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
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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?
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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…
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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
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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
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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
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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
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
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