Now, during the typical data-integration process, these related objects are obscured from view because most integration technologies in the market today cannot automatically recognize the object metadata that could potentially relate all of the customer data together. The result is an incomplete view of the customer in Salesforce, and a lost opportunity to leverage the platform’s capability to strengthen a relationship or close a deal.
The Informatica Cloud platform is engineered ground up to be aware of the application ecosystem API and understand its metadata. As a result, our mapping engine can automatically discover metadata and relate objects to one another. This automated metadata discovery gives business users the ability to discover, choose and bring all of the related objects together into one mapping flow. Now, with a just a few clicks, business users, can quickly piece together relevant information in Salesforce and take the appropriate action.
Bulk Preparation of Data
The second instance where most data integration solutions typically fall short is with respect to the bulk preparation of data for analytic runs prior to the data transformation process. With the majority of Line-of-Business (LOB) applications now being run in the cloud, the typical business user has multiple terabytes of cloud data that either need to be warehoused on-premise or in the cloud, for a BI app to perform its analytics.
As a result, the best practice for bringing in data for analytics requires the ability to select and aggregate multiple data records from multiple data sources into a single batch, to speed up transformation and loading and – ultimately – intelligence gathering. Unfortunately, advanced transformations such as aggregations are something that is simply beyond the capabilities of most other integration technologies. Instead, most bring the data in one record or message at time, inhibiting speedy data loading and delivery of critical intelligence to business users when they need it most.
Alternatively, Informatica has leveraged its intellectual property in the market-leading data integration product, PowerCenter, and developed data aggregation transformation functionality within Informatica Cloud. This enables business users to pick a select group of important data points from multiple data sources – for example, country or dollar size of revenue opportunities – to aggregate and quickly process huge volumes in a single batch.
In-App Business Accelerators
Similar to what we’ve experienced with the mobile iOS and Android platforms, there recently has been an explosion of new, single-purpose business applications being developed and released for the cloud. While the platform-specific mobile model is predicated on and has flourished because of the “build it and they will come” premise, the paradigm does not work in the same way for cloud-based applications that are trying to become a platform.
The reason for this is that, unlike with iOS and Android platforms, in the cloud world, business users have a main LOB application that they are familiar with and rely on packaged integrations to bring in from other LOB cloud applications. However, with Salesforce extending its reach to become a cloud platform, the center of data gravity is shifting towards it being used for more than just CRM and the success of this depends upon these packaged integrations. Up until now, these integrations have just consisted of sample code and have been incredibly complex (and IT-heavy) to build and very cumbersome to use. As a result, business users lack the agility to easily customize fields or their workflows to match their unique business processes. Ultimately, the packages that were intended to accelerate business ended up inhibiting it.
Informatica Cloud’s Vibe Integration Packages (or VIPs) have made the promise of the integration package as a business accelerator into a reality, for all business users. Unlike sample code, VIPs are sophisticated templates that encapsulate the intelligence or logic of how you integrate the data between apps. While VIPs abstract complexity to give users out-of-the box integration, their pre-built mapping also provides great flexibility. Now, with just a few keystrokes, business users can map custom fields or leverage their unique business model into their Salesforce workflows.
A few paragraphs back I began this discussion with the recent acquisition of RelateIQ by Salesforce. While we can make an educated guess as to what that will bring in the future, no one knows for sure. What we do know is that, at present, Salesforce’s completeness as a platform – and source of meaningful analytics – requires something in addition to run your relevant business applications and solutions through it. A complete iPaaS (Integration Platform as a Service) solution such as Informatica Cloud has the power to make the vision into reality. Informatica enables this through the meta-data rich platform for data discovery, Industry leading data and application integration capabilities and business accelerators that put the power back in the hands of citizen application integrators and business users.
Join our webinar August 14 to learn more: Informatica Cloud Summer 2014: The Most Complete iPaaS
Salesforce.com is one of the most widely used cloud applications across every industry. Initially, Salesforce gained dominance from mid-market customers due to the agility and ease of deployment that the SaaS approach delivered. A cloud-based CRM system enabled SMB companies to easily automate sales processes that recorded customer interactions during the sales cycle and scale without costly infrastructure to maintain. This resulted in faster growth, thereby showing rapid ROI of a Salesforce deployment in most cases.
