5 Ways to Make Waves with Salesforce Analytics
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Every business has data, but only a few are treating it as a strategic asset for actionable insights. Many struggle with locating and aggregating data, while others wrestle with visualizing and interpreting the data. Join Anwesa Chatterjee and Ron Lunasin for an interactive and demo-focused session on how to leverage the latest technologies in the cloud analytics market to make every-line of business data-driven. You’ll see how companies from different industries are using the Informatica Cloud to make waves across their companies by connecting, aggregating and relating data from different sources. You’ll also discover how to achieve amazing insights with the Salesforce Analytics Cloud. Finally you’ll learn the 5 top tips that ensure that your data will always be clean, connected and contextual with Wave Analytics and Informatica.
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5 Ways to Make Waves with Salesforce Analytics
- 1. 5 Ways to Make Waves with Informatica and Salesforce Analytics Anwesa Chatterjee, Director Product Marketing Informatica Cloud Ron Lunasin, Sr. Director Product Management, Informatica Cloud
- 2. Agenda • Overview • Problem/Solution • The 5 Ways Informatica Can Help • Demo • Why Informatica • Resources ©2013 Informatica. Proprietary and Confidential 2
- 3. The Great Wave ©2013 Informatica. Proprietary and Confidential 3 The New Wave “Wave is opening up new frontiers of data, visualizations, and information that we never even expected.” — Brian Wickham, Director of Sales and Business Analysis
- 4. Informatica for Salesforce Wave Analytics – The Only Analytics For Salesforce Users ©2013 Informatica. Proprietary and Confidential 4
- 5. Faster Insights -> Better Decisions -> For Everyone ------------------------------------------------------------------------------------------------------------------ Configure schemas Load Data Warehouse Overlay reporting tool Build reports and dashboards Traditional BI: 4-6 months Actionable Intelligence with Salesforce Analytics: 4 weeks Load data directly into Dataset
- 6. Informatica Breaks Down Barriers With Role-based Tools For IT For Salesforce Admins & Business Analysts For Business Users
- 7. Only Informatica provides leading cloud and on-premise data integration Amazon Redshift Traditional Staging DB Traditional Data Warehouse Microsoft Azure SQL Data Warehouse On-premise BI Tool Firewall Wave Datasets
- 8. 3 Key Differentiators Informatica Brings for Wave Unlocks the Enterprise 1 2 Top Industry Performance Goes Beyond Integration 3 Optimized to process the largest Salesforce data volumes
- 9. Connected Clean Trusted Remove duplicate or bad data Single 360 view of customer IT Admins/Business Analysts Business Users
- 10. 1. Data Preparation Phase ©2013 Informatica. Proprietary and Confidential 10 Extract sample of data to prototype dashboards & uncover issues
- 11. 2. Integration Phase ©2013 Informatica. Proprietary and Confidential 11 Extracting and integrating data from various systems into a single analytical view
- 12. 3. Data Quality ©2013 Informatica. Proprietary and Confidential 12 Profiling, Cleansing, Enrichment and De-duplication to ensure data is clean, secured and consistent
- 13. 4. Multiple Org Coordination ©2013 Informatica. Proprietary and Confidential 13 Each Salesforce org will have its own business processes and details requiring high level of coordination
- 14. 5. Hierarchies and The Master Record ©2013 Informatica. Proprietary and Confidential 14 Golden Record in the Cloud Analytics
- 15. Informatica Cloud for All Your Analytics Cloud Process Automation Data Quality & Validation Data Warehousing Cloud Analytics Cloud MDM Data Migration Data Sync & Replication API and Event Integration • Application & Data integration • Data management • Self-service tools • Bulk and Real-time • Cloud to Cloud, Cloud to ground, and ground to ground integration
- 16. Demo ©2013 Informatica. Proprietary and Confidential 16
- 17. New Informatica for Saleforce Wave Analytics https://www.informatica.com/products/cloud- integration/connectivity/salesforce-wave-analytics-connector
