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Fast Track Salesforce Integration
             Package
Mansa Systems Introduction

Who We Are?
• Certified Salesforce.com Consulting Partner and AppExchange Partner
• Founded 2006 -- 40+ Employees Globally
• Development centers in California, India, China & Costa Rica

What We Do?
• Services - Salesforce.com Implementation & Integration, Force.com Development, Training,
  Consulting
• AppExchange Apps – Focused on enhancing Salesforce utilization

How We Deliver?
• Global Delivery using Agile methodology with Onshore, Nearshore and Offshore teams




                                          1
Do you have a 360 degree view of your customers?


      Do you maintain Customer Data In Multiple Systems and find it difficult to
      manage them?
      Do you maintain opportunities in Salesforce and Process Orders In Some
      Other System?
      Do you have Multiple Sources For capturing leads and have difficulty getting
      them into Salesforce?
      Do you have a problem referencing Invoices with customer records in
      Salesforce?
      Does your support group have trouble tracking customer cases because your
      support system is not integrated with Salesforce?




                                     1
Fast Track Integration Package

    Designed for Small and Medium size projects
    Removes the complexity involved in integrating Salesforce and other
    applications
    Deliver Integration solutions in 8-10 days
    Includes 3 to 4 Integration processes


 Business Problems Solved                    Business Processes Supported


                                              Complete view of Customer
Synchronize Account, Contact,                 Lead -> Opportunity -> Quote ->
Product, Pricebook, etc between               Order -> Cash
Salesforce and other applications
                                              …and more…


                                     3
Process and Deliverables



Project Kick-off Meeting
Integration Requirements Gathering
Integration Design Document describing data mapping, transformations and
integration processes
3 to 4 Integration Processes connecting Salesforce and other application
Web-based Training on Informatica Cloud data synchronization service




                               1
Key Benefits



Rapid Integration – Integration Completed in less than 10 days
Cloud Based Integration Service - No hardware or software.
Visual Modeling & Mapping - Easy to use interface
Increase User-Adoption - Make critical data available in Salesforce
Integration Flexibility – Schedule and monitor Salesforce integration
processes




                                  4
Informatica Cloud Overview

             Informatica Cloud                    Other
                                                 Systems


  True Multi-Tenant Cloud offering
  Market Leader in data integration
  Supports companies of all sizes
  Extreme Ease Of Use
  Time to deploy - Try And Buy
  Complete integration lifecycle
  Salesforce Integration focus
  Ready made connectors for many on-premise or
  cloud based applications


                   2
Customer Success Story



Salesforce & Advent Integration
 for a Wealth Management Firm




                5
Salesforce & Advent Integration using Informatica Cloud
     Company: a Silicon Valley Wealth Management Company
     Opportunity: Salesforce Integration
     Vertical: Wealth Management

 ?    Challenge                      Solution                         Benefits
                                            .
     Firm was adding and           All Incoming and outgoing      Firm had its entire process
      updating thousands of         data about clients, accounts,    automated ,without any
      client entries manually to    and positions was                manual effort involved in
      Advent APX.                   synchronized, with the help      sharing, hence saving man
     Needed a secure interface     of Informatica Cloud Sync        hours
      between any systems and       service                         Now firm can easily manage
      Advent APX.                  An interface was created in      the investments &
     Without centralized           Salesforce which does            relationships with the help
      automated processing, data    automated export of client       of Salesforce
      maintenance and data          and account data and import     Firm can now countercheck
      quality between Salesforce    of account, position, and        and store client portfolios
      and Advent APX was a pain.    security data from Advent        easily
                                    APX.
                                   SFTP server was also setup
                                    for secure data exchange
Advent & Salesforce Data Flow Diagram




?
                    .
Pricing

                                                             Informatica
   Fast Track                                                Cloud Sync
  Package Cost                                             Service License
  ----------------------------------------                   -------------------------------

 $5000 – 10000                                               Discounted
                                                                Offer




