Your Salesforce instance holds valuable information on all your leads, opportunities, customers, and sales revenues, but your analytic and reporting tools reside outside of Salesforce. In this presentation you will learn how to use Informatica Cloud’s Data Replication application to: • Achieve a consistent picture of your customers and prospects with accurate reports, forecasts, and scorecards • Automatically make critical CRM data available for analysis and reporting • Ensure adherence to regulatory compliance with scheduled ‘hands free’ backup and archiving For more information, visit http://www.informaticacloud.com

1. Efficient Salesforce
Reporting & Compliance
Allan Schwab, Informatica Cloud Presales
Ashwin Viswanath, Informatica Cloud Marketing
Twitter: @infacloud

2. Agenda
•
•
•
•
•
•
•
•
•
Main Challenges with CRM
Why Reporting within Salesforce Isn’t Enough
Main Challenges with CRM Reporting
Challenges Specific to Salesforce
Why Compliance is Important
Consequences of Violating Regulatory Compliance
Demo: Data Replication for Salesforce
Customers Using Data Replication
Q&A
2

3. CRM Challenges: Data still #1 problem
3

4. Why Reporting Within Salesforce Isn’t Enough
SCENE
Ad-hoc Reporting
Historical Data
& Trending
Fast Access to
Dashboards
Multiple Data Sources

5. Main Challenges with CRM Reporting
Source: Dimensional Research
5

6. Challenges Specific to Salesforce
Source: Bluewolf
6

7. Why Compliance?
Penalties
Up to $1.5
million + prison
time
$5 million and
up to 20 years
in prison
$100,000/violation
+ prison time
Up to $500,000
Up to $1 million
Stakeholders
Individuals
responsible for
violation
CFO & CEO have
joint responsibility
for financial data
Company officers &
Directors
Company’s
public reputation
at stake
Company’s
public reputation
at stake
Sources: AMA, Genentech, Business Records Management, Acunetix, Sarbanes-Oxley 101

8. Consequences of Violating Regulatory Compliance
8

9. Customers Using Data Replication
and many more…
9

10. Data Replication Demo
Allan Schwab, Informatica Cloud Presales
Twitter: @infacloud

11. Q&A
Allan Schwab, Informatica Cloud Presales
Ashwin Viswanath, Informatica Cloud Marketing
Twitter: @infacloud

12. Next Steps
• Sign up for free 30-Day Trial: www.informaticacloud.com
• View ‘Getting Started’ video
• Select ‘Data Replication’ under ‘Applications’