- 18. Informatica for Wave Analytics – Data Prep Edition Informatica for Wave Analytics – Integration Edition Informatica for Wave Analytics – Prep Plus Integration Edition • $1000/month • Wizard-based visual integration • Three Enterprise Connectors: One Salesforce source, one Tier-2 data source, and target connector to Wave Analytics • Automated data blending, data cleansing, and data quality • Unlimited file-based data sources, users, and job scheduling • Pre-built integration templates for Sales, Service, and Marketing Cloud objects • 15 million rows of data per month • $3500/month • All data prep, blending and profiling features listed in Data Prep Edition • All the data integration features listed in Integration Edition • Advanced data flow mapping designer • Prep to DI reverse mapping feature to convert data-prep recipes to DI maps • Additional 35 million rows of data processing/month (Note: Processing limit for data-prep tasks stays at 15million rows/month) Informatica for Wave Analytics: Data Integration & Data Quality • $500/month • Intelligent data profiling • Step-by-step wizards to easily perform common prep tasks. • Blend data from Salesforce, databases, flat-files, or XML data sources with just a few clicks. • Automated data standardization and validation processes • Intelligent ‘recipes’ that record each prep task • Unlimited Users • 15Million rows/per month (data rows processed)
- 19. Most Comprehensive: Any Integration Pattern & Data Management For IT & Business: Any User For Every Major Ecosystem and Source: Any Data A Platform I Can Trust Informatica Cloud - The Best iPaaS Platform https://www.informatica.com/ipaas-magic-quadrant.html 19
- 20. Why Informatica for Salesforce Optimization 3500 Customers 30+ Major OEMs Over 1000 end customers 95% Renewal rate 300Bn Transactions / month
- 21. Resources for Follow-Up 21 The State of Cloud Analytics White Paper Webinar Informatica for Salesforce Wave • Overview and Resources • Best Practice Guide • Informatica for Salesforce Wave Analytics • Informatica Cloud Academy: Cloud Analytics
- 22. Appendix 22
- 23. The leading choice for bulk data integration to span cloud and on- premises applications • 100’s of connectors • Bi-directional data exchange • Synchronization and replication • 6 step wizard for business use • Advanced tools for technical users • Vibe integration packages (VIPs) Cloud Data Integration ©2016 Informatica. Proprietary and Confidential 23
- 24. Use APIs to integrate virtually any Cloud or on-premises applications in real-time • Supported Protocols • REST and SOAP API’s • Visual Process Integration Tools • Build with clicks, not code • Mobile Process Applications • OOB support for iOS, Android and HTML5 • Screen Flow • Guide end users through efficient workflow • Persistent Runtime Processes • Supports long running business processes Cloud Application Integration ©2016 Informatica. Proprietary and Confidential
- 25. Powering Salesforce with a complete customer view • Point of Entry Duplicate Protection • Fuzzy Matching Engine • Automatic or Manual List Merging • Advanced Hierarchy Management • Multi-dimensional Visualization • Multi-org Coordination Cloud Customer 360 ©2016 Informatica. Proprietary and Confidential
- 26. When inaccurate or unreliable data persists in Salesforce Data as a Service ©2016 Informatica. Proprietary and Confidential 26 @ Email Verification Phone Validation Address Verification • 4 step process • Batch and real time • Protect sender reputation • Eliminate invalid phone numbers • Batch or individual validation • Implement anywhere • Over 240 countries • High performance • Multi-language
- 27. Masked Tim Jones tim.jones@acme.com (650) 383-5000 2100 Seaport Blvd. Dec 31, 1999 Original John Adams jadams@infa.com (617) 342-7024 125 High St. July 4, 1976 • Reduce your risk when customizing Salesforce or developing on App Cloud • Obfuscate any data, not just SSN or CC numbers • Mask in the same sandbox or in different instances • Quickly create test data sets from production data Cloud Test Data Management John Adams ©2016 Informatica. Proprietary and Confidential
Notes de l'éditeur
- The Great Wave of Kanagawa also known as The Great Wave or simply The Wave
- Many companies are investing in top customer programs to accelerate revenue and growth rates, by shifting their approach to their top 20, 30, or 50 customers—from a transactional sales relationship to that of strategic partners with shared success. Such a strategic approach to the customer, however, requires a complete view of the relationship, and for complex enterprises, sophisticated operating models and technology infrastructures mean that getting a comprehensive single view of the relationship with each of their top customers is difficult. Informatica enables Salesforce Wave Anlaytics to deliver the powerful insights from clean, connected and secured data.