                                             Assumptions
The customer is responsible to ensure the mapping between data elements are
unique and present
The customer is responsible to ensure data formats meet industry standards




                                                6
Contact Us



+(1) 415-293-8297
info@mansasys.com

http://www.mansasys.com/contact-mansa




                    7
THANK YOU

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Fast Track Salesforce and Other System Integration

  • 1. Fast Track Salesforce Integration Package
  • 2. Mansa Systems Introduction Who We Are? • Certified Salesforce.com Consulting Partner and AppExchange Partner • Founded 2006 -- 40+ Employees Globally • Development centers in California, India, China & Costa Rica What We Do? • Services - Salesforce.com Implementation & Integration, Force.com Development, Training, Consulting • AppExchange Apps – Focused on enhancing Salesforce utilization How We Deliver? • Global Delivery using Agile methodology with Onshore, Nearshore and Offshore teams 1
  • 3. Do you have a 360 degree view of your customers? Do you maintain Customer Data In Multiple Systems and find it difficult to manage them? Do you maintain opportunities in Salesforce and Process Orders In Some Other System? Do you have Multiple Sources For capturing leads and have difficulty getting them into Salesforce? Do you have a problem referencing Invoices with customer records in Salesforce? Does your support group have trouble tracking customer cases because your support system is not integrated with Salesforce? 1
  • 4. Fast Track Integration Package Designed for Small and Medium size projects Removes the complexity involved in integrating Salesforce and other applications Deliver Integration solutions in 8-10 days Includes 3 to 4 Integration processes Business Problems Solved Business Processes Supported Complete view of Customer Synchronize Account, Contact, Lead -> Opportunity -> Quote -> Product, Pricebook, etc between Order -> Cash Salesforce and other applications …and more… 3
  • 5. Process and Deliverables Project Kick-off Meeting Integration Requirements Gathering Integration Design Document describing data mapping, transformations and integration processes 3 to 4 Integration Processes connecting Salesforce and other application Web-based Training on Informatica Cloud data synchronization service 1
  • 6. Key Benefits Rapid Integration – Integration Completed in less than 10 days Cloud Based Integration Service - No hardware or software. Visual Modeling & Mapping - Easy to use interface Increase User-Adoption - Make critical data available in Salesforce Integration Flexibility – Schedule and monitor Salesforce integration processes 4
  • 7. Informatica Cloud Overview Informatica Cloud Other Systems True Multi-Tenant Cloud offering Market Leader in data integration Supports companies of all sizes Extreme Ease Of Use Time to deploy - Try And Buy Complete integration lifecycle Salesforce Integration focus Ready made connectors for many on-premise or cloud based applications 2
  • 8. Customer Success Story Salesforce & Advent Integration for a Wealth Management Firm 5
  • 9. Salesforce & Advent Integration using Informatica Cloud Company: a Silicon Valley Wealth Management Company Opportunity: Salesforce Integration Vertical: Wealth Management ? Challenge Solution Benefits . Firm was adding and  All Incoming and outgoing Firm had its entire process updating thousands of data about clients, accounts, automated ,without any client entries manually to and positions was manual effort involved in Advent APX. synchronized, with the help sharing, hence saving man Needed a secure interface of Informatica Cloud Sync hours between any systems and service Now firm can easily manage Advent APX. An interface was created in the investments & Without centralized Salesforce which does relationships with the help automated processing, data automated export of client of Salesforce maintenance and data and account data and import Firm can now countercheck quality between Salesforce of account, position, and and store client portfolios and Advent APX was a pain. security data from Advent easily APX. SFTP server was also setup for secure data exchange
  • 10. Advent & Salesforce Data Flow Diagram ? .
  • 11. Pricing Informatica Fast Track Cloud Sync Package Cost Service License ---------------------------------------- ------------------------------- $5000 – 10000 Discounted Offer Assumptions The customer is responsible to ensure the mapping between data elements are unique and present The customer is responsible to ensure data formats meet industry standards 6