More Related Content Similar to Simple Salesforce Data Migration (20) More from Scribe Software Corp. (20) Simple Salesforce Data Migration1. © 2014 Scribe Software Corporation. All rights reserved.
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Accelerate Access to Critical Customer Data with Simple
Salesforce Migration
2. © 2014 Scribe Software Corporation. All rights reserved.
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Speakers
Nicole Tilton
Director, Salesforce Sales Channel, Scribe
Email: nicole.tilton@scribesoft.com
Twitter: @TiltonNicole
LinkedIn: nicoletilton
Pierre Hulsebus
Senior Sales Engineer, Scribe
Email: pierre.hulsebus@scribesoft.com
Skype
Twitter: @infuseme
LinkedIn: phulsebus
3. © 2014 Scribe Software Corporation. All rights reserved.
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Agenda
• Scribe Overview
• Customer Experience
• Challenges
• Scribe Online Architecture
• Demonstration
• Business Value - Recap
• Next Steps
4. © 2014 Scribe Software Corporation. All rights reserved.
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Scribe
• Customer data integration solutions since 1995
• Established global company
• Cloud, premise, hybrid
• Award-winning solutions
• Scribe Online
• Scribe Insight
• 12,000 customers and 1,200 partners
5. © 2014 Scribe Software Corporation. All rights reserved.
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Customer Experience
6. © 2014 Scribe Software Corporation. All rights reserved.
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#SFMigration
Customer Experience
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Challenges
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Challenges
User Adoption User Need Data Staging Data Issues
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User Adoption
Adoptability
Adoption
• Data Migration delivers immediate tangible
benefits.
• By migrating data from other business
systems users will have a single view into the
data they need to do their jobs everyday.
• Load the right data for the right user
10. © 2014 Scribe Software Corporation. All rights reserved.
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User Needs
Needs of End Users
• Record Ownership
• Activity Dates
• Customer Centricity
User Persona
• Marketing
• Sales
• Finance
• Support
11. © 2014 Scribe Software Corporation. All rights reserved.
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Staging Data
Moving data from
multiple external sources
• Text files
• Other SFDC instances
• Other CRM systems
Establishing Cross
Reference Tables
• External ID’s to SFDC ID’s
Use Flexible Staging
Platform
• SQL – Scribe Replication
Services
• CSV – Data Loader
Types of information that is
important for different users
• Attachments
• Documents
• Activity
• Service calls
Date’s and Ownership
• Record Owners
• Create On Dates
12. © 2014 Scribe Software Corporation. All rights reserved.
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Data Issues
Parent Child Relationships
• Account / Contact
• Billing / Shipping
• Account / Opportunity
Activity Migration
• Ownership
• Activity Dates
• Status Open/Closed
Attachments
• Size
• Locations
• Reconsider long term model
13. © 2014 Scribe Software Corporation. All rights reserved.
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Scribe Online Architecture
14. © 2014 Scribe Software Corporation. All rights reserved.
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#SFMigration
Demonstration
15. © 2014 Scribe Software Corporation. All rights reserved.
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Business Value
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Business Value
User Adoption
Improved
Holistic
view of
customer
data
One view of
BI across all
business
units
Enhance the
user
experience
Transition to
new system
easier
Lower
TCO
Reduce
Deployment
Time
Fits with
Salesforce
Cloud (SaaS)
17. © 2014 Scribe Software Corporation. All rights reserved.
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Use Scribe for Salesforce Migration & Integration
Migrations and integrations takes days/weeks not months;
Connect key business applications to Salesforce
One solution for all migration and integration needs;
intuitive, visual interface with wizard
Predictable, monthly cost, no hidden fees
12,000 customers, 1,200 partners worldwide; 2012 Codie
winner, 2013 Codie finalist, AlwaysOn250 winner, Red Herring
finalist
Proven Success
Predictability
Simplicity
Rapid time to value
Flexibility Add new applications and data sources easily with clicks, not
code
18. © 2014 Scribe Software Corporation. All rights reserved.
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Scribe Online Connectors
Applications
Salesforce.com and Force.com apps
Dynamics CRM 2011 and Online
Dynamics GP 2013
ExactTarget
GoToWebinar
Hubspot
Marketo
Netsuite Marketing
Netsuite ERP (coming soon)
QuickBooks Desktop
Technologies
MySQL
ODBC
OLE DB
Oracle
Scribe Insight
SQL Server
Text (as source and target)
Web Services or Custom Connectors
via CDK
3rd Party
Advantage
Big Machines
Connexio
E-conomic
Epicor 9
Exact Globe &
Synergy
FinancialForce
Intacct
On24
Personify
Silverpop
SmartFocus
Znode
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Any Questions?
20. © 2014 Scribe Software Corporation. All rights reserved.
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Thank You
• Learn more about how Scribe can help your integration needs:
- www.scribesoft.com/salesforce
• Sign up for a free trial:
- www.scribesoft.com/online-trial
- Free Trial Assistance
• Contact Us:
- sales@scribesoft.com
• Take our Survey
- Interested in a Deeper Dive?