The Eye of the Enterprise
When larger enterprises saw the rapid growth that mid-market players had achieved, they realized that Salesforce was a unique technology enabler capable of helping their businesses to also speed time to market and scale more effectively. In most enterpises, the Salesforce deployments were driven by line-of-business units such as Sales and Customer Service, with varying degrees of coordination with central IT groups – in fact, most initial deployments of Salesforce orgs were done fairly autonomously from central IT.
With Great Growth Comes Greater Integration Challenges
When these business units needed to engage with each other to run cross functional tasks, the lack of a single customer view across the siloed Salesforce instances became a problem. Each individual Salesforce org had its own version of the truth and it was impossible to locate where in the sales cycle each customer was in respect to each business unit. As a consequence, cross-selling and upselling became very difficult. In short, the very application that was a key technology enabler for growth was now posing challenges to meet business objectives.
Scaling for Growth with Custom Apps
While many companies use the pre-packaged functionality in Salesforce, ISVs have also begun building custom apps using the Force.com platform due to its extensibility and rapid customization features. By using Salesforce to build native applications from the ground up, they could design innovative user interfaces that expose powerful functionality to end users. However, to truly add value, it was not just the user interface that was important, but also the back-end of the technology stack. This was especially evident when it came to aggregating data from several sources, and surfacing them in the custom Force.com apps.
On April 23rd at 10am PDT, you’ll hear how two CIOs from two different companies tackled the above integration challenges with Salesforce: Rising Star finalist of the 2013 Silicon Valley Business Journal CIO Awards, Eric Johnson of Informatica, and Computerworld’s 2014 Premier 100 IT Leaders, Derald Sue of InsideTrack.
In a recent Information Management blog post, Alex Bakker from Saugatuck Technology noted:
“There is an underlying problem facing many, if not most enterprise IT leaders and organizations: these technologies [Cloud, Mobile, Social, Analytics and Integration] have developed much faster than enterprise IT groups and practices have been able to adopt and manage them.”
The good news is a topic that was once considered the “Achilles heel of cloud computing” is increasingly being recognized as the key enabler of cloud success: integration and data management. With that in mind, Informatica rolled out our Summer 2013 release this week. Here are some highlights and useful resources. (more…)
On Wednesday we announced our latest cloud integration release – Informatica Cloud Spring 2013. It’s a major step forward in terms of breadth and depth for our software as a service (SaaS) solution. Why, you ask?
- Didn’t all of our cloud integration customers get upgraded to the Winter release in November?
- Didn’t we just broaden into cloud-based master data management (MDM)?
- Don’t we have 3-4 releases per year?
Well, yes…but…there are a few aspects to today’s announcement that I think are particularly noteworthy. Here’s a summary.
There’s been a lot written about the importance of customer adoption and success to the software as a service (SaaS) model – there’s even a manifesto and a Bill of Rights! Last month, Informatica Cloud received the Bronze Stevie Award for customer support. One of the drivers for this achievement was not only great front-line customer service from a world-class support organization (they even support trial accounts!), but also the establishment of a customer success team, which is run by Bryan Plaster. I sat down with Bryan to discuss his views on the importance of customer adoption to any cloud computing application, platform or infrastructure initiative, as well as some specifics on how Informatica Cloud approaches customer success. (more…)
I’m pleased to announce that Informatica Cloud has once again been honored by salesforce.com customers with the AppExchange Best of ‘11 Award for Integration. Based entirely on user reviews for the Informatica Cloud listing on AppExchange, it’s clear that when it comes to Salesforce CRM and Force.com data integration requirements, Informatica Cloud has become the clear choice for salesforce.com customers. This is the fourth year in a row that Informatica Cloud has achieved this honor, and our free Data Loader Service continues to be the all-time most popular application on the AppExchange. (more…)
- Cloud adoption will drive two-tier cloud integration strategies
- LOB-driven cloud integration projects will lead to strategic MDM initiatives
- Cloud integration platforms will emerge
- Database.com will gain enterprise adoption
- Private Cloud confusion will continue
Here’s my assessment: (more…)
I discussed cloud integration and Informatica Cloud momentum and customer success with SIIA’s Rhianna Collier at Dreamforce 2011. Some of the questions:
- Are times changing when it comes to the importance of data integration to cloud computing adoption and success?
- With the growth of social and mobile, how is innovation changing your customer needs?
- Are you getting different questions from customers now with all of the industry changes?
- Is the social revolution the focus of next year or is it more than that?
- How do you monitor customer interactions and measure the ROI?