This presentation introduces Informatica Cloud Extend for Salesforce. Find out: - Why process automation is essential to delivering the true value of your Salesforce platform. - Why process automation is the perfect complement to Informatica Cloud Master Data Management and Informatica Cloud Integration. - How to effectively enable your mobile Salesforce users through smart phones, tablets and laptops. - How process automation improves the accuracy of data entry of your Salesforce users. For more information visit: http://www.informaticacloud.com/cloudextend

1. How Corvisa Services Guides Users to Work Efficiently
with Salesforce Data
Clive Bearman
Director Product Marketing, Informatica Cloud
Erik Eklund
Salesforce Administrator, Corvisa Services

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Agenda
 Process Automation Overview
 Informatica Cloud Extend in
Practice
 Questions & Answers
 Next Steps

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The Informatica Cloud Family
From Integration to Quality to Process
Cloud Integration
Connecting cloud and on-premise apps
Cloud Data Quality & Master Data Management
Delivering the “Single Customer View”
Cloud Process Automation
Guiding users to work efficiently with data

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The Vision of Life With Salesforce
• Sales reps will be more informed
• Increase sales effectiveness
• Provide more value to their clients
• Increase sales productivity ($$$/rep)
• Sales managers get more deal info
• Accurate forecasts
• More effective coaching
• Marketing results will be measureable
• More effective use of marketing spend
• Customer experience will be enhanced
• Faster service response
• Better engagements with sales/service

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What Happens With Salesforce Instead
• Sales managers do not see how
Salesforce helps their reps sell
• Sales reps just enter the minimum
information required and do not use
Salesforce as a resource
• Marketing can’t get meaningful metrics
because of inconsistent data
• Customer support hasn’t improved
because the customer has to repeat the
same information over and over
Salesforce is viewed as
“another corporate overhead we have to deal with.”

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What Happens With Salesforce Instead

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What Happened?
• Salesforce not mapped to daily business use
• Contact and Activity tracking – sure
• Watch out for required field/custom field overload!
• Other activities for Salesforce users get ignored
• Effective lead/opportunity qualification?
• Identifying cross sell/upsell candidates?
• Meeting preparation?
• Quotes to order?
• Customer service case setup and resolution?
• Custom applications create dependency on IT
• Volume of business processes instantly creates IT
project backlog
• Process improvement requires changes, adding to the
backlog
• Mobile users not effectively enabled
• Salesforce not effective when users are not at a desk

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Add Process for Productivity
Current Implementation
• Users struggle to remember best
practices or training
• Inconsistent process; limited access to
other relevant data; low user adoption
• Requires IT or consulting and custom
code

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Add Process for Productivity
Current Implementation
• Users struggle to remember best
practices or training
• Inconsistent process; limited access to
other relevant data; low user adoption
• Requires IT or consulting and custom
code
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Add Process for Productivity
Current Implementation
• Users struggle to remember best
practices or training
• Inconsistent process; limited access to
other relevant data; low user adoption
• Requires IT or consulting and custom
code
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Add Process for Productivity
Current Implementation
• Users struggle to remember best
practices or training
• Inconsistent process; limited access to
other relevant data; low user adoption
• Requires IT or consulting and custom
code
Process-Centric Implementation
• Users guided through questions, actions
and automated work
• Universal access to data on premise and
in the cloud
• DIY; hand-coding not required
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Add Process for Productivity
Current Implementation
• Users struggle to remember best
practices or training
• Inconsistent process; limited access to
other relevant data; low user adoption
• Requires IT or consulting and custom
code
Process-Centric Implementation
• Users guided through questions, actions
and automated work
• Universal access to data on premise and
in the cloud
• DIY; hand-coding not required
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77
55
88
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Introducing Informatica Cloud Extend
• Process Automation for Salesforce Users
• Do it yourself; no coding required
• Create mobile or desktop wizards
• Works with standard and custom Salesforce objects
• Who is it for?
• Sales operations
• Customer service or support operations
• Marketing departments
• Salesforce administrators
• Why?
• Improves end user efficiency and productivity
• Ensures users don’t undo clean data
• Produces consistent and repeatable processes
• Delivers accurate data for downstream systems
• How?
• Powerful tools to quickly model Salesforce processes
• Guides users simply through a flow of questions, actions
and automated work

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Your Business Experts Design the Process…

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Your Users Follow Embedded Guides

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And Mobile Users Get Wizards Too!
• Update an opportunity with meeting notes
• Prepare for a forecast review
• Add urgent travel request
• Start a rapid response to a complaint
• Record notes from a meeting

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Informatica Cloud Extend
Easy to DeployEasy to Deploy
- One Click Publish- One Click Publish22
Publish
“Guiding Salesforce Users to Work More Efficiently”
11 Easy to DesignEasy to Design
- No APEX Coding- No APEX Coding
Easy to UseEasy to Use
- Mobile, Tablet, or PC- Mobile, Tablet, or PC33

18. ERIK EKLUND
Corvisa Services

19. A Brief History
• 2009 – Founded in Milwaukee
• 2010 – Acquired by StreetLinks Lender Solutions
• 2012 – Repositioned as Shared Services Division of
Novation Companies.
• Software Development, Marketing, Salesforce
Administration
• 2013 – CorvisaCloud became a Salesforce
Implementation Partner

21. The Problem
• Two sister companies launching simultaneous
initiatives.
• Temporary staff with no knowledge of Salesforce or
industry.
• Scripted calls.
• Minimal time for training.

22. Why Not Flow?
• Valuable tool.
• Difficult to achieve basic functionality.
• Time-consuming to learn and build.
• Modifications must be done by Admin/Developer.

23. Enter Cloud Extend
• Met team at CloudForce 2012 in Chicago.
• Demo the following week.
• Purchased for sister company teams.

24. Why Cloud Extend?
• Simplicity – No code!
• Time Savings
• Friendly, WYSIWYG Interface
• Easily Modified by Non-Admin/Developer
• Fantastic User Support!

25. DEMONSTRATION
Corvisa Services

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Innovative Process Automation
Guiding Salesforce Users to Work Efficiently
Customers Include:
We've seen a 20%
increase in agent
productivity, reduced
our customer call waiting
times to virtually zero and
reduced the time it
takes to create new
accounts by 85%.

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Cloud Extend Uses
Sales and Sales Operations
Salesforce Administration
Customer Support and
Service Operations
Marketing
• Meeting planning
• Post meeting follow up
• Account review
• Opportunity to order
• Case creation
• Account updates
• Troubleshooting
• Customer provisioning
• User provisioning
• Task assignment
• Lead capture
• Lead nurturing
• Event creation
• Campaign management

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Incredible App Exchange Reviews
CLOUD EXTEND

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Next Steps
Learn More
www.InformaticaCloud.com/cloudextend
Follow Us
On Twitter - @CloudExtend
See Us in Person
www.informaticacloud.com/cct
Try Us
www.appexchange.com – “Cloud Extend”

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www.InformaticaWorld.com

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