- For IT Integrating complex on-premise apps, and databases For Salesforce Admins & Business Analysts Easier data loading, and creating a 360 customer view from multiple sources For Business Users Formatting and preparing data before analysis
- Salesforce Wave provides business analysts with self-service data discovery, exploration, and visualization. While analysts typically need only a subset of data for their analysis, getting the data from warehouses, such as Teradata, Netezza and Oracle, can be difficult and time-consuming with traditional, centralized business intelligence (BI) environments. With Informatica Cloud’s broad connectivity to relational databases such as IBM DB2, Microsoft SQL Server and Oracle, companies can easily bring their required data from any data warehouse into the Salesforce Analytics Cloud for rapid customer insights.
- The Salesforce Analytics Cloud gives businesses an unprecedented level of insight into their customers’ preferences and patterns. But unlocking that potential requires an ability to access and manage data from multiple cloud and on-premises sources only possible from the Informatica Cloud portfolio of products.
- To truly gain customer insights using the Salesforce Analytics Cloud, you need to bring in customer-related data from external systems such as SAP, Oracle E-Business, PeopleSoft, NetSuite and Workday. This data could include purchase history, demographics, relationships and preferences. The Informatica Cloud portfolio for Salesforce Wave, including integration, data quality and master data management services, enables business users, IT and anyone else to connect, relate and aggregate data from any source and achieve in-depth customer insights.
- This is a Phase To Prototype Dashboards & Uncover Issues with the data. Extract a sample of data to analyze Uncover issues such as inconsistencies and duplicates Prepare the data to fit into the right format for the dashboards Track these changes to be shared for the next steps This phase takes 2- 4 weeks
- Integration of the data from multiple systems into Analytics Cloud Extracting product and revenue data from ERP systems Associating this data with accounts Ensuring that a timeline of revenue sold into each account is visible This phase takes 60 – 90 days
- Data Quality: Profiling, Cleansing, Enrichment and De-duplication Data Profiling helps determine the quality of the data in the source systems. At this stage, inconsistencies, fragmentation, and any issues with standardization can be highlighted. Cleansing helps to rectify issues that profiling has uncovered. Cleansing includes the validation of address and contact details as well as the opportunity to use purchased data lists to enrich the data. De-duplication involves identifying potential duplicate Accounts, Contacts, or Leads and then automating merging them or facilitating a safe and wizard-based manual merge. DQ – through CC 360 and MDM – long term
- Each Salesforce org will have its own business processes and details. Coordinating these environments ensures that the right details are making up the master record as well as ensuring there is clarity on which BU/Org is the source of which Account/Contact/Lead record. CC360 related
- Once the data has been cleansed and de-duplicated, the next stage is mastering the record to create a Golden Record in the Cloud Analytics org. This also includes highlighting necessary connections between subsidiary accounts that relate to your company and/or Contacts.
- Details: Business Issue: Optimizing Customer “Journey” Enabling mobile apps for customers/dealers Creating closed-loop feedback for distributors Challenges on the Journey Deliver quick wins in big transformation project (e.g. clean 500k customer records in SFDC by end of Q3) Accountable to CMO for results Keep core on-premises apps (order mgmt, leasing, usage) in sync with SFDC Total Deal Size was $1.15M ($508K MDE) Cloud ACV - $376K License – $642K Perpetual Informatica MDM (Customer, Product Domains, limited records) Informatica Data Quality for MDM Subscription Informatica Cloud MDM Informatica Cloud Services (Cloud DI) Unlimited End-Points (e.g., Eloqua, SF, Oracle EBS, etc) Informatica Contact Validation Services (AddressDoctor) 1M transactions per year
- industry’s best iPaaS platform with new capabilities that offer tremendous benefits for our customers - It covers all integration patterns from App Integration, Data Integration, Data Management and Hybrid IT. This iPaaS is for all across all types of user personals from Citizen Integrator to LOB Developer, to Integration Experts and Application Developers Informatica iPaaS provides near universal connectivity with native solutions for all major cloud vendors (Microsoft, Salesforce, AWS etc.) We process billions of records a day across all verticals and geographies
- The Differentiated Value of our Salesforce Optimization Solution Products – Market leading. Any user, any data, all Salesforce Clouds Services – Fantastic customer success, support and education Our Ecosystem Partners – Used by more Salesforce partners Informatica, the Company – We know data from 20+ years experience Expertise – Rated #1 in Gartner iPaaS for 2 consecutive years Track Record – Over 300bn transactions per month
- Ensure the validity and integrity of your customer records with integrated data quality Address Validation Email Validation Contact Validation Do Not Call